Jon Schatz Email & Phone Number

- Lead organization in Metrics reporting - Lead organization in financials and expenses reporting - Lead organization in Information Lifecycle Management Process- Lead organization in change management - Lead organization in Business Continuity Process- Lead organization in Lean management - Preform other duties as assigned or required

• Help practice MetLife Way behaviors and help with leadership role modeling• Coach the tools and systems of MetLife Way with both Leaders and associates• Provide monthly input to the Executive Group regarding productivity, sustain details• Run health checks every 90 days• Coordinate and drive the 90 day plans through the business leaders• Facilitate discussion on where improvement should happen in the business, including which objectives to target with problem solving.• Help business improve health check outcomes• Contribute to strategy development and execution with the leadership team

Charlotte, North Carolina Area

• Perform research, fulfill regular weekly, monthly and quarterly reporting tasks/requests, and provide ad hoc reporting services to SCAO Comp Operations, SCAO management, Legal, HR, Compliance, Audit, Finance, Product areas and Sales management• Compile and deliver Schedule A data for Pension, Life and Group policyholders • Answer requests and provide data, data files and/or printed reports within agreed upon timeframes. General goal of responding within two business days.• Data to be validated for accuracy before releasing• Ensure that reports are formatted correctly• Establish working relationships with SCAO Reporting team members and other parts of SCAO• Share and provide data and information on respective comp plans/distribution channel/comp systems to other team members, and learn comp plans/systems for other distribution channels• Cross-train with other team members as determined by management• Pursue opportunities for process improvement, explore use of different tools and methods for reporting, sharing information with counterparts as applicable• Administer and provide systems access to both NEF and Met Home Office associates and management staff at the agency level• Administer and provide access through IBSE/EMS for OLA, FEA, LNA, TNN, EPI, AGB, FAST, iCOMP, IBCS and the ID Compensation website• Administer and provide access within a timely matter. General goal of responding within 48 hours• Represent SCAO Reporting team on projects; joint committees and workgroups• Participate on special projects such as those for building business skills, developing toolkits for associates and developing improved reporting procedures and/or online reporting.• Provide subject matter knowledge, prepare/explain requirements, perform UAT and provide support as needed

Business Procedures Consultant (May 2009 – December 2012)Oversaw medium to large projects and/or phases of projects of larger scope to implement new and/or modified processes, procedures, and/or initiatives.Translated business needs into requirements.Developed detailed work plans, schedules, project estimates, resource plans, and status reports.Ran project meetings and was responsible for project tracking and analysis.Provided\ updates to business leadership regarding project status and the application and implementation of new or revised procedures, processes, and/or initiatives.Designed, implemented, and monitored the progress of initiatives, milestones, and budgets to ensure timeliness and deliverables were metManage critical relationships with consultants and vendors, internal end users, and business customers/leadership.Provided information and/or training to end users to help resolve inquiries related to assigned processes, procedures, and/or initiatives.Acted as a project leader and provided guidance to lower level staff membersPerform research, fulfill regular weekly, monthly and quarterly reporting tasks/requests, and provide ad hoc reporting services to SCAO Comp Operations, SCAO management, Legal, HR, Compliance, Audit, Finance, Product areas and Sales managementCompile and deliver Schedule A data for Pension, Life and Group policyholdersAnswer requests and provide data, data files and/or printed reports within agreed upon timeframes.Share and provide data and information on respective comp plans/distribution channel/comp systems to other team members, and learn comp plans/systems for other distribution channelsCross-train with other team members as determined by managementPursue opportunities for process improvement explore use of different tools and methods for reporting sharing information with counterparts as applicableperform UAT and provide support as neededBusiness owner of various Compensation systems

Contracting Manager (November 2002 –May 2009)Manage the daily processing and execution of all contracting, agent selection, financing, summit, and contract maintenance of NEF Career Agency producers and enterprise producers in support of recruiting and retention goals. Ensuring company and industry rules, regulations, and standards are fully adhered to in the handling and execution of all tasks.Provide technical expertise, administrative guidance; coaching and counseling required for both entry-level and professional-level staff members.Identify process improvement opportunities and lead departmental and cross functional teams on implementations of such changes to increase ROE, customer service, and support of recruiting and retention.Work effectively with middle and senior management within the MetLife enterprise to create productive and beneficial business partnerships. Compiling and composing MIS, including the analyzing and presentation of information to senior management and peers.Provide training to the field agency staff members on contracting processes, procedures and workflows.Act as the relationship manager between NEF and those departments/organizations within the MetLife enterprise involved directly or indirectly in the contracting, licensing, and NASD registration of NEF producers