Kevin (K.J.) Mcquerrey Ii Email & Phone Number

Des Moines, Ia, Us

West Des Moines, Ia

(Jan 2023 to Now): Selected to Function as Head of New Business Technology by CTO Leading the strategic transformation of New Business Technology Infrastructure, spearheaded multiple enterprise-wide implementations that enhanced customer experience and operational efficiency while replacing aging technology.Architected and deployed a cloud-based suitability decision and management tool, enabling dual-purpose functionality for both agent facing (Up Front Suitability Decisions) and internal operations (Suitability Dashboard), providing robust suitability metrics and reducing manual touches for operations.Developed an innovative e-app platform featuring real time integrations for Can Sell, Suitability, Product Data, 1035 YP, and E-signature. Reducing processing time and NIGO rate dramatically.Designed and implemented a comprehensive New Business Workflow Platform to modernize workflow for our operations teams and replace an aging workflow system.(Sep 2021 to Sep 2022) As the Manager for Platform Configuration Team and Integration Team at American Equity I managed multiple IT disciplines supporting distributor on-boarding, Application Order Entry (Affirm, AN4, and Firelight), Marketing/Distributor requests, illustrations systems, forms work, Data Integrations (such as DTCC, DST, and Acord), Can-Sell service and vendor enhancements. Led teams handling multiple distribution platforms and Turnkey Asset Management Programs (Simon and FIDx) integration with AEL. Leader for staff assigned to agile development teams, including Business Analysts, Quality Assurance Analysts, Configuration Analysts and Application Developers. Performs vendor management functions.

West Des Moines, Iowa, United States

Responsible for managing teams supporting various components of product delivery, electronic order entry and distributor support (Ex. Firelight, Affirm, AnnuityNet, DTCC, FIDx, SIMON, Etc.) Accountable for assigning resources and the successful delivery of projects. Mentors team members and provides subject matter expertise in Annuity Product Configuration.

Responsible for leading teams supporting various components of product delivery, electronic order entry and distributor support (Ex. Firelight, Affirm, AnnuityNet, DTCC, Etc.) Accountable for assigning resources and the successful delivery of projects. Mentors team members and provides subject matter expertise in Annuity Product Configuration.

Continued to Provide System Wide Knowledge and Support with a deeper understanding of the key technologies at play for an Annuity CompanyAnalysis of Production Support date to make business wide improvements and suggest efficiencies. Support additional work units in JIRA, including designing and building workflow and automation.

Provide System Wide Knowledge and Support with Top Level Customer Service. Put together action teams to resolve production support items in a timely manner.Implementation and Management of Service Desk through JIRAManage our Invoice Workflow, Loan Document Storage, and Utility Application (Filebound) (This includes writing basic SQL queries).

Assisting the Business, Gathering Requirements, Organizing and assessing Requirements, Translating Business Needs, Pushing Business to think out of the Box, Provide Excellent Customer Service.