Peter Sinclair Email & Phone Number

Greater Milwaukee Area

SAFe Product Owner Led teams on the development of key features focused on streamlining and automating underwriting processes. Created strategic and tactical visions and communicated to the team.Responsible for holistic data integration of underwriting data and Risk Selection Predictive Model:•Coordinated activities with key stakeholders to identify data needs and minimum viable product features for production start-up.Defined business process changes to underwriting process to allow the use of Predictive Model results to approve cases as and eliminate need for medical underwriting on defined set of life policies. •25% approval rate on select cases with 80% of those cases issued same day.Lead expansion of external data connections to 2 additional paramed vendors to acquire data on completed electronic paramed exams using ACORD data standards•60% increase in model throughput.Worked with stakeholders to define and implement new program designed to shift specific cases from to lower risk classification based on select data attributes.•Lead team through development and delivery of underwriting system changes one planning iteration (10 weeks) in advance of stakeholder expectations.•Assisted operating area with the development and roll-out of training materials.Lead development team through data expansion efforts to allow development of next generation Predictive Model•Buildout of new tools to access, parse, and land ten years of historical underwriting data.•Expansion and redesign of database used to provide data predictive model.•Development of new micro-services to continually add new cases to the database as new cases complete the underwriting process.

Lead vendor pilot to capture and record client medical history online, obtain e-signatures and instantly provide paramed exam results online. On successful completion lead planning and rollout for 3 paramed exam vendors. Developed plan for pilot use of electronic paramed exam data in underwriting process. • Created tactical data reporting to show that simple rules could reduce the need to review ~25% of paramed exams that were available electronically. • Created strategic vision on how data evaluation could be used to improve and automate underwriting process. Requirements Lead for Contract Assembly segment of corporate project. • Worked directly with operational area and development team to create a new automated contract assembly process resulting in over 50% labor reduction and improved cycle time. Lead firefighting efforts following roll-out of new telephony system to Client History Interview workgroup. • Identified significant shortcomings in delivered solution and advocated for a redesign of the outbound calling process. • Replaced operational management resources on project to ensure appropriate oversight and ensure a workable solution was delivered. • Provided daily consultation during year-end high operational volumes to ensure timely identification of cases not processing correctly and causing delays in the underwriting process.

Greater Milwaukee Area

Created cost benefit analysis to secure funding for the largest underwriting requirement change in company history. • Acted as subject matter expert to mentor operational and development teams.• Lead implementation of pharmacy data delivery to underwriters through automated ordering and receipt through internal system using ACORD standards.

Lead the build-out of requirement processing platform for ordering from third party vendors from idea conception through implementation. • Conducted analysis and recommended process and system changes for the medical records acquisition including outsourcing activities to outside vendors• Coordinated communication between Corporate Sourcing and business clients during the vendor evaluation and contracting process.• Created cost–benefit analysis supporting system build which introduced the use of ACORD standards and webservice integration to the company.• Lead vendor integration ordering and receipt projects through new platform • End state provided 8 FTE saving for underwriting support staff and improved underwriter efficiency yielding approximately 1 FTE while dropping unit cost by 90%.Developed strategic plan to leveraging new system and ACORD standards to continue to enhance the underwriting process• Realtime delivery of imaged medical records from vendors to underwriting system eliminated mailing delays and manual handling costEvaluated newly acquired vendor interview system to develop recommendations on system slowdowns analysis and process improvements.• Collaborated with technical team on analysis and correction of system performance issues.• Monitored technical efforts and proactive kept operations leadership up-to-date on efforts.• Designed and lead implementation of contingency plan to allow workgroup to complete interviews outside system while minimizing back-end work.Evaluated workflow and developed new process which automated numerous manual steps to end outbound calling processes on inactive cases in interview system. Reduced several minutes of follow-up activities in multiple systems to a single “click”.• Improved productivity allowed outsourced interview work to be eliminated without internal staff additions.• Enabled interview process to be started earlier in the underwriting process reducing case cycle time.

Greater Milwaukee Area

Responsible for daily operations for credit, collection and customer payment processes processing over 1 million payment transactions/month.• Operating staff of over 50 FTEs• Managed multiple vendors• Developed strategic and tactical plans for process improvement. • Managed vendors responsible for payment and collection activities.• Key contributor in review of contract for replacement of customer and billing system replacement in excess of $75 million.• Lead operating area implementation and rollout on new customer & billing system.• Accountable for business process design, system testing, and staff training, and rollout activities.

Greater Milwaukee Area

Information System auditor with primary focus on system reviews and development lifecycle processes.

Bachelor Of Science - Bs, Business

BS in Business with Majors in Accounting and Computer Science

Education record