Retired July 18, 2023. Led relationship between Chubb North America Insurance Learning & Development and Personal Risk Services underwriting group, including administration of Personal Risk Services L&D governance process, resource allocation and ongoing management of the business unit's learning priorities. Conducted learning needs analyses with key business stakeholders and design, developed and implemented annual learning plan to meet the technical training needs of the customer. Designed and implemented core underwriting specialty schools, including recruitment and consultation with faculty/subject matter experts both in and outside of Chubb. Supported numerous additional technical learning programs and events. Worked closely with the Chubb L&D Global Center of Excellence to analyze and match customer needs to facilitation and instructional design resources to deliver effective learning outcomes. Evaluated/monitored learning effectiveness and implemented adjustments/enhancements to programs on an ongoing basis. Maintained strong working relationships with a range of key business stakeholders.

Served as liaison between Chubb North America Insurance Learning & Development and Personal Risk Services, primarily supporting technical learning for the underwriting teams. Led Personal Risk Services L&D governance process, resource allocation and ongoing management of the business unit's learning priorities through needs analyses with key business stakeholders. Designed, developed and implemented annual learning plan to meet the technical training needs of the customer. Designed and implemented core underwriting specialty schools and provided a range of support for non-core learning programs and events. Evaluated learning effectiveness and course-adjusted as necessary. Enhanced Insurance L&D relationship with range of key business stakeholders.

Provided leadership, project management and business analysis for strategic cross-functional initiatives in close partnership with I/T PMO within Chubb Limited's newly formed Small Commercial Insurance business unit. Notable accomplishment: on time/budget delivery of new Workers Compensation policy administration system for Chubb Small Commercial Insurance.

Provided business project management and business analysis for strategic cross-functional initiatives in close partnership with I/T PMO within ACE Limited's high net worth insurance business unit (ACE Private Risk Services). Most recent assignments related to integration of former Fireman's Fund business into legacy ACE and Chubb platforms. Notable work includes delivery of Recreational Marine EZQuote, endorsement quote save capability, blanket valuables form automation, contract and premium modification automation and Massachusetts auto implementation. Also supported Group Umbrella product launch in 2013. Co-chaired the Employee Council 2012-13 with lead role on its communications sub-team.

Developed and began implementation of holistic communications strategy for the Chubb Personal Insurance (CPI) strategic business unit of Chubb & Son encompassing consumer, agent/broker and internal constituents. Key accomplishments include:• CPI Perspective – semiannual report to staff (electronic newsletter).• Smart Choices – semiannual electronic magazine for customers.• Collateral development and enhancements for multiple products and services serving agent/broker, customer, trusted advisor and internal audiences.• Electronic communications to agents/brokers - oversight of calendar, content and messaging using Aprimo platform.• Served as a personal risk subject matter expert and media spokesperson based on extensive product development and competitor analysis experience.

Built and led Chubb Personal Insurance (CPI) new product development practice. Consistently leveraged both dedicated and allocated resources across entire organization to bring products from concept to marketplace. Responsible for nine new product/service builds and launches and numerous product line extensions. Key accomplishments include: • Masterpiece Family Protection coverage (personal crime insurance)• Masterpiece Employment Practices Liability coverage • Signature Passport (annual travel/medical/repatriation cover for HNW individuals)• Integration of Identity Theft 911, LLC identity theft mitigation services for CPI customers • Implementation of Competitor Product Analysis practice • Implementation of Client Services Manager role • Chubb Primary & Excess Flood Insurance • Chubb Group Personal Excess Liability Insurance• Masterpiece Coverage Select (including "green" coverages, assisted living care property/liability and forced evacuation coverage for students away at school)Instrumental in developing marketing campaigns and product messaging for new product launches. Built training & education for each initiative for internal and external audiences. Served as lead public relations resource on various initiatives.

Key role in the introduction of Signature Solutions, a product and service suite that helped neutralize a competitor's advantage and served as a barrier to entry for others. Signature additionally introduced customer segmentation to CPI's business for the first time. As part of the CPI Strategic Marketing team, focused on new product development.

Responsible for growth of a $23 million book of personal lines business with 36 independent agents. Partnered with agents to create and execute business plans, special growth incentives, and co-op advertising. Published monthly newsletter to agents. As a Regional Group Coordinator, promoted company’s group personal lines product to independent agents and group insurance prospects.

Led effort to profitably grow a $61 million book of personal lines business and manage, train, and develop staff of ten in a growth driven environment. Served as the axis for relationship among independent agents, field marketing Manager and staff and regional underwriting team for eastern Pennsylvania and Delaware territories.