Rich Yoder Email & Phone Number

Doylestown, PA, US

Doylestown, Pennsylvania, United States

Operations Readiness Lead 2023-Present* Overall responsibility for leading Cross Functional Operations teams through conversion of multiple legacy administration platforms to modern consolidated solutions. * Ultimately responsible to ensure that Operations Business Processing staff has the systems, procedures and training to efficiently provide exemplary.

Horsham, PA

• Provided leadership and direction to a team of four Business Analysts and Policy Filing staff responsible for implementation of new Life Insurance and Annuity products. Led Product Tactical Group - leadership team of.
• Hired and coached a highly regarded team of business analysts, consistently receiving high accolades and Special Recognition Awards for exemplary project performance.
• Shaped project planning and the direction of business needs and process analysis to respond to a corporate push to develop software in a more agile environment.
• Successful, timely launches of the two number one selling products for 2014: o A complex, innovative Whole Life product with a flexible premium structure that increased Whole Life sales by 55% over the prior year. o A.

Allentown, PA

• Advocate for the business needs of 5 of Andesa’s largest, most mature and complex client companies within the COLI/BOLI and Private Placement life insurance and annuity marketplace.
• First point of contact and “go to” advocate for the client partner. Championed new initiatives to modify product portfolio, convert existing blocks, modify reinsurance and accounting, enhance reporting, gain efficiency.
• Escalation point and leader responsible for resolution of daily questions and challenges affecting inforce policies.
• Project Lead for client-requested enhancements designed to expand system functionality, solve business problems or support new endeavors and system conversions.
• Managed the estimation/pricing functions, negotiation and scripting of contract language and procurement.
• Teamed with 5 resource managers to forecast staff availability and align tasks with global needs of the organization.

Allentown, Pennsylvania Area

• Directed the support of new projects from inception to completion for clients supported on Andesa’s most mature platform.
• First point of contact for all system modifications and enhancements.
• Coordinated high-level tasks including consulting and definition of business needs.
• Directed client-driven problem solving and managed the quality plan.

Blue Bell, PA

• Directed all day-to-day operations of the Mid-Atlantic Regional Sales and Support Center
• Managed a staff of 5 new business liaisons and sales support personnel, supporting producers in 6 states from New Jersey to Virginia with an annual sales target of $15-20 million.
• Managed the Life Insurance new business process. Directed marketing, field communication, underwriting and proper production credit.
• Key national liaison with home office management to innovate operations, resulting in improved communication, optics and faster, more efficient new business processes.

Ambler, PA

• Key interface with client companies to implement both large and small scale software projects for the life insurance industry. Projects include proposal systems (basic ledger and advanced concepts) and electronic.
• Directed all PC and web-based software implementation including consultative design sessions, functional specifications, configuration, developer / client interaction, quality assurance and deployment.
• Go-to expert for the design, configuration, support and training of technology deployed to producers throughout client company distribution systems.

Wilmington, DE

• Worked with sales force and management to identify and prioritize opportunities to develop new products or enhance the existing portfolio.
• Supervised the tracking of developments in the marketplace and our competitive position.
• Designed and implemented new products from start to finish.
• Managed Product Implementation Committee consisting of key project stakeholders and department heads to get administration, underwriting, proposal systems and marketing / communication plans and materials ready for.