Rob Stanfield Email & Phone Number

Indianapolis, In, Us

Carmel, Indiana, United States

Leads planning, coordination, and execution of technical transformation programs for enterprise operations, including all lines of business for Bankers Life, Washington National, and Colonial Penn.• Manage a team of Product Managers, Product Owners, User Acceptance Testers, and Reporting Analysts, providing single point of communication to all levels within organization, project managing business tasks, responsible for delivering on time for three to five years and within $30M budget… Show more Leads planning, coordination, and execution of technical transformation programs for enterprise operations, including all lines of business for Bankers Life, Washington National, and Colonial Penn.• Manage a team of Product Managers, Product Owners, User Acceptance Testers, and Reporting Analysts, providing single point of communication to all levels within organization, project managing business tasks, responsible for delivering on time for three to five years and within $30M budget, serving as primary point of contact with CNO leadership, technology teams, managing relationship with technology team and business stakeholders throughout programs, and provides oversight and guidance for implementation.• Collaborate with business and technology stakeholders to gather input for incorporation into product vision or project portfolio strategy. • Communicates product vision effectively to key stakeholders and team members. • Drive engagements and adoption of Lean-Agile practices by providing coaching, training, facilitation, and mentoring to Agile stakeholders and teams.• Lead the implementation of 4 Annuity products to a new sales Platform Zinnea/Annuity Net for the Bankers Life security agents to improve applications in good order by 50% and enable seamless processing of subsequent premium transactions with a potential annual benefit of ~$2.5M.• Integrated 2 Bankers Life Simplified Issue Whole Life products with a new instant decisioning tool to stay competitive in the marketplace and increase operational efficiency by 23%.• Implemented several product enhancements for all 3 business entities with an expected increase in annual premium between 15-18%.• Expanding our Tele-sales capability for our Graded Benefit Life on 2 additional enrollment platforms to expand distribution capabilities and mitigate risk of an outdated enrollment platform that is no longer supported by the vendor. Show less

Carmel, Indiana, United States

Supported Enterprise, including Bankers Life, Washington National, and Colonial Penn, sales growth for all product lines and business segments through creating and setting enterprise vision and strategy for field technology platforms.• Set strategy and vision for all field technology applications and identify and implement synergies across all platforms.• Led team of 31 employees, including business analysts, user acceptance testers, and field technology support call center… Show more Supported Enterprise, including Bankers Life, Washington National, and Colonial Penn, sales growth for all product lines and business segments through creating and setting enterprise vision and strategy for field technology platforms.• Set strategy and vision for all field technology applications and identify and implement synergies across all platforms.• Led team of 31 employees, including business analysts, user acceptance testers, and field technology support call center. • Partnered with sales and marketing to utilize technology for web-based marketing, communication, and training programs that drive sales.• Managed third-party vendor technology-related relationships, interfacing on behalf of CNO.• Rolled out foundational CRM tool, Pega Sales Automation, for Worksite agents, projecting ~$4mm sales lift.• Refined lead functionality and customer data management for Consumer division instance of Pega Sales Automation leading to increased satisfaction and efficiency.• Implemented a skills week training for new agents for 2 sales distributions which was comprised of technical and sales training; saw increase of producing agent conversions from 25% to 50%+.• Integrated enterprise agent / field helpdesk from IT into tech support team; dissatisfied survey responses went down 19% YOY, satisfied responses went up 37% YOY.• Added several Medicare Advantage carriers to enable distribution to sell products.• Engaged in transition of company Agile transformation from IT led to business led; assumed leadership role to push adoption forward through coaching and remediation and led first team to adopt Agile development. • Participated in the worksite capabilities team to enhance group infrastructure to scale for large market distribution and close existing gaps for current market: assisted in creating roadmap and evaluated group billing system and employer portal software.• Voting Member of the Records Management Steering Committee Show less

Provided field technology support for over ten sales leaders and 4K+ independent insurance agents, generating $117M in sales through training, relationship management, and business development. Led team of 18 associates supporting sales, contracting, and commission business requirements and user acceptance testing.• Built team from ground up to support sales field technology and lay foundation for growth.• Set field technology vision, direct testing, and quality for new products and… Show more Provided field technology support for over ten sales leaders and 4K+ independent insurance agents, generating $117M in sales through training, relationship management, and business development. Led team of 18 associates supporting sales, contracting, and commission business requirements and user acceptance testing.• Built team from ground up to support sales field technology and lay foundation for growth.• Set field technology vision, direct testing, and quality for new products and system updates and provided technical assistance for all sales technology to distribution.• Implemented new enrollment and benefit administration platform and loaded 20 + products, contributing 5% increase in agent productivity and 15% worksite growth in 2019.• Implemented three new enrollment platforms that generated $11M+ in new Call Center NAP in 2019, which set record for division.• Designed and implemented new sales lead and dispositioning tool to support individual channel growth.• Aided in design and implementation of enterprise cross-sales initiatives between CNO companies.• Designed and conducted field technology training.• Led CRM conversion of Salesforce to PEGA.• Overhauled field technology support to improve first call resolution and handle increased technology stack without adding additional resources. Created baseline metrics and call tracking. Improved first-call resolution to 98% of all calls received.• Participated in LIMRA, LOMA, and other industry study groups to support worksite enrollment and benefit administration. Show less

• Work with senior management and chief business partners to align technology solutions with business strategies to grow the B2B, B2C, and D2C sales.• Managed the Sales/IT relationship with 40+ key business partners.• Managed the on-boarding, integration, and on-going maintenance of our e-business agencies, 3rd party vendors, Call Centers, and lead management.• Responsible for prioritizing sales initiatives across the enterprise.• Led business requirements and user acceptance… Show more • Work with senior management and chief business partners to align technology solutions with business strategies to grow the B2B, B2C, and D2C sales.• Managed the Sales/IT relationship with 40+ key business partners.• Managed the on-boarding, integration, and on-going maintenance of our e-business agencies, 3rd party vendors, Call Centers, and lead management.• Responsible for prioritizing sales initiatives across the enterprise.• Led business requirements and user acceptance testing for new rate engine, commission systems, and Sales Portal.• Created and maintained business requirements and technical documentation.• Responsible for business requirements and user acceptance testing.• Responsible for prioritizing sales initiatives across the enterprise. Show less

Team Lead for external vendor feeds contracted to a major Insurance Company. • Analyzed and developed the definitions, design, testing and implementation of service request, projects.• Assisted in creating vendor contracts and statement of work. • Created project deliverables, such as program specifications, code, test plans, flow charts, and production documentation following project standards documentation for SEI-CMM.• Coordinated efforts with Business Analysts and third… Show more Team Lead for external vendor feeds contracted to a major Insurance Company. • Analyzed and developed the definitions, design, testing and implementation of service request, projects.• Assisted in creating vendor contracts and statement of work. • Created project deliverables, such as program specifications, code, test plans, flow charts, and production documentation following project standards documentation for SEI-CMM.• Coordinated efforts with Business Analysts and third party vendors to assist in overall system goals.• Acted as the single point of contact for the Bank Affiliate. • Ensured quality assurance on all life cycle phases.• Designed, developed, and tested project deliverables. Show less

• Analyzed and coordinated the definitions, design, development, testing and implementation of new modules, and acted as single point of contact.• Created project deliverables, program specifications, test plans, flow charts, and production documentation following project standards documentation for SEI-CMM.• Organized resource efforts from three physically different locations.• Reported status, issues, and employee performance to the Project Director. • Assisted the… Show more • Analyzed and coordinated the definitions, design, development, testing and implementation of new modules, and acted as single point of contact.• Created project deliverables, program specifications, test plans, flow charts, and production documentation following project standards documentation for SEI-CMM.• Organized resource efforts from three physically different locations.• Reported status, issues, and employee performance to the Project Director. • Assisted the Project Planner with resource and tasks assignments, including dependencies, estimates, and percent complete. Reviewed capacity and burn reports. • Coordinated implementation of projects with other Project Managers as well as assisted with the technical designs of their functional systems. • Assisted with Technical Leads on issues concerning delivery of the code, executables, and testing. • Ensured quality assurance on all life cycle phases.• Designed, developed, and tested project deliverables. Show less