Rob Fullerton Email & Phone Number

Greater Philadelphia Area

• Part of an internal consulting group providing project leadership across the organization. Key accomplishments include:
• Controlled target efficiency improvement initiative in Latin America to reduce overall operating expenses by 35%. Included managing over 45 separate initiatives involved with general expense, acquisition costs and.
• Led an effort to developed initial data visualization framework (Qlikview) for start up division. Initial efforts focused primarily on business acquisition results and provided leadership the ability to quickly draw.
• Establish Cloud Data Risk Mitigation Principles, established and facilitated a governance committee to review and approve all SaaS, PaaS and IaaS initiatives.
• Supported an IA Global Analysis to identify operational opportunities.
• Led an international review of 100+ P&C related initiatives to determine execution risks. Information used to commission the development of a PMO process

Princeton, NJ

• Responsible for establishing operations for the A&H start up segment and leading various governance committees to ensure the $250 million organization runs efficiently and is compliant with applicable regulations.
• Developed organizational structure, hired staff and creating the capability to administer A&H insurance policies and reinsurance treaties in the US, UK and Ireland.
• Identified and documented all processes related to the segment operations (i.e., receiving a quote for insurance, through policy production and premium billing/collection, to claims payments).
• Mitigated over 100 operational, financial, underwriting and actuarial risks by working with Process Owners to establish and monitor over 130 risk mitigation controls.
• Led a program to modify AXIS corporate financial systems (focused on P&C products) to accurately reflect the addition of A&H premiums, claims and expenses.
• Outsourced the US Broker/Producer approval and appointment process (RegEd).

Greater Philadelphia Area

• Executive sales leadership facilitator, reporting to President of HTK (Broker/Dealer), crafted strategic intent, establish plans and monitor progress to deliver desired performance. Supported process improvements at HTK.
• Led enterprise-wide team in a $4M project to implement a web-based CRM solution (SmartOffice) in support of HTK, integrating data and processes of 1,500+ (financial advisors, agency managers and Home Office associates).
• Implemented paperless document management system (PaperClip) compliant with securities storage and auditing requirements.
• Maintained and enhanced vendor outlets for producers to place financial products not carried by the company (Outbrokerage), representing 10% of overall volume.
• Supported regulatory required enhancements to the OSJ structure and suitability testing

Greater Philadelphia Area

• Facilitated C-level enterprisewide decision-making, and governance processes to maximize efficiency, effectiveness and return on the portfolio of projects being worked on or under consideration.
• Established enhanced governance process, which yielded a 25% increase in the throughput of successful projects.
• Established stage gates and communication protocols for leaders to prioritize initiatives and monitor status.

Greater Philadelphia Area

• Led 14 person team of analysts, improved the application of inforce insurance and annuity premium receipts ($300M annually) and led major customer service improvement initiatives.
• Led major telephony self-service initiative to enhance the Automated Call Distribution (ACD) and Integrated Voice Response (IVR) systems, reducing client and producer contacts by over 30%.
• Headed major billing and collection re-engineering program to improve premium application processing while reducing area expense by 40%.

Greater Philadelphia Area

• Independent consultant selling and executing on various engagements, including:ACE-INA International, Philadelphia, PA – Multinational Insurance Company - Managing/Coordinating Sarbanes-Oxley 404 compliance for.
• Established project strategy for Philadelphia-based departments to ensure all internal control processes were identified, documented and remediated. VenTek International, Petaluma, CA – Automated revenue collection.
• Increased “on-time” delivery by 64% by establishing a “manage by project” discipline.Federal Development Corporation, Washington, DC – Real Estate Development - Opened Parking Management Company to manage the parking.

Bethlehem, PA

• Led a group of 22 Business Analysts and Acceptance Testers responsible for planning and implementing customer-focused process/systems modifications at a 250+ seat call center. Directed overall budget/planning for.
• Increased service levels 20%, maximized resource utilization and scheduling; increased productivity and reduced overall stress level by implementing workforce management and scheduling software and process.
• Increased quality results 10% by creating a performance monitoring and auditing program.
• Spearheaded multi-departmental project to resolve $4M tax compliance issue with equity-based life insurance product. Determined exposure, revised internal control processes, established client communication process.
• Cut operating expenses 10% by negotiating contract with data entry firm.
• Managed the consolidation of two 100+ employee Service Centers within established timeframes and under budget. Consolidation resulted in increased customer satisfaction.

Mba, Business Administration

Activities and Societies: Beta Gamma Sigma

Bachelor Of Science (Bs)