Wally Taylor Email and Phone Number
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A highly experienced Insurance Executive who has demonstrated the ability to lead diverse teams of professionals in a variety of insurance settings. Strong technical underwriting and business qualifications with an impressive record of 30 years of hands on experience in strategic planning, business unit development, and project and product management. Proven ability to analyze an organization’s critical business requirements, identify deficiencies and potential opportunities, and develop innovative and cost effective solutions for enhancing competitiveness, increasing revenue, and improving customer service.Specialties: Series 6, 26 and 63 licenses. Designations: Fellow Academy of Life Underwriting (FALU), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Fellow Life Management Institute (FLMI), Associate Insurance Regulatory Compliance (AIRC), Associate Customer Service (ACS).
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Chief Marketing OfficerManagement Research Services Sep 2009 - Present -
Vice PresidentBeneficial Financial Group Mar 2007 - Dec 2009Vice President of Underwriting and Customer Operations• Manage underwriting team of six underwriters• Oversee Company’s Teleunderwriting Unit• Develop underwriting procedures• Maintain vendor relationshipsIn addition responsible for Policyowner Service, New Business, Model Office and Claims. -
PresidentSentry Life Insurance Company May 1999 - Feb 2007• Spearheaded team that redesigned product portfolio (individual life and annuity as well as group annuity products)• Oversaw development of paperless underwriting process• Negotiated sale of company’s block of small group medical insurance• Restructured Group Annuity Sales operation stimulating growth from $80 million to $120 million in first year• Member of Sentry Life of New York Insurance Company’s Board of Directors
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PresidentSentry Equity Services, Inc. May 1999 - Feb 2007• Oversaw product development, marketing and compliance for Sentry’s broker/dealer• Supervisor of 450 Series 6 NASD licensed representatives• Also served as Vice President of the Sentry Mutual Fund with assets in excess of $100 million• Currently NASD Series 6, 26 and 63 licensed
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Operational Vice President & Chief UnderwriterGuarantee Life Insurance Company May 1994 - May 1999• Developed and staffed start up branch office• Spearheaded integration of acquired life company• Developed ongoing underwriting continuing education program• Member of Westfield Life Insurance Company’s Board of Directors
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Asst. Vice President & Chief UnderwriterSunset Life Insurance Company Oct 1985 - May 1994• Developed company’s Underwriting Procedure Manual• Developed ongoing underwriting continuing education program• Served as President of Sunset Life’s Essell Credit Union—a 500 member credit union with assets in excess of $30 million
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Underwriting SupervisorFarmers New World Life Oct 1981 - Oct 1985• Appointed supervisor of new branch office• Completed FNWL’s “Underwriting Training Program”
Wally Taylor Skills
Wally Taylor Education Details
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Clearfield High SchoolHs Degree
Frequently Asked Questions about Wally Taylor
What company does Wally Taylor work for?
Wally Taylor works for Management Research Services
What is Wally Taylor's role at the current company?
Wally Taylor's current role is Chief Marketing Officer at Management Research Services.
What is Wally Taylor's email address?
Wally Taylor's email address is wa****@****ial.com
What is Wally Taylor's direct phone number?
Wally Taylor's direct phone number is (800) 726*****
What schools did Wally Taylor attend?
Wally Taylor attended Brigham Young University, Clearfield High School.
What skills is Wally Taylor known for?
Wally Taylor has skills like Sentry, Life Insurance.
Who are Wally Taylor's colleagues?
Wally Taylor's colleagues are Jessica Martens, Sharri Zach, Bob Gehred, Brian Mahloch, Myles Hudy, Stephanie Helle, Jennifer Carpenter.
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Wally Taylor
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Wally Taylor
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