
Timeline
About me
Retired Financial Services Management Consultant
Education
Georgia state university college of law
-University of florida college of journalism and communications
1977 - 1979Bachelor of science - bs advertisingUniversity of florida
1975 - 1979Bsadv advertisingActivities and Societies: Member of University's Track and Field Team Minor in Speech Communications
Experience
Usf&g
Jan 1984 - Jan 1986Claims representativeInvestigated, Evaluated and Negotiated Claim Settlements
Cna insurance
Jan 1989 - Jan 1999Built and managed centralized professional services practice. Developed strategic operation plan and maintained responsibility for full profit and loss of the organization. Managed annual budget of $4.1 million. Directed staff of 22 directors and consultants. Provided project management services, process redesign expertise, and administrative oversight to corporate claims operation. Provided leadership and coaching to staff of technical analysts and managers. Scope of expansive accountabilities included operations management, planning and strategy, budgeting, and management reporting. Managed projects that defined department needs and developed process and technology solutions to meet department needs in the areas of process improvements, efficiency, tools and research and development. Leader of special projects, workflow management, quality assurance, technical review and analysis, technical initiatives – successfully managing priorities in a fast paced environment while maintaining positive Claim Department and customer relations. Designed and facilitated training technical & administrative training for two branch claim offices. Led claim audits of workers compensation, liability, property and auto lines of business to maximize staff technical growth. Consistently promoted the concept of continuous improvement via review, analysis, check and testing
Assistant Vice President • Claims Consulting Services
Jan 1995 - Jan 1999Director Of Corporate Claims Operations
Jan 1994 - Jan 1995Director Of Process Development & Services Administration
Jan 1993 - Jan 1994Claims Administration Consultant
Jan 1991 - Jan 1993Branch Claims Training Manager
Jan 1989 - Jan 1991
Metlife
Aug 1999 - Feb 2002Director • strategic alliance groupStrategic leader of 65-member regional business unit that produced $350 million in annual employee benefits (life, dental & disability) revenue in 2001. Utilized change management expertise, re-engineering and process improvement skills to create and implement this new unit that had earnings of $13 million. Administered all national alliance accounts for Institutional Business. Designed Quality Review Process for new and renewal underwriting that resulted in 25% reduction in total cycle time. Provided administrative services, underwriting and sales support to brokers and regional sales offices. Developed operating service model, alignment support and customer service strategy for national business unit by focusing on organizational and skill components and performance metrics. Show less
The access group international
Mar 2002 - Mar 2003Vice president of business servicesManagement consultant and operations leader for Chicago-based consultancy specializing in change management, team building, policy analysis, operations, project management, transition management, diversity and customer service enhancement. Designed and installed administrative strategy and infrastructure design to firm functions. Developed strategic planning program and operating service model, customer support model and business development platform.
Cna insurance
Apr 2003 - Mar 2007Business project managerBusiness leader of large-scale initiative that combines the alignment, integration and optimization of detailed people, process, information and technology components that support a new claim operating model. Leader of Business Rules Team for new claim system configuration. Duties require marshaling of claim experience to compliment product development capabilities in which technology solutions are coordinated to meet various claim challenges. Senior subject matter consultant responsible for prioritizing project initiatives to achieve deployment objectives. Responsible for partnering with software providers to identify solution alternatives. Show less
Accenture
Mar 2007 - Dec 2008Manager - systems integration & technologyProvided leadership and management support to global system transformation project of Top 5 insurance carrier and served as onsite contact for client and Accenture on-site project resources. Managed contract performance, customer expectations, changes, customer satisfaction, and performance to budget and schedule. Charged with providing industry perspective on claims processes and claim application functionality to aid teams with requirements gathering, design and deployment. Claims subject matter expert on client engagements and proposals. Show less
Applied systems
Jul 2009 - Nov 2011Solutions architectLeader and executor of complex application implementation engagements with enterprise class clients. Required to leverage knowledge of Applied Systems agency management products, third party products, technology trends, insurance issues and trends, and industry best practices, to design, develop, and deliver client business solutions. Project leader of fee-based enterprise solutions engagements; supervising those engagements when required, with customers to provide strategic solutions that will ensure an optimum value delivery for on-site and remote consulting services. Show less
Pwc
Nov 2011 - Dec 2016ManagerEngagement leader responsible for providing thought leadership to the development and design of logical and technical IT systems architecture, business processes and operations. Utilize industry expertise to provide business and consultative leadership across client organizations from the strategic decision making down to the project planning levels. Possessor of superior understanding of insurance performance and project protocol across diverse insurance venues. Strong background providing application integration, project initiation, management and execution• Extensive history of documenting and developing in-depth knowledge of a client's existing IT systems and technology• Responsible for developing, documenting, communicating, and recommending plans for investing in systems/business architecture, including analysis of cost reduction opportunities. • Thorough experience leading, planning, designing, testing, overseeing, developing and evaluating end-to-end integrated systems with the ability to recommend action plans. • Thorough experience developing, documenting, communicating, and executing application deployments.People leader responsible for supervising teams by creating an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and actively coaching staff including providing timely written and verbal feedback. Show less
Gallagher bassett services
Jan 2017 - Mar 2018Director of application developmentFunctional and technical expert on client facing analytical tool (Luminos); serving as single point of contact on GB IT staff for Luminos related mattersMaintains IT alignment with Product Management on product vision and executes projects and initiatives based upon said visionMaintains relationship and alignment with application vendor providing direction on technology solutionServes in product owner role for Agile development, representing interests of Luminos Product ManagementLeverages deep platform expertise, supporting operational team with issue and outage resolutionReviews all IT specifications for new Luminos reports, functions and features; providing approval if appropriateSupports business transition management process (user training, product manager communication and change management activities)Luminos IT Owner is also the custodian of the data in the application. Provisions new users to the application Show less
Big 5 management consulting firms
Mar 2018 - nowRetired in peace and delightful bliss
Licenses & Certifications
Bsadv
University of florida college of journalism and communicationsMar 1979
Volunteer Experience
Earn Your Future financial literacy curriculum
Issued by PwC on Jul 2013Associated with Jacob Jones
Languages
- enEnglish
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