
Alex Bartoszewicz, MBA, FALU, FLMI, ACS

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About me
Experienced Operations, Compliance, & Underwriting Leader | Innovative Process Improvement Authority | Customer Experience Leader | Expert Problem Solver & Risk Mitigator | New Business Strategist
Education

Alverno College
2012 - 2014Master of Business Administration (M.B.A.) Business
University of Wisconsin-Milwaukee
1994 - 1998BA English
Experience

Northwestern Mutual
Apr 2001 - Oct 2024• Served as strategic leader within underwriting across multiple product lines including managing operational and technical leaders and their respective teams. Improved productivity of team by 20% with exceptional quality.• Spearheaded Annuity New Business from 2021-2022 elevating service levels for client calls to over 90% while improving issuance of new contracts by 50%.• Formulated strategy and actively contributed to reducing record inventory for two product lines, achieving a remarkable decrease of almost 60% and 45%, respectively.• Reimagined coaching and referral system improving response times by 50% while building bench-strength of mentors.• Collaborated with stakeholders to create and operationalize accelerated underwriting for disability income insurance, pioneering the process within the industry and reducing cycle time on eligible cases by 25%.• Created electronic process for questions from field force, minimizing disruptions to workflow by 10% while guaranteeing 24-hour SLA. Show less • Sponsored multiple lean events leading to $500,000 in cost savings and $6.2M in retained revenue.• Improved length of time to proficiency for new learners by 20% while increasing number of employees trained annually by 80%.• Served as product line lead, successfully implementing COVID-19 standard changes allowing for regular flow of business while protecting company’s overall profitability.• Created remote, nation-wide program for employees, improving employee engagement and improving talent pool exponentially. • Set strategy and executed redefinition and realignment of multiple servicing roles reducing staffing by 15% while maintaining service levels over 90%. Show less
Senior Director Underwriting
Jul 2021 - Oct 2024Assistant Director New Business
May 2014 - Jul 2021Internal Facilitator
Jun 2008 - Dec 2017DI Inforce Underwriting Manager
May 2013 - Sept 2014Policy Owner Services Contract Change Values Manager
May 2010 - May 2013New Business Application Input Manager
Aug 2007 - May 2010Training Coordinator
Mar 2006 - Aug 2007Sr. Life Underwriting Specialist
Feb 2004 - Mar 2006Life Underwriting Specialist
Dec 2002 - Feb 2004Sprint Underwriter
Apr 2001 - Dec 2002

Old Republic Risk Management
Jan 2025 - nowVice President, Compliance Operations
Licenses & Certifications

Fellow, The Academy of Life Underwriting (FALU)
The Academy of Life UnderwritingJun 2024
Leadership & Customer Service Training (Deliver and Develop)
AchieveGlobalJun 2008
DocuTools
Performance Technology Associates, IncApr 2004
Associate, Customer Service
LOMAMay 2002
The Oz Principle Accountability Training
Partners In Leadership, Inc.Jul 2011
Fellow, Life Management Institute
LOMANov 2005.webp)
Series 6 & 26
Financial Industry Regulatory Authority (FINRA)Apr 2015
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