Alex Bartoszewicz, MBA, FALU, FLMI, ACS

Alex Bartoszewicz, MBA, FALU, FLMI, ACS

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location of Alex Bartoszewicz, MBA, FALU, FLMI, ACSMilwaukee, Wisconsin, United States

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  • Timeline

  • 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 - 2014
      Master of Business Administration (M.B.A.) Business
    • University of Wisconsin-Milwaukee

      1994 - 1998
      BA 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 2024
      • Assistant Director New Business

        May 2014 - Jul 2021
      • Internal Facilitator

        Jun 2008 - Dec 2017
      • DI Inforce Underwriting Manager

        May 2013 - Sept 2014
      • Policy Owner Services Contract Change Values Manager

        May 2010 - May 2013
      • New Business Application Input Manager

        Aug 2007 - May 2010
      • Training Coordinator

        Mar 2006 - Aug 2007
      • Sr. Life Underwriting Specialist

        Feb 2004 - Mar 2006
      • Life Underwriting Specialist

        Dec 2002 - Feb 2004
      • Sprint Underwriter

        Apr 2001 - Dec 2002
    • Old Republic Risk Management

      Jan 2025 - now
      Vice President, Compliance Operations
  • Licenses & Certifications

    • Fellow, The Academy of Life Underwriting (FALU)

      The Academy of Life Underwriting
      Jun 2024
    • Leadership & Customer Service Training (Deliver and Develop)

      AchieveGlobal
      Jun 2008
    • DocuTools

      Performance Technology Associates, Inc
      Apr 2004
    • Associate, Customer Service

      LOMA
      May 2002
    • The Oz Principle Accountability Training

      Partners In Leadership, Inc.
      Jul 2011
    • Fellow, Life Management Institute

      LOMA
      Nov 2005
    • Series 6 & 26

      Financial Industry Regulatory Authority (FINRA)
      Apr 2015