Project Manager Customer Service

CORE COMPETENCIES

o High-energy operations executive committed to providing optimal

customer service by converting business challenges into best-in-class

quality solutions.

o Passionate hands-on change driver with demonstrated track record of

identifying inefficiencies and improving operational processes while

constructing critical business intelligence data.

o Analytical innovator of corporate strategic initiatives through

proactive anticipation of business needs and in-depth knowledge of

executional elements, driving profit margins of 15% or better year

over year.

o Dynamic leader with reputation for motivating people, increasing

employee accountability and engagement, resulting in high performing

teams.

o Intelligent and efficient project manager consistently delivering

complex subject matter results supporting corporate goals and

strategies.

CAREER HISTORY

MFX FAIRFAX Morristown, New Jersey

(Technology company providing critical reinsurance business solutions)

(current)

Independent Consultant

Provide reinsurance consulting and systems expertise as MFX Fairfax assists

a large global insurance carrier with their conversion into Universal

Reinsurance System (URS), a global reinsurance operating system.

ATLANTIC INTERMEDIARIES Burlington, North Carolina

(Startup reinsurance intermediary, incepted in 2009) (2009-2010)

Independent Consultant

Recruited to assist startup reinsurance broker with various activities

including client onboarding preparation, invoice template creation, sample

reporting, various procedural best practices, system review and evaluation,

regulatory reporting and financial planning.

XCHANGING London, England

(Billion dollar seasoned global software solutions provider) (2009)

Independent Consultant

Recruited to assist in the sale and implementation of reinsurance operating

system with new customer. Provided input in implementation plan,

participated in planning meeting with client and assisted in preparation of

presentation materials.

JOHN B. COLLINS ASSOCIATES, INC. Minneapolis, Minnesota

(Fourth largest and fastest growing independent reinsurance intermediary,

$80 million annual revenue.)

Senior Vice President, Brokerage Operations (2008-2009)

Promoted to provide executive leadership and development of technical

client service operations for $80 million reinsurance broker; responsible

for one-third of company work force providing accounting, claims,

information technology, contracts, audit/compliance and office services.

Created global strategic initiatives and corporate policy as part of C-

suite executive team. Responsible for more than 25% of corporate expenses,

requiring contract negotiation skills, cost management and budgeting

proficiency.

o Lead procurement officer initiating cost benefit analysis and RFP in

search of document management operating system to achieve reduction of

operating costs by 12 to 15%.

o Fostered new business relationship with Brazilian business partner;

including contract negotiation, service administration, communication

liaison towards generation of $7 million annual revenue.

o Designer of comprehensive business intelligence dashboard linking data

from operating, expense and marketing systems for profitability

analysis.

o Collaboratively reengineered enterprise reinsurance training programs,

creating state of the art curriculum for classes of 40 including both

internal personnel and clients, increasing knowledge and skill level

resulting in accelerated broker readiness and increased client

confidence.

o Initiated creation of strategic account management plan geared toward

listening to client recommendations and feedback in steering

operational service prioritization and excellence, increasing

satisfaction and business retention.

Senior Vice President, Reinsurance Accounting and Claims (2006 - 2008)

Recruited to Collins to build and expand technical service capabilities of

reinsurance accounting and claims department of 35 people; managing over

125 clients with $70+ million annual revenue. Increased profile of

personnel by proactively updating and enhancing training, technical

operating procedures and best practices, providing improved standard of

service for internal and external customers, driving service excellence and

efficiency. Improved operational quality by closely monitoring and holding

team accountable for ledger transactions, unapplied cash, delinquent

accounts and revenue forecasting accuracy; resulting in 25% reduction in

recoverable balances and unapplied cash.

o Corporate business champion in development, implementation and

training of $2 billion reinsurance operating system, creating a front

end to back end solution providing critical business intelligence

data.

o Initiated and implemented company's first global automated financial

and operational reports, including revenue and business allocation

reports, increasing broker accountability and allowing for more

informed business decisions.

o Leader in conception of client web portal, facilitating the exchange

of communication and information via the web and positioning Collins

as a critical and savvy business partner.

o Increased employee engagement and created strong teams by championing

departmental culture change from bureaucratic and apathetic to

collaborative and energetic.

AONBENFIELD (formerly known as BENFIELD) Minneapolis, Minnesota

($600 million London-based independent reinsurance intermediary.) 1985 -

2006

Senior Vice President, Reinsurance Accounting and Claims

Midwest Regional Leader of accounting and claims team of 14, providing

premium, claim and other technical reinsurance service for accounts

produced in Minneapolis, Chicago and Kansas City offices. Mentored and

developed employees to create a technically strong and dynamically engaged

team frequently recognized as a go-to team for new development testing,

task forces and pilot initiatives. Personally managed accounting for $20

million revenue book.

o Departmental delegate creating global policy and strategy for recovery

of critical technical business processes within 10 to 24 hours of

disaster.

o Highly engaged leader able to bridge the gap between technical

services and sales; initiated dual career path, allowing for

advancement for non-supervisory technical professionals.

o Received sales award for participation in generation of new $7 million

account

EDUCATION

o Bachelor's Degree, Mathematics, University of Minnesota, Minneapolis

INDUSTRY ASSOCIATIONS

o Insurance Accounting and Systems Association (IASA), Session Leader

o Reinsurance Association of America (RAA), Committee Member

o Brokers and Reinsurer Market Association (BRMA), Executive Committee

Member

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