Insurance Sales

Dennis Taylor

Email: abptgc@r.postjobfree.com

Address: ***** **** ********

City: Fishers

State: IN

Zip: 46038

Country: USA

Phone: 317-***-****

Skill Level: Senior

Salary Range: $150,000

Willing to Relocate

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

iDennis A. Taylor

12978 Ross Crossing a Fishers, IN 46038 a 317-***-**** a abptgc@r.postjobfree.com

Executive-Level Management: CFO ~ COO

Finance & Accounting i. Operations i. Risk Management i. Insurance Sales & Marketing

Accomplished financial executive combines CPA and FLMI credentials with more than 30 years of experience directing financial and business operations for premier insurance companies. Decisive leader with history improving profitability through business planning, expense management, financial reporting and workflow analysis.

Critical change agent recognized for guiding transformation initiatives to reduce operating overhead, streamline operations and improve profitability.

Excellent communicator and relationship builder with strong presentation and negotiation skills.

Track record of successfully instituting financial and operational controls to fulfill regulatory compliance requirements, including SEC, SOX, STAT, and GAAP.

Skills

Leadership i. Team Building i. Strategic Planning i. Financial Analysis i. P&L Management i. Risk Management

Organizational Restructuring i. Financial Reporting i. Project Management i. Internal/Financial Controls

Mergers & Acquisitions (M&A) i. Audit & Compliance i. Business Administration i. Change Management i. Budgeting

Sales/Profit Growth i. Process Improvement i. Policy Development i. Executive Presentations i. Negotiations

Professional Experience

foregreatgolf a Nashville, Tennessee 2011-present

President a ForeGreatGolf, LLC.

A start-up company that sells, organizes, designs, prints and distributes golf course scorecards and yardage books. The target market is public and semi-private golf courses. The scorecards and yardage books are differentiators for the courses to increase their number of rounds per year which also increases profitability.

WILTON RE a Oklahoma City, Oklahoma & Nashville, Tennessee 2008a2010

Leading privately held provider of life reinsurance services. Wilton Re purchased the life insurance division from HealthMarkets in 2008 and moved the back office operations to Nashville, TN in 2009.

Vice PresidentaWilton Re Services Inc.

Named Sales Vice President to guide transition of filing policy forms, establishing sales programs, managing conventions, and converting national field distribution network from Chesapeake Life, a wholly owned subsidiary of HealthMarkets to Texas Life, a wholly owned subsidiary of Wilton Re.

Directed updating and branding of marketing content, filing of insurance products with Departments of Insurance across 50 states, and re-appointing 800 independent agents.

Implemented optimized product pricing framework that delivered 12% ROI.

Oversaw organizational restructuring, eliminating headcount and coordinating outplacement services.

Spearheaded physical company relocation from Oklahoma to Tennessee.

HEALTHMARKETS, INC. a Oklahoma City, Oklahoma 2005a2008

Leading privately held provider of life and health insurance services. HealthMarkets is owned by Blackstone Private Equity.

Executive Vice PresidentaHealthMarkets Life Division

Led 11-person management team with 240 total employees in all aspects of life insurance business, including business development, sales and marketing, customer service, policy underwriting, claims processing and review, HR, and IT. Directed physical security, facilities management, financial planning, financial analysis, accounting, budgeting, and financial reporting. Devised and executed strategies to drive growth in sales and profit while ensuring compliance with federal, state and local regulations.

Dennis A. Taylor

Page Two 12978 Ross Crossing a Fishers, IN 46038 a 317-***-**** a abptgc@r.postjobfree.com

Executive Vice PresidentaHealthMarkets Life Division (continued)

Key Achievements

Orchestrated business transformation initiative that reduced labor-related costs by 25%, expanded clerical job descriptions for increased job enrichment, and introduced incentive programs that improved performance.

Streamlined mission-critical business activities, increasing same-day application processing to 55%.

Spearheaded relations and presentations with prospective acquisition suitors, coordinating due diligence processes and facilitating division sale at book value premium.

CNO Financial GROUP a Carmel, Indiana 1992a2005

NYSE-traded life, annuity, and supplemental health insurance provider with annual revenue of $4.5B. CNO acquired United Presidential Life Insurance Company in 1997.

Senior Vice President, CFO and Director

Directed team of 9 with 350 financial professionals in financial management, accounting, reporting, actuarial, and compliance for 24 distinct life insurance companies with $20B in assets and nearly 1,600 employees. Oversaw preparation of STAT and GAAP statements.

Key Achievements

Navigated CNO financial reporting and statement consolidation through 19 corporate acquisitions in 18 months, standardizing general ledger accounting processes and reporting requirements with 4 distinct strategic business unit reports covering Life, Annuity, Supplemental Health, and Major Medical segments.

Appointed to Board of Directors for each insurance company and several non-life insurance companies.

Instituted robust internal controls and led recording of 4M suspense account transactions to facilitate SarbanesaOxley (SOX) compliance, with no findings from third-party compliance audit by PwC.

Improved competitive position of United Presidential leading up to CNO acquisition, fueling a 22% 5-year CAGR in earnings; reducing labor costs by 24%; and eliminating 15 days from financial reporting cycle time.

CITICORP a Nashville, Tennessee 1987-1992

Vice President and TreasureraU.S. Consumer Insurance Division

Oversaw business planning, monthly forecasting, and financial reporting for internal and public consumption for all Citicorp-owned insurance companies in the U.S.

Unified 3 business units into single operation that reduced overhead by 33%.

Served on 4-person team to design and implement comprehensive insurance back-office solution.

AMERICAN STATES INSURANCE COMPANIES a Indianapolis, Indiana 1974-1987

Assistant Treasurer

Coordinated Life Company financial statements and SEC reporting as well as payroll activities for 5K employees.

Directed design and deployment of financial platform to automate general ledger accounting, accounts payable, and payroll administration for 10 distinct insurance entities.

EDUCATION AND PUBLICATIONS

Bachelor of Science in Accounting Passed CPA Exam

Indiana University-Bloomington, IN Fellow Life Management Institute (FLMI)

Publication: Implementing a New Accounts Payable System a Published in National Underwriter Magazine

Contact this candidate