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Overland Park, Kansas, United States
August 17, 2018

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Areas of Focus: Insurance and Banking


Growth-driven and performance-focused professional, with comprehensive experience in group insurance underwriting, operations, business process and data analytics. Equipped with comprehensive account management experience in driving end to end accountability internally and externally to an organization. Expert at conducting financial analysis and reviews for benchmark comparison and recommendation to mitigate business risks and improve profitability. Demonstrated ability to drive growth while balancing top and bottom line financial results. Proficient with Microsoft Office Suite.


Cross-functional Collaboration

Client Relations and Retention

Risk Management and Underwriting

Staff Collaboration and Leadership

Product Growth and Advancement

Lean Management Champion

Core Business Process

Staff Training and Development



Director, General Agents Third-Party Administrator 2014–Present

Manage the growth and advancement of products in coordination with key general agents, third-party administrators, and emerging channels.

Overall account management responsibilities establishing strong relationships in driving sales growth and advances in market leadership position.

Evaluate and integrate platform opportunities companywide to guarantee the compliance with legal, underwriting, service and operations are in line with customers’ capabilities, standards, plans and practices.

Lead and manage brokers and customers meetings for trainings on products and strategies.

Career Highlights

Developed and implemented performance measurements and reengineering processes; and business strategies to support financial plans of a business worth over $1.5B with double digit top- and bottom-line growth objectives.

Achieved business profitability with current arrangements and contracts including overall management and oversight of financial responsibilities; including terminating of unproductive contracts

Contributed to product positioning and key message development across market segments with consideration for the competitive environment and target needs and wants of customers.

Demonstrated ability to drive business objectives and outcomes through a matrix organization

Underwriting Manager 2008–2014

Rendered regional financial responsibility for both the planning and execution of all management decisions, earnings, revenue, and expenses.

Worked closely with external vendors and internal partners in creating and refining underwriting process and technology to drive key business results, including persistency, closing ratio, task times, and margins.

Proactively identifying lead process improvement initiatives using lean tools and methodology

Executed financial responsibility for underwriting, including new business and renewal underwriting decisions for writing and renewing customers and coverage in alignment with set target margins and business plan

Managed and lead a team of new business and renewal underwriting associates to develop their performance and professional growth.

Career Highlights

Closely coordinated with sales market leaders and brokers in promoting a service experience to differentiate the company within the marketplace; and develop cross-buying of coverage’s, persistency, and overall growth for a $196M block of business and $1.4M budget.

Expertly managed operations to meet changing market and organizational needs, make timely and practical decisions, and respond to issue escalation and problem resolution.

Leveraged leadership skills in spearheading cultural change in an evolving organization.

Underwriting Consultant 2005–2008

Evaluated risk by running manual rates, experience rates and provided pricing proposals for dental, life, short and long-term disability products and worksite coverage’s

Served as a team lead, in charge of evaluating business risks and signing off, as well as administering experience and manual rates to provide product proposals for dental, life, short- and long-term disability and worksite coverage’s

Organized comprehensive training and auditing of underwriters, while supporting the group underwriting organization for growth and profitability achievement.

Demonstrated ability to provide consultative underwriting and risk analysis to sales, brokers and consultants which included participation and finalist meetings.

Career Highlight

Drove key efforts in surpassing established quality, customer satisfaction, time, service, and productivity goals while surpassing top and bottom financial results.

Earlier Position Held


New Business and Renewal Underwriter



Marketing Coordinator


Bachelor of Science in Business Administration, with Concentration in Marketing

Avila University – Kansas City, MI

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