Experience

Allstate Benefits

• United States
• Insurance
• 700 & Above Employee

• Vice President Program Management

  • Mar 2022 - Present

  Milwaukee, Wisconsin, United States

• Program Manager

  • Aug 2021 - Mar 2022



National General

• United States
• Insurance
• 700 & Above Employee

• Program Manager, Product Management

  • May 2019 - Nov 2021

  Greater Milwaukee Area



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Lead Project Manager

  • Feb 2019 - Apr 2019

  Greater Milwaukee Area • Responsible for all project requests from the business owners within Investment Product Services including management of project management staff and the establishment of a new Project Management Office. • Provide project management expertise to the Investment Products and Services (IPS) business area, and related enterprise areas in accordance with Company-approved methodologies. • Lead the execution of individual large, complex, cross-functional projects (generally, >1-year… Show more • Responsible for all project requests from the business owners within Investment Product Services including management of project management staff and the establishment of a new Project Management Office. • Provide project management expertise to the Investment Products and Services (IPS) business area, and related enterprise areas in accordance with Company-approved methodologies. • Lead the execution of individual large, complex, cross-functional projects (generally, >1-year duration, >$1M budget, impacting multiple business areas), and multiple medium-sized, moderately complex projects. • Assist clients in defining and managing scope, schedule, cost, quality, risk mitigation, and implementation strategies. • Assign, lead and track complex resources, regrouping as priorities and objectives necessitate, to achieve key milestones and accomplish optimal project results. • Strategic thinker who takes ownership of issues, moving between diverse tasks with tact, cooperation, and persistence.

• Assistant Director Business and Advanced Markets

  • May 2017 - Jan 2019

  • Accountable for the development and execution of market strategies focused on integrating high net worth and estate markets into the overall company business model. • Focused on marketing and client segmentation, planning processes and tools, and integrated solutions. • Responsible for conducting consumer and advisor research as well as gathering field best practices. • Develop long-term and near-term strategies to drive planning and sales results within advisors' consumer… Show more • Accountable for the development and execution of market strategies focused on integrating high net worth and estate markets into the overall company business model. • Focused on marketing and client segmentation, planning processes and tools, and integrated solutions. • Responsible for conducting consumer and advisor research as well as gathering field best practices. • Develop long-term and near-term strategies to drive planning and sales results within advisors' consumer markets. • Provide strategic guidance for development of market-based training, tools, resources, and materials. • Act as business sponsor for live events, market-based programs, and campaigns. • Track leading indicators for market-based planning and sales results. • Develop and maintain internal and external strategic partnerships to advance market strategies.



Consulting While In Transition

• Program Manager | Strategic Thinker | Change Driver

  • May 2017 - May 2017

  Consulting at Froedtert Hospital managing special projects in the Heart and Vascular department while looking for a full-time opportunity.



In Transition

• Program Manager | Strategic Thinker | Change Driver

  • Feb 2017 - Apr 2017

  Seeking a full-time opportunity in program/project management, strategy development and execution, and/or product development in any industry.



Assurant

• United States
• Insurance
• 700 & Above Employee

• Vice President, Special Projects, PMP

  • Jan 2016 - Jan 2017

  Greater Milwaukee Area • Oversaw all aspects of exit plan from health insurance market as well as company shut down activities. • Led transition management team in modifying and finalizing all contractual agreements in sale of product lines. • Created and implemented strategy for transfer of client and product data as well as business processes and procedures for acquired products. • Launched 12 different products with a third party administrator defining all business processes, compliance… Show more • Oversaw all aspects of exit plan from health insurance market as well as company shut down activities. • Led transition management team in modifying and finalizing all contractual agreements in sale of product lines. • Created and implemented strategy for transfer of client and product data as well as business processes and procedures for acquired products. • Launched 12 different products with a third party administrator defining all business processes, compliance requirements and workflows for long term administration. • Managed staff and ensured engagement during multiple phases of company shut down.

• Director, Special Projects, PMP

  • Aug 2013 - Dec 2015

  Greater Milwaukee Area • Developed strategic plan for highly confidential company initiative to exit the health insurance business and wind down company activities. • Participated as a primary resource on the corporate Project Management Office team to ensure completion of company wind down activities. • Responsible for all facets of company entrance into the federal health care exchange, including operational readiness. • Directed 2014 strategy of new and existing product development to align… Show more • Developed strategic plan for highly confidential company initiative to exit the health insurance business and wind down company activities. • Participated as a primary resource on the corporate Project Management Office team to ensure completion of company wind down activities. • Responsible for all facets of company entrance into the federal health care exchange, including operational readiness. • Directed 2014 strategy of new and existing product development to align with ongoing Health Care Reform requirements. • Led strategy with senior leadership to identify key client segments to differentiate company in a new health insurance environment. • Voting member of company grievance panel, helping to ensure fair outcomes for both the company and policyholders. • Managed and mentored team of 7 project managers, including remote employees.

• Senior Project Manager, PMP

  • Nov 2010 - Jul 2013

  Greater Milwaukee Area • Researched and resolved external vendor error that recovered over $1 million and led to improved processes and workflows. • Managed 2010-2011 implementation of the Patient Protection and Affordable Care Act (PPACA)/ Health Care Reform including facilitation of employee learning sessions. • Co-developed product design and managed implementation of new health plan concept that reduced competitor cost advantages in provider reimbursements. • Collaborated with senior management… Show more • Researched and resolved external vendor error that recovered over $1 million and led to improved processes and workflows. • Managed 2010-2011 implementation of the Patient Protection and Affordable Care Act (PPACA)/ Health Care Reform including facilitation of employee learning sessions. • Co-developed product design and managed implementation of new health plan concept that reduced competitor cost advantages in provider reimbursements. • Collaborated with senior management, sales and product lines to streamline and implement new agent licensing and commission system that resulted in a $3 million per year reduction in operating costs between business and IT. • Demonstrated strong leadership through motivation, coaching, mentoring, delegating, and problem-solving for team members and other project managers.

• Project Manager, Product Lines, PMP

  • Apr 2005 - Oct 2010

  Greater Milwaukee Area • Managed a large number of cross-functional projects of various size, visibility, risk and complexity. • Liaison between product line vice presidents and information technology, translating business objectives into project plans and evaluating new products to ensure alignment with strategic objectives. • Anticipated potential problems, used critical thinking skills to develop actionable alternatives and balanced quality of process and cost with urgency to grow sales.

• Project Leader, Individual Medical Products

  • Nov 2002 - Mar 2005

  Greater Milwaukee Area • Managed strategic project initiatives for the Individual Medical product line, including the implementation of new products, features and partnerships for numerous sales channels. • Implemented market-differentiating product—Health Savings Accounts (HSAs)—including customer offer to convert from a Medical Savings Account to a Health Savings Account. Served as Health Savings Account subject matter expert. • Analyzed problems within existing processes, identified improvements or… Show more • Managed strategic project initiatives for the Individual Medical product line, including the implementation of new products, features and partnerships for numerous sales channels. • Implemented market-differentiating product—Health Savings Accounts (HSAs)—including customer offer to convert from a Medical Savings Account to a Health Savings Account. Served as Health Savings Account subject matter expert. • Analyzed problems within existing processes, identified improvements or modifications, and implemented changes without disruption to the agent sales process or current customer policies.

• Account Manager

  • May 2000 - Oct 2002

  Greater Milwaukee Area • Managed contractual, operational and strategic issues for all PPO network accounts in 10-state territory. • Served as subject matter expert on market conditions, competition, major hospital systems, and clinics for network partners. • Worked with networks to increase discounts with partner facilities, or if necessary, expand existing network panel, while maintaining favorable discounts.



Fortis Long Term Care

• Senior Premium Service Representative

  • Apr 1999 - Apr 2000

  Greater Milwaukee Area • Played a key role in converting over 80,000 policies from ACSIA to LifePro. • Oversaw the cleanup of premium variances and reissues to ensure seamless service to customers. • Provided technical support and training to staff regarding premium billing, collections, commissions and post-issue policy changes.



DASH Medical Gloves

• United States
• Manufacturing
• 1 - 100 Employee

• Customer Service Manager

  • Jun 1996 - Mar 1999

  Greater Milwaukee Area • Transitioned sales function from distributors to direct marketing team. • Performed telemarketing calls to prospective customers. • Managed all accounts receivable functions. • Received and responded to customer inquiries and complaints.