Experience

Farmers New World Life

• United States
• Insurance
• 1 - 100 Employee

• Head of Product Innovation

  • Dec 2020 - Present

  Key Responsibilities Include: - Lead the overall product team including product development, pricing, in-force management, and competitive intelligence. - Partner with leadership throughout the organization to craft the short and long term product strategy for the organization - Ensuring initiatives are effectively executed with an emphasis on speed to market and agility to meet overall customer needs - Maximize overall value from the in-force and closed blocks of business … Show more Key Responsibilities Include: - Lead the overall product team including product development, pricing, in-force management, and competitive intelligence. - Partner with leadership throughout the organization to craft the short and long term product strategy for the organization - Ensuring initiatives are effectively executed with an emphasis on speed to market and agility to meet overall customer needs - Maximize overall value from the in-force and closed blocks of business - Partner with other functions within the business unit to identify projects that improve profitability or retention - Develop leading edge data analysis tools to assess product profitability, competitiveness, and distribution channel effectiveness. - Collaborate with other functions to develop ongoing innovation efforts across the business unit Show less Key Responsibilities Include: - Lead the overall product team including product development, pricing, in-force management, and competitive intelligence. - Partner with leadership throughout the organization to craft the short and long term product strategy for the organization - Ensuring initiatives are effectively executed with an emphasis on speed to market and agility to meet overall customer needs - Maximize overall value from the in-force and closed blocks of business … Show more Key Responsibilities Include: - Lead the overall product team including product development, pricing, in-force management, and competitive intelligence. - Partner with leadership throughout the organization to craft the short and long term product strategy for the organization - Ensuring initiatives are effectively executed with an emphasis on speed to market and agility to meet overall customer needs - Maximize overall value from the in-force and closed blocks of business - Partner with other functions within the business unit to identify projects that improve profitability or retention - Develop leading edge data analysis tools to assess product profitability, competitiveness, and distribution channel effectiveness. - Collaborate with other functions to develop ongoing innovation efforts across the business unit Show less



Penn Mutual

• United States
• Insurance
• 700 & Above Employee

• AVP Product Marketing

  • Mar 2019 - Dec 2020

  Responsible for development and maintenance of all product related marketing materials for Life and Annuity solutions - Oversight of team of marketing professionals dedicated to development and maintenance of creative marketing material - Development of go-forward product marketing strategy - Creation of marketing individual product launch plans - Collaboration and coordination with other communication functions including social, PR, etc. - Development of training material… Show more Responsible for development and maintenance of all product related marketing materials for Life and Annuity solutions - Oversight of team of marketing professionals dedicated to development and maintenance of creative marketing material - Development of go-forward product marketing strategy - Creation of marketing individual product launch plans - Collaboration and coordination with other communication functions including social, PR, etc. - Development of training material used in product updates and launches - Collaboration on training plans across product and sales positioning topics Show less Responsible for development and maintenance of all product related marketing materials for Life and Annuity solutions - Oversight of team of marketing professionals dedicated to development and maintenance of creative marketing material - Development of go-forward product marketing strategy - Creation of marketing individual product launch plans - Collaboration and coordination with other communication functions including social, PR, etc. - Development of training material… Show more Responsible for development and maintenance of all product related marketing materials for Life and Annuity solutions - Oversight of team of marketing professionals dedicated to development and maintenance of creative marketing material - Development of go-forward product marketing strategy - Creation of marketing individual product launch plans - Collaboration and coordination with other communication functions including social, PR, etc. - Development of training material used in product updates and launches - Collaboration on training plans across product and sales positioning topics Show less



Voya Financial

• United States
• Financial Services
• 700 & Above Employee

• VP Life Product

  • Mar 2018 - Jan 2019

  Responsible for all Life new product efforts including product design, pricing, and implementation as well as Advanced Markets oversight - Development of product strategy and execution plan delivering to senior leaders across the business - Oversight of pricing and implementation efforts associated with products pushed through the design funnel - Collaboration with leadership within other functions of the business to push forward the product strategy and align with the overall business… Show more Responsible for all Life new product efforts including product design, pricing, and implementation as well as Advanced Markets oversight - Development of product strategy and execution plan delivering to senior leaders across the business - Oversight of pricing and implementation efforts associated with products pushed through the design funnel - Collaboration with leadership within other functions of the business to push forward the product strategy and align with the overall business strategy - Acquire voice of customer from internal and external distribution on product development initiatives - Oversight of advanced markets team providing guidance on case design support

• VP Head of Product Developement

  • Sep 2017 - Mar 2018

  Responsible for research and development phase for all Life and Annuity products which includes the following key functions: - Voice of customer: Capturing feedback from customers and distributors on concepts being evaluated - Preliminary pricing: Starting point pricing on concepts being evaluated - Competitive intelligence: Competitor and industry expertise - Development and Innovation Processes: Oversight of processes throughout the R&D lifecycle (product pipeline… Show more Responsible for research and development phase for all Life and Annuity products which includes the following key functions: - Voice of customer: Capturing feedback from customers and distributors on concepts being evaluated - Preliminary pricing: Starting point pricing on concepts being evaluated - Competitive intelligence: Competitor and industry expertise - Development and Innovation Processes: Oversight of processes throughout the R&D lifecycle (product pipeline, innovation, etc.) - Preliminary Pricing - Oversight of preliminary pricing function, responsible for early vetting of product ideas and concepts

• AVP Head of Product Strategy

  • Jul 2015 - Oct 2017

  Responsible for development of product strategy for Life and Annuity businesses along with managing voice of customer and competitive intelligence processes. - Creation of new voice of customer function: Gathering feedback from distribution partners and customers on product design ideas and concepts - Oversight of Annuity and Life competitive intelligence functions - Development of short and long term product strategy

• Director of Market Research and Competitive Analytics

  • Apr 2014 - Jul 2015

  Lead team of competitive intelligence and sales reporting professionals supporting both Variable and Fixed Annuity businesses. - Present to distribution team and senior leaders on new competitor products and features - Develop positioning tools for all product lines - Oversight of internal and external sales reporting function



ING

• 1 - 100 Employee

• Manager Competitive Intelligence and Reporting

  • Jan 2009 - Apr 2014

  Lead team of competitive intelligence and sales reporting professionals supporting both Variable and Fixed Annuity businesses. - Present to distribution team and senior leaders on new competitor products and features - Develop positioning tools for all product lines - Oversight of internal and external sales reporting function

• Senior Competitive Intelligence Analyst

  • Oct 2005 - Jan 2009

  Created a competitive intelligence function from scratch through relationship development, monitoring of Annuity research databases, and development of benchmarking reports. - Educated internal and external wholesalers on competitor products and positioning - Developed resource tools that outline key features of competitor products across all distribution channels - Managed design and content of competition section on the ING internal platform

• Internal Wholesaler

  • Nov 2003 - Oct 2005

  Promoted ING products through outbound sales calls to financial advisors in assigned territory

• Sales Associate

  • Sep 2002 - Nov 2003

  Received inbound calls from financial advisors, answering questions on ING Annuity products and services