Experience

Breach Insurance

• United States
• Insurance
• 1 - 100 Employee

• Head of Operations

  • Jun 2021 - Present

  First hire. Reporting to CEO. Leading Global Operations at a next generation insurtech venture that supplies insurance products and services to the digital asset industry. Accomplishments/Responsibilities: - Building out and leading operations department spanning finance, HR, marketing, compliance, claims, general ops, product management, etc. - Managing go-to-market execution across all departments for numerous first-of-its-kind insurance products - Controlling… Show more First hire. Reporting to CEO. Leading Global Operations at a next generation insurtech venture that supplies insurance products and services to the digital asset industry. Accomplishments/Responsibilities: - Building out and leading operations department spanning finance, HR, marketing, compliance, claims, general ops, product management, etc. - Managing go-to-market execution across all departments for numerous first-of-its-kind insurance products - Controlling finances, leading planning activities, tax planning and financial ops - Led effort to acquire of Bermuda Insurance License - Led effort to obtain nationwide producer, claims and agency licensing - Led development of marketing website encompassing a re-brand and broadened corporate messaging - Leading finance and operations related components of funds raising - Leading product management of full stack innovative crypto insurance platform - Personally acquired Claims Licenses across 3 critical states (TX, NY & CA) to enable nationwide licensing - Lead execution for partnership programs Show less



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• Asst. Director, Distribution Strategy & Partnerships

  • Nov 2018 - Jun 2021

  Greater Boston Area Received a promotion with new responsibilities involving distribution strategy development, program management and relationship management of group voluntary benefits, individual worksite products & pet insurance Key Accomplishments: • Program managed 100 person org through transformation/go to market execution for libertys new markets • Developed operations, launched and executed the distribution strategy for Liberty’s first wholly owned Pet Insurance product which grew to $2.5M+… Show more Received a promotion with new responsibilities involving distribution strategy development, program management and relationship management of group voluntary benefits, individual worksite products & pet insurance Key Accomplishments: • Program managed 100 person org through transformation/go to market execution for libertys new markets • Developed operations, launched and executed the distribution strategy for Liberty’s first wholly owned Pet Insurance product which grew to $2.5M+ of GWP within 12 months of launch • Sourced and vetted various vendor relationships to support organizational initiatives enabling $100M of target revenue • Managed pet program across LMs distribution org consisting of over 12,000 partnerships, 4,000 field agents and 50,000 independent Safeco agents • Program managed launch of Liberty’s first Individual Worksite clients from ideation through execution • Built new contracts with legal team, informed technology build, set up operations for broker compensation & aligned with marketing on coordinated client communication and relationship management • Co-Lead in ops enablement and training of relationship managers for cross-sell efforts for both Group and Individual a&h to existing employer accounts • Lead development of case installation processes, payroll operations and supporting organizational structures • Assisted in development of relationship management organizational structure for Accident and Health business • Coordinated introduction between sales people and multiple external entities (TPAs. brokers, MGAs, etc.) in order to enable distribution flow for Group A&H • Served as escalation point for TPA vendor management & integrations • Developed Ben-Admin integration strategy and executing proactive assessment of ben-admin platforms

• Associate Program Manager, Distribution Strategy & Marketing

  • Oct 2017 - Nov 2018

  Greater Boston Area Moved from Austin, Texas to Boston, MA for this position. Overview: Assessed, developed and executed global distribution/go-to-market strategies for various insurance products including accident and health products and tuition insurance. I also lead the development and execution of an enterprise-wide technology strategy with the purpose of positioning ourselves for operational excellence and market parity as we entered the $6Bn+ Voluntary Benefits market. Key Accomplishments: •… Show more Moved from Austin, Texas to Boston, MA for this position. Overview: Assessed, developed and executed global distribution/go-to-market strategies for various insurance products including accident and health products and tuition insurance. I also lead the development and execution of an enterprise-wide technology strategy with the purpose of positioning ourselves for operational excellence and market parity as we entered the $6Bn+ Voluntary Benefits market. Key Accomplishments: • Developed and executed go-to-market strategies for Worksite benefits (Individual A&H & Group A&H), Tuition and Pet Insurance • Piloted lead generation campaigns for Accident and Health products • Assessed market opportunities and developed projections for Pet and Individual Worksite • Executed business development efforts for tuition insurance, individual A&H and Group A&H, generating client opportunities that granted LM access to 10MM potential customers • Lead TPA vendor search and selection process to support enrollment and billing administration within our Group A&H channel • Aligned internal stakeholders and senior leadership buy-in • Negotiated and signed contracts with both entities • Saved the company $3MM+ over the course of the contracts • Executed vendor search for enrollment firms to support Liberty's A&H business • Assisted in integration of TPA Partners, Ben-admins and enrollment firms • Enabled $12MM of new business premium growth in first year in market



NFP

• Costa Rica
• Food Production
• 1 - 100 Employee

• Product Application Coordinator, Product Management

  • Jan 2016 - May 2017

  Austin, Texas Area In this role, I took ownership of PartnersFinancials technological resources by acting as an intersection of the business unit stakeholders, marketing team, technology vendors and the technology services team. I ideated, researched, developed and improved technological solutions to improve business efficiency. I heavily influenced program directions, decisions, and consistently achieved delivery of desired outcomes by acting as a thought partner to business unit sponsors. I identified needs… Show more In this role, I took ownership of PartnersFinancials technological resources by acting as an intersection of the business unit stakeholders, marketing team, technology vendors and the technology services team. I ideated, researched, developed and improved technological solutions to improve business efficiency. I heavily influenced program directions, decisions, and consistently achieved delivery of desired outcomes by acting as a thought partner to business unit sponsors. I identified needs and business benefits and represented business unit stakeholder viewpoints. Co-lead product & project management of $1M+ enterprise-wide agent-facing product benchmarking technology In addition, I also served as a point of contact with firms by providing training and creating tutorials on technology tools and resources. I developed marketing and mass communications pieces for Product related topics and technologies, and lead development and implementation of social media strategy.

• Regional Support Specialist, Corporate Benefits

  • Mar 2015 - Dec 2015

  Austin, Texas Area Acted as a single point of contact for over 150 owned & member firms across the nation. Co-managed carrier partner relationships Created on-boarding, retention and termination processes. Provided on-call and webinar training on the marketing and technology tools that are available to our firms. Operated as the day-to-day contact for all Benefits Partners resources and concerns. Identified and communicated ideas that would shape and improve Benefits Partners’ value-added… Show more Acted as a single point of contact for over 150 owned & member firms across the nation. Co-managed carrier partner relationships Created on-boarding, retention and termination processes. Provided on-call and webinar training on the marketing and technology tools that are available to our firms. Operated as the day-to-day contact for all Benefits Partners resources and concerns. Identified and communicated ideas that would shape and improve Benefits Partners’ value-added deliverables Moderated Carrier presentations for broker audience

• Product Analyst, Product Management

  • Jun 2014 - Mar 2015

  Austin, Texas Area Primary focus was developing and managing competitive intelligence technology tools and resources with the purpose of driving sales as part of the product management team. Responsibilities included improving sales support technology, product research for numerical and non-numerical information, market analysis, development of marketing initiatives and assisting with illustration support. Created marketing content and communications. Lead social media effort for PartnersFinancial.