What I offer
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Portfolio & Project Management
I have done project work for my entire 35+ year career. My skills are transferrable across industries.
Management Consulting
I have 20+ years of management consulting experience including strategic planning, business transformation, package enabled reengineering, process redesign, process automation, balanced scorecard measurement and incentive plan design, and much more.
Experiences
Large Midwest U.S Insurance Company Consulting Engagement
18-month project to redesign of $30 million Agency Contingency Bonus Program (Balanced Scorecard) resulted in a significant shift in agency sales force (4,500 agents) focus toward profitable growth and improved customer retention.
Large East Coast U.S Life Insurance Company Consulting Engagement
Staffing Model and best practices for 5 large regional service centers (similar approach and benefits as with general office project). Functions reviewed included underwriting, claims, client service, agent service, accounting, billing, document management, training, and technical support.
Medical Billing Company Redesign Consulting Engagement
Facilitated transformation of medical billing company operating model, including process, role, structure, and measure & compensation system redesign, while more fully leveraging existing imaging technology capability, significant operational capacity.
Underwriting Operating Model Redesign Consulting Engagement
Led complete redesign and rollout of underwriting operating model across all branches which included automated workflow, process redesign, role redesign, structure redesign, technology optimization, and new performance metrics. Resulted in a 33% increase in DWP over two years.
