Talented Professionals Looking for Job Opportunities



 

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LinkedIn Profile

Steven J. Hurley

617-378-8993 | steven_j_hurley@comcast.net

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EXECUTIVE SUMMARY

Experienced sales and relationship management leader with extensive background in insurance, risk management and employee benefits. Looking for a role that will utilize my breadth/depth of experience in product and business development efforts along with a wealth of skill in results driven sales team development and the client relationship management arena.  Effective change manager with a successful track record in setting and adapting strategy in rapidly changing environments.  Bringing innovative go-to-market perspective representing customer and distribution interests in the development and launch of new products for the employer market; including background in infrastructure builds, marketing campaigns, and sales and launch strategies.

PROFESSIONAL EXPERIENCE

AssuriCare LLC                                                           October 2016 – March 2019

Vice President of Sales & Account Development

·     Joined SaaS company as first VP of sales & account management to create new business development strategy and establish a proven account and relationship management structure for existing accounts.

·     Established relationship management protocols that deepened client satisfaction leading to increases in client programs with the company, which generated increased revenue and higher levels of client loyalty.

·     Managed team responsible for gathering and analyzing data that fed the tiered risk management algorithm.  The risk management protocol is what drove the ROI engine for the client programs administered and was a critical component of the company’s overall value proposition.

 

Genworth Financial, Inc.                            November 2010 – September 2016

Group LTC Business Leader and Vice President of Group LTC Sales

·     Acted as stabilizing interim business leader during period of significant change for the GLTC business.  Assumed responsibility for account development function and business-line leadership, in addition to sales.

·     Led sales architecture and team alignment for start-up GLTC sales team.  Built and led team to a 1st  year sales growth rate (cases sold) of 175% and a 2nd year growth rate of 60% – quadrupling the overall client count and adding nearly $55MM in annual premium to GLTC block in under 5 years.

·     Successfully managed team through years of industry and organizational strategy shifts while maintaining high levels of productivity and morale.

·     Partnered with case implementation leadership (as they shifted roles) to successfully install hundreds of custom cases while earning high customer satisfaction rates.

·     Acted as the “Face of Genworth” working closely with key distribution partners and industry organizations to promote Genworth’s thought leading perspectives as an industry leader through time of significant market volatility and apathy.

·     Developed sales & distribution strategy for new product portfolio – directing market research efforts with distributors and integrating market knowledge into product development and commercial go-to-market strategies.

·     Assumed responsibility for efficiently managing suspension strategy for the multi-life product line – developing wholesaling strategy and managing sales teams through temporary exit from market; continuing as internal SME on multi-life market.

·     Successfully developed, honed, and implemented a variety of sales compensation plans to drive profitable results.

John Hancock Financial Services, Inc.                  March 1990 – October 2010

National Sales Director and Product Manager, Group LTC

·     Partnered with actuarial and risk management leaders to develop product and compensation structures to meet needs of a new market.  Successfully developed strategy, distribution concepts, and resultant infrastructure to support the launch of new product to channels that had not traditionally embraced the sales of group based products.

Learn more about Steve Hurley Click RESUME BUTTON AT TOP


 

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LinkedIn Profile

Andrew A. Falvey, CLU, ChFC

Cheshire, Connecticut

Ph. 203-699-1775 | aafalvey@cox.net

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Utilizing skills acquired as an entrepreneur, with extensive insurance industry experience, with a wide-ranging background in financial services sales and service, as well as home office technology management, I have successfully implemented solutions to issues, usually before they become problems. 

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With a deep background built on the knowledge of what insurance producers, distributors and carriers want and need, and knowing the state of the art of the industry, I have a proven record of creating strategic and tactical technology-based solutions to business process problems. As a noted expert in the use of industry standards, such as ACORD and DTCC, successful solutions have been implemented to problems across the business and software lifecycle of insurance products; from electronic submission of new business through the underwriting process to in-force administration and service. Additionally, solutions have been implemented regarding agent compensation and contracting.  .

 

CORE COMPETENCIES

  • Strategic planning and tactical implementation of operations and organizations
  • Enterprise Architect
  • Program and Project management; Software Development, Lifecycle Management, SDLC: Waterfall, Agile, Iterative.
  • Quality Assurance
  • Global and virtual team management
  • Partnering with senior leadership on industry trends and advising on potential solutions to business process issues
  • Insurance sales and marketing knowledge – ensures that the technology based solutions will meet the business need
  • Cutting edge technologies, multi-channel interface to overcome ever changing communication challenges

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Learn more about Andy Falvey like Work History by clicking the RESUME BUTTON AT TOP

 


 

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LinkedIn Profile

Steven Lieb

Jacksonville, Florida

Ph. 770-713-6779 | Lieb.Consulting@gmail.com

Summary:

Performance driven Senior Project Manager with over 15 years of experience leading the planning,  resourcing, development, execution and delivery of integrated IT and business-management projects in an enterprise corporate environment.  Highly skilled at building successful collaborative relationships with Operations, Finance, Underwriting, Claims, Marketing, Sales, Agent Licensing, Compensation, Product,  Accounting, Legal, Regulatory Compliance and Support services.  Strong background managing multiple high-visibility projects through the entire SDLC (Software Development Life Cycle) in either Waterfall or Agile frameworks.

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Over 30 years in the technology footprint, with an emphasis in the Insurance vertical including:  Property and Casualty, Auto, Life, Reinsurance, Health, Annuity, Home, Dwelling, Group and Individual Voluntary Benefits.  Specialize in large transformation and modernization, integration, upgrades and conversions with policy administration systems, claims, billing ,digital document/content/print management systems and IT service delivery.

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Managed projects as Scrum Master and Product Owner with TFS (team foundation server). Agile management oversight using Kanban board for epics, features, stories, sprint planning and retrospectives.  Project tracking includes MS Project, CA Clarity, CA Rally, JIRA,  Service Now, Smartsheet, Workfront.  Over 20 years in insurance technology providing management for large policy administration conversions and acquisitions with budgets from $500K to over $20MM.

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Key Skills:

·       Senior Project management (PMO, PMBOK) experience: 15+ years

·       Agile and Scrum Methodologies (sprints, features, stories utilizing Team Foundation Server: 5+ years

·       Act as Scrum Master and Product Owner using Kanban TFS: 5+ years

·       Skilled at leading technical teams including developers, business analysts and QA testers: 15+ years

·       Technology strategic roadmap development and execution: 15+ years

·       Support IT Governance policies to ensure that priorities are aligned: 15+ years

·       Change management experience: 15+ years

·       Infrastructure and security upgrades: 10+ years

·       Implement business process improvements and best practices: 15+ years

·       Life Insurance(Reinsurance) industry experience: 15+ years

·       P&C, Auto Insurance industry experience: 10+ years

·       Annuity Insurance industry experience: 10+ years

·       Healthcare Insurance industry experience: 5+ years

·       Financial, Banking, Investment experience: 3+ years

·       Content/Digital/ESignature/Mobile Correspondence Document Management experience: 15+ years

·       Support Customer relationships with Agents, Producers and Broker-Dealers: 15+ years

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Learn more including Work History click RESUME BUTTON AT TOP


 

Mike Simenstad-989 (002)

LinkedIn Profile

Michael P. Simenstad

West Depford, NJ 08086

415-302-7600 | Michael.Simenstad@comcast.net

EXTERNAL WHOLESALER, SALES DIRECTOR

 

#1 Product Sales in East/West Territories | Expertise Defining and Positioning Competitive Advantage

Unparalleled Breadth and Depth in Retirement Planning and Long-Term Care (LTC) Solutions

 

Accomplished and passionate insurance industry leader with expertise in uncovering and creating opportunities through home office stakeholder management and field force development. Successful in achieving and exceeding competitive production goals and delivering revenue growth by educating and influencing agents, consumers, and industry partners.

 

KEY ACHIEVEMENTS

 

}  Led territories to #1 in the nation for life hybrids, annuities and long-term care insurance (LTCi), and captured year-over-year growth with New York Life Insurance Company.

}  Partnered with financial professionals to identify book of business opportunities and develop marketing plans to assist clients with retirement and protection planning.

}  Influenced marketing strategy and product positioning for New York Life and GE/Genworth.

 

CORE COMPETENCIES

 

Presentations and Public Speaking | Client Relations | Negotiations and Influence Building

Product Development Team Building and Leadership | Talent Development and Coaching

Strategic Marketing Planning |Sales and Business Development | Partnerships and Alliances | Channel Management | Competitive Intelligence

 

EXPERIENCE

 

NEW YORK Life Insurance Company, New York, NY            9/2006 – 2019

External Wholesaler,

Life Hybrids/Annuities/LTCi (9/2006 – 2/2009, 9/2010 – 3/2019)

·       Created and executed programs to complement the firm’s training and achieved production targets. Brought territory comprised of Boston, New York, and Philadelphia markets to #1 in annuity sales in 2012, outperforming all other territories.

·       Provided wholesale customized retirement and LTC solutions. Supplied agents with products, tools, training, and case support to achieve personal and team production goals. Participated in client meetings to help close sales. 

·       Motivated agents and consumers as presenter and keynote speaker for client seminars, agent training, and retirement planning events.

·       Managed lead program, helping field agents maximize opportunities.

 


John Hancock Life Insurance Company, Boston, MA 2/2009 – 9/2010

External Wholesaler

·       Boosted sales and pipeline activity for financial advisors at Smith Barney, Merrill Lynch, Edward Jones, and Ameriprise Financial.  Conducted advisor training and client workshops and met with advisors’ clients directly to provide expertise.

 

Genworth Life Insurance Company, Richmond, VA     5/2005 – 9/2006

Marketing Manager

·       Crafted product positioning and developed educational materials.  Spearheaded project to create a centralized resource repository for agents nationwide.  Presented interactive training sessions to distribution partners.

 

ADDITIONAL RELEVANT EXPERIENCE

 

Legacy Marketing Group, Petaluma, CA                                                        

Product Manager

 

General Electric (GE) Financial Assurance Company / AMEX Life, San Rafael, CA                                                                                                             

Brokerage Channel Account Manager

Manager, Strategic Marketing and Product Development

Senior Product Analyst / Agency Services Specialist

 

EDUCATION

 

Bachelor of Arts (BA) in Journalism

University of Arizona, Tucson, AZ

 

LICENSURE

 

FINRA – Series 6, 63; Life & Health Producer License


 

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LinikedIn Profile

Richard Marhoover

1016 Brandon Court, Forest, VA 24551

Ph. 260-414-1362 | rmarhoover@msn.com

 

Qualification Profile:

 

Results-oriented, dependable professional experienced in customer service and sales.  Excels in fast-paced environment as well as in motivating staff to increase productivity.  Works well independently and as part of a team.  Committed to excellence, playing a key role in designing the optimal life insurance contract to meet applicants’ unique and individual needs.  Sustains continuous focus on quality improvement of products and services.

 

Professional Experience:

Ash Brokerage Corporation, Fort Wayne Indiana

Regional Protection Specialist                                               May 2016 July-2019

  • Develop and maintain relationships with key advisors within a specific territory.
  • Track and maintain production reporting within territory for purposes of tracking growth and retention goals.
  • Attend and participate in Partner National Conferences.
  • Travel within territory to develop and maintain agent relationships.
  • Provide marketing and sales support to advisors.
  • Life field underwriting.
  • Monthly proactive outbound marketing campaigns.
  • Developed and managed the Comprehensive Analysis and Review program.
  • Point of contact for Advanced/Large Case design.
  • Consult by phone/in person with agents to design the optimal life insurance contract to meet the client’s specific needs.
  • Life field Underwriting.
  • Review of attending physician statements for accurate rating for life insurance.
  • Perform life insurance audits on existing client policies to identify potential areas of improvement.
  • Strong sales and negotiation skills, and ability to influence and persuade to achieve desired outcomes.
  • Provide agent and staff training on and off site.
  • Meeting planning, and presentation skills.
  • Technically proficient in internal agency management system, Outlook, Word Perfect, Internet research and expertise in carrier software to generate professional illustration output.

Centra Health, Lynchburg, VA                                                          June 2014- May 2016

Hospital Billing Customer Service/Call Center Team Lead

           

  • Manages a team of 12 customer service agents that respond to incoming patient inquiries regarding their account statements.
  • Responds to all patient escalation/complaint calls within a timely manner and with empathy to the patient concern.
  • Maintains compliance with all established productivity standards, policies and procedures on a daily basis.
  • Analyzes, investigates, and pursues all unpaid, underpaid, or denied claims to facilitate payment and resolution.
  • Maintains thorough knowledge of payer contacts, regulations, and guidelines, as well as state and federal laws related to billing and collection procedures to assure accurate and compliant billing practices.
  • Effectively manages our financial assistance program available to patients who qualify by analyzing applications and supporting documentation while adhering to company, state and federal guidelines.
  • Organizes monthly training for staff to effectively manage policy and procedure changes as well as training new staff.

Financial Independence Group, Charlotte, NC                                  April 2012-Jan 2014

Case Design Analyst and Policy Review Specialist

  • Developed and managed the Comprehensive Analysis and Review program.
  • Point of contact for Advanced/Large Case design.
  • Consult by phone/in person with agents to design the optimal life insurance contract to meet the client’s specific needs.
  • Life field Underwriting.
  • Review of attending physician statements for accurate rating for life insurance.
  • Perform life insurance audits on existing client policies to identify potential areas of improvement.
  • Strong sales and negotiation skills, and ability to influence and persuade to achieve desired outcomes.
  • Provide agent and staff training on and off site.
  • Meeting planning, and presentation skills.
  • Technically proficient in internal agency management system, Outlook, Word Perfect, Internet research and expertise in carrier software to generate professional illustration output.

Ash Brokerage Corporation, Fort Wayne Indiana

National Account Executive                                                              Dec. 2007-2012

  • Develop and maintain relationships with key advisors within a specific territory.
  • Track and maintain production reporting within territory for purposes of tracking growth and retention goals.
  • Attend and participate in Partner National Conferences.
  • Travel within territory to develop and maintain agent relationships.
  • Provide marketing and sales support to advisors.
  • Life field underwriting.
  • Monthly proactive outbound marketing campaigns.

Ash Brokerage Corporation, Fort Wayne Indiana

Marketing Consultant                                                                                       2002-2012

  • Consult by phone/in person with agents to design the optimal life insurance contract to meet the client’s specific needs.
  • Life field Underwriting.
  • Review of attending physician statements for accurate rating for life insurance.
  • Perform life insurance audits on existing client policies to identify potential areas of improvement.
  • Strong sales and negotiation skills, and ability to influence and persuade to achieve desired outcomes.
  • Provide agent and staff training on and off site.
  • Meeting planning, and presentation skills.

Lincoln Financial Advisors, Fort Wayne Indiana

Retirement Plan Consultant                                                                                  1999-2002

  • Provide expert support to field agents regarding retirement products.
  • Directly involved with tax reporting corrections; specifically 1099-R and 5498 reporting.
  • Establish and review IRA account applications for accuracy and completeness.

Lincoln Financial Advisors, Fort Wayne Indiana

Securities Cashier                                                                                                 1995-1999

  • Provide timely and accurate processing of brokerage business.
  • Review all securities business for compliance.
  • Provide current stock, bond, and mutual fund quotes.

Additional Experience provided upon request.

Acquired Life and Health License 2004

Obtained ACA Certification December 2014.

Education:

 

IVY Tech State College 1995-1998

Snider High School, Fort Wayne, Indiana

 


 

Rose

LinkedIn Profile

Rose Sladek

1203 Eversham Way, Kingwood, Texas 77339

Rose@sladesone.com | (832) 657-6954

                                                                                         

Work Experience

                                                                                         

The Rose Insurance Consulting, Kingwood, TX 

January 2017- Present

Current Contracts:

          Allstate Insurance

·       Personal Financial Representative- POS sales to P&C clients.

Prior Contracts:

          Elite Marketing Group, Houston, TX

·       Advise and ensure Voya advisors stay compliant, on administrative, training, and processing requirements.  Market product and sales concepts to advisors to identify life insurance leads to add to client’s portfolio.  Consult with advisors as a Brokerage Manager to manage agent’s expectations on production goals. 

          Diversified Brokerage (DBS), Minneapolis, MN

·       Build relationships and educate advisors on life insurance planning options, and products.  Recruited new advisors and provide business plans to identify new opportunities for client’s portfolios.

 

          Insurance Designers of America, Augusta, GA

·       Provided technology and educational support to implement new services to the firm.

          Rockgate Financial, Dallas TX

·       Acted as a Brokerage Manager for wholesalers, provided sales support, case designs, and product knowledge.

 

John Hancock, Boston, MA                                                                                    

September 2013 – November 2016

National Account and Distribution Manager

          Built existing relationships and grew business initiatives with advanced market and high net worth planning.

          Added 4 new investment firms to business

          Increased sales for Signator offices by 15%

          Increased sales at CMG national level by 12%

          Increased brokerage accounts by 25% and production by 15%

          Added 6 new LPL and AIG advisors to the team

 

American General Life Insurance, Houston, TX 

September 2009 – April 2013

Strategic Account Manager

          Led a team and built relationships between AG and Independent Direct Markets.

          Produced 52 million in sales

          YOY growth of 8-12% consecutively

          Placement ratio improvement by 25%

          Produced 5 million new life sales growth and 4.7 million in health sales

 

Protective Life Insurance, San Francisco, CA                           

January 2007 – September 2009

Assistant Vice President, Marketing and Sales

          Increased sales under producing national accounts and maintained growth in existing markets.

          Developed an infrastructure between sales and operations to improve business processes and strategic growth.

          Produced 30 million in sales

          Executed 12% growth of term sales and 30% on permanent products

 

Licenses and Skills

          Life and Health License in TX, IL, and IN

          Annuity Certified in TX

          FINRA Registered Rep:

·       Series 6

·       Series 63


 

Nishant profile

LinkedIn Profile

Nishant Kaushik

Cell: 319-531-2512

Nishant_kaushik20@yahoo.com

 

SUMMARY

 

Executive with extensive experience in operations management, technology development, strategic planning, and product services for insurance and financial services technology firms.  With 14 years of experience, an expert in new business and underwriting with deep industry knowledge, a reputation as a dedicated professional with excellent relationship with customers.

  

Additional expertise in:     

·    Developing solution roadmaps   

·    Oversight of complex implementations

·    Architecture design

·    Customer management

·    Delivering product services

·    AGILE

·    Technical Solution Architecture and Tech Delivery

 

·    Building and managing global resource pool

·    Cloud Architecture adoption and migrations

·    ACORD

·    AWS

·    Life Insurance Products

·    Annuity Products

 

PROFESSIONAL EXPERIENCE

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Accenture, Chicago, IL  2016 – Present

A leading global consulting services firm focusing on business and technology transformation.  Offerings include technology, outsourcing, systems integration and services. 

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Accenture – VP, Consulting and Business Transformation (2017 – Present)

Directed software implementations and served as solution architect.  Supported sales initiatives and proposals, including a proof of design.

 

·       Provided overall design for enterprise deployment of the new business solution for multiple customers

·       Provided executive briefing on strategic vision of how our solutions should be deployed

·       Created the vision and roadmap to transform customer’s current practices into state-of-the-art processes

·       Developed proposals and implementation costs for sales opportunities

·       Designed custom solutions for customer implementations


Accenture – Principal/ VP, Life Insurance Cloud Application Development (2016 – 2017)

·       Responsible for the design and development and cloud migrations, along with the oversight of implementation projects for three different Insurance clients. Lead Cloud Architect to analyze enterprise applications in a multi-region data center and come up with cloud migration strategy for a global Insurance company. The migration plans involved decision matrix mapping over 200 apps to right fit cloud platform offering agility, speed to market delivery and significant reduced operational/infrastructure costs Designed/implemented AWS web hosting infrastructure to migrate on-premise web applications to cloud. Implemented the Auto Underwriting Predictive Analysis solution on AWS for a large Insurance company. This solution leveraged Amazon EMR to create and manage the Hadoop cluster.

 

Transamerica – Assoc. Director, Software Engineering (2013-2016)                                      

·       Built and expanded key relationships with executive leadership in New Business and Underwriting operations. Worked closely with them to strategize & architect development work, estimate effort, and provide them with insight into new techs and the business value they could deliver.

·       Led team of over 100 (direct and indirect through technology managers), with a $15 million budget and $12 million for strategic initiatives, in support of New Business and Underwriting systems.

·       Digital modernization projects reduced IT cost by >$2 million per year and improved operational efficiencies by 20%.

·       Major business solutions designed and delivered include: Predictive Underwriting; Point of Sale Underwriting; e-acknowledgement and e-delivery of policy packet.

·       Introduced Kanban methodology.

 Transamerica – Manager, Software Engineering (2005-2013)                                                    

·       Led a team of 15 software developers to design, build and enhance services layer on top of internal policy administration systems supporting New Business, Underwriting as well as inforce business.

·       Use of better development practices and newer technologies reduced production incidents by 10% and increased total uptime by 6%.

                                          EDUCATION

 

       Master’s in Computer Science (MS) Duration: July 2003-December 2005
      University of Southern California, Los Angeles, CA
 
                                         DESIGNATIONS

·       FLMI

·       Leading SAFe 4.3

·       AWS Certified Solutions Architect

·       AWS Certified Developer

·       AWS Certified Sys Ops Administrator

·       Master’s in project management (University of Villanova)

·       Lean Six Sigma GreenBelt


 

Leo Luther IMG_2492

LinkedIn Profile

L. Leo Luther

921 Brentwood Court

New Albany, IN 47150

502-338-6922

Historyman1882@yahoo.com

WORK EXPERIENCE 

IMS Paramed – VP, Corporate Sales Executive – October 2016 till October 2018.  The company is located in Freemont, CA.  

Sales – I worked directly with Life Insurance Carrier, helping to grow Market Share, revenue and maintain customer relationships.

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Marketing – I developed a marketing plan for the Regional Sales staff and our corporate office. Helped develop new marketing materials.  I was downsized due to the company redirecting its core focus.

EMSI – VP, Corporate Sales Executive, VP Superior Mobile Medics – Irvin, TX January 2016 to September 2016.  I enjoyed the marketing part of the position where I helped the clients develop new product lines.  Worked within the Live Insurance carrier space cultivating client accounts and relationships. 

Superior Mobile Medics – VP, Corporate Sales Executive.  The company was in San Diego, CA.  Worked from April 2010 till January 2016.

Sales – Maintained an average of 34.9% annual growth.  I worked within the Life Insurance Carrier space doubling gross revenue in 6 years.  I was awarded the top salesperson within the company for 2015 when I reached 179% of my expected budget.  I left when the company was sold to a competitor.

Marketing – Developed a National Regional sales team.  Loved developing new products to offer our clients as a cogitative medical exam done digitally, thus speeding up the underwriting process by several days.

Hooper Holmes & Portamedic – Corporate Sales Executive.  The company was in Basking Ridge, NJ.  January 1989 to June 2003 Managed 9 Branch offices and 14 Sales Reps.  Maintained 55.4% market share.

In 1999 and 2001 I was the Chairman’s award recipient. District Manager of Operations with 187 employees.   Hooper Holmes & Portamedic – Basking Ridge, NJ January 1999 to August 2001 Held title of District Manager of Operations and District Sales Manager at the same time. Maintained 5 branches and an incremental of 49% and District revenue contribution of 39%.

Sales – 2003 -2010 I held the position of AVP, National Corporate Sales Executive, calling on Life Insurance Carrier decision makers in the western of the USA, including 21 states.   This position required around 50% of my time to travel.

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Marketing – Developed the Market Share reports for my sales and Operations teams to use to focus on needed areas.  

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LinkedIn Profile

Jeff L. Levin

12348 Stanwood Court

Glen Allen, VA 23059

Home 804.364.0088 or Cell 804.347.3481

Jefflevinhome@gmail.com

 

 

PROFILE

 

Successful business leader with deep commercial expertise.  Looking for opportunities that leverage my strengths in leadership, relationship management, business development, and operations, all with a focus on growth and optimization.  Quick to jump in and take ownership with a collaborative, hands-on leadership style and a passion for helping others achieve their goals. 

 

PROFESSIONAL EXPERIENCE

 

COLORADO BANKERS LIFE INSURANCE COMPANY, Durham, NC 2017-Present

President

Responsible for overall business profitability, sales production, distribution expansion, end-to-end distribution relationships, branding, marketing, product design and rollout, and operations and processing.

  • Added 20 new distribution partners within 9 months
  • Stopped exodus of distribution, re-established partnerships, and currently experiencing month over month sales growth trend while diversifying legacy distribution
  • Decreased overall cycle time by more than 50%
  •  Created and launched a producer loyalty program to recognize partnerships and incent sales
  • Currently pricing a new to market life insurance based solution with a focus on consumer value
  • Hired key talent for strategy, business development, and implementation leadership positions

 

GENWORTH FINANCIAL (formerly GE Financial Assurance)   1998-2017

Vice President, Long Term Care Insurance Sales, U.S. Life Insurance, Richmond, VA                                                                          (2016-2017)

Led the Long Term Care Insurance distribution organization including external sales of both Individual and Employer Group LTC products, Account Development, Internal Sales, Learning and Development, and Business Development.

  • Developed and drove LTC distribution strategy
  • Achieved national production goals for LTC insurance across all distribution channels
  • Built and nurtured partnerships with key partners and accounts
  • Partnered with Product Development to influence product design and features
  • Partnered with Operations to ensure simplicity and speed

 

 

Vice President, Sales Growth & Development, U.S. Life Insurance, Richmond, VA                                                                          (2015-2016)

Led a multi-faceted team that included Account Management, Learning and Development, Remote Wholesaling, and Internal Sales for Genworth’s U.S. Life Insurance business comprised of long term care insurance, life insurance, and annuity product lines.

  • Provided direction and leadership to a team of Account Development Managers, enabling achievement of sales and growth objectives by implementing tailored strategies and business plans
  • Managed the holistic customer relationship to ensure that goals and activities within the functional areas of Genworth were aligned to deliver on key customer expectations

 

Vice President, Client Development, U.S. Life Insurance, Richmond, VA                                                                                               (2014-2015)

Led a team of Client Development Managers responsible for the acquisition, ownership, sales growth, product suite expansion and increased profitability of Genworth’s strategic LTC and Linked Benefit distribution accounts and Focus Firms. 

 

·       Worked collaboratively with senior leaders, functional leadership, and wholesaling teams to drive targeted production, mix of business goals, value added activities, and increased shelf space

·       Achieved LTC and Linked Benefit sales and growth objectives by creating and implementing strategies/business plans that increased market share for our distribution partners

 

Vice President, National Sales Manager,U.S. Life Insurance, Richmond, VA                                                                                          (2013-2014)

Led a team of 45 external wholesalers focused on selling long term care insurance solutions through multiple sales channels.  Responsibilities included motivating and coaching a new team through change management, driving top line production, and developing sales force development initiatives.

  • Defined and created 3 divisions and 45 sales territories with accompanying sales goals, ensuring divisional and territory plans were aligned with top down business goals
  • Created a “scorecard” to ensure consistent measurement of wholesaler production goals and strategic objectives that were the foundation for active performance management
  • Built a transparent sales culture of integrity, shared values, servant leadership, and unity while fostering a commitment to winning

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Ashley Franco

700 Banchory Court • Saint Johns, FL 32259 • (770)680-9239 •email: Ashley.Franco2016@gmail.com  

Linked In:  Profile

 

 Executive Level Leadership

Professional Services ~ Operations ~ Client Services~ Program Management Office

Change Management ~ Business Development ~ Product Management ~ Enterprise Software Delivery  

 

A seasoned executive leader with a proven track record of creating and growing professional services divisions and managing enterprise scale projects in highly competitive environments. My executive career has been distinguished by success in start-ups as well as large corporations by adapting to change and establishing solid relationships with partners, staff and customers based upon trust, accountability and transparency.

 

My 20+ years of leadership blends experiences within the information technology field and global professional services roles with extensive internal operational responsibilities to bring a unique perspective to delivering customer value and building profitable businesses with specialization within the insurance and financial industry.

 

Specializations

 

Operational Excellence • Professional Services Delivery • P&L Management

 Software Development Management • Client Services Integration • PMO Management

 Insurance & Financial Industry Expertise • Small Business Expertise • Staff Development & Motivation

 

Selected Career Contributions

Kaboodle

·       Founded the KT2 Managed Services Division which was profitable from day one of launch

·       Lead all aspects of creating a new P&L including all R&D, viability studies and execution of the new division

·       Executed concept to launch in less than 12 months   

 

ZPaper

·       Drove increased client satisfaction, revenue, and margins across all functional areas, emphasizing on automation, cost and client satisfaction.

·       Partnered with sales and operations to create a new company structure which provided greater attention to successful implementations and integrations resulting in 36% net profit gains

 

Riskonnect, Inc.

·       Conceived, planned and executed a Global Delivery Enhancement Program in support of the company’s global channel development mandate

·       Executed the transformation of the professional services division to a shared services model which resulted in a 45% increase in implementation revenues with positive ancillary effects on staffing and resource allocation.

 

Ebix, Inc.

 

·       Provided strategic direction for a centralized and decentralized PMO that spans the United States and India.

·       Developed strategies that align with the Ebix Corporate vision and service level expectations – including products, tools, and on/off-shoring software development initiatives to a team of over 450 developers

·       Defined, implemented and measured results of procedures, standards and tools for implementing on-going operations of all products within the Ebix corporate portfolio


  

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