SlideShare a Scribd company logo
1 of 3
Download to read offline
LINDSEY WHITNEY
913-579-1311
17872 157th
Street ▪ Basehor, Kansas 66007
lynspivey@hotmail.com
BUSINESS ADMINISTRATION
Marketing ▪ Operations Management ▪ Project Management
Demonstrated record of leadership in building corporate value. Consistently
accelerated revenues and profit growth through expertise in marketing, sales, and
operations management.
Marketing and Business Development: Establish strategic growth. Devise, develop, and
deliver a comprehensive strategic and tactical plan for business development, income
generations, and product awareness. Cross train associates for success.
Operations Management: Manage daily insurance processing operations, improving
productivity by providing effective methods in business operations. Direct staff, review financial
statements, prepare budgets, and facilitate goal achievement. Establish and implement
departmental procedures, goals and objectives. Talent for identifying issues and proactively
bring issues to resolution.
Business Analysis: Conceptualization, design, and leadership of process, productivity,
efficiency, and quality improvement. Strategic and tactical actions that deliver revenue gains
and cost savings through organizational development, workforce optimization, and training and
development in sales, marketing, and customer service.
 Business Development  Cost Reduction/Avoidance  Cross Functional Leadership
 Customer Retention  Efficiency Improvement  Leadership Development
 Market/Product Launch  Performance Enhancement  Relationship Management
 Multi-Channel Distribution  Process Redesign  Service Design/Delivery
 Sales Cycle Management  Workflow Optimization  Team Building
EMPLOYMENT HISTORY
CSC-Overland Park, KS 5/4/2015-Present
QA Test Lead, Zurich
Consultant with Zurich: Work in partnership directly with Off Shore, on-site Test Lead to guide them
on understanding the business needs for Life Insurance products & processes to perform adequate
and accurate testing. Partner with the IT BSA team in planning and executing the User Acceptance
Testing for any new projects or system enhancements. Develop a plan to bring in and implement
automation for Zurich as the lead project coordinator.
 Recognized as the subject matter expert for the QA Team to act as a liaison between IT and the
Business.
 Worked closely with the Business System Analyst team to understand the requirement coverage
thoroughly and translate them into test scenarios.
 Delivered and developed automation program strategy
 Project Leader and organizer of all project documentation related to automation project
 Detailed support for pre-implementation by planning testing activities accordingly to meet the
project deadline and priorities
 Managed daily tasks effectively in order to meet project deadlines.
 Developed an improved User Acceptance Test process for the IT team
NTT DATA, Topeka, KS 2013 – 2015
SENIOR BUSINESS ANALYST CONSULTANT, se2
Consultant with se2: Collaborate directly with IT to coach them on understanding the business needs
for Life Insurance and Annuity processing from the initial risk assessment to final requirements for
issuing a policy. To assist the IT team in building the business requirements for the new
administrative platform that will maintain and perform the processing needs for 3 clients. Using
business analysis methodologies I helped IT develop and perform business event testing, procedure
development, and support of the multiple partners during the pre-implementation process.
 Supplied the system release schedules to the business team, and managed the project
documentation.
 Delivered and developed materials for the training of the new system.
 Supported vendor relationships.
 Maintained insurance compliance during process development for system transactions.
 Communicated to leadership, staff and external client’s issues relating to system functionality
and meeting necessary compliance requirements.
 Leader and organizer of all project documentation.
 Supported internal and external clients during the “pre-implementation” process.
AMERICO FINANCIAL LIFE INSURANCE AND
ANNUITY COMPANY, Kansas City, MO 2004-2013
PROJECT COORDINATOR (2012-2013)
Lead projects for a phone team of 12 to improve the process of incoming calls from the field agent
distribution and to maintain high producing broker relations. Enhanced specialized Avaya phone
reporting and enriched existing report tools for management and implementation of new procedures
that maintained state insurance compliance.
 Improved service levels by 15% within 6 months by utilizing efficient tracking reports to develop
recommended improvements on service levels for the field agents.
 Improved service levels by 50% for annuity products by training phone representatives on the
product portfolio and function.
 Identified 28 defects within 90 days of expected project scope by performing testing of 2 major
websites and financial software systems.
 Reduced production time to 4 days (from 10 days) by redesigning new communication process
for internal sales division for 4 acquired blocks of life insurance company contracts.
 Significant in retaining business relationships with 6 major brokers by managing customer
service by being able to communicate with all levels of individuals.
 Responsible for overseeing the swift resolution of issues the call center associates encountered.
 Facilitated data collection from external and internal customers for project requirements
NEW BUSINESS SUPERVISOR (2008-2012)
Lead a team of 23 new business associates through the daily tasks of processing life insurance and
annuity business. Designed a new work distribution method to streamline the process for improving
the time service levels on issuing policies. Provided the team direction on the daily workflow.
 Achieved a 95% quality level processing 120 applications daily representing $60M in annualized
premium by improving the application process.
 Strengthened the associate development and productivity levels by adapting a comprehensive
performance management process that involved coaching and mentoring of the individual
associate.
 Tracked and measured team and individual performance results, including annual performance
review documentation.
 Reduced expenses $235K by implementing a financial budget cost down process.
 Developed and tracked budget for New Business functional area.
 Saved $200K in up-front training costs by coaching 4 associates in professional development for
progression and role expansion that aligned with the company direction.
SENIOR SALES CONSULTANT (2004-2008)
Directed the sales team in the sale of insurance and annuity products to entire distribution channel.
Led marketing campaigns, managed major broker accounts, and administered external supply
vendor records. Trained new hires, internal associates, leadership, and licensed agents as required.
 Improved service levels 80% by assisting in the delivering business requirements for the
development and implementation of a CRM system.
 Coordinated 6 major outbound new product call campaigns resulting in increased sales for 2
consecutive years.
 Drove revenue 50% through a marketing campaign that obtained additional field distribution
representatives.
 Achieved $10M over goal in new product sales by implementing a nationwide sale campaign for
650 licensed agents.
 Directed training to licensed agents nationwide on product lines, financial markets, and financial
product functions and produced presentations to expand sales up to $5M.
 Trained on sites for insurance services to assist agents; LIMRA and NIPR
 Provided initial risk assessments for agents calling in from the field
 Served as main contact for large client accounts.
University of Saint Mary Overland Park, KS
MASTER OF BUSINESS ADMINISTRATION
BACHELOR OF SCIENCE - MANAGEMENT & MARKETING
Licensure:
Kansas Life Examiners License, 2005-Present
Continued Professional Development:
ACS LOMA Designation: 2008
LOMA Industry Coursework: 280, 290,300, 301, 305, 315, And 350
OTHER SIGNIFICANT ENDEAVORS
American Women's Business Association 2002 - 2003
Founder & President of University of Saint Mary Student Chapter

More Related Content

What's hot

What's hot (19)

sue mancino resume rev 3
sue mancino resume rev 3sue mancino resume rev 3
sue mancino resume rev 3
 
Prabhat Chauhan -CV
Prabhat Chauhan -CVPrabhat Chauhan -CV
Prabhat Chauhan -CV
 
dbagley-resume-gen
dbagley-resume-gendbagley-resume-gen
dbagley-resume-gen
 
K__Robinson_Resume[1]
K__Robinson_Resume[1]K__Robinson_Resume[1]
K__Robinson_Resume[1]
 
Elizabeth_Resume
Elizabeth_ResumeElizabeth_Resume
Elizabeth_Resume
 
D bagley resume-dco
D bagley resume-dcoD bagley resume-dco
D bagley resume-dco
 
Lynn Nunnally- 2016
Lynn Nunnally-  2016Lynn Nunnally-  2016
Lynn Nunnally- 2016
 
Layo BA c.v.
Layo BA c.v.Layo BA c.v.
Layo BA c.v.
 
Cindy Rumbaugh Resume
Cindy Rumbaugh ResumeCindy Rumbaugh Resume
Cindy Rumbaugh Resume
 
Outsourcing Contingency Planning
Outsourcing Contingency PlanningOutsourcing Contingency Planning
Outsourcing Contingency Planning
 
Campbells Operation Presentation
Campbells Operation PresentationCampbells Operation Presentation
Campbells Operation Presentation
 
Stephanie Harris Professional CV
Stephanie Harris Professional CVStephanie Harris Professional CV
Stephanie Harris Professional CV
 
My Resume 2016 (2)
My Resume 2016 (2)My Resume 2016 (2)
My Resume 2016 (2)
 
FATRCCO 2016
FATRCCO 2016FATRCCO 2016
FATRCCO 2016
 
CHERYL_L_Gipfel - June
CHERYL_L_Gipfel - JuneCHERYL_L_Gipfel - June
CHERYL_L_Gipfel - June
 
aarti Ver 1.2
aarti Ver 1.2aarti Ver 1.2
aarti Ver 1.2
 
Taking a web site from concept to launch
Taking a web site from concept to launchTaking a web site from concept to launch
Taking a web site from concept to launch
 
SMageeresume2015feb
SMageeresume2015febSMageeresume2015feb
SMageeresume2015feb
 
Resume_Himanshu_Pant
Resume_Himanshu_PantResume_Himanshu_Pant
Resume_Himanshu_Pant
 

Viewers also liked

TJ Bearse - Trello
TJ Bearse - TrelloTJ Bearse - Trello
TJ Bearse - Trellotjbearse
 
Hsp70 and Hsp90
Hsp70 and Hsp90 Hsp70 and Hsp90
Hsp70 and Hsp90 Avin Snyder
 
Christina Petrowska Quilico - Critical Quotes - live performance- October 6 -...
Christina Petrowska Quilico - Critical Quotes - live performance- October 6 -...Christina Petrowska Quilico - Critical Quotes - live performance- October 6 -...
Christina Petrowska Quilico - Critical Quotes - live performance- October 6 -...Christina Petrowska Quilico
 
The RG Company Fleshed Out (1)
The RG Company Fleshed Out (1)The RG Company Fleshed Out (1)
The RG Company Fleshed Out (1)sadie cameron
 
Half-Site Inhibition Tail Domains
Half-Site Inhibition Tail DomainsHalf-Site Inhibition Tail Domains
Half-Site Inhibition Tail DomainsAvin Snyder
 
The Thiazide-sensitive NaCl
The Thiazide-sensitive NaClThe Thiazide-sensitive NaCl
The Thiazide-sensitive NaClAvin Snyder
 
Alphabet knowledge presentation
Alphabet knowledge presentationAlphabet knowledge presentation
Alphabet knowledge presentationStaceyann2015
 
AMelhado Vitae7r 2015
AMelhado Vitae7r 2015AMelhado Vitae7r 2015
AMelhado Vitae7r 2015Angie Melhado
 
Practical Pharmacology Respiratory System
Practical Pharmacology Respiratory SystemPractical Pharmacology Respiratory System
Practical Pharmacology Respiratory SystemHazem Abo Shousha
 
AICHE Senior Design Project
AICHE Senior Design ProjectAICHE Senior Design Project
AICHE Senior Design ProjectJonathan Sherwin
 
Design and Operation of a Distillation Column for the Binary Mixture
Design and Operation of a Distillation Column for the Binary MixtureDesign and Operation of a Distillation Column for the Binary Mixture
Design and Operation of a Distillation Column for the Binary MixtureJonathan Sherwin
 
Fnbe march’15 enbe
Fnbe march’15 enbeFnbe march’15 enbe
Fnbe march’15 enbe温 庄壁
 
珠寶與生活
珠寶與生活珠寶與生活
珠寶與生活neo423
 
Leonidas Creative Agency
Leonidas Creative AgencyLeonidas Creative Agency
Leonidas Creative AgencyMark Raven
 
Open dag weerwoord bij Meteo Consult
Open dag weerwoord bij Meteo ConsultOpen dag weerwoord bij Meteo Consult
Open dag weerwoord bij Meteo ConsultTinus Beckers
 

Viewers also liked (20)

TJ Bearse - Trello
TJ Bearse - TrelloTJ Bearse - Trello
TJ Bearse - Trello
 
SadieCameron_439730
SadieCameron_439730SadieCameron_439730
SadieCameron_439730
 
Hsp70 and Hsp90
Hsp70 and Hsp90 Hsp70 and Hsp90
Hsp70 and Hsp90
 
Christina Petrowska Quilico - Critical Quotes - live performance- October 6 -...
Christina Petrowska Quilico - Critical Quotes - live performance- October 6 -...Christina Petrowska Quilico - Critical Quotes - live performance- October 6 -...
Christina Petrowska Quilico - Critical Quotes - live performance- October 6 -...
 
Gildenblatt, Robbie 12-17-12
Gildenblatt, Robbie 12-17-12Gildenblatt, Robbie 12-17-12
Gildenblatt, Robbie 12-17-12
 
The RG Company Fleshed Out (1)
The RG Company Fleshed Out (1)The RG Company Fleshed Out (1)
The RG Company Fleshed Out (1)
 
Half-Site Inhibition Tail Domains
Half-Site Inhibition Tail DomainsHalf-Site Inhibition Tail Domains
Half-Site Inhibition Tail Domains
 
The Thiazide-sensitive NaCl
The Thiazide-sensitive NaClThe Thiazide-sensitive NaCl
The Thiazide-sensitive NaCl
 
Alphabet knowledge presentation
Alphabet knowledge presentationAlphabet knowledge presentation
Alphabet knowledge presentation
 
AMelhado Vitae7r 2015
AMelhado Vitae7r 2015AMelhado Vitae7r 2015
AMelhado Vitae7r 2015
 
Trello
TrelloTrello
Trello
 
Practical Pharmacology Respiratory System
Practical Pharmacology Respiratory SystemPractical Pharmacology Respiratory System
Practical Pharmacology Respiratory System
 
AICHE Senior Design Project
AICHE Senior Design ProjectAICHE Senior Design Project
AICHE Senior Design Project
 
Design and Operation of a Distillation Column for the Binary Mixture
Design and Operation of a Distillation Column for the Binary MixtureDesign and Operation of a Distillation Column for the Binary Mixture
Design and Operation of a Distillation Column for the Binary Mixture
 
scan0088
scan0088scan0088
scan0088
 
Fnbe march’15 enbe
Fnbe march’15 enbeFnbe march’15 enbe
Fnbe march’15 enbe
 
珠寶與生活
珠寶與生活珠寶與生活
珠寶與生活
 
Leonidas Creative Agency
Leonidas Creative AgencyLeonidas Creative Agency
Leonidas Creative Agency
 
CETI Psychiatry Review
CETI Psychiatry Review CETI Psychiatry Review
CETI Psychiatry Review
 
Open dag weerwoord bij Meteo Consult
Open dag weerwoord bij Meteo ConsultOpen dag weerwoord bij Meteo Consult
Open dag weerwoord bij Meteo Consult
 

Similar to Lindsey Whitney's Resume Highlights Insurance Marketing Experience

Chris Mitchell Customer Experience Leader_Business Analyst 10.29
Chris Mitchell Customer Experience Leader_Business Analyst 10.29Chris Mitchell Customer Experience Leader_Business Analyst 10.29
Chris Mitchell Customer Experience Leader_Business Analyst 10.29Chris Mitchell
 
Hayes Resume 2016
Hayes Resume 2016Hayes Resume 2016
Hayes Resume 2016Dawn Hayes
 
DBagley Resume-2015
DBagley Resume-2015DBagley Resume-2015
DBagley Resume-2015David Bagley
 
David Bagley Resume - 2015 generic
David Bagley Resume - 2015 genericDavid Bagley Resume - 2015 generic
David Bagley Resume - 2015 genericDavid Bagley
 
KatherineMurrayresume_1-15-16
KatherineMurrayresume_1-15-16KatherineMurrayresume_1-15-16
KatherineMurrayresume_1-15-16Katherine Murray
 
Enaam Alum CV
Enaam Alum CVEnaam Alum CV
Enaam Alum CVEnaamAlum
 
Dee Alston Resume
Dee Alston Resume Dee Alston Resume
Dee Alston Resume Dee Alston
 
Vivek_Sharma_Profile_2016
Vivek_Sharma_Profile_2016Vivek_Sharma_Profile_2016
Vivek_Sharma_Profile_2016Vivek Sharma
 
Resume -pd 241020106 (2)
Resume -pd 241020106 (2)Resume -pd 241020106 (2)
Resume -pd 241020106 (2)Pankaj Dass
 
Rgnagy resume
Rgnagy resumeRgnagy resume
Rgnagy resumeBob Nagy
 
Jane evans resume 012516
Jane evans resume 012516Jane evans resume 012516
Jane evans resume 012516Jane E.
 
Patty Goodman Resume1
Patty Goodman Resume1Patty Goodman Resume1
Patty Goodman Resume1Patty Goodman
 
James Moore CV - 0.7
James Moore CV - 0.7James Moore CV - 0.7
James Moore CV - 0.7James Moore
 
CV - Tejas A. Desai (B.E. Mechanical + MBA + 14 yrs exp.)
CV - Tejas A. Desai (B.E. Mechanical + MBA + 14 yrs exp.)CV - Tejas A. Desai (B.E. Mechanical + MBA + 14 yrs exp.)
CV - Tejas A. Desai (B.E. Mechanical + MBA + 14 yrs exp.)Tejas Desai
 
Resume_Robert_Ignagni5
Resume_Robert_Ignagni5Resume_Robert_Ignagni5
Resume_Robert_Ignagni5Bob Ignagni
 

Similar to Lindsey Whitney's Resume Highlights Insurance Marketing Experience (20)

Chris Mitchell Customer Experience Leader_Business Analyst 10.29
Chris Mitchell Customer Experience Leader_Business Analyst 10.29Chris Mitchell Customer Experience Leader_Business Analyst 10.29
Chris Mitchell Customer Experience Leader_Business Analyst 10.29
 
AKornacki3_resume
AKornacki3_resumeAKornacki3_resume
AKornacki3_resume
 
Hayes Resume 2016
Hayes Resume 2016Hayes Resume 2016
Hayes Resume 2016
 
DBagley Resume-2015
DBagley Resume-2015DBagley Resume-2015
DBagley Resume-2015
 
David Bagley Resume - 2015 generic
David Bagley Resume - 2015 genericDavid Bagley Resume - 2015 generic
David Bagley Resume - 2015 generic
 
KatherineMurrayresume_1-15-16
KatherineMurrayresume_1-15-16KatherineMurrayresume_1-15-16
KatherineMurrayresume_1-15-16
 
Enaam Alum CV
Enaam Alum CVEnaam Alum CV
Enaam Alum CV
 
Dee Alston Resume
Dee Alston Resume Dee Alston Resume
Dee Alston Resume
 
Vivek_Sharma_Profile_2016
Vivek_Sharma_Profile_2016Vivek_Sharma_Profile_2016
Vivek_Sharma_Profile_2016
 
Lawless-Gunn Resume
Lawless-Gunn ResumeLawless-Gunn Resume
Lawless-Gunn Resume
 
General Resume
General ResumeGeneral Resume
General Resume
 
Resume -pd 241020106 (2)
Resume -pd 241020106 (2)Resume -pd 241020106 (2)
Resume -pd 241020106 (2)
 
Rgnagy resume
Rgnagy resumeRgnagy resume
Rgnagy resume
 
Jane evans resume 012516
Jane evans resume 012516Jane evans resume 012516
Jane evans resume 012516
 
Patty Goodman Resume1
Patty Goodman Resume1Patty Goodman Resume1
Patty Goodman Resume1
 
Jacqueline J. Marrero_81915
Jacqueline J. Marrero_81915Jacqueline J. Marrero_81915
Jacqueline J. Marrero_81915
 
James Moore CV - 0.7
James Moore CV - 0.7James Moore CV - 0.7
James Moore CV - 0.7
 
CV - Tejas A. Desai (B.E. Mechanical + MBA + 14 yrs exp.)
CV - Tejas A. Desai (B.E. Mechanical + MBA + 14 yrs exp.)CV - Tejas A. Desai (B.E. Mechanical + MBA + 14 yrs exp.)
CV - Tejas A. Desai (B.E. Mechanical + MBA + 14 yrs exp.)
 
Vijay
VijayVijay
Vijay
 
Resume_Robert_Ignagni5
Resume_Robert_Ignagni5Resume_Robert_Ignagni5
Resume_Robert_Ignagni5
 

Lindsey Whitney's Resume Highlights Insurance Marketing Experience

  • 1. LINDSEY WHITNEY 913-579-1311 17872 157th Street ▪ Basehor, Kansas 66007 lynspivey@hotmail.com BUSINESS ADMINISTRATION Marketing ▪ Operations Management ▪ Project Management Demonstrated record of leadership in building corporate value. Consistently accelerated revenues and profit growth through expertise in marketing, sales, and operations management. Marketing and Business Development: Establish strategic growth. Devise, develop, and deliver a comprehensive strategic and tactical plan for business development, income generations, and product awareness. Cross train associates for success. Operations Management: Manage daily insurance processing operations, improving productivity by providing effective methods in business operations. Direct staff, review financial statements, prepare budgets, and facilitate goal achievement. Establish and implement departmental procedures, goals and objectives. Talent for identifying issues and proactively bring issues to resolution. Business Analysis: Conceptualization, design, and leadership of process, productivity, efficiency, and quality improvement. Strategic and tactical actions that deliver revenue gains and cost savings through organizational development, workforce optimization, and training and development in sales, marketing, and customer service.  Business Development  Cost Reduction/Avoidance  Cross Functional Leadership  Customer Retention  Efficiency Improvement  Leadership Development  Market/Product Launch  Performance Enhancement  Relationship Management  Multi-Channel Distribution  Process Redesign  Service Design/Delivery  Sales Cycle Management  Workflow Optimization  Team Building EMPLOYMENT HISTORY CSC-Overland Park, KS 5/4/2015-Present QA Test Lead, Zurich Consultant with Zurich: Work in partnership directly with Off Shore, on-site Test Lead to guide them on understanding the business needs for Life Insurance products & processes to perform adequate and accurate testing. Partner with the IT BSA team in planning and executing the User Acceptance Testing for any new projects or system enhancements. Develop a plan to bring in and implement automation for Zurich as the lead project coordinator.  Recognized as the subject matter expert for the QA Team to act as a liaison between IT and the Business.  Worked closely with the Business System Analyst team to understand the requirement coverage thoroughly and translate them into test scenarios.  Delivered and developed automation program strategy  Project Leader and organizer of all project documentation related to automation project  Detailed support for pre-implementation by planning testing activities accordingly to meet the project deadline and priorities  Managed daily tasks effectively in order to meet project deadlines.  Developed an improved User Acceptance Test process for the IT team NTT DATA, Topeka, KS 2013 – 2015
  • 2. SENIOR BUSINESS ANALYST CONSULTANT, se2 Consultant with se2: Collaborate directly with IT to coach them on understanding the business needs for Life Insurance and Annuity processing from the initial risk assessment to final requirements for issuing a policy. To assist the IT team in building the business requirements for the new administrative platform that will maintain and perform the processing needs for 3 clients. Using business analysis methodologies I helped IT develop and perform business event testing, procedure development, and support of the multiple partners during the pre-implementation process.  Supplied the system release schedules to the business team, and managed the project documentation.  Delivered and developed materials for the training of the new system.  Supported vendor relationships.  Maintained insurance compliance during process development for system transactions.  Communicated to leadership, staff and external client’s issues relating to system functionality and meeting necessary compliance requirements.  Leader and organizer of all project documentation.  Supported internal and external clients during the “pre-implementation” process. AMERICO FINANCIAL LIFE INSURANCE AND ANNUITY COMPANY, Kansas City, MO 2004-2013 PROJECT COORDINATOR (2012-2013) Lead projects for a phone team of 12 to improve the process of incoming calls from the field agent distribution and to maintain high producing broker relations. Enhanced specialized Avaya phone reporting and enriched existing report tools for management and implementation of new procedures that maintained state insurance compliance.  Improved service levels by 15% within 6 months by utilizing efficient tracking reports to develop recommended improvements on service levels for the field agents.  Improved service levels by 50% for annuity products by training phone representatives on the product portfolio and function.  Identified 28 defects within 90 days of expected project scope by performing testing of 2 major websites and financial software systems.  Reduced production time to 4 days (from 10 days) by redesigning new communication process for internal sales division for 4 acquired blocks of life insurance company contracts.  Significant in retaining business relationships with 6 major brokers by managing customer service by being able to communicate with all levels of individuals.  Responsible for overseeing the swift resolution of issues the call center associates encountered.  Facilitated data collection from external and internal customers for project requirements NEW BUSINESS SUPERVISOR (2008-2012) Lead a team of 23 new business associates through the daily tasks of processing life insurance and annuity business. Designed a new work distribution method to streamline the process for improving the time service levels on issuing policies. Provided the team direction on the daily workflow.  Achieved a 95% quality level processing 120 applications daily representing $60M in annualized premium by improving the application process.  Strengthened the associate development and productivity levels by adapting a comprehensive performance management process that involved coaching and mentoring of the individual associate.  Tracked and measured team and individual performance results, including annual performance review documentation.  Reduced expenses $235K by implementing a financial budget cost down process.  Developed and tracked budget for New Business functional area.  Saved $200K in up-front training costs by coaching 4 associates in professional development for progression and role expansion that aligned with the company direction. SENIOR SALES CONSULTANT (2004-2008)
  • 3. Directed the sales team in the sale of insurance and annuity products to entire distribution channel. Led marketing campaigns, managed major broker accounts, and administered external supply vendor records. Trained new hires, internal associates, leadership, and licensed agents as required.  Improved service levels 80% by assisting in the delivering business requirements for the development and implementation of a CRM system.  Coordinated 6 major outbound new product call campaigns resulting in increased sales for 2 consecutive years.  Drove revenue 50% through a marketing campaign that obtained additional field distribution representatives.  Achieved $10M over goal in new product sales by implementing a nationwide sale campaign for 650 licensed agents.  Directed training to licensed agents nationwide on product lines, financial markets, and financial product functions and produced presentations to expand sales up to $5M.  Trained on sites for insurance services to assist agents; LIMRA and NIPR  Provided initial risk assessments for agents calling in from the field  Served as main contact for large client accounts. University of Saint Mary Overland Park, KS MASTER OF BUSINESS ADMINISTRATION BACHELOR OF SCIENCE - MANAGEMENT & MARKETING Licensure: Kansas Life Examiners License, 2005-Present Continued Professional Development: ACS LOMA Designation: 2008 LOMA Industry Coursework: 280, 290,300, 301, 305, 315, And 350 OTHER SIGNIFICANT ENDEAVORS American Women's Business Association 2002 - 2003 Founder & President of University of Saint Mary Student Chapter