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Work Background
Steadyy Inc.Founder and CEO
Jan. 2023Greater Chicago AreaBuilding a digital platform to make it easier for people to understand the value of life insurance, assess their personal situation and needs, get instant quotes from the best life insurance companies, and apply online, all in one seamless experience.
SapiensVP of Digital Transformation
Jan. 2022 - Jan. 2023Greater Chicago AreaI am responsible for driving Sapiens ‘Digital’ offerings in the North America market. This involves working with client teams across all of the insurance sub-sectors that Sapiens serves (individual life & annuities, personal lines P&C, commercial lines P&C (both standard and specialty), workers compensation, and medical professional liability). I work with clients to scope, define, design and enable engaging digital experiences for a variety of personas, mostly focusing on how insurance agents and consumers / policyholders engage via websites, customer service portals, agency portals, etc. I work closely with Sapiens’ UX competency center, product R&D teams, pre-sales, and delivery teams to ensure that Sapiens brings the best solutions possible to our clients.
KPMGPartner
Jan. 2018 - Jan. 2020Greater Chicago AreaPartner within KPMG’s Financial Services Advisory (Corporate Strategy) practice, with a particular focus on advising insurance carrier executives on enabling capabilities to drive profitable growth by improving customer experience, optimizing sales and service channels, and streamlining operational processes to gain expense efficiencies.
EXLVP & Head of Insurance Consulting
Jan. 2017 - Jan. 2018Greater Chicago AreaResponsible for leading EXL’s go-to-market approach for consulting services with leading clients in the P&C and Life & Annuities sub-sectors of the insurance industry, and growing revenues in EXL’s Insurance Consulting business by 25% annually to $21M+ in FY2018. Focus primarily on working with clients to enable various digital transformation strategies and approaches including robotic process automation, advanced analytics, driving omni-channel business designs of customer interactions, and exploring various process improvement techniques to everything from underwriting to onboarding to service operations to claims to finance functions.
PwCPartner
Jan. 2010 - Jan. 2017Greater Chicago AreaWas a Partner and instrumental part of the leadership structure of PwC’s 500 person Insurance Advisory practice. Role primarily consisted of several key functions, including: 1) Identifying and developing new business at both existing and new clients. Proven capable of successfully generating substantial and profitable annual revenue. 2) Cultivating client relationships and engendering trust with both senior executives and middle managers by developing decisive points-of-view on strategic topics aligned to clients’ most pressing challenges. Regularly working with 4-6 clients concurrently on range of topics and issues. 3) Ensuring engagement and deliverable quality, including overseeing between 3-6 simultaneous engagements of between 4-15 staff per team. Work vigorously to exceed clients’ expectations, anticipate questions, and develop innovative, achievable approaches to enable clients’ success. 4) Developing skills of staff members by advising on both soft (active listening, empathy) and hard (analytic) skills. Challenge teams to develop range of creative perspectives by pushing them to rigorously research and debate merits of different solution approaches. Provide both formal and informal coaching, career guidance, and hand-on, on-the-job feedback. 5) Driving brand awareness in the market by supporting the development of thought leadership, creation of thought-provoking discussion materials, and facilitating introductory meetings with executives at key target client accounts.
Diamond Management & Technology ConsultantsPrincipal
Jan. 1999 - Jan. 2010Greater Chicago AreaPrior to acquisition of Diamond by PwC in late 2010, successfully led business development, engagement planning and day-to-day management of a wide range of initiatives providing both strategy and execution capabilities to assist insurance clients in achieving their performance objectives.
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