Business Solutions Architect
Directed efforts of business unit managers to develop long-term organizational goals, strategic and tactical short-term objectives and technology-based solutions to support revenue growth and efficient business processes.
·Retirement of over 39 different back-end applications and systems with the implementation of CRM implementation B-to-C for managing agent to policyholder relationship from lead through to policy cancellation.Includes campaign and lead management, incident management and reporting.
·Architected the design and created the business value case for use of sales force automation /customer relationship management software to optimize recruiting efforts (estimated revenue increase of approximately $3 million in customer retention and reduction of producer turnover).
·Successfully implemented multiple cost saving / revenue enhancing projects resulting in an additional $2 million to the company in the area of leads management.Wrote business requirements and implementation plan for sales leads to support “best in practice” leads acquisition, distribution, management and nurturing.
·Wrote business case, requirements and the Request for Proposal (RFP) for a Digital Asset Management (DAM) product to enhance the agent’s local marketing ability.