Business Unit Director

Frances O 'Malley
604 Harmony Lane
Pleasantville, CA 94588
(925) 555-1234


Director level Project Manager with 19 years experience providing consulting, strategic planning, and sales training to the insurance industry. Noted for leadership skills and direction on financial, underwriting and risk selection.


• Directed teams of Account Specialists, Underwriters and Managers for group insurance accounts ranging in 50 to 100,000 lives.
• Hired, trained, motivated and retained valuable talent.
• Created training materials and selected appropriate Subject Matter Experts to conduct various Group Universal Life classes.
• Delivered renewal underwriting classes to Underwriters and Salespersons in Group Basic Life, Optional Life, Dependent Life, Short Term Disability, Long Term Disability, Dental, Medical Care, Stop Loss, Retrospective Premium, Minimum Premium, ASO and Limited Liability.


SFB, Chicago, IL
1990 - Present
Director - Business Unit
• Led department to financial results that exceeded average contribution by approximately 92% in 1999 and 2000.
• Motivated department to produce 100% of On Time New Customer Implementations in 2000. Results were 50% higher than the company average.
• Partnered with Sales, Brokers and Customers to increase revenues and profitability, retained 95% of customer base, leveraged customer loyalty to recognize upsell opportunities for existing customers and made sound financial decisions to attract quality new business.
• Directed a team of Account Specialists (size ranging from 10 to 21 employees) providing contractual, financial, underwriting and risk evaluation services to large group insurance accounts ranging from 3,000 to 25,000+ lives.
• Combined mid-size (200 to 4,000 lives) and large size (5,000+ lives) new business underwriting, renewal underwriting and year-end financial accounting functions for the Chicago region. Result was a single, cohesive team responsible for $2B in annual considerations.
• Orchestrated Contract Project Management group of 50 professionals to address workflow, IT systems, audits, and regulatory and state insurance compliance issues as they relate to the production and distribution of group contractual documents. Resulted in changed processes to address audit findings, created job aids to assist Account Specialists in contract production, and authored Administrative Guidelines & Procedures Release to train and communicate process changes to entire company.
• Managed the Attributes Description team, which developed online Performance Management Program forms to include job-specific criteria and appropriate language to describe distinct rating categories, positions and job grades. Management implemented idea as best practice and significant time saver.
• Participated in company's conversion from a Mutual Insurance Company to a Stock Company. Assisted Sales in establishing Funding Agreements and Paid-in-Advance premium reserves to meet customers' needs and retain valuable capital.

Zane Company, Chicago, IL
1985 - 1990
Underwriting Manager
· Assisted nine underwriters and the regional team manager.
· Manage record retention in compliance with corporate guidelines.

Doyle and Associates, Chicago, IL
1983 - 1985
Underwriting Assistant
· Assisted nine underwriters and the regional team manager.
· Managed paper flow within office including mail, faxes, clearances and data entry in multiple systems.
· Manage databases and oversaw cash collections.
· Manage record retention in compliance with corporate guidelines, check closings.


• Shaws-Lawson Associates: Competitive Expense Management With Financial Analysis and Reporting Online
• Prism Quality Enhancement Corporation: Quest 2001: PDCA Training (Plan, Do, Check, Act) for Process Redesign
• Skillpath: Coaching and Team-Building Skills for Managers and Supervisors
• Ingrid Wallace Presents: Peer Dynamics: "The Care Principle"
• CareerTrack: Building Effective Customer Service
• NASD Series 6 and 63 - (Registration no longer active in current position)
• LOMA Parts 1,2,3, and 6


University of Michigan, Ann Arbor, Michigan
Bachelor of Arts, English

PRWRA Pat Chapman - CareerPro-Naperville, Inc. - http://www.career2day.com