Philadelphia Insurance Companies, Bryn Mawr, PA
Training & Development Manager

 

1/2007 to
2/2010

• Developed and implemented learning strategy for executive management approval.

• Enterprise level Responsibility for all internal & external training and education.  (1500 employees & 46 offices)

• Manage staff of seven Training Professionals responsible for assessing training needs, and designing and delivering training solutions that produced measurable results to the employees and organization.

• Managed development and delivery of approximately 290 classroom sessions, 290 webinars, and 20,000 e-learning module completions per year. 

• Learning Management System application owner.

• Implemented first ever C-Suite Executive Leadership & Communication Training.

• Implemented three-level Management Training Curriculum.

Munich Reinsurance of America, Princeton, NJ
Senior IT Training Specialist (contract to employee)

 

3/2002
to
1/2007

• Responsible for assessing training needs, and designing and delivering training solutions that produced measurable results to the employees and organization.

• Senior Trainer on the team that blueprinted and tested the SAP Learning Management System (TEM).  Member of the TEM administration team for the IT Division.  Developed and delivered training materials for the MSS and ESS TEM interfaces.  Delivered all training sessions (live & WebEx).

• Training Project Manager for enterprise-wide information lifecycle management program using Symantec Enterprise Vault (1200 employees).  Developed project plan.  Conducted needs analysis.  Designed and developed all training materials.  Delivered all training sessions (live & WebEx).

• Training Project Manager for enterprise-wide SharePoint 2003 training program.  Developed project plan.  Conducted needs analysis.  Designed and developed all training materials.  Conducted train-the-trainer.  Delivered numerous training sessions (live & WebEx).  This SharePoint training program generally considered one of the most valuable training programs ever produced by the IT division.

• Training Project Manager for the last two enterprise-wide “Hardware/Software Refreshes (1200 employees).”  Developed project plan.  Conducted needs analysis.  Designed and developed all training materials.  Designed and conducted train-the-trainer.  Designed roll out schedule. 

• Developed and/or instructed numerous engagements including BlackBerry PDA training, Laptop Mobility training, Mercury Quality Center training, and several additional development efforts.

• Consistently received superb evaluations for training and kudos for development efforts.

• Conducted numerous e-learning engagements (via WebEx) for up to forty attendees with excellent results.

Professional Training (multiple engagements by contract) (selected examples below)
Senior Trainer-Developer

1//2001 to
3/2002

Pfizer Inc.
Senior Trainer

• Completed an extremely rigorous 8-day TTT and certified to Instruct Sherlock3, a comprehensive Sales Force Automation program (SFA) for Pfizer Representatives.  Also certified in numerous subsidiary programs.

• Appointed to an elite group of instructors specifically designated to train “difficult” students.

• Conducted numerous nationwide blended learning training classes with superb results.

• Taught both complex proprietary software and hardware functionality for an iPAQ PDA.

State of Delaware
Senior Instructional Designer and Instructor/Facilitator

• Designed and authored a one-day Introduction course for a 950 participant PeopleSoft implementation. (Human Resources, Benefits Administration, and Payroll modules)  Met an extremely aggressive design deadline.

• Assisted in the selection of training vendors and subsequent contract trainers.

• Assisted in the design and co-delivered a 1-week train-the-trainer program for a twelve-instructor team.

• Conducted numerous one-day PeopleSoft Introduction courses and two-day PeopleSoft Human Resources module courses.  Received superb reviews from participants and the highest instructor rating on the team!

CIGNA, Philadelphia, Pennsylvania
Assistant Director, National Sales Training & Development

 

3/2000
to
1/2001

• As a division officer, and working with peers, responsible for creating, implementing, and delivering the training curriculum for the Group Insurance Division’s sales organization.

• Assigned P&L responsibilities for the department.

• Designed and delivered the sales training exercises for “Gateway,” the largest e-commerce initiative ever undertaken by the division.  Received numerous favorable reviews from senior management.

• Designed and delivered presentation skills training for field service and support personnel.  Received superb feedback from senior management.

• Researched, designed, and began the initiative to file numerous training programs for continuing education credit.

Professional Training (multiple engagements by contract) (selected examples below)
Senior Trainer-Developer

1997
to
3/2000

AT&T
Senior Instructor/Facilitator

• Certified to instruct the Presentation Techniques, Successful Supervisor, and Coaching for Success courses.

IBM @ Chubb Insurance Group
Senior Instructor/Facilitator

• Selected by Chubb as Senior Instructor for the largest training rollout ever conducted at Chubb.

• Conducted over 75 Lotus Notes & Microsoft NT blended learning training classes for hundreds of Chubb managers, underwriters and CSRs in numerous branches nationwide.

• Consistently earned exceptional performance evaluations from the Chubb team.

IBM @ Chubb Insurance Group
Senior Instructor/Facilitator

• Selected by IBM as one of twelve instructors to conduct the initial training for the proprietary Commercial Underwriting Workstation.

• Conducted over 100 technical computer and underwriting training classes for hundreds of Chubb managers, underwriters and CSRs in numerous branches nationwide.

• Acted as “Focal Point” responsible for maintaining client relationship on site.

• Consistently earned exemplary evaluations and received numerous accolades from Chubb management.

The Strategic Management Group Inc., Philadelphia, Pennsylvania 
Senior Consultant & National Insurance Practice, Department Head

1995
to
1997

• P&L responsibilities for the department.

• Marketed technology-based training products to the insurance industry and generated numerous new accounts for the firm.

• Authored and acted as subject matter expert for successful text-based and CBT courseware.

• Consulted to several major insurance companies to develop customized technology-based training programs.

• Facilitated numerous strategy, finance, project management, and leadership training seminars earning consistently high evaluations.

The Life Underwriter Training Council, Bethesda, Maryland
Assistant Director of Training

1993
to
1995

• Project Manager/Author/Editor of The Professional Growth Course and Multiline Skills Course.  Each includes student text and moderator’s guide for thirteen 2 ½ -hour classes.  Developed national final exam for each course.

• Project Manager/Author of several seminars and self-study courses including Long-Term Care – A Practical Understanding, Reviewing Long-Term Care Insurance, and Traditional Long-Term Care.

• Responsible for authoring, production, marketing, and distribution of LUTC’s first computer-based training program.

• Consistently earned highest evaluations for facilitating approximately twelve two-day, train-the-trainer seminars per year.