Summary
Overview
Work History
Education
Skills
Timeline
Generic

Barry Wilson

Charlotte

Summary

Dynamic and motivated professional with over a decade in financial and insurance services. Initiative-taking adaptive learner with exceptional analytical, time management, and organizational skills. Dependable and organized collaborator with the ability to lead and communicate effectively. Highly adept in production, loss analysis, quality controls, and risk assessment.

Overview

9
9
years of professional experience

Work History

Business Procedures and Controls Consultant

Brighthouse Financial
08.2019 - 09.2024
  • Collaborated with leaders of business groups, project management teams, and external vendors to acquire knowledge of each unit's operations to write procedures accordingly.
  • Outlined procedures explaining how processes should be managed by external vendors.
  • Designed and implemented audit criteria for administrative functions.
  • Completed audits and analyzed trends which identified training opportunities and best practices.
  • Established and maintained working relationships with vendors to ensure prompt and accurate execution of service.

Underwriting Coordinator Subject Matter Expert / Senior Case Manager

Brighthouse Financial
05.2015 - 08.2019
  • Coached new and experienced employees with challenging cases as one of the company's primary mentors.
  • Trained and mentored 10 groups of new hires as a Subject Matter Expert.
  • Executed continuing education sessions to help improve employee knowledge and skills.
  • Managed escalation calls and emails with irate customers.
  • Collaborated with sales partners to ensure efficient processing of new business cases.

Underwriting Coordinator / Case Manager

Brighthouse Financial
  • Supported underwriters in reviewing and obtaining the information to enable identifying and assessing risk and exposures.
  • Reviewed complex, high profile, or special new business applications for accuracy and completeness.
  • Investigated applications and financial documentation submitted by clients for underwriting accuracy.
  • Surpassed team average of 90% for completion of tasks assigned.
  • Maintained policy files for compliance, audit, and policy issuance.

Education

Master of Business Administration - Marketing Concentration

University of Phoenix

Bachelor of Art - Experimental Psychology

University of South Carolina

Skills

  • Underwriting Guidelines
  • Sales Support
  • Excellent written and Verbal Communication
  • Caseload and Project Management
  • Client relationship building
  • Quality Control and Assurance
  • Trend Analysis
  • Team Leadership

Timeline

Business Procedures and Controls Consultant

Brighthouse Financial
08.2019 - 09.2024

Underwriting Coordinator Subject Matter Expert / Senior Case Manager

Brighthouse Financial
05.2015 - 08.2019

Underwriting Coordinator / Case Manager

Brighthouse Financial

Bachelor of Art - Experimental Psychology

University of South Carolina

Master of Business Administration - Marketing Concentration

University of Phoenix
Barry Wilson