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
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