
Technology leader with 20+ years in Life Insurance, driving digital transformation across policy servicing and underwriting platforms. Proven ability to bridge business and technology, delivering customer-centric applications, workflow automation, and regulatory-compliant solutions. Strong in stakeholder management, product delivery, and scaling digital capabilities that improve customer experience and operational efficiency.
Tech Lead & Platform Lead – Policy Servicing & Underwriting
usiness & Product Skills
Stakeholder Management
Business Analysis
Insurance & Domain Expertise
Agile/Scrum
Technical & Systems
Core Systems: Universe Basic
K2 Workflow (Workflow Design)
Visual Studio (Application Development)
Microsoft SQL(Database)
Digitized Core Operations via Workflow Automation
Replaced manual, paper-based processes with automated workflows for underwriting, auto debit, and policy servicing
Increased Straight-Through Processing (STP)
Revamped underwriting risk classification and STP rules
Enabled Customer Self-Service (Digital Portal)
Delivered end-to-end self-service capabilities for policyholders (fund switching, account updates, benefit changes, payment updates)
Delivered Regulatory Compliance Initiatives
Successfully implemented e-Invoice, FATCA, CRS, AML screening, third-party payor controls, and beneficial ownership tracking
Integrated Agency Submission Platform
Led integration of agency tools with core systems
Modernized Legacy User Experience
Transformed complex backend processes into intuitive workflow-driven systems
Strengthened Infrastructure & Security
Led Active Directory domain migration project