Introduction: Hello... My name is Robert Warchol.

I have nearly 20 years experie

nce in Competitive Intelligence (all of which has been in the insurance industry
) where the last 13 years have been in a leadership role. I am solely responsibl
e for and control ALL competitive intelligence for my current & previous compani
es.
My competitive intelligence is utilized to foresee opportunities & potential thr
eats. Basically, I suggest ways for the company to adapt accordingly. As the CI
Leader for my organization, I dictate the Competitive Intelligence flow with pro
active research and monitoring ALL Competitor news/communications, movements, pr
oduct releases, filings, etc.
What I bring to an organization is a disciplined and very effective Competitive
Intelligent skill-set where I deliver quality, decision-relevant competitive in
telligence to Senior leaders and execute CI projects with multiple stakeholders,
using a number of CI tools & techniques in the process {i.e., War games, Scenar
io planning, SWOT analysis & Competitor profiling}.
I also lead ALL Product/Competitive training efforts & advanced sales support {R
FPs, how to handle Competitive Situations, etc..} to our Sales Leaders {wholesal
ers, AEs, IWs, CSR}, Department Leaders, ALL distribution {i.e. at JH we have ov
er 10,000 brokers}. This Hybrid experience has proved to be invaluable throughou
t my career as I am always gathering VOC
My passion and enthusiasm are infectious and I guarantee no other candidate will
be able to bring the kind of energy to this position that I possess!
ROBERT S. WARCHOL
101 Trails Edge Court
Hartland, WI 53029
Home: (262) 361-4486
Email: rwf1e552@westpost.net
PROFILE: Nearly two decades of leadership experience in competitive/market intel
ligence, product development & research, training & advanced sales support. Part
ner with senior management to identify and analyze market opportunities, build f
ocused products to grow the business and then implementation of advances sales s
upport to distribution. Helped grow dynamic, market leading business units withi
n the financial services industry.
EXPERIENCE:
7/07 - Current (12/10) John Hancock/Manulife: Milwaukee, WI
9/04 - 7/07 John Hancock/Manulife: Boston, MA
Sr. Director of Competitive Intelligence, LTCI Business Unit
* Solely responsible for ALL Competitive Intelligence
-Executive & Sales Management teams
-Actuarial, Risk, Claims, UW, Financial, Marketing teams
-ALL distribution
* Key player on Product Development team
* Benchmarking current LTCI landscape
* Provide strategic & tactical direction
* Advanced Sales support to ALL distribution {including wholesalers}
* Solely responsible for Market Intelligence {secondary}:
* LIMRA Sales data, Industry & Consumer trends, etc.
* Key player in developing National Wholesaling Program
* Lead Product trainer
* Lead Advances Sales support to 3rd party wholesalers
* Development/Design of training tools
* Trained over 5,000 agents
8/03 - 9/04 Genworth/GE Financial Assurance Company: Richmond, VA
2/01 - 8/03 GE Financial Assurance Company: San Rafael, CA
Competitive Intelligence Leader, LTCI Business Unit
* Solely responsible for ALL Competitive Intelligence
-Executive & Sales Management teams
-Actuarial, Risk, Claims, UW, Financial, Marketing teams
-ALL distribution
* Key player on Product Development team
* Benchmarking current LTCI landscape
* Part of Investor/Earnings Call team
* Advanced Sales support to ALL distribution {including wholesalers}
* Solely responsible for Market Intelligence {secondary}:
* LIMRA Sales data, Industry & Consumer trends, etc.
* Development/Design of training tools
* Trained over 3,500 agents

3/98 - 2/01 Metropolitan Life Insurance, Westport, CT

Product Development Manager, LTCI Business Unit
* Solely responsible for ALL Competitive Intelligence
* Actuarial, Risk, Claims, UW, Financial, Marketing teams
* ALL distribution
* Built foundation for New England Financial wholesaling model
* Development/Design of training tools
* Trained over 3,500 agents
* LTC representative for all MDRT, President's level, etc., agent conferences
9/97 - 3/98 Partners Financial Group, Austin, Texas
Long-Term Care Director
* Responsible for competitive research and analysis
* Accountable for all LTC sales and operations
* Acted as liaison with core carriers
* Assisted in carrier contract negotiations
* Developed/Design of training tools
* Trained over 1,500 agents
4/95 - 9/97 New York Life Insurance Company, Austin, Texas
6/89 - 4/95 New York Life Insurance Company, New York, New York
Long-Term Care Senior Marketing Associate
* Responsible for competitive research and analysis
* Created training and education tools
* Assisted in product design/development
* Developed marketing and presentation tools
* Implemented and supervised agent call center
* Trained over 1,000 agents
EDUCATION: Wharton School of Business
8/03 Competitive Marketing Strategies (Executive Program)
5/89 Binghamton University (State University of New York) Bachelor of S
cience Degree
Major: Business/Marketing Concentration, GPA - 3.3
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SKILLS/ ACCREDITATIONS
* Nearly 20 years of experience in the Insurance Industry
* Extraordinary research and analytical aptitude
* Superior presentation, training and motivational skills
* Excellent leadership and management ability
* Proficient in Microsoft Office and the Internet
* Green Belt/Six Sigma Certified {quality program}
* Toastmasters; John Hancock and GE chapters
* Group I - Life & Health agent license
* CLTC and LUTCF designation
* Ability to work effectively from remote location

References and portfolio furnished upon request