Despite ongoing improvement among systems and service providers, and more experience among insurers, NEOS still sees 40% or more system deployment projects challenged to deliver expected value. Traditional systems selection processes that fail to differentiate between vendors, accurately identify needs, and balance the needs of all stakeholders tend to be at the heart of this issue. In this system selection webinar, we will discuss the best practices that insurers can follow to help system selection leaders be more effective, efficient, and successful in selecting the best solution and getting the implementation project off to a successful start.
Karen joined Western and Southern Financial Group in January 2014 as Senior Vice President (SVP) and Chief Information Officer (CIO). She has over 25 years of experience leading Information Technology to develop and balance strategic, market and operational priorities supporting Wealth Management and Property and Casualty (P&C) insurance businesses.
Karen previously worked for The Hartford Insurance Group in Hartford, CT. She joined the company in 2006 and held multiple CIO positions in the P&C and Wealth Management businesses. Prior to leaving The Hartford, Karen held the position of CIO for the Wealth Management businesses and VP of Service Operations. She also acted as a corporate auditor and liaison for HLIKK Japan, a subsidiary of The Hartford. In 2005, Karen joined JPMorgan Chase (JPMC) as SVP and CIO of the Insurance division, and prior to JPMC, she held various IT leadership roles at Allstate Insurance Company.
Over the years, Karen has focused her attention on leadership development for women. At The Hartford, she built and co-led The Hartford’s Professional Women’s Network, building a membership of over 1700. Karen was a core member of the JPMC Women in Technology & Operations team and also acted as a corporate mentor for the national organization ‘Women Unlimited’.
Karen holds her Series 6 and 26 Securities licenses and attended DePaul University. She is a member of the Cincinnati CIO Roundtable, Board Member of Cintrifuse in Cincinnati and Board Member for WCET / ThinkTV (PBS) Cincinnati/Dayton.
Senior Vice President and CIO
Western and Southern Financial Group
Steve was the CIO for the annuities division at Zurich Kemper Life where, in addition to his other duties, he managed the rollout of an innovative annuity product on a third party administration platform. Also in that role, Steve established the sales tools and technology framework that agents, broker dealers, and agencies needed to effectively sell the product in the market. Steve has also performed account management, program management, project management, and headed sales and marketing for software providers. Given this background, Steve has the ability to deliver both the strategic and practical elements of solution delivery.
Scott Witter, the newest member of NEOS’s executive leadership team, utilizes over 25 years of expertise in the insurance and financial services industry to provide creative solutions as the lead developer of our financial services practice. Additionally, he heads the expansion of NEOS’s recently established branch locations by combining his entrepreneurial spirit with his dynamic work ethic.
Scott has held several executive level positions at Fortune 100 insurers thanks to his holistic understanding of business processes and system rationalization. Scott is an expert on both the buying and selling side of mergers and acquisitions through effective change management; he led the transition and integration efforts for his previous employer’s business division as the acquiring company’s new Vice President. Throughout the changeover, he continued to manage the day-to-day business and technology operation for effected customers under aggressive timelines. He received The Hartford’s most prestigious and highest recognition award in 1997, 2007, 2009, and 2010 due to his successful merger and acquisition completions along with multiple technical and business transformations.
While leading The Hartford’s Contact Center Technology Solutions organization, Scott proved he is adept at strengthening and integrating diverse groups as the technology leader of over 100 personnel serving all Service and Claim contact center operations of the Commercial and Personal Insurance divisions. He effectively managed risk and delivered value-added business results by executing numerous strategic projects, which created the foundation for the future direction of the contact centers for multiple business units. His efforts enable the businesses to leverage best in breed technology in support of strategic goals.
Scott is FINRA Series 6 licensed and holds a Bachelor of Science in Management Information Systems from Rochester Institute of Technology.