ROBERT G. ROBERTSON JR.274 S Hagans Avenue Elmhurst, IL 60126 rgrobertson2@gmail.com 630-835-7863

Accomplished Insurance and Management Consulting executive with 20+ years of domestic and international experience in technology and business operations involving both start-up and Fortune 100 carriers. Results oriented, decisive leader with proven success with Information Technology transformation and complex program delivery. Extensive experience in Claims, Policy Administration, and Underwriting, with both Commercial and Personal Lines carriers.

CORE COMPETENCIES

Growth Strategy Business Process Improvement Strategic Planning Roadmap Development Guidewire Suite

Technology Leadership PMO/Program Management P & L Oversight Business Ops Model Design Legacy Transformation

Program Governance & Risk Management

Predictive & Adaptive Analytics Organization Change Management Business Case Development

PROFESSIONAL EXPERIENCE

CAPGEMINI FINANCIAL SERVICES, ROSEMONT, IL 2012 to Present

Capgemini is one of the world's foremost providers of consulting, technology, outsourcing services and local professional services. Present in over 40 countries with more than 130,000 employees, the Capgemini Group helps its clients transform in order to improve their performance and competitive positioning.

SENIOR MANAGER – Consulting Services – Global Insurance Practice

Drove a national Agileimplementation of a PolicyCenter, Salesforce, and Legacy Integration program. Developed project plan, managed issues, risks, action items, and resources. Managed 12 different project teams (PMs), onshore/offshore development, and multi-vendor resources. Enhanced Governance processes and tools. Helped client transform their IT organization into a highly effective Agile shop.

Led solution definition engagement for major Specialty insurance carrier to modernize and convert their Policy systems for its Property line of business. Directed definition of business and program dependencies, definition of requirements and functional scope, solution architecture, and costs. Served as member of senior leadership team reporting directly to CIO.

Co-managed a Policy Administration legacy transformation definition project for national commercial & personal lines P&C carrier. Identified current state issues, challenges, and opportunities. Developed the future state vision and implementation roadmap with a high-level business benefits case.

Served as Executive Program Manager Partner for one of the largest US property insurers. Provided advice to client leadership on program governance, organizational change management, and technology. Managed/developed program issues, risks, project plans, and project charters. Led development of program governance plan and supporting documentation. Mentored team on industry best practices for program governance.

COGNIZANT TECHNOLOGY SOLUTIONS, Teaneck, NJ 2010 to 2012

A leading provider of information technology, consulting, and business process outsourcing services, dedicated to helping the world's leading companies build stronger businesses.

PRINCIPAL - Cognizant Business Consulting – Insurance

Led engagement to understand worldwide P&C carrier’s agency portal requirements and determine the priority and work plan to complete the projects. Directed development of project scope, business requirements and assessed implementation complexity.

ROBERT G ROBERTSON JR ● rgrobertson2@gmail.com 630-835-7863 ● Page 2

Directed creation of a future state solution, roadmap, and supporting value propositions and business requirements across 15 functions for a global specialty insurance carrier to understand how carrier acquires, consumes and distributes insured information.

Crafted a new business operating model for a global insurance and financial services provider. Led the business and technology executive team in defining the business case for mobile and web capabilities, identifying required business capabilities, mobile and web architecture, portal and content management tools and deployment considerations, and a business and technology governance model

Directed realignment of a P&C carrier’s 6 multi-year strategic initiatives spanning four functions. Evaluated degree of completeness and content of current roadmaps and program plans over several dimensions: alignment to business objectives, dependencies, timelines, staffing, major risks, and redundant or missing activities. Realigned strategic plan yielding $4.5MM reduction in IT spend over 3 years.

TNC MANAGEMENT GROUP, Morristown, NJ 2008 to 2010A specialized management consulting firm that provides domain expertise in strategic project management, business analysis, and management consulting exclusively for the insurance industry.

SENIOR DIRECTOR – CLAIMS PRACTICE LEADER

For a international commercial carrier, designed a shared services strategy and roadmap, organizational design, migration methodology, governance model, migration type recommendation tool, and business case for change yielding nearly $60 million in net benefits in the first year.

Working with an off-shore partner, and major US commercial carrier, led the development of a predictive modeling solution to optimize premium audit (physical, phone, mail survey) resources, providing a premium increase of $24 million, while allowing more expensive resources to focus on complex audits.

Led the design and development of new predictive and adaptive modeling solution for Underwriting risk quality assessment using “next best question” technology for a major international carrier.

NAVIGANT CONSULTING, Chicago, IL 2006 to 2008

An international consulting firm combining deep industry expertise and integrated solutions to assist companies and their legal counsel in enhancing stakeholder value, improving operations, and addressing conflict, performance and risk related challenges.

DIRECTOR – INSURANCE PRACTICE

Saved global group income and pension insurer $2 million by overseeing development of business blueprint, e-business architecture, and transition approach.

Reduced IT costs by $5 million over three years and increased projected revenues from $800 million to $1.2 billion per year for a large regional bank; identified alternatives for replacing legacy sales and marketing application, and developed business continuity and disaster recovery plans.

Re-engineered application development methodology for top tier workers compensation carrier; created strategic roadmap and implementation plan for new products/applications projected to grow sales from $63 to $500MM over four-year period.

Facilitated 20% increase in cross-sales at major AAA auto club group by directing development of technical strategy for information management processes. In support of the strategy, developed a series of roadmaps for business process implementation, technical architecture deployment, and data governance implementation.

ALLSTATE INSURANCE CORP., Northbrook, IL 1997 – 2006

The nation's largest publicly held personal lines insurer.

Led Claim Transformation program that delivered over $100 million in business benefits. Created five-year technology roadmap and business cases to upgrade existing processes and technologies an into industry-leading

ROBERT G ROBERTSON JR ● rgrobertson2@gmail.com 630-835-7863 ● Page 3

technology platform. Played key role in selecting and implementing new processes and technologies for state-of-the-art auto and property claims management; administered $21 million budget and supervised 120 staff. Increased customer retention 5% by delivering systems that increased customer satisfaction.

Co-developed program management and delivery operations organization, adopted by company as model for $300 million enterprise program. New oversight processes reduced overall program costs by $50 million.

Successfully led turnaround of Claim Technology Service’s reputation by delivering application development projects on time, on budget, and in compliance with business case metrics.

Coordinated projects throughout entire lifecycle; administered $6 million budget, supervised 31 employees and consultants, and oversaw vendor management.

Facilitated $100 million (10%) reduction in loss adjustment expenses and loss costs by implementing new BPM processes and technology to improve customer satisfaction and retention.

USPTO filed as co-inventor for 2 business technology and process patents.

EDUCATION MBA in Marketing, DePaul University, Chicago, IL B.S. in Business Management, Elmhurst College, Elmhurst, IL

CERTIFICATIONS

Certified Engagement Manager - Award granted after successfully completing extensive classroom, external coursework, and examination. Curriculum drives mastery of a proprietary set of program management methods, streams, activities, and artifacts based on UPM, Capgemini, and industry best practices.

PUBLICATIONS “Data Mining – Unleashing the Power” AM Best’s Review Magazine, March 2007 “Improving Claims Performance Using BPM” Claims Magazine, May 2009 “Using predictive modeling for targeted APD reinspections” Claims Magazine, November, 2012