eFinancial

Communications

• Develop, design, and refine executive‑level PowerPoint presentations for MBRs, QBRs, offsites, strategy sessions, and cross‑functional forums.
• Translate complex business and technical information into concise, visually compelling storytelling.
• Draft executive summaries, talking points, meeting notes, and communication materials.
• Coordinate logistics for leadership meetings, workshops, planning sessions, and offsites.
• Manage run‑of‑show documents, materials, seating charts, AV setup, and vendor coordination.
• Prepare and track agendas, timelines, and event deliverables.
• Support PMO governance routines including RAID logs, project updates, status reporting, and intake workflows.
• Maintain SharePoint sites, Teams channels, and online project repositories.
• Serve as a connector across Technology, Operations, Distribution, Finance, and Product teams.

PMO & Communications Coordinator

Underwriter

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PMO & Communications Coordinator

VP Product – Underwriting Strategy, US Life Insurance