Anne Roedel

About Anne Roedel

Strategic Planning | Change Management | Sales Enablement | Operations | Process Improvement | Budgeting | FINRA Series 6, Series 26Anne creates strategic plans based on industry knowledge and market trends to ensure operational readiness for regulatory changes, market demands and improvements in customer satisfaction. She builds relationship-based business models to support long-term financial growth and drives excellence in operational efficiency and customer service. Her ability to spearhead key business priorities, champion process improvements and set ambitious targets ensures excellent experiences for customers and financial professionals. Anne develops programs to improve revenue and operational efficiency and decrease overall costs of running the business while increasing market share. She ensures employee engagement through training, coaching and development.Currently working toward a Ph.D. in Global Leadership (2025) at TIFFIN UNIVERSITY, Tiffin, OH.

Experience

1. Vice President Operations

   Allianz Life

   Nov 2023 — Present · Minneapolis, MN, US

   Leads strategic oversight for Annuity and Life Operations, including Underwriting, Suitability, New Business, Operations Readiness and Policy Holder Inforce Services with AVP, Directors and span of control 250+. Directs customer service delivery leaders for annuity products, enhancing service quality. Fosters robust relationships with vendor partners to drive consistent performance, including one with 400+ employees. • Accountable for executing comprehensive quality and control checks to mitigate business risks.• Ensures compliance with NAIC, fiduciary requirements and DOL regulations for first-line suitability • Cultivates strong partnerships with key senior leaders to facilitate successful product launches and seamless execution of sales promotions to drive market competitiveness and growth.• Develops and maintains a scalable workforce model adapting to sales volume fluctuations to ensure operational resilience and agility in responding to market demands.• Collaborates with strategic partners as the principal liaison for annuity operations budgets and conducts financial planning strategy sessions to optimize performance and productivity. • Improved financial transactions processes to reduce handling time and efficiency.• Focuses on process mining to improve efficiency with a reduction of “not in good order” requirements.• Reduced handling time, exceeding annual handling time targets.

Education

• Cardinal Stritch University

  Master of Business Administration - MBA

• Winona State University

  Bachelor of Science - BS