Bob Sage

Transformation Leader | CIO | PMO | Chief of Staff | Driving growth and efficiency by executing complex change programs

Role
Vice President, Value Realization Office at Lincoln Financial
Location
Philadelphia, PA, US
LinkedIn followers
500 followers

About Bob Sage

Accomplished insurance executive with track record of creating value in global organizations by planning and executing complex transformations. Exceptionally skilled at simplifying and digitizing business processes, executing acquisitions and divestitures, and expanding operating margins. Known by colleagues, customers, and vendors as an expert organizer, engaging leader, and skilled communicator. Relied on to deliver the organization\'s most challenging change initiatives. Big Four management consulting experience.Career highlights include- divested an $8B life & annuity division - improved sales force productivity by 15%- consolidated jobs into new operating hubs, saving $120M annually - pioneered the first captive insurance BPO in Philippines - achieved 15% reduction in total operating expensesOutside of work, I am passionate about public education and was elected to my local school board. I championed a technology modernization program and a master outdoor facilities plan. Core proficiencies include:Technology Management | Mergers & Acquisitions | Strategy | Operations & Claims | Call Center | Program Management | Process Improvement | Risk Management | Expense Reduction | Contract Negotiation | Compliance | ConsultingTo reach me for networking or other opportunities, please feel to free to contact me at r••••••••@gmail.com

Experience

  1. Vice President, Value Realization Office

    Lincoln Financial

    Jan 2026 — Present · Radnor, PA, US

Education

  • University of Michigan - Stephen M. Ross School of Business

    MBA, Finance & Operations

  • University of Toronto

    MA, East Asian Studies

  • University of Michigan

    BA, Chinese Language & Literature

Skills

  • Risk Management
  • Portfolio Management
  • Project Portfolio Management
  • Life Insurance
  • Finance
  • Claim
  • Financial Services
  • Process Improvement
  • Pmo
  • IT Strategy
  • Vendor Management
  • Strategy
  • Insurance
  • Business Analysis
  • Business Intelligence
  • Business Process
  • Call Center
  • Financial Risk
  • Offshoring
  • Management
  • Executive Management
  • Enterprise Risk Management
  • Business Transformation
  • Call Centers

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Bob Sage — Vice President, Value Realization Office at Lincoln Financial in Philadelphia, PA, US | Unifers