PROFESSIONAL SUMMARY:

• A proven Senior Business Analyst with 28 years of experience in the insurance industry covering a wide variety of business areas within P&C Confidential . Many of those years focused on the development, implementation and support of web based agency software for rating and application submission.
• Led the strategic development, implementation and support of custom systems across a variety of platforms for thousands of users.
• A proven record for exceeding project expectations within budgetary and time constraints. An excellent record of building and maintaining strong teams and client relationships through communications, coaching and personal development.

TECHNICAL SKILLS:

Insurance Systems: PMSC (series II & III) OneShield (Dragon), Duck Creek Technologies (EXAMPLE), ChoicePoint, iiX, Mueller, Marshall & Swift / Boeckh, Millennium Information Services.

Environment: s/Tools: Web, Windows, Lotus Notes, Microsoft Office Suite, SharePoint, Crystal Reports, PlanView, Call Center, TestDirector, WinRunner, LoadRunner, Share Point, NetMeeting, WebEx.

Methodologies: SDLC, Six Sigma

PROFESSIONAL EXPERIENCE:

Confidential - Jacksonville, FL

Sr. Business Analyst

Responsibilities:

• Sr. Business Analyst on a One Shield development project to define requirements for auto and homeowner new business, endorsement and renewal transactions, rating, expert underwriting, user interface and forms printing.
• Conducted one-on-one interviews with business partners as well as led numerous sessions with departments to elicit the business requirements for underwriting, forms print and policy management.
• Documented requirements using the companies internally developed format, obtained user signoff, and provided a traceability matrix for testing.
• Worked with IT business partners in functional design sessions and reviewed and approved final design as it meets the business requirements.
• Supported development phase, interpreting the business requirements.
• Reviewed and approved QA test cases.
• Documented defects and followed corrections through implementation.
• Conducted one-on-one user interviews and led numerous sessions with entire departments to elicit the business requirements for underwriting, forms print and policy management.
• Identified root cause for defects and created Project Change Requests to correct for states going forward.

Confidential - Springfield, IL

Sr. Business Analyst

Responsibilities:

• Sr. Business Analyst providing Technical Analyst support on a Duck Creek Technology multi-phased project through full life cycle of the application development of a rating engine, expert underwriting and application submission project for auto and homeowners.
• Conducted one-on-one user interviews and led numerous sessions with entire departments to elicit the business requirements for underwriting and policy management.
• Documented requirements using the companies internally developed format, obtained user signoff, and provided a traceability matrix for testing.
• Worked directly with the vendor on functional design of rating engine, user interface, expert underwriting and forms printing.
• Participated in testing of business requirements, documenting, and research of the root cause of defects.
• Provided agency user helpdesk support for client’s agency initiatives.

Confidential - Dallas, TX

Confidential Implementation and Support Manager

Responsibilities:

• Organized and directed 10 on-site helpdesk technical analysts and 6 remote field automation representatives to maximize team efforts for 5 automation initiatives with PMSC including representing agency user centric design throughout the life cycle of each project.
• Created a customer-focused call center environment for agency users’ technical, rating, underwriting, and implementation support.
• Managed development of a web based process for 5,000 agency users to support company initiative to increase speed to market of Confidential enhancements.
• Designed materials and managed initiative to implement a train-the-trainer approach to also support increased speed to market of automation products.
• Managed the custom development team for this company’s first predictive modeling multivariate pricing proprietary software through life cycle of project including requirements, detailed design, programming, unit testing, system testing, user acceptance, pilot, implementation and .

Confidential

Sr. Technical Analyst

Responsibilities:

• Managed automation enhancement projects throughout the life cycle of each project to support business needs.
• Provided technical requirements for development of agency download product while working with each agency management system vendor for and internal IT developers for design. Provided full testing support, agency pilot support and implementation plan and support.
• Worked with software vendor to redesign an automated ACORD endorsement submission and print function to resolve a memory loop issue. Implemented and supported this function in five regional operations facilities.
• Managed research initiative to design a personal line rating product that would integrate with proprietary new business automation product.

Confidential - Richardson, TX

Agency Company Interface Coordinator

Responsibilities:

• Marketed Confidential property and casualty products to 200 Texas agencies.
• Managed premium growth/loss ratios and maintained 85% interface utilization.
• Assisted agencies in integrating proprietary automation solutions into their office workflow effectively, thus reducing time and paper output.
• Conducted with agency personal one-on-one and in larger multi-agency groups.

Confidential

Underwriter

Responsibilities:

• Maintained the relevance of underwriting programs and policies as they relate to the regulatory environment and competitive marketplace.
• Managed agencies Confidential books to achieve internal strategic objectives.
• Served in an advisory capacity to other internal staff and operational areas.
• Provided analytical support by monitoring and evaluating underwriting programs, policies and processes.

Confidential

Rating Support Specialist

Responsibilities:

• Worked in conjunction with IT to develop and test new rates and factors.
• Determined through testing and collaboration with IT analyst a resolution to rating defects.
• Served in an advisory capacity to answer agency and internal staff rating questions.

Confidential - Dallas, TX

Benefits Payment Examiner

Responsibilities:

• Established and maintained a high level of positive working relationships with internal and external customers, ensuring satisfaction with company services.
• Verified the nature and extent of by obtaining and reviewing surgical reports, doctor/hospital bills and summaries.
• Calculated payment based on policy provisions and approved payment of claims within a certain monetary limit.