SUMMARY

I am a Senior Business Analyst with over 20 years of experience writing business and functional requirements for P C Insurance and some specialty lines. I have worked for insurance companies and vendors within the industry. The types of projects I have worked on are implementation of new systems, conversions of systems, development of user interfaces, development of rating engines, and backend systems.

SKILLS/KNOWLEDGE

• Facilitator of meetings and workshops with team members, business users, and stakeholders
• Creating business requirements, functional requirements, and mapping documents
• Creating a data dictionary, flow charts, use cases, test cases, and user acceptance test plans
• Solid understanding of SDLC
• Solid understanding of ISO manuals: rules, rates and forms
• Clear understanding of rules engines, rating engines, user interfaces design, and database warehousing
• Experience in structural design and logic performance
• Experience with XML, and SQL- queries
• Strong knowledge of most Microsoft products
• Strong experience with Benesoft administrative benefits software , Ratabase/NextGen insurance rating engine , Phoenix agency interface and rating , Agency Portal interface and other insurance applications
• Strong experience testing and using testing tools
• Very experienced with defect management software such as Silk Radar, Borland, Watchdog, Issue Net, Squish, PPM and PVCS
• Experience with 3rd Party Interfaces PMS, Choice Point, Risk Meter, Clue, Polk, and Marshall Swift
• Insurance knowledge Personal Auto and Home, Commercial Auto, General Liability, Business Owners, Umbrella/ Excess, Inland Marine, and Farmowners.

EMPLOYMENT HISTORY

Senior Business Analyst

Confidential

Responsibilities: Working as part of a team to gather and write requirements for implementing a UI Agency Portal for Agencies and Internal Underwriters for the commercial auto line of business. I have also been involved with writing requirements for an account management UI for BOP, WC, and Auto.

Duties:

• Facilitating meetings with business users to gather information
• Creating requirements design, rules and feel and user roles based for meetings with business users, developers, project managers and other team members input.
• Creating mock ups of user interface screens and reviewing team.
• Writing xpaths from xml to Acord application for commercial auto
• Creating and executing test case prior to handing over to QA analysts
• Open defects and change controls based of testing efforts

Business Analyst Consultant

Confidential

Responsibilities: Working with clients to gather requirements for the user interface Policy Decisions for the Umbrella line of business. Also support existing customers with problem logs, enhancements and maintenance specifications.

Duties:

• Work with client to obtain high level requirements for pricing and time estimates.
• Meetings with clients to gather detailed business requirements
• Write user UI, rating, and retrieval specifications working with the developers
• Unit test all enhancements, maintenance and problem logs after development is complete

Lead Business Analyst - Consultant

Confidential

Responsibilities included leading a team of twelve business analysts in writing business and functional requirements for the implementation of California Homeowners, Dwelling Fire, and Umbrella insurance into an existing underwriting system for policy issuance, claims processing, and treasury processing in an agile environment.

Duties:

• Developed 3 teams for each area of the application, assisting all areas and having my own area which is Issuance Policy Admin system
• Hold daily meetings with business analyst team
• Facilitating meetings with business users to gather information of their needs and wants
• Reviewing all data provided including insurance manuals for rules and rates
• Creating a draft of business requirements documents to review with business users and developers
• Creating a final version of requirements and obtain sign off for stakeholders
• Develop functional specifications' using the business requirements as the foundation
• Meet with developers to review specifications
• Deliver final documents to developers
• Develop test plan and matrix
• Create test cases
• Execute test cases
• Work with developers for defect resolution
• Ensure application is production ready and implemented correctly

Senior Business Analyst Consultant

Confidential

Responsibilities included developing functional requirements for the conversion of Small Business Owners policies from an acquired company into the farmers systems.

Duties:

• Facilitating meetings with business users to gather information
• Creating IT design specifications to convert the data to Farmers' finance downstream systems
• Creating use cases to review with stakeholders and developers
• Participate in workshops to ensure teams are working with the same understanding of the systems and what is needed to comply with state and federal requirements
• Deliver completed design specifications and use cases to development team

Senior Business Analyst

Confidential

Responsibilities included creating business and functional requirements originating from clients' specifications for web based user interfaces for quoting and issuing personal auto, commercial auto and farmers insurance. I have also created statement of work for enhancements to interfaces for existing clients. Work as a team with other personnel involved with project and clients' team

Duties:

• Fascinating meetings with clients to gather and review requirements and obtain sign off
• Reviewing of ISO State and Countrywide manuals rules and rates.
• Creating a data dictionary mapping for customizing user interface Agency Portal
• Developing algorithms for rating engine Phoenix, Watchdog
• Writing the business requirements for PDF applications and reports
• Fascinating meetings with clients to gather and review requirements and obtain sign off
• Creating test cases and executing in development environment
• Validating rates and calculations for accuracy
• Assist client with user acceptance testing

Senior Business Analyst - Consultant

Confidential

Responsibilities were to create functional requirements based on ISO state manuals for P C insurance a leading source of information about property/casualty insurance risk and developing a rating engine that contains the rules and rating factors for clients.

Duties:

• Assimilated information into software systems using web-based insurance toolset Designer Access front-end system
• Creating rating tables and the user interface through metadata
• Creating reports for clients for billing, quotes, submission, premiums
• Preparing release documentation for internal and external users
• Providing training to clients to enable them to implement any changes needed in the future
• Tracking bug resolutions using silk radar

Lead Business Analyst

Confidential

Responsibilities included implementation of commercial auto rating engine for large client with a team of 10 analysts, each documenting and developing the engine based on coverage's assigned.

Duties:

• Defining functional requirements using ISO manuals for rates, and rules along with clients filed rates
• Developing a rating engine Ratabase by creating the rating algorithms using CASE and IF statements logic and creating rate tables to be called in the algorithms
• Developing project plans with estimates on completion of the rating engine
• Preparing release notes for clients in order to maintain specifications
• Developing test plans for quality assurance team to test that the rating engine is in compliance with clients' specifications
• Tracking bug resolutions through the use of PVCS
• Working with production staff and management when special processing is required
• Working with business users, vendors of front end system, billing downstream system and claims application

Database Developer/ Quality Assurance Analyst

Confidential

Responsibilities included creating business requirements and developing application for customer service department to assist client's employees with health and welfare benefit eligible options and selections.

Duties:

Sr. Quality Assurance Analyst

• Reviewing of business requirements and functional requirements from clients
• Developing test scenarios to validate accuracy and performance of all aspects of the system
• Debugging code in a user interface platform for health and welfare insurance industry
• Reporting defects, opened defect counts, defect densities, procedural documentation and quality assurance methodologies
• Setting and accomplishing measurable and realistic goals in testing interface
• Working with actuarial and systems design personnel to refine QA requirements for all system changes and enhancements

Database Developer

• Researching analyzed and documented business systems and workflow requirements
• Developing and maintaining client's administrative benefits software for the user interface call centers.
• Researching, analyzing and documenting business systems and workflow requirements.
• Developing data warehouse architecture using a mixture of vendor products and custom integration and processing methods.
• Implementing and using a variety of data source methodologies e.g. real-time and batch data loaders and tools design

Software Engineer

Confidential

Responsibilities included creating generic commercial property insurance rating database for 50 states using country wide and state specific manuals for rules and rating requirements.

Duties:

• Documenting rating algorithms for each state
• Creating factors and rate tables for each state
• Developing algorithms in system
• Uploading rate tables
• Creating and executing test cases to validate calculations and factors
• Training and assisting junior software engineers to understand the system and create algorithms for the line of business they will be working on