SUMMARY:

• Performance driven Senior Project Manager with over 15 years of experience leading the planning, resourcing, development, execution and delivery of integrated IT and business - management projects in an enterprise corporate environment.
• Highly skilled at building successful collaborative relationships with Operations, Finance, Underwriting, Claims, Marketing, Sales, Agent Licensing, Compensation, Product, Accounting, Legal, Regulatory Compliance and Support services.
• Strong background managing multiple high-visibility projects through the entire SDLC (Software Development Life Cycle) in either Waterfall or Agile frameworks.
• Over 30 years in the technology footprint, with an emphasis in the Insurance vertical including: Property and Casualty, Auto, Life, Reinsurance, Health, Annuity, Home, Dwelling, Group and Individual Voluntary Benefits. Specialize in large transformation and modernization, integration, upgrades and conversions with policy administration systems, claims, billing, digital document/content/print management systems and IT service delivery.
• Managed projects as Scrum Master and Product Owner with TFS (team foundation server).
• Agile management oversight using Kanban board for epics, features, stories, sprint planning and retrospectives.
• Project tracking includes MS Project, CA Clarity, CA Rally, JIRA, Service Now, Smartsheet, Workfront.
• Over 20 years in insurance technology providing management for large policy administration conversions and acquisitions with budgets from $500K to over $20MM.

KEY SKILLS:

• Senior Project management (PMO, PMBOK) experience
• Agile and Scrum Methodologies (sprints, features, stories utilizing Team Foundation Server
• Act as Scrum Master and Product Owner using Kanban TFS
• Skilled at leading technical teams including developers, business analysts and QA testers
• Technology strategic roadmap development and execution
• Support IT Governance policies to ensure that priorities are aligned
• Change management experience
• Infrastructure and security upgrades
• Implement business process improvements and best practices
• Life Insurance(Reinsurance) industry experience
• P&C, Auto Insurance industry experience
• Annuity Insurance industry experience
• Healthcare Insurance industry experience
• Financial, Banking, Investment experience
• Content/Digital/ESignature/Mobile Correspondence Document Management experience
• Support Customer relationships with Agents, Producers and Broker-Dealers

TECHNICAL SKILLS:

Insurance Systems: IBM Genelco, CSC Policy Admin System, CSC Exceed Billing System, CSC Life70, CSC LifeComm, CSC Vantage Policy Admin System, LIDP Administrator Policy Admin System, CAMRA Accounting System, Agency Master System (AMS), Dynamic Rating System, eRater, Oracle DocuMaker RP, Electronic Forms Systems, Thunderhead, DiscoverTec, Thomas Forms, Uniforms Master/Underwriting/Correspondence/Forms Tracking, OpenText Exstream Dialogue, Guidewire Policy/Claims/Billing Center, Elixir Forms.

Technology Software: SOA, Web Services, Cloud, .Net, Java, Mainframe Z Series, Security, MS Office, Project, Access, Publisher, PowerPoint, Visio, Outlook, Lotus Notes, Oracle Discoverer, Erwin Data Modeling, Mercury Quality Center, Test Director, Quick Test Professional (QTP), TreeAge Data Decision Tree, JIRA, MS SharePoint, Track-It, Job (MDM), BI, Solimar/Rubika, StreamWeaver. Opentext Exstream, DocuMerge, Oracle DocuMaker, IBM Maximo, Thunderhead, Microsoft Dynamics CRM, EMC App/Extender, IBM CMOD, Control-M, ESignature, Mobile. Tracking, PVCS Tracker, ServiceNow, Project Portfolio Management Center, CA Rally, WebEx, Metaviewer, SOX Compliance, SAGE SalesLogix CRM, Sub Version, GATE Project Development Life Cycle Methodology, USE Cases, Object Oriented Modeling, Barcode, OCR, Automated Work Distributor(AWD), Master Data Management.

PROFESSIONAL EXPERIENCE:

Confidential, Jacksonville, FL

Senior Project Manager Consultant

Responsibilities:

• PMO Senior Consultant responsible for managing Annuity and Life Insurance Technology projects across the Wealth Management Back Office.
• Scaled Agile Scrum methodologies utilizing CA Rally platform.

Confidential, Piscataway, NJ

Senior Project Manager/Senior Business Analyst Consultant

Responsibilities:

• Senior Consultant for Stillwater Insurance Group provided Project Management/Business Analyst support for an entire new CCM platform across all lines of business for Claims, Underwriting and Policy Administration systems.
• Led JAD sessions with business users capturing requirements for Claims, Underwriting and Policy Administration BRD documents.
• Created project plans for POC and Implementation phases.

Confidential, Jacksonville, FL

President

Responsibilities:

• Provided senior project management and agile scrum master consulting services across the United States.
• Over 30 years in the technology footprint, with an emphasis in the Insurance vertical.
• Specialize in large transformation, modernization, integration, upgrades and conversions with large policy administration systems, claims, billing,digital document/content/print management systems and IT services.
• IBM Genelco, CSC Policy Admin System, CSC Exceed Billing System, CSC Life70, CSC LifeComm, CSC Vantage Policy Admin System, LIDP Administrator Policy Admin System, CAMRA Accounting System, Agency Master System (AMS), Dynamic Rating System, eRater, Oracle DocuMaker RP, Electronic Forms Systems, Thunderhead, DiscoverTec, Thomas Forms, Uniforms Master/Underwriting/Correspondence/Forms Tracking, OpenText Exstream Dialogue, Guidewire Policy/Claims/Billing Center, Elixir Forms.

Confidential, Birmingham, AL

AVP/Technology Vice President/Senior Program Manager

Responsibilities:

• Deployed cutting edge Digital Document Creation/Management solutions for 10th largest global corporation.
• Supported an enterprise digital CCM technology division supporting entire business areas across operations, marketing, claims, accounting, legal and compliance, product, commissions, print operations, sales, underwriting and acquisitions.
• Specialize in leading large policy print/correspondence conversions from legacy technology to leading edge platform with OpenText Exstream Dialogue infrastructure.
• Led technical teams providing oversight and planning with developers, business analysts and QA testers.
• Division delivered 100+ projects annually for enterprise customer base within established timelines.
• Executed dynamic customer communication management solutions supporting several policy administration systems including: ADMI(LIDP), Lifecomm, IMS, TLS, COMPASS.
• Utilized ServiceNow platform for project management, planning, resourcing and workflow integration.
• Designed and publish comprehensive EDG project dashboard for direct reports and enterprise.
• Managed requirements, plans, risks, issues, actions, costs, schedules, status, project artifacts.
• Supported $Billion growth acquisition integrating document management systems/workflows.
• Led multi-year policy print forms conversion from Oracle Documaker to OpenText Exstream Dialogue.
• Supervised major print conversion from legacy LifeComm premium notices to OpenText Exstream Dialogue document platform delivering dynamic re-design including dramatic color, logo and marketing messaging.

Confidential, Atlanta, GA

Senior Project Manager Consultant

Responsibilities:

• Project Manager for Third Party Remarketing (TPR) project to enhance front and back end IBM AS400 systems throughout the TPR lifecycle.
• Documented business process for Remarketer setup and on-boarding, vehicle check-in, registration, inspection, recon, settlement, title, gate release and reporting.
• Project artifacts captured on SharePoint for TPR Project Charter, TPR Master Lifecycle Analysis, TPR Visio Process Flow diagrams, Analysis, Meeting Minutes, Status Reporting.

Confidential, Los Angeles, CA

Senior Project Manger Consultant

Responsibilities:

• Participated on Rules Modernization project to transform existing legacy platform to new PEGA system architecture.
• Domain Consultant for Rules Modernization phases for Proof of Concept (POC) and Due Diligence delivery.
• Led Business Analyst team for major Forms conversion project from legacy Documerge to HP Exstream Dialogue platform.
• Supported Client directive to enter the new Telematics market with UBI (usage based insurance) platform.
• Collaborated with internal partners to deliver Social Identity metrics to improve customer pricing delivery.

Confidential, Jacksonville, FL

Senior Project Manager Consultant

Responsibilities:

• IBM Genelco Policy Administration system with IBM AS400, and CSC Life70 Policy Administration system with IBM Mainframe sending data feeds to DMS print environment for support of all projects.
• Projects initiated with formal kick-off with Business Partners to plan activities including milestones and resource allocation.
• Supported major policy print conversion consisting of 67 Applications from DOC1 Correspondence print systems to HP Exstream Dialogue print platform.
• Project Manager and led Business Analyst Team driving forms conversion project during a 12 month duration.
• Led extensive discovery analysis sessions between Allstate Business Partners to design and publish Documerge to Exstream Dialogue print conversion strategy, including current vs future state process flows, forms, product, QA and post production conversion strategies.
• Participated in the integration to partner with Aetna Alliance to sell Allstate Benefit products.
• Developed technical business requirements for Group Indemnity Medical/Catalyst Rx ID Card automation print project that eliminated manual process, supported Group Voluntary Disability Income Project.
• Designed and monitored post production verification process for GIM ID Card project.

Confidential, Jacksonville, FL

Senior Business Analyst Consultant

Responsibilities:

• Assigned and implemented P&C Policy Forms service projects including: End to End Error Handling, Policy Event Routing Service Forms Enrichment, Agent Paperless Preferences, Thomas Forms Selection.
• Designed and created QTP automated test cases for CSC Policy Exceed Forms Service.
• Supported CSC Policy Exceed XML validation for Policy Declaration, Correspondence, Notices and Billing.
• Developed comprehensive user manual for CSC Exceed Data Entry procedure identifying actions for Add, Renew, Cancel, Rewrite, Mod, Reissue, Apply Payments, Reversing Payments.
• Successfully tested over 140 test cases utilizing XML Spy to manipulate XML policy data and executing JAVA test client.

Confidential, Charlotte, NC

Senior Business Analyst Consultant

Responsibilities:

• Assumed responsibility for six projects supporting Life Insurance Policy Conversion to third party vendor McCamish Systems.
• Finalized and published procedure and process workflows for Disability of Waiver Premium (DWP) and Accelerated Death Benefit (ADB).
• Built out central shared drive repository for critical process work flows between IT and Operations.
• Attended JAD work sessions with internal SME resources and external McCamish SME vendor.

Confidential, Atlanta, GA

Senior Process Business Analyst Consultant

Responsibilities:

• Led efforts to gather, analyze, and validate project requirements and work flows within the various agencies for the State of Georgia.
• Created new SharePoint central repository for process related work flows representing current state.
• Drove process initiatives between Tower areas for Service Desk, Program Field Services, Asset Management, Application Image Management, Managed Deployment and Dell Desktop Manager

Confidential, Alpharetta, GA

Project Manager (PMO) / Senior Business Analyst / Team Leader

Responsibilities:

• Created PMO organization for Regulatory Legal Compliance division as Senior Project Manager, responsible for managing, implementing,working with off-shore CSC resources for all IT Mainframe Legal/Compliance Forms projects.
• Managed and implemented 100+ IT Legal Compliance projects per year, handling all Business Requirement development, project coordination across matrix organization, addressing open issues, project status reporting and point person for all communication.
• Monthly operating budget of $50,000 for external vendor and off-shore developers.
• Initiated and developed business process improvement strategies for Regulatory Compliance and Agent Licensing and Compensation Business Units.
• Performed as Senior Business Analyst supporting major policy print forms conversion from legacy Documerge to new Documaker platform over an 18 month duration.
• Forms conversion project impacted all policy print throughout Confidential /21st Century project portfolio, including over 5,000 forms.
• Form conversion project provided opportunity for total re-design of policy print leveraging common design for over 12 separate lines of business.
• Developed 40 State Specific Business and Design Requirements for Phase III Legal Forms Conversion from Documerge to Documaker platform.
• Designed and implemented Post Production Validation Process for Legal Forms Projects.
• Created SalesLogix CRM 1099 Tax Reporting Business Requirements across all field Agency work force.
• Improved project delivery between IT, Legal, and Computer Sciences Corporation utilizing SOX Compliance Guidelines throughout full System Development Life Cycle.
• Participated in PMO Legal Compliance Forms Project Initiation, Scheduling and Reporting Workflow using MS Sharepoint platform.
• Subject matter expert that deployed IBM Mainframe Policy Application implementations for the rating engine component utilizing CSC’s PMS (Policy Management System).
• Assumed Team Lead role for 8 months with responsibility for all Auto rate revisions, including project review, planning, work-load scheduling, and status for eight member BA team.
• Extensive data mapping and building complex ratefile keys spanning flat, VSAM and partitioned data sets using IBM TSO for all projects.
• Responsible for performing key updates to files consisting of 5,000 to 150,000 records.

Confidential, Alpharetta, GA

Senior Business Systems Analyst

Responsibilities:

• Participated in Confidential pricing re-write project. Five month duration performing requirements gathering, creation/revision of business specifications. Coordinated project team meetings, assisted in QA testing validation using extensive SQL analysis, and served as liaison between business unit and IT programmers.
• Provided QA validation support for major project initiative supporting upgrade to new Camra 3.5.1 accounting system platform. Documented issues list during parallel testing conversion.
• Successful project support for ratings/upload enhancement. Responsibilities included completion of specification document, development of QA testing spreadsheets, and QA validation. Assisted in coordination of Camra 3.5.1 testing environment.
• Established system documentation portal for Pricing and Equity systems by developing a Web browser interface Using Microsoft Sharepoint.

Confidential, Atlanta, GA

Product Consultant

Responsibilities:

• Implemented forms enhancement for major insurance provider, Confidential Company, including forms design and updates to program source code.
• Conducted testing for Confidential Company, completing policy form conversion from Confidential metacode to HTML web browser format.
• Served as Project Manager with responsibility for supporting project book documentation, updates to MS project plan, weekly reporting for actual vs estimate billable report and status report updates.
• Developed business requirements including technical procedures for specific form conversion and EBPP file processing. RAD techniques utilized during project software development and testing.
• Served as liaison between external clients and internal technical staff.