Manager Project
Resume:
JODI R. ENGBERG
**** ******* ******* ***** #***
Bloomington, MN 55438
acumgh@r.postjobfree.com
Employment/Experience
Corban Systems, Inc. / 3I Infotech /Progress Solutions, LLC/ December 2013 to Present
Consultant/Contractor
Project Manager/Business Analyst
Analyze/Create requirements for new insurance products including all personal and Commercial Lines
QA/User Acceptance Testing
Process Changes to Business rules upon new filings
Documentation utilizing MS Word for user manuals and tutorials
Client Approvals and Sign offs at milestones
Create Insurance Products including rating, fields, screens
Extensive interaction with current clientele
Experience working with Facetime, Webex, LogMein and Join.Me for teleconferences
Communicate business requirements to offshore teams and conduct daily status reports with the team
Responsible for teaching and mentoring insurance concepts to offshore teams
Prepared spreadsheets for BRD’s and made sure project was being delivered on time with off and on shore teams
B2-USA, Inc / December 2013 to May 2014
Business Analyst/Consultant
Analyzed/Created requirements for new insurance products including all personal and Commercial Lines
Create User workflows
QA/User Acceptance Testing
Process Changes as client makes changes to Business rules
Documentation utilizing Excel and PowerPoint
Client Approvals and Sign offs at milestones
Teleconferences were conducted through Skype to discuss progress timelines
Communicated business requirements to offshore teams and conducted daily status reports with the team
Corban Systems, Inc. / 3I Infotech /Progress Solutions, LLC/ May 1996 to November 2013
Vice President, Operations/Sales Manager
Project Manager/Business Analyst
Analyzed/Created requirements for new insurance products including all personal and Commercial Lines
QA/User Acceptance Testing
Process Changes to Business rules upon new filings
Documentation utilizing MS Word for user manuals and tutorials
Client Approvals and Sign offs at milestones
Created Proposals/Contracts
Created Insurance Products including rating, fields, screens
Extensive interaction with current clientele
Demonstrate system to potential clients over the web and at conferences
Experience working with Facetime, WebEx, LogMein and Join.me for teleconferences
Communicated business requirements to offshore teams and conducted daily status reports with the team
Responsible for teaching and mentoring insurance concepts to offshore teams
Prepared spreadsheets for BRD’s and made sure project was being delivered on time with off and on shore teams
Advantage Financial Group / June 1995 to April 1996
Office Manager
Responsible for overseeing all office activities; appointment scheduling, accounts payable, switchboard, miscellaneous clerical assignments
Supervisor for additional in-house clerical staff and field staff members
Setup clientele with new business procedures in compliance with the State of Minnesota requirements
Quarterly federal and state tax statements and submissions for clientele
Annual W-2 and related income tax statements for clientele
Sales/recruiting new accounts
Provided all aspects of payroll functions for clientele and their businesses
American Family Insurance @ John Lorge Agency / February 1995 to June 1995
Sales Coordinator and Office Manager
Extensive marketing of Property/Casualty insurance lines (Personal and Commercial)
Coordinated/assisted with all office activities including appointment scheduling, claim submissions and binding coverage
Maintain all client/agent communications on behalf of the agent
American Family Insurance @ John Penterman Agency / May 1993 to January 1995
Sales Coordinator and Office Manager
As above, performed extensive marketing for various lines of insurance and coordinated/assisted with claims, general office activities and client communications
Walser Mazda / August 1991 to April 1993
Biller for New and Used Auto Divisions
Established billing procedures for all auto sales and related transactions
Extensive client contact for servicing accounts; excellent customer relations
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