Business Analyst Associate Customer

Recent roles:

Product Manager, Logistics/Transportation, Consultant, Surety Bonds, Technology Analyst, Digital Assets and Strategy- Insurance

Education:

Master of Science, Technology Management, EIU (2006)

Bachelor’s degree, Degree Type: Bach of Arts EIU (2003)

Assoc of Applied Science, Field of Study: Business Management Parkland (1996)

Continuing Education and Designations

Insurance industry designation: FLMI -9 courses completed of 10 (2004), Associate Customer Service (ACS- 2016), Associate Agency Administration (AIAA- 1996)

Tableau (2020)

Microsoft's Endpoint Manager Configuration Manager (MEMCM- 2020)

PowerShell Core 6.0 (2020)

Adobe Analytics (2020)

Adobe Data Analysis with Analysis Workspace eLearning (2020) Adobe Data Analysis/Reports Analytics 2.0 (2020)

Digital Accessibility Bootcamp (2019)

Certified Product Owner (2019)

Medallia Using Operational CEM to Gain a Sustainable Advantage (CEM Level 1- Omni (2019)

Agile Product Owner/Product Manager Certification- SAFe 4.0- PO/PM (2019)

SEO - Search Engine Optimization (2019)

Python Analytics and Predictive Modeling (2019)

SSM Scaled Agile SAFe 4.0 Certification Scrum Master (2018)

Adobe Analytics (2018)

PROSCI Certification- CMI Change Management Certification (2017)

Cloud computing cert (2017)

JBhave and Hadoop (2017)

Recent Completions Comments: SAFe Scrum Master with SSM Class (2016)

IIBA Prep courses (9) for CBAP certification and Proficiency (2016)

ITILv3 Foundation and ITIL SOA Service Ops (2014)

Roles/Positions/Experience

Product Manager, 4/18/22- Present- EBE Technologies with offshore engagement

Business Technology Analyst/Consultant, 1/5/22 to 4/18/22- TEK Systems/CNA Insurance, Offshore TCS Release Team

Technology Analyst, 7/14/2018 1/15/2022: State Farm, Digital Assets & Strat- Enterprise Technology

Business Analyst/Business Support Coordinator,1/25/2016 7/13/2018, State Farm- Telephony ISD Communications & Interactions

Senior Analyst/Consultant, 2/1/2016-1/1/2016 Clients: Pekin and Illinois Mutual Insurance

Major Responsibilities

Worked on Agile efforts as a Product Owner, BA, Support Coordination sand performed dual tasks/roles with a small team to drive out an ePortal Group Insurance applications, eSignature, and Underwriting projects. Worked directly with business users, developers, and test analysts to do UX Design, Requirements/Rules, Prototyping, Data Mapping and gather feedback and creation of backlogs. Conducted Agent and Underwriting process analysis and worked on efforts for Life/Annuity Product, Guidewire kickoff efforts, ePortal, and others.

Worked as the primary/lead Business Analyst on Iterative/Agile effort for Mobile and Responsive Web UX design and requirements gathering for eSig nature application and Group/Work comp mobile application. Developed requirements and prototypes, wireframes, conducted feedback interviews with Field Sales and Leadership and peers. Engaged on a team with App Architects, Developers, Test and Business Partners daily. Project involved all Lines of Business and Underwriting processes and efforts.

Gathered and collaborated with Agents and staff to demo the design and gather feedback. Also wrote test scripts and created process maps and functional and non functional requirements. Created User Scenarios (JBhave Behavior Driven Development) and other artifacts to share with the Project Team and leadership and design and test resources.

**Provided PMO recommendations and standard process consultation. Provided direct experience with multiple efforts touching several areas in the Organization so am remarkably familiar with the product side, application side and operational side. Also did vendor evaluations and assisted in decision making. Adept at figuring out data and API's and vendor apps and how they integrate with and what to look for.

Business Analysts Systems and Business Analyst Insurance/Consultant - 3/1/2012=2/1/2015, TEK Systems – Client- State Farm Insurance

Execution Business Analyst in DC1/CROM standing up ITIL and Agency Business Planning and Salesforce/CRM integration and projects. Specifically, Opportunity Management and Mobile/Agency. Business Planning and Salesforce efforts. Worked at multiple companies on B2B and B2C applications and integrations.

Also performed Business Analyst on MEGA/Architecture efforts and enhancement projects. Collaborated closely with SAFe Agile teams, Project Teams, PM's, SME's, Application and Business Architects and other cross company areas to elicit and build architecture, requirements technical, functional, and non functional and project coordination tasks, as well. Worked closely with Security Analysts and Developers as well.

Data mapped with DC10 and helped with process mapping.

Also, worked on PMMT efforts with DC6 and wrote requirements (Jenkins, JBhave)

Systems Business Analyst/Consultant- 4/1/11 to 3/1/2012- TEK Systems- Client- Pii/Taylor Corporation

Worked on B2B, B2C and national client application development efforts. Collaborated closely with various clients, developers in remote locations and designers to design and implement mobile apps and Conductor platform applications for customer facing sites. Did Request for Proposal (RFP) work, as well. Did vendor evaluations. Was primary lead for task estimates, work breakdown and backlog planning. Drilled out project artifacts to share with offshore and user cases and flows for national ecommerce sites, financial industry, and healthcare clients. Did Gap Analysis, Project Coordination, test case writing, use case, formal reviews/demos, UX design and other Systems BA tasks. Also worked on Accounting and Operational application conversion efforts (Lawson, Hagen Accounting Systems) and inventory system tracking. Created training plans and executed conversion efforts. Collaborated with vendors, did process evaluation, and made recommendations for new efforts/projects and drilled out technical specs and Requirements and UI/UX needs/desires. Worked at length with the offshore development team in China to execute implementations and development work.

Worked with Business Partners to drill out current and future processes and gaps and identified risks. Created Training Plan and executed conversion efforts. Created and executed CRM Live Chat implementation.

Collaborated directly with clients and sales staff to drill out solutions based on out of the box and new functionalities designed. Traveled to Vendor off site locations to do gap analysis and work estimations for new initiatives.

Manager Litigated Claims Subrogation - Employer: 1/1/11-4/11/11, Anderson Financial Network

Managed a Workforce of ten to collaborate with nationwide Attorney network to help Insurance Clients/Companies recover Subrogation claims funds. Hiring, firing, special billing projects and one on ones/mentoring with staff. Exceeded quotas and improved productivity by 40% in 3 months.

Financial Business Analyst/Test Analyst/Complaint Coordinator- 4/1/2007-4/1/2009- PDS Technologies – Client- State Farm Insurance

SFPP Billing and Payment mainframe to web migration efforts (wrote requirements/rules and examined billing processes.) Also writing and scripting test cases (System and Acceptance).

Life Cycle Tool Suite utilized in Test. Test case execution and tracking and defect management.

SFPP Billing, PeopleSoft, Credit Card project and Sunset efforts and Policy Administrative system integration efforts.

Developer/Analyst/Supervisor/L&D 1/1/1989-1/1/2007 - Country Insurance & Financial Services

Strong background taking and managing Agent, Customer complaints and billing issues and conversions of Accounting and Policy Administration systems. Strong background in Billing/Payment and Accounting migrations.

Major roles played: Complaint Resolution Coordinator, Billing/Payments Project and Service Analyst, Supervisor, Developer/Analyst L&D, Financial Planning, Tech Support Analyst. Served as a SME and BA on multiple operational and billing, and Policy Administration and CRM efforts. Also did Agency Interview and Feedback and Billing

System Analysis and worked as primary Financial Planning Analyst/Tech Support, as well, building and maintaining databases for tracking of Financial Planning and Mutual Fund/Annuity and other activity.

References:

(Available upon request)

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