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Project Manager Insurance

San Jose, California, United States
January 23, 2018

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Mark Trayers

San Jose, CA

Mobile: 646-***-****

Professional Summary – Project Manager / Strategic Management Consultant

** ***** ** ******* ****** financial services, 10 of those in strategic project/program management, with a heavy concentration in financial services technology as a management consultant, program manager, project manager, vendor, business analyst and sales engineer. Supported and managed several M&A engagements, coordinating the integration of software products, as well as the identification and selection of financial software vendors for both SaaS and hosted models. Additional roles include product rationalization, resource modeling, commercial due diligence and conversion planning. Representative client industries have included Life and Annuities, Healthcare Reform, Global P&C carries, Personal Auto, Reinsurance and several specialty carriers.

Specific Skills:

Management Consulting

Business Transformation

Program Management

Strategic Planning and Implementation

Project Management / SDLC and Agile methodologies

Change Management

Product Rationalization / Optimization

Resource Modeling

IT Software Vendor Identification / Selection / Implementation


04/2017 – 11/2017

Project Manager - Business Transformation (6+ Month Contract)

PM responsible for launching and managing Program Insurance, Corporate Insurance and Personal Insurance transformation initiatives

Led Corporate P&C KPI definition program for corporate 2018-2020 financial planning report

Consulted on software RFP vendor identification and engagement for Corporate and Personal Insurance IT and Business Transformation programs

IIE (International Institute of Education)

11/2016 – 12/2016

Senior Project Manager - Strategy (1 Month Contract)

Short term contract with non-profit organization that allows students to manage international scholarships and fellowships

Introduced Agile project management documentation and processes to full time staff in preparation for 2017 project pipeline


02/2016 – 11/2016

Principal Program Manager – Allianz Global Corporate Specialty

Lead program manager tasked with launching 4-year program plan to support American commercial insurance integration into multiple global platforms

Provided steering and oversight to 5 in-flight projects that will run concurrently

Launched 7 projects to support and convert US business onto international platforms

Scoped 4-year project to decrease loss ratio via decommissioning, data migration, product delivery and change management


09/2014 – 02/2016

Manager – Performance Improvement – FSO (Insurance)

Select engagements by role and type:

Project Manager for implementation of new policy administration system for regional financial services company

Functional lead in charge of hosting and guiding workshops with business leadership to match business needs with capabilities of financial software. Translated business needs into software requirements to work in tandem with configuration and integration specialists to resolve current constraints, as well as plan for future business expansion business model. Tasks include forms rationalization, business rules development and inference logic definitions. Additional work includes product model definition and coverage rationalization to support current and future business opportunities.

Project manager for implementation of new policy administration system for large financial services company

Project manager for utilizing Agile development to facilitate productivity. Led requirements phase and help facilitate development in preparation of the subsequent phases required for implementation of the software solutions and processes. In addition, created a proprietary business capabilities assessment tool that is being used firm wide.

DELOITTE CONSULTING, LLP 06/2011 – 09/2014

Senior Consultant- Systems Integration – FSI (Insurance)

Select engagements by role and type:

Project Manager for Mergers / Acquisitions & Restructuring

Life & Annuities Insurance Carrier

Project manager utilizing both Agile and Waterfall methodologies for quoting systems implementation for restructuring and integration. Helped client develop and execute future state processes in preparation for integration effort, utilized multiple Waterfall projects that included facilitating dozens of executive workshops, job shadowing sessions, and system rationalization efforts between the client and the executives of their newly acquired company. Prepared monthly deliverables to the executive advisory steering committee documenting the processes and findings, as well as provided the committee with a long term Agile based implementation roadmap including requirements prioritizations for over 50 business and technology-developed applications. Assisted in healthcare reform actuarial planning efforts for healthcare exchange (HIX) federal requirements and compliance for quoting integration with recently acquired entity. Created business requirements, workflow process flows for current and future state Agile development for small and large group area of business.

Greenfield / Start-up System Integration and Vendor Selection

Commercial P&C, Auto and Workers Compensation Carrier

Project manager in creating business plan, system architecture and vendor implementation plan for a proposed direct channel distribution start-up insurance company targeting small commercial market segment. Project management tasks included creating the technology and service framework, resource model, Agile project management governance, vendor identification and selection, and advanced analytics and modeling capabilities. As a subject matter expert, I identified and interviewed multiple policy administration vendors (full suite solutions as well as best-of-breed vendors) BPO/TPA providers, CRM solutions and document / forms management providers to author the project implementation plan.

Commercial due Diligence / PMO Optimization

Commercial Auto Insurance Carrier

Project manager to review planned legacy modernization program, which included a current state assessment of technologies, include policy, billing, claims, analytics and telematics. Led client interviews to explore potential issues and future-state capabilities. Further review led to additional assessments and reviews of the PMO structure. Created assessment deliverables, project plans and qualifications

AGENCYPORT (Formerly Sword Insurance) 01/2009 – 8/2011

Project Manager / Sales Engineer

Responsible for initial RFP/RFI request and response analysis, as well as all subsequent demo environment development, presentation scripting and performing of remote and on-site product demonstrations for policy, billing and claims solutions.

Coordinated proof of concept analysis and implementation of user-defined custom demonstrations.

Documented and charted Best Practices analysis sessions, including technical architecture sessions and functional demonstrations.

Led Requirements Definition Studies by conducting in-depth client interview sessions in coordination with technical analysts, business users and consultants.

Created business and technical requirements, including resource allocation for product development specifications, data conversion and migration architecture and system implementation.

Managed and led a team of developers and analysts in the implementation, quality assurance and regression testing of all business requirements.

Responsible for creating user acceptance training documentation, testing scripts and leading user training sessions.

SEAPASS SOLUTIONS INC. (now Bolt Inc.) 1/2008 – 1/2009

Senior Business Analyst

Responsible for development and maintenance of multi-carrier on-line insurance quoting application.

Engineered detailed business requirements for integration of multiple insurance carrier quoting applications into a single on-line tool.

Managed and guided IT team in the development, implementation, and quality assurance of all business requirements.

On-site lead consultant for the development; Project Manager in leading Agile development project planning, as well as hosting daily triage sessions.

Interviewed Business and IT teams to guide project scope, establish business requirements, determine the project development lifecycle, and provide pricing/labor estimations.

Created business requirements for the integration of the Safeco quoting service for all facets including software, database, XML mapping and dependent web services.

Hosted product demonstrations executives for each version release, as well as developed User Acceptance Test planning documentation and release notes for each version.

SWETT & CRAWFORD 3/2006 –1/2008

Wholesale Commercial Insurance Broker

Solely responsible for organically building, developing and growing independent book of complex commercial insurance placements on behalf of retail insurance agents throughout the US

KORNREICH – NIA GROUP LLC (Now Marsh & McLennan) 8/2004 – 3/2006

Commercial Insurance Broker

Marketed and placed complex commercial lines accounts for a variety of industries, with a heavy concentration in Private Equity, Real Estate, Construction, Healthcare and Technology.


Business Analyst

Documented business requirements for internet-based application process and review platform.

Manager of strategic marketing team responsible for introduction and advertising of application


Associate Client Specialist

Managed all day-to-day transactional issues for complex Risk Management accounts.



Bachelors of Arts Degree

Major – Economics - GPA: 3.2 out of 4.0

Minors – Philosophy, Business Administration

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