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Life Insurance Project Manager

Royersford, Pennsylvania, 19468, United States
February 20, 2018

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Kerwin Valcin

*** **** ******, ********, ** ***68


Profile of Qualifications

Program management, systems simulation, IT, process development, staff leadership, analysis, documentation, reporting, organizational collaboration and problem resolution.

Bachelor of Arts degree in English Literature, as well as Series 6 & 63 and Property & Casualty licenses.

Proficient in MS Suite & Paint, Visio, Visual Basic, Snagit Editor, iRise, SharePoint and Smart Office software.

Strong background working with clients, designers, and programmers to identify requirements, provide cost analysis, assist with creating user interfaces, and develop implementation timelines.

In-depth understanding of project lifecycle, including all phases of system and software development.

Working knowledge of annuities, 401k Plans, 403b Plans, Traditional IRA’s, SEP IRA’s, SIMPLE IRA’s and other retirement solutions.

Business knowledge of bonds, tax regulations & forms, funds (mergers, liquidations & block transfers), riders, commissions, medical billing, medical claims process, Depository Trust & Clearing Corporations (i.e. NSCC and DTCC), Centers for Medicare and Medicaid Services (CMS), Customer Due Diligence (CDD)

Working knowledge of life insurance, disability, health and auto insurance propriatery products and software (i.e. MetLife, Lincoln Financial, AIG, Prudential, Pacifc Life, John Hancock, UNUM, IBC etc.)

Expertise in People Soft, SalesForce, Electronic Data Interchange, Trimark Transcend, data warehouses, On Demand Document Management System, Kofax, Filenet, Extended Dynamic Views (EDV), Exstream Software, SAP Business Objects, Crystal Reports, Oracle, Interactive Voice Response (IVR), JIRA, Cucumber

Knowledge of, German, Polish, Russian, Gujarati, French, Creole, Portuguese and Spanish.

Career Track

Senior Business Systems Analyst, UST Global (at Vanguard Group), Malvern, PA April 2016 – December 2017

Proactively identified opportunities for process improvement by utilizing visio process flows, value stream mapping and SIPOCs to analyze current state processes.

Participated in and coordinated activities associated with the creation of RFIs and RFPs.

Recommended and researched potential technology vendor solutions.

Acted as a subject matter expert for various Vanguard legal and compliance business units (i.e. Compliance, Legal, Trade Surveillance).

Created vendor scorecards and questionnaires.

Performed Fit-Gap analysis

Documented AS-IS and TO-BE processes.

Reviewed and analyzed solution enhancement requests to determine complexity.

Developed user and technical specifications to support development of approved solutions.

Created Cucumber test scripts, utilizing gherkin testing language.

Expertly identified business risk exposures and quick wins.

Organized and conducted project kick-off sessions.

Helped in project charter creation.

Planned and coordinated requirements elicitation meetings with various business units.

Expertly created business requirements documents.

Participated in daily Scrum meetings during project life cycle.

Facilitated periodic Kanban stand up meetings.

Part of Vanguard eCompliance Support Team providing IT production support to Vanguard compliance and legal business units.

Expertise with Kanban ticket management.

Performed root cause analyses.

Provided strategic direction and oversight to junior business systems analysts.

Product Systems Analyst/Project Manager, MedRisk, King of Prussia, PA January 2016 – April 2016

Created data flow diagrams and process flow diagrams for eight business units to improve their process flow.

Acted as a liaison between various business units, QA and the technology teams.

Planned and conducted requirements elicitation meetings with various business units (i.e. billing, claims, etc) to collect functional and non-functional requirements relating to Salesforce technology enhancement and initiatives.

Expertly created business requirements documents.

Captured requirements for strategic trend reports to measure KPI for various business units. This increased leadership focus on key performance indicators.

Assisted medical providers and insurers/payers in converting medical bills received for processing into MedRisk from paper to electronic data transfer.

Served as mentor to junior business analysts.

Participated in software design meetings with CIO, directors and developers.

Participated in test strategy sessions with Quality Assurance Analysts.

Participated in daily Scrum meetings during project life cycle.

Senior Business Analyst, Princeton Information Systems (at Guardian Life) Allentown, PA March 2015 – December 2015

Worked with customer and IT Colleagues to understand and document business needs and identify opportunities for technology to support the success of the business, leading requirements phases of projects.

Worked with limited supervision over the analysis and documentation of customer business requirements to ensure a thorough understanding of business needs.

Ensured that customers’ system and business requirements were met by monitoring available metrics and collecting customer feedback.

Acted as the customer’s advocate in IT to ensure that problems were resolved effectively and expeditiously.

Proactively identified opportunities for technology to improve business processes and re-engineering.

Served as a resource within IT on the systems and business processes for a customer area.

Created process flow diagrams to identify, analyze and improve existing business processes.

Tested changes, enhancements, and new programs or functions to ensure they met customer requirements.

Created detailed reports for various business units using SAP Business Objects.

Served as mentor to junior business analysts and operations representatives.

Technical Analyst, Rose Glen Advisors, LLC. (Formerly CMS Companies) Wynnewood, PA April 2012 – March 2015

Prepared financial planning materials for client meetings.

Utilized various carrier software to generate life insurance, disability and long term care illustrations (i.e. in force and new business illustrations, 1035 exchanges, term conversions etc).

Created report cards and delivery kits for clients’ insurance policies.

Managed client insurance portfolio, researched and analyzed investment opportunities and made recommendations.

Prepared detailed analyses and presented findings in the form of charts and graphs to compare product competitiveness (in terms of IRR, ROR, present value, cash value, etc.).

Expertly created Smart Office dynamic letter templates and crystal reports.

Business Systems Analyst, MetLife, Wilmington, DE November 2009 – April 2012

Executed front-end, manual & automated, integration, functional, regression, stress, user acceptance & performance testing, systems analysis and workflow process mapping.

Proficiently employed Microsoft Office Suite & Paint, Snagit Editor & iRise applications to develop interactive screenshots & systems simulation, organized data and produce Business Specifications Document & Software Requirements Specifications.

Skillfully translated documents between English, Polish, Portuguese and Spanish.

Expertly functioned as SharePoint Site Administrator & Team Trainer and engaged in analyzing project requirements, developing business testing strategies and recommending courses of action.

Created HP Quick Test Professional software training guide and test cases.

Improved quality of business specification document by templatizing and making it more concise.

Helped the insurance sales illustration system go-live in over 15 countries.

Business Systems Analyst, Independence Blue Cross, Philadelphia, PA November 2007 – November 2009

Worked with both Incentive and IT personnel to incorporate product development requirements into recommendations for strategic courses of action, including alternatives.

Diligently produced parameters for new-product standards, tools & templates, executed requirement reviews and participated in specification development & documentation design.

Crucial participant in defining system modifications & coding, tracking new-product implementation schedules and documenting activities, problems & defects in Incentive system.

Created custom reports using Oracle Reports Builder.

Processing Analyst & Communications Representative, The Vanguard Group, Malvern, PA January 2004 – November 2007

Vital member of Processing Team overseeing 403(b)(7), corporate retirement, profit sharing, money purchase and pooled-account plans.

Expertly provided redemptions, transfers, exchanges, rollovers, open employee, employer plans & accounts and processed contributions for client organizations.

Collaborated with clients regarding investment, tax & documentation concerns.

Worked with company personnel regarding Metrics in Motion projects executing Vanguard Form, website and policy modifications.

Financial Consultant & Business Analyst, Public Financial Management, Middleburg Heights, OH July 2000 – January 2003

Responsible for quantitative, analytical and technical support for accounts such as State of Ohio Treasurer’s Office, Cities of Willoughby, Sylvania, South Euclid, Oxford, Ontario and Sidney, Lucas & Portage counties.

Drafted comprehensive credit rating analyses for Moody’s Investors Service, Standard & Poor’s and Fitch, as well as statistics relating to credit ratings and position.

Collaborated with clientele regarding various requests, negotiated bond sales, sized bonds and acquired credit reports.

Diligently reviewed financial statements, provided pre- and final bond pricing analysis and executed special assignments as necessary.


Swarthmore College, Swarthmore, PA

Bachelor of Arts - English Literature 2000

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