Professional Summary

Senior Business Analyst, Subject Matter Expert, with project management experience, requirement gathering, process mapping & transformation, 3rd party software selection & implementation, integration, conversion; P&C Agency Ownership / Engagement and Client Management / Acquisitions / Accounting / Vendor Management / Team Leadership. Expertise in Property & Casualty, Personal & Commercial Lines, Employee Benefits, Statistical Reporting, Reinsurance, Actuarial Support, Annuities, Life, Medical Malpractice, Group; rating, claims, policy management, reporting, agency interface, mobility, QA assessment, UAT, analytics, data warehouse, electronic signature ( eSignature ).

•ISO (Insurance Service Office) and state bureau Statistical Reporting Manager

•Billing and payments, policy management & issuance, rating, claims, audit, financial reporting

•MS Office, Syncplicity, SharePoint, Visio

•User Stories & Use Cases: author, review/edit for quality, completeness & functionality

• Subject Matter Expert (SME) multiple lines of insurance and company and agency operations

• Statistical Plans ( Reporting )

• Electronic Signature ( eSignature ), including Mobility

• Interim reporting, audit, loss & experience modifier calculation

• Liaison between business, systems partners & outside vendors

• Business and organizational processes & procedures documentation & analytics

• Premium & claims and statistical transactional analysis

• Actuarial resource

• KPIs and Scorecards

• Interfaced Agency processing upload with front-end, data warehouse and other company functionality, incl. APIs

• Agile Scrum and Waterfall methodologies

•Programmed in MS/Access and SQL

•Lease management

Test case development, testing and result analysis

•Review and documentation: requirements, procedures and

processes, RFI, RFP, GTM (Go to Market), etc.

Insurance company operations

Top tier all lines Agency in multiple locations and states

• Vendor relations – including analysis and monitoring of SLAs, measurement metrics, remedies, etc.

• Data Mapping

• Agency and policyholder relations and industry trends

• Technical reviews and inspections to verify 'intent of change' is carried out throughout the project

• Evaluate current business efforts and goals in light of stated organizational objectives

• Business & process reengineering

Transformation Documentation of

Current & Future State processes

Benchmark Premium Analysis

Define and diagram (VISIO)

Processes and procedures

Regulatory and Compliance

P&C Rating and Validation

P&C, L&A, Group Billing and Payment System Implementation

P&C Agency Ownership and

Management Experience

Professional Experience

Majesco – Morristown, New Jersey August 2015 - February 2018

Senior Business Analyst and P&C SME

Developed / documented requirements via Agile Scrum methodology ( CARD & User Stories ) for top tier group insurer. Engaged extensively with off-shore DEV. Team.

Multiple branches for a national carrier: Identified, documented and diagrammed in VISIO, inconsistent processes and procedures, including (assumed / ceded) re-insurance decision processes, for current to future state transformation effort.

Gathered billing & policy requirements for top tier P&C and Group companies.

Benchmark Premium analysis and data mapping for multiple commercial P&C lines

Developed system requirements for Top tier, multiple location all lines Agency.

QA Assessment for national MedMal carrier – Conducted an assessment of the QA maturity of national carrier in preparation for core system replacement project. Made recommendations for necessary process and tool improvements to strongly position them for success in delivering on the core system replacement project.

Developed and published requirements for state expansion project to expand the implementation of the policy administration system for a national P&C personal lines carrier, including all state specific rules, rates and forms.

Developed requirements for commercial lines forms, and bureau and technical rating for massive system migrations including a global top three P&C carrier.

Computer Science Corporation (CSC) October 2012 – January 2015

Senior Execution/Business Analyst

Technical Solution Development and Delivery within U.S top three insurers

Lead Business Analyst – Agent Mobility (tablet) and other enterprise level Electronic Signature related projects; Conducted analysis, requirements gathering, QA and UAT for IT/systems components, incl. APIs; diagrammed processes to insure security and confidentiality of data among more than fifty-thousand users; maintained collaborative environment with systems team, vendor, security and other business and systems partners

Conducted QA in all phases of life cycle, including requirements gathering, User Stories, Use Cases, risk analysis, project planning, scheduling, testing, defect tracking, management, and reporting; Interfaced with system analysts while contributing to technical designs as well as QA and testing; Worked with developers to ensure all requirements and specifications were correct, clear and usable; Verified all business rules, and interfaces were functional prior to UAT

Developed static and real-time reporting capability for corporate electronic signature ( eSignature ) leadership, agency and line of business clients

Lead Execution (systems implementation) Business Analyst – Development Center (DC5), and Address Standardization, Geocoding and Spatial Analysis projects of this top insurer

Promise Services, Inc. – Mesquite, Texas January 2005 – October 2012

Senior Business Analyst and Project Management

BA and PM for Medical Malpractice insurance company policy management, claims, and reporting systems: authored and created requirements documents to include BRD, FRD, Test Plans, Test Cases, Use Cases and Change Requests; Developed testing standards and design of test plans and procedures

Freed up Audit Manager’s time by 50% by defining, restructuring, and documenting system changes to evaluate policies and route audit function tasks to others

Organized the implementation of Automated Renewal functionality for two P & C companies to automate all renewal functions on selected policies. Defined, documented, and directed the required system changes and modifications to workflow and procedures to successfully launch the new renewal functionality

Directed Allenbrook Phoenix quote, policy management, claims and reporting system implementations for three property and casualty insurance companies inkling Medical Malpractice and other professional liability products (claims made); requirement gathering & documentation, configuration, UAT, and sign-off

TIG Insurance - Irving, Texas March 2000 – December 2004

Personal Lines Statistical Plans Manager (ISO and State Reporting Bureaus)

Redefined the process for state DOI (department of insurance) call saving employer approximately $2M through analysis of insurance statistical data, transforming $1M+ liability into a Loss Carry-forward asset

Managed reporting of premium, losses, financial statistics to statistical bureaus

Primary team member for AS / 400 policy management system and implementation

Interfaced Agency processing upload with front-end, data warehouse, and other company functionality;

Defined record layout parameters for reporting and data warehouse requirements, for personal lines products, and worked on the conversion team

Programmed in MS / Access, AS / 400 Query, and SQL Query. Proficient in MS / Office Suite, VISIO, Crystal Reports

WINS AS/400 system implementation – defined and managed testing for data integrity and statistical reporting; interfaced with legacy system(s) and data warehouse; Participated in system conversion effort; Data Mapping;

Project Manager / Senior Business Analyst, implementing policy rating, management and issuance system, with Agency upload, for commercial lines of insurance. Planned and oversaw system conversion; Lead QA/UAT resource – devised and managed the testing process and activities

Accelerated company receipts w/o added personnel or software by integrating premium finance notes, agency account current & company direct bill system

Authored business requirement documentation for CPP & BOP, with rating & billing

Previously Owned P&C Insurance Agencies –Texas

Education & Certifications

• University of Southern Mississippi – Bachelor of Science - History, Mathematics

• Chartered Property and Casualty Underwriter ( CPCU )

• Certified Insurance Data Manager ( CIDM )

• Certified Insurance Counselor ( CIC ) - held for approximately twenty years

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