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Project Manager Insurance

Location:
Texas
Posted:
June 15, 2015

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Resume:

GREG STEIBLE

**** ***** **** *****

Dallas Texas 75248

acp8m9@r.postjobfree.com

214-***-****

OVERVIEW

Project Manager skilled at implementing large and small projects that fulfill the defined need. Proven track record of on time and on budget projects. Expert at agile, waterfall, and other project methodologies. Accomplished at problem resolution through design and implementation of process and system changes. Clever at finding the cause of problems through data gathering, analysis, and teamwork. Proud of a leadership style using a practical, collaborative, and simplistic approach. Achieved increased margin and reduced expense, risk, and loss through greater process accuracy, efficiency, and accountability in all projects.

DOCUNAV SOLUTIONS Dallas,TX 2014-current

Supplier and implementer of Laserfiche ECM software

Project Manager communicating between client stakeholders and the technical staff to define and coordinate installation, configuration, and implementation of purchased software.

Managed up to 6 projects simultaneously.

Wrote project definitions and proposed budget for professional services. Drew project flows and implementation plans and timelines.

NEUTRON DEPOT LLC Dallas, TX 2013 – 2014

An independent insurance agency selling minimum liability auto insurance online.

Project Manager and designer for company startup.

Envisioned and initiated an online POS to sell minimum liability auto insurance. The site interfaces with multiple insurance carriers, and selects the best carrier for the customer. The website then accepts all data required by the specific carrier, all required covenants, and credit card information. The data and electronic signatures are uploaded to the carrier. The Liability Card and Declaration pages are immediately sent to the customer as a printable webpage and in an email from the website. The project ended with a fully automated POS website.

Identified, negotiated, and contracted with insurance carriers interesting them in this concept.

Established banking and credit card relationships.

Adopted QuickBooks as an accounting system.

Adapted the BYOD concept to accept any internet device that the customer chooses.

Specified the use of cloud servers and VOIP systems to provide redundancy and protection in disaster situations and to reduce equipment, office space, and utilities expense.

SANTA FE AUTO INSURANCE / INSURANCE DEPOT Dallas, TX 1999-2013

$85 million auto insurance company, MGA, and insurance agency.

Managed a $550,000 project to expand sales by integrating software that allowed independent agents to sell and deliver policies from the agent’s office via the internet. The project resulted in a 200% increase of sales.

Established an additional data center with sufficient computer equipment to provide redundancy to the company’s existing data center.

Implemented an Agent Help Desk telephone service to answer questions from contracted agencies.

Achieved PCI-DSS compliance by redesigning the network, implementing changes in the credit card process, and authoring and instituting appropriate security policies and procedures.

Proposed, designed, and managed a $150,000 document imaging project for all insurance policy paperwork. The project implemented Laserfiche and DocuNav software. A missing document listing was immediately available for follow-up retrieval.

Designed, managed, and successfully implemented a $200,000 document imaging project for all claims department inbound and outbound correspondence. Documentation was received centrally via mail, fax, or email and then stored and indexed in the image database. The system then routed a message announcing receipt to the appropriate personnel. Outbound correspondence was captured as images and stored and indexed by claim and document type in the database before being mailed, emailed or faxed to the recipient. Resulting workflow improvement permitted claims adjusters and appraisers to immediately review documentation regarding their assigned claims instead of one or two days later. The project automation resulted in a 90% reduction in lost paperwork and misfiling. Payroll expense was reduced by eliminating the need for personnel to print, manually sort, file, distribute, and handle any paperwork.

SCHWEGMANN GIANT SUPERMARKETS New Orleans, LA 1997-1999

A grocery store chain with 24 stores in the New Orleans area.

Vice President--CIO

Modernized all computer and cash register systems and managed 16 MIS personnel.

Managed a $400,000 project to implement the Lawson Financial package in 90 days replacing a mainframe ledger system. This change allowed the Accounting Department to reduce staff by 12.

Defined all strategic and tactical plans to migrate from the legacy mainframe computer systems to Client / Server systems. These plans included the upgrade, additional implementation, and enhancement of BASS ERP systems. This system featured improvements in: Item Management, Retail Pricing, Gross Margin Calculation, Merchandise Ordering and Receiving, and seamless interfaces to the Lawson Financials. Computer and related Information Technology budget and expenses were reduced by 42%.

Implemented a LAN to connect Desktop computers throughout the Corporate Office.

Restructured and cross-trained the MIS staff to reduce dependency on any individual. Technical staff was reduced by 6 through job consolidation.

Served as Interim Controller for 6 months while continuing with previous responsibilities.

Improved cash flow reporting by implementing daily forecasting and reporting.

Designed and implemented a PC based computer system for counting receipts and networking the Cash Offices in the stores to seamlessly report all store activity as journal entries directly into the General Ledger system. These changes allowed the reduction of 8 clerical positions at the Corporate Office, cut 10 days from the closing process for a day of business, and provided a database for exception reporting on all Cashier and Cash Office Teller activity.

Revised and standardized procedures in the store cash offices. These new procedures redefined cash accountability and reduced store payroll by $600,000 a year.

MICHAELS STORES, INC. Dallas, Texas 1990-1997

An Arts and Crafts retail company with 450 stores in 44 states, Puerto Rico, and Canada

Director of Quality Assurance of Merchandise Information and Internal Audit

Created a team of 14 people that built the 120,000 item data base used to support the Merchandising and Point of Sale (POS) Scanning system. The new department was responsible for the accuracy of the Merchandise Data Base and for identification of Data Base problems.

Instituted and published policies and store procedures for dealing with data problems, taking retail price changes in the stores, and cashiering. These procedures increased scan accuracy to over 98%. Inventory shrink was reduced and margin increased due to the increase in control and compliance with price changes.

Developed a team to analyze all advertising and to assure that all items scan at the advertised price at the cash register. This data achieved greater than 99% accuracy for the sale price for an average of 30,000 different items per week.

Awarded the Michaels Soaring Eagle Award for Outstanding Contribution for 1995.

Established an Internal Audit department and recruited and trained a staff of seven to conduct in-depth audits of all stores, distribution centers, and corporate functions.

Conducted due diligence projects for multiple company acquisitions reducing total purchase price by $600,000 by identifying understated liabilities.

Specified and implemented a computerized Accounts Payable system in the stores that replaced manual bill paying and reduced each store’s workload by 40 hours a week.

FEDERATED DEPARTMENT STORES (now Macy’s) Cincinnati, Ohio 1974-1989

A $12 billion corporation of regional retailers primarily department stores.

THE SABRE GROUP Atlanta, Georgia 1987-1989

A division of Federated providing data processing and accounting services for retail divisions.

Divisional Vice President Finance--CFO

SANGER HARRIS Dallas, Texas 1980-1987

A $450 million division of Federated Department Stores with 22 department stores in 4 states

Controller 1985-1987

Assistant Controller 1983-1985

Director of Internal Audit 1980-1983

FEDERATED DEPARTMENT STORES Corporate Audit Dept. Cincinnati, Ohio 1974-1980

Manager of EDP Audit 1977-1980

Senior Auditor 1975-1977

Staff EDP Auditor 1974-1975

EDUCATION AND MILITARY

BSBA Finance - Xavier University - Cincinnati, Ohio

Sergeant - U.S. Army - Bronze Star – Combat Infantry Badge



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