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Financial Services Business Systems

Location:
Sonoma, CA
Salary:
$150-175K
Posted:
January 11, 2024

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Laura Murphy

415-***-**** (cell)

ad2ovb@r.postjobfree.com

https://www.linkedin.com/in/lauramurphy7/

Results-oriented Consultant and Financial Services professional with a broad and diverse range of experience driving phases of strategic vision to support business goals. Builds collaborative client relationships thru consultative needs assessment by providing relevant tools and technology to enhance process efficiencies and drive results. Key Skills:

• Strong client management, consultative and facilitation

• Business Process redesign

• Demonstrated ability to lead and influence others

• Strong business acumen and creative problem-solving Education, License and Certifications:

• Marin Community Colleges/San Francisco State – Business Administration

• Property & Casualty Agent/Broker License

• IIA, General Insurance

• OPEX/Six Sigma White Belt

Ernst & Young

Consultant, Insurance Practice

2021 - 2022

• Trusted advisor for technology-enabled transformation programs

• Demonstrated a comprehensive understanding of business needs and requirements with the ability to translate them into technical specifications by collaborating with technical teams to design and deliver architecture solutions

• Remained current on new developments in services capabilities and industry knowledge

• Advised clients on a variety of business process services which helped identify, assess, manage and measure capabilities

• Teamed with Client technology professionals and/or third-party strategic alliances to provide implementation guidance for technology solutions

Next Level Solutions

Senior Business Analyst

2020

• Responsible for analyzing business needs, gathering information/artifacts and document requirements for enhancements, upgrades and implementations of the Duck Creek Core platform of Insurance Products and Services

(Policy, Billing and Claims)

• Participated in project planning, scoping exercises and took an active role with business stakeholder initiatives

• Worked with business analysts and other stakeholders to assess current capabilities and identify future software features

• Elicited detailed product requirements and use cases to develop and maintain business requirements

• Performed in-depth analysis of current customer process flows and created future workflows utilizing applicable Duck Creek Core platform of Insurance products and Services

The Leavitt Group

Account Manager

2018 - 2019

• Managed and serviced a personal lines book of business which included identifying cross-sell/up-sell opportunities, renewal reviews, quoting and selling of new products

• Developed a database for long-term sources of clients by utilizing referrals to compile lists of prospects

• Consulted with new and existing clients to determine needs by scheduling fact-finding appointments

• Secured underwriting approval by assessing risks, completing quotes and applications for coverage submission

• Enhanced agency reputation by accepting ownership for accomplishing new and different requests while exploring opportunities to add value

Allianz Global Corporate & Specialty

Operations, Strategy, Portfolio Planning & Project Management Specialist 2013 - 2016

• Built and managed relationships with the Commercial Business and IT Leadership to encourage and foster cross- functional engagements to create efficiencies, streamline delivery and meet the ongoing needs of the business

• Provided the business and IT a planning structure to aid and prioritize future needs of the business

• Triaged and prioritized incoming business demand and IT project requests; managed/governed small initiatives; provided guidance to business and IT partners regarding process to ensure alignment with company strategy

• Provided business architecture and process design for the Programs and Reinsurance Teams to support new MGA/MGU Commercial Lines and Allied Health Program engagements and Reinsurance agreements

• Provided process recommendations, solutions and strategies based upon industry best practices

• Facilitated business and IT meetings to identify and gather business requirements

• Managed execution and delivery of small initiatives to meet business needs and objectives

• Partnered with internal leadership to drive and implement business strategies and tactics

Exigen Group

Consultant/Senior Product Specialist

2009 - 2013

• Educated client audiences on the Exigen’s Core Platform of Insurance products and Services (Policy, Billing, Claims and web Self Service) along with demonstrating system capabilities and functionality

• Provided solution support, Blueprint documentation and analysis of client business processes

• Facilitated requirements workshops at client locations, eliciting information from subject matter experts

• Provided peer mentorship to enhance knowledge of insurance industry and best practices

• Worked with Exigen Product Management and technical resources to identify solutions for client requirements using existing Exigen system capabilities

• Developed wire frame solutions for web Self Service product offerings

• Provided current industry knowledge to Exigen’s product management team around emerging/existing needs (ie: Health Care, Group Insurance, Cyber Liability) in the insurance marketplace that could appropriately be filled by Exigen’s Core platform of Insurance products and services



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