Business Analyst Data Analytics

Keith Pratt dba PCI Consulting

CPCU, APA, ARC

**** *********** ***, ******, ** 43017

614-***-**** (cell)

******@*********************.***

QUALIFICATIONS SUMMARY

Broad understanding of the P&C industry with experience in business analysis, rating, underwriting, regulatory compliance, and premium audit

Experienced in Agile and Waterfall

Highly skilled in research and analysis

Proficient in Excel formulas and macros

Very knowledgeable in Commercial and Personal Lines

Works well independently and in a team environment

Genpact

New York City, NY

Principal Consultant

July 2023 to March 2024

Assigned to Ryan Specialty in Chicago, IL

oAnalyzed various new acquisitions and the impact on existing data tables

New agencies and relevant information

Lines of Business

Classifications by title

Data mapping

oContinuing Education through courses offered by Genpact in Insurance, Underwriting, and Augmented Intelligence

oCompleted two Microsoft self-study courses.

Explore Data Analytics at Scale - Power BI (Intermediate level)

Introduction to Data Analytics on Azure (Intermediate level)

Zensar Consulting

Pune, India

Senior Business Analyst

November 2020 to July 2023

Assigned solely to Brotherhood Mutual Insurance Company in Ft. Wayne, IN

oWorked with the client analyzing and preparing forms data for uploading to Guidewire PolicyCenter

oCollaborated with Developers to create an Excel spreadsheet to facilitate uploads of new forms data at the end of each Sprint

oParticipated in analyzing various employees at Brotherhood, their job descriptions, and creating job titles which would upload to PolicyCenter

oPerformed Rating analysis for General Liability and Commercial Property rating problems

Discovered a primary reason for PolicyCenter rating errors was missing data tables

Worked with Actuarial and Developers in finding the tables, formatting them for upload to PolicyCenter, and putting the tables in a master Rating document in Excel for developers to upload into PolicyCenter.

Resolved rating discrepancies between PolicyCenter and client Legacy system

Created an Excel worksheet for comparing Legacy rating algorithm with PolicyCenter to zero in on problems and solutions.

This saved Developers countless hours sifting and sorting through rating logic so they could focus on changing the needed rating logic

Responded to any issued raised by QA after changes made by Developers

SAIF

Salem, OR

Business Analyst

May 2020 to August 2020

Partnered with QA and Developers on the following tasks:

oAnalyzing the NCCI Document 2.0 for ACCORD fields compared with the current 1.0

Differences in existing fields

New fields being added

Current fields being deleted

oInitiated meetings over concerns on how Commissions were being calculated in PolicyCenter

oCollaborated on adding additional fields for Marketing to update Cancellation information without impacting original cancellation in PolicyCenter

oAnalyzed General Ledger transactions showing agent info caused BillingCenter to calculate commissions on transactions which should not pay commissions such as

Change in Written Premium

Deposits

Dividends

Write Offs

oLed discussions with Dev and Underwriting on the problem of Other Carrier Data not always being recognized in PolicyCenter

oResolved various interim reporting issues in PolicyCenter

Performed QA work on:

oPremium Audit procedures

oFinal Audit procedures

oGeneral Ledger transactions described above

oPolicyCenter not cancelling a policy correctly if cancelled on the effective date but not shown as a flat cancellation

Studied a course on Behavior Driven Design (BDD)

Nationwide Insurance

Columbus, OH

Requirements Analyst

October 2019 to December 2019

Worked with a team out of Des Moines, IA editing Epics for the Automated Work Distribution (AWD) logic with Guidewire PolicyCenter for Farm and Commercial Property

Facilitated and led the meetings as well as making changes to the Epic stories so they conform to the LOB requirements

Utilized Rational Requirements Composer (RRC) and Rational Team Concert (RTC) software

Created a document to explain the nuts and bolts of the Requirements Analyst (RA) function

Maintained documentation to explain progress of the Epics for Project Managers

Hastings Mutual Insurance

Hastings, MI

Lead Business Analyst

December 2017 to August 2019

Business Analyst for Workers Compensation and Commercial Auto conversion from client legacy system to Guidewire PolicyCenter and ClaimCenter

oFor Workers Compensation

Participated / led workshops with Underwriting, Products, Accounting, and Management to refine PolicyCenter so it reflected HMIC’s wants and needs

Corrected and updated User Stories as needed to make them current

Resolved numerous testing defects

Created an Index to the Guidewire User Stories complete with links to reduce time digging through Sprints in SharePoint to find a specific User Story

Collaborated with QA on understanding and refining the QA process

Performed an initial study mapping internal reports with existing fields in PolicyCenter, BillingCenter, and ClaimsCenter as well as suggesting additional fields.

Mentored various BAs as needed.

Worked in Rally and SharePoint

oFor Commercial Auto

Conducted an in-depth comparison of the HMIC Commercial Auto manual with the most current ISO Commercial Auto manual

Headed up a study comparing and contrasting HMIC Experience Rating with ISO Experience Rating

Deeply involved in Inception phase and creating summary document including gap analysis

Demonstrated OOTB Commercial Auto on multiple occasions

Worked with HMIC on what they would adopt from ISO and what unique items would be grafted into PolicyCenter (class codes, coverages, forms, factors, etc.)

Participated in a 3-day workshop to help the team make a transition to Specifications by Example (SBE) and automated testing

Worked closely with Underwriting and Products on all aspects of Commercial Auto in PolicyCenter (Rates, Rules, and Forms)

Mentored other BAs as needed

Worked in Rally and SharePoint

Kimputing

Austin, TX

Business Architect

June 2017 to August 2017

Business analyst for Homeowners conversion from client legacy system to Guidewire Policy Center and Agency Portal.

Gathered requirements for user story cards (USC) while working in Rally, Share Point, and Policy Center 9.0.4.

oDeveloped GUI screen shots for the USC;

oFilled out various tabs in the USC including but not limited to:

Document Control

Typelists

UI Validation & Business Rules

Business Acceptance

Guidewire Software

Foster City, CA

Business Architect

January 2013 to September 2016

Senior Implementation Specialist, Policy Center – January 2013 thru October 2013

Implementation Architect – November 2013 to September 2016

Worked with over a dozen clients on various projects in the USA and Canada in an Agile environment

Depending on the project my activities included:

oProof of Concept

oInception

Leading workshops

Gathering requirements

Creating documents for the client and developers

Collaborating with the client and developers for solutions

Completing various Product Models

oRequirements gathering for Sprints

oGAP analysis

oWorking in Rally and/or SharePoint

oWorking in Product Designer

oUsing Microsoft Word, Excel, and Visio for creating documents, rating formulas, data logic, and screen shots of legacy system as well as proposed changes.

oTraining clients on using Product Designer and Product Model

Created manuals for using Product Designer and Product Model.

Certified in Policy Center 7.0 and 8.0.

Centric Consulting

Columbus, OH

Business Analyst

December 2010 to September 2012

Analysis of Commercial BOP program to help develop an improved rating program in an Agile environment including:

oDeveloping GUI screen shots in Visio as well as Paint;

oGAP analysis

oCreating a master list of addresses for each territory in each state to do better QA testing;

oCollaborating with co-workers to develop a template for creating Use Cases;

oPerformed QA analysis including designing test cases;

oCollaborated in analyzing rating algorithms for accuracy and logic;

oParticipated in bi-weekly and daily meetings with stakeholders to review Use Cases.

oMade presentations at the bi-weekly user reviews showing the stakeholders our progress;

Cover-All Technologies

Fairfield, NJ

Business Analyst

March 2009 to December 2010

Analysis of Commercial Auto to develop a new generation rating software in objects oriented format. This includes:

oCreating a base state based on ISO rules and loss costs for the base state;

oGAP analysis

oDeveloping rating algorithms, statistical fields, and fields for forms in various states;

oDesigning fields for user input in base along with state specific modifications

oMaking test cases to verify accuracy of algorithms and screen changes;

oUsing SQL to verify algorithms in data tables;

oCorresponding with ISO and/or State Insurance Departments to clarify rules.

Completed 50 state analysis of Composite Rating which is basis for implementing into new system.

Appix

Senior Business Analyst

Richmond, VA

March 2007 to December 2008

In-depth business analysis of rules and regulations for CGL, Umbrella, Boiler & Machinery working with software vendor

Created a variety of documents for the client to review and approve the analysis including GAP analysis

Statistical Reporting Research for CGL

Performed thorough analysis of ISO Commercial Automobile manual along with Experience & Schedule Rating Plans translating the rules into rating algorithms for a software vendor.

Codeworks

Business Analyst (Consultant) with AQS

Delafield, WI

April 2006 to January 2007

Researched and completed multi-document design specs for line of business new to AQS (rates, rules, edits, and forms) – Version 3.

GAP analysis

Successfully worked with Developers and Review Committee on innovations to the base system to meet the client's various needs for this new line of business.

Developed a set of 70+ base test problems for QA.

Assisted Quality Assurance developing improved procedures for product testing in Commercial Auto and Property.

Completed analysis of a new coverage for the base system regarding Crime coverage including a design document.

Reviewed and edited logic to forms and endorsements for Umbrella coverage to make ready for Forms area to code and upload into system.

Fiserv Insurance Solutions

Business Analyst (Consultant)

Worthington, OH

November 2004 – March 2006

Led a study of SIS system recommending changes for calculating Accounts Receivables.

Performed analysis comparing base rating system with client requests for modification in PP Auto, Homeowners and Personal IM as well as Commercial Lines including GAP analysis.

Documented the analysis thoroughly to clarify client's needs and programmer's understanding.

Evaluated rating algorithms and rate programming in Artius software.

Created spec sheets defining changes in base P&C rating system.

Served as a resource for programmers and account managers on P&C insurance information.

Partnered on developing standard spec sheet.

Carried out role as a liaison between clients and programmers.

Professional Memberships

AICP, CPCU, IIBA

Education

Central State University, Edmond, OK

BA – Oral Communications - Minor – Public Relations

New Horizons – Kansas City, KS

Excel, Access, Word

New Horizons – Columbus, OH

SQL Querying

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