Sr Business Analyst - Project Manager

Tracy Smith

Senior Business Analyst Project Manager

813-***-**** *******************@*****.*** Riverview, Florida

PROFESSIONAL SUMMARY

Senior Business Analyst with extensive expertise in leading projects and driving strategic initiatives within the insurance industry. Proficient in utilizing methodologies like Scrum and Agile to bridge business needs with technological solutions, enhancing project efficiency and delivering measurable outcomes. Skilled in requirements gathering and change management, consistently fostering seamless collaboration among cross-functional teams to improve business processes.

Key Skills

Business Analysis

• Requirement gathering & documentation (BRD and User Stories)

• Gap Analysis

• Workflow automation & optimization

• Software development lifecycle (SDLC)

Project Management

• End-to-end project lifecycle management

• Agile & Waterfall methodologies

• Stakeholder & executive communications

• Change management & process improvement

Technology & Tools

• Project Management: Jira, MS Project, Smartsheet

• Business Analysis: Visio, Lucidchart

• ERP & CRM Systems: Salesforce

• Collaboration: Confluence, SharePoint, Teams, Slack, Google Meet

Leadership & Communication

• Cross-functional team leadership

• Executive and stakeholder engagement

• Vendor and contract management

• Negotiation and conflict resolution

• Training & mentoring

Experience

NormanMax Insurance Solutions Sr Project Manager 02/2024-02/2025

● Led project for Lloyd’s of London Syndicate’s parametric insurance system implementation, enhancing efficiency.

● Implemented JIRA for streamlined project management, boosting team productivity.

● Developed detailed requirements for parametric hurricane and earthquake insurance products, optimizing ManageMy and Salesforce systems.

● Led end-to-end implementation of parametric insurance system, integrating JIRA for enhanced project workflow and establishing comprehensive documentation protocols.

● Maintained project documentation via established project management tools (such as JIRA, Confluence and SharePoint).

Focus Tech-Peak6 Insuretech Professional Services Manager, Sr. Business Analyst 08/2021-11/2023

● Managed team of business analysts responsible for client management

● Collaborated with clients to find areas of the system to improve useability for their internal and external users.

● Completed user stories and requirements for defect and product enhancements of the policy software.

● Completed system demos and pre-sales for potential new client implementation.

● Worked with the internal development group to outline product enhancements from requirements to implementation.

Tinubu Square Sr. Business Analyst, Product Team 02/2021 - 08/2021

● Collaborated with a client team to build a roadmap of enhancements to the base software.

● Maintained project documentation via established project management tools (such as JIRA, Confluence and SharePoint).

● Prepared designed documents including wireframes.

● Worked with project team, client stakeholder and business teams to review and provide approval on business requirements documents.

● Collaborated with clients internal and external to implement new functionality for software enhancements.

Frank Winston Crum Insurance Sr. Business Analyst 06/2019 to 09/2020

● Worked multiple roles including Project manager, business analyst and QA analyst for system migration for transition to in-house managing general agency.

● Collaborated with business team on the user experience and user design for the web application to create user documentation for the new system.

● Created training materials and delivery training sessions on new systems and enhancements implemented for both the web application as well as the legacy application to include internal and external user documentation.

● Created requirements, due diligence, and project management for large projects to implement a new carrier for workers compensation program.

● Collaborated with all team members including senior management to outline product enhancements to software for underwriting, agency services, and policy processing.

Bond-Pro, LLC Lead Implementation Consultant 03/2017 to 06/2019

● Worked as project manager for assigned client(s) to outline the project plan and complete requirement gathering sessions.

● Conduct project status meetings and communicate project expectations to all parties to include senior level management and owners.

● Monitor and track all project issues, scope changes and statement of work request that arise during project implementation for web-based surety systems.

● Business process consultant who collaborates with clients aiding with re-design processes and documenting the outcomes for project discussions for enhancements to the surety system.

● Create surety system training documentation to conduct user training sessions with client resources.

Education

• Associate in science: Computer Information Systems, 05/2002

• Hillsborough Community College - Tampa, FL

Certifications

• Professional in Insurance Account Management (PIAM) Designation

• Certified Professional in Insurance (CPII) Designation

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