Insurance Production Support

Robert F. Casey

** ******** ***** ********, ** **562

914-***-**** (H) / 914-***-**** (C)

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

SUMMARY

•Insurance Technical Operations Manager with over 20 years experience in diverse technologies.

•Innovative strategist with proven ability to orchestrate, enhance, instruct and initiate document workflows while reducing operating costs.

•Successful at communicating across corporate levels.

•Comfortable working in both a singular role as well as part of a team environment.

•Detailed oriented to determine the "big picture", meeting both short- and- long-term goals.

PROFESSIONAL EXPERIENCE AND ACCOMPLISHMENTS

AON Risk Services of NY New York, NY | Operations Assistant Director 2001 to 2007 (Staff of 12 / 250 end users)

• Rebuilt and directed post 9-11 End User Enterprise Content Management (FileNet) document workflow for Aon’s Northeast Region

• Organized a team of document specialists

• Collaborated and Coordinated with multiple departments directors regarding initiatives and workflows

• Trained new and existing personnel regarding File Net content management workflows and document indexing protocols

• Establish Kofax scanning and import procedures

• Initiated Document Archiving Procedures.

• Escalated software hardware and software problems to the vendor

• Content Management Trainer: FileNet trained end users regarding WMT-(File Work Management Tool) Query, Index, and Route Service Requests. DMS (Document Management System) Query, Check-in, Check Out , Document Mark-ups, Replace, Add and Remove, Documents,

• Facilitated a front-end policy/ endorsement review workflow by recording each document in excel and mail merging the data to a patch-code separator sheet. The patch code separator sheet then would also serve as a document label. After scanning the documents, each document was placed in a color coded folder accordance to document type with the patch-code separator sheet attached to the front

• Instituted a reporting matrix that stabilized and enhanced the content management importing and release performance

• Accountable for content management paper, email and fax workflow. Lead a team that indentified, indexed and archived over 80,000 documents annually

• Designed PDF Barcode and Patch code forms to facilitate the Document Content Management Scanning and Archiving Process

• Orchestrated a PDF page sorting process that increased output time by 300% with a 50% reduction of paper consumption

• Established a specialist and department performance review criteria by importing CSV data from Kofax logs to pivot tables in for audit and transaction logging

• Developed stop gap measure for importing email into Kofax Ascent Capture by exploiting an XML import process that was already being employed for Faxes This stop gap measure alleviated the manual process of printing and scanning over 200 emails per day

• Supervised document archiving by instituting transactional filing methodologies

• Formulated and trained end users on regarding document management workflows

• Designed a 50 State single entry Adobe Acrobat (PDF) forms for Surplus Lines Affidavits as well as Workers Compensation Posting Notices These enterprise solutions and workflow implementations significantly impacted Aon’s increased profits by drastically reducing operation costs as well as regulatory fines

Levitt Fuirst & Associates LTD Yonkers, NY | Operations Professional / Consultant 2007 to 2008 (40 End users)

• Applied Systems Administrator 8.5 - Simplified and restructured TAM databases. Instituted database reporting and audit procedures to maintain the accuracy and integrity of TAM’s databases

• Successfully managed a TAM (Applied Systems) database clean up initiative. Implemented report process to monitor and maintain database accuracy

• Established TAM workflows and guidelines and procedures Form Letter integration with Applied Systems .Applications Support, Training and Development, Desktop installation, trouble shooting of applications and networking.

Marenco Insurance Agency Inc. New Rochelle, NY | Vice- president 1990 to 2001 (Staff of 7 with 8 end users)

• Maintained over 2 million dollar book of commercial & personal lines business as an Independent Agent representing companies such as MetLife Property & Casualty, Travelers, The Hartford, Atlantic Mutual, Chubb, Progressive and GMAC

• NASD Series 6 Registered Representative successfully marketed Mutual Funds, Variable Annuities, Variable Life, SEP's, and individual retirement Accounts

• Automated an Insurance Agency from ground up – Applied Systems

• Assisted and trained personnel with insurance software applications

• Software Applications and Hardware Administrator

• Administered Employee Pension Plan, Insurance Licensing and employee Pension Continuing Education

Hometown Products Inc. Pelham New York |System Applications Support/Administration Consultant 2008 to Present

• Reduced Accounts Receivables reconciliation process time by over 400 % by introducing excel functions such as import and export of data ,concatenation and separation of data, as well as PIVOT and VLOOKUP to accounting personnel

• Fabricated a paperless electronic document work flow by facilitating scanning to a network drives( via copiers )and instituted a paperless fax process and originating a forms server

• Systems Application Support Office 2007, Adobe Acrobat Professional QuickBooks, Photo Shop, FlexiSign, Smart Draw Vector Magic, Copier and Printers. Administrator for MS Exchange, , Repository ,Fax ,Form and Web Server

EDUCATION

• Colorado University Fort Collins, CO Business Administration. –Bachelor of Science

• SUNY@Cobleskill Cobleskill, NY Business Administration Associates Degree

PROFESSIONAL AFFILIATIONS AND TECHNICAL SKILLS

• New York Insurance Licenses:: Property Casualty ● Broker- ● Life Health Accident (Expired)

• New York Notary Public

• Phi Beta Kappa

• MS WORD, EXCEL, POWERPOINT, OUTLOOK, XP,

• Desktop Networking, Remote Desktop, FileNet, Ascent Capture.

• Adobe Acrobat, Adobe Designer, Adobe Photoshop Dreamweaver, HTML, JavaScript

• Currently becoming skilled at MySQL and PHP

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