Experience

SOLCORP

• Software Development
• 100 - 200 Employee

• Senior Business Analyst

  • Oct 2015 - Feb 2017

  Senior Business Analyst responsible for updating Canadian taxation processing to support the new 2017 Canadian tax legislation changes, including the changes to the gain on partial surrender processing for universal life, changes to include potential gain on the first death on a multiple life policy, and Net Cost of Pure Insurance year-end processing. Comprehensive testing of enhanced term, whole life and universal life products to transition them from mainframe to Micro Focus production… Show more Senior Business Analyst responsible for updating Canadian taxation processing to support the new 2017 Canadian tax legislation changes, including the changes to the gain on partial surrender processing for universal life, changes to include potential gain on the first death on a multiple life policy, and Net Cost of Pure Insurance year-end processing. Comprehensive testing of enhanced term, whole life and universal life products to transition them from mainframe to Micro Focus production environment. Show less



Southern Farm Bureau Life Insurance Company

• United States
• Insurance
• 500 - 600 Employee

• Senior Conversion Analyst

  • Jan 2014 - Sep 2015

  Working remotely from Saint Paul for this Jackson, MS Life Insurance company Conversion Consultant on a multi-year conversion effort of 30 year old Universal Life from Life70 to INGENIUM. Trouble-shooter for the critical aspects of the conversion. Designed safeguards to promote validation of the conversion process to satisfy upper management, without increasing costs or the conversion timeline. Focus on conversion of Monthiversary charges, targets, taxation fields and maturity/expiry dates. Defined the critical issues spreadsheet, detailing the pre/post clean-up… Show more Conversion Consultant on a multi-year conversion effort of 30 year old Universal Life from Life70 to INGENIUM. Trouble-shooter for the critical aspects of the conversion. Designed safeguards to promote validation of the conversion process to satisfy upper management, without increasing costs or the conversion timeline. Focus on conversion of Monthiversary charges, targets, taxation fields and maturity/expiry dates. Defined the critical issues spreadsheet, detailing the pre/post clean-up items, responsibilities and exception decisions. Show less



ING Nederland

• Netherlands
• Banking
• 700 & Above Employee

• Senior Business Analyst - Consulting on a contract basis

  • May 2011 - Jul 2013

  Defining conversion effort of Universal Life policies from the INGENIUM policy administration system to the Vantage 15.4 policy administration system. Focus on synchronization of complex monthiversary calculations, order of operations of scheduled activities and interest accrual. Designed INGENIUM side of comparison report to analyze potential discrepancies resulting from the conversion. Reconciled systemic missing data.



Aviva Life Insurance

• Billing Business Analyst - Consulting on a contract basis

  • Nov 2010 - May 2011

  Renovated the billing/non-forfeiture notices, including conversion to multiple external reporting systems, data warehousing and online portals. Designed enhanced assignee/designee and marketing message functionality.



Hewlett Packard Enterprise

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Application Specialist

  • 2000 - Apr 2010

  Senior Applications Specialist for ELECTRONIC DATA SYSTEMS (“EDS”), a Hewlett Packard (“HP”) Company, SOLCORP Division. Provided consulting services on the INGENIUM policy administration system to the following EDS clients as either a Senior Business Analyst or a Senior Programmer Analyst: Knights of Columbus (“KofC”) • Redesigned the traditional products’ 7- Pay calculation to allow increased policy-owner contributions, while preserving regulatory compliance. •… Show more Senior Applications Specialist for ELECTRONIC DATA SYSTEMS (“EDS”), a Hewlett Packard (“HP”) Company, SOLCORP Division. Provided consulting services on the INGENIUM policy administration system to the following EDS clients as either a Senior Business Analyst or a Senior Programmer Analyst: Knights of Columbus (“KofC”) • Redesigned the traditional products’ 7- Pay calculation to allow increased policy-owner contributions, while preserving regulatory compliance. • Restructured the program structure of the taxation process and conducted comprehensive regression testing of the traditional and annuity products, verifying formulaic accuracy. • Designed and implemented a software conversion process that corrected production policies while identifying any potential Modified Endowment Contract (“MEC”) concerns, reducing audit risks and compliance issues. • Derived technical estimates for new life insurance products and comprehensive tax modifications and formally presented them to senior management. Hartford Life Japan • Drafted the product gap analysis and estimates for new fixed and variable annuity products. • Led an eight-person technical team with members located in Japan, India and North America developing fast-track software modifications for new fixed and variable annuities. • Vetted all prospective product features using cost/benefit analysis, eliminating those that failed to make the company standards. • Developed new functionality for 300,000 production policies by upgrading INGENIUM Release Version 6.2 to Version 6.5. Performed comprehensive annuity feature testing. Aviva (formerly AmerUs Life) • Defined the gap analysis for new UL product’s accounting, billing, client, and taxation areas and wrote functional specifications defining the required modifications. • Managed six-person technical team that, in only six months, delivered a multi-funded universal life (“UL”) product through all phases of the system development life cycle. Show less



Insurance Software Solutions Corporation (SOLCORP)

• Senior Application Specialist, Life Ins and Wealth Mgmt Consultant

  • 1993 - 2000

  Senior Applications Specialist for SOLCORP. provided consulting services as either a Senior Business Analyst or a Senior Programmer on the INGENIUM policy administration system to the following SOLCORP clients: For Security Connecticut Life, modified the policy administrative software system to support a UL Old Money/New Money (interest investment generation method) product. Also, taught a two-week training course to non-technical personnel on using that software system. For… Show more Senior Applications Specialist for SOLCORP. provided consulting services as either a Senior Business Analyst or a Senior Programmer on the INGENIUM policy administration system to the following SOLCORP clients: For Security Connecticut Life, modified the policy administrative software system to support a UL Old Money/New Money (interest investment generation method) product. Also, taught a two-week training course to non-technical personnel on using that software system. For Gerling Global, tailored the variable UL taxation processing for Canadian T3 and T5 tax documents to be in synch with that of another in-house administration system. For Sun Life, specified and validated the conversion of 300,000 policies from the ALIS system to the INGENIUM system as a Senior Conversion Business Analyst, which resulted in substantial cost savings to client. For Mutual of Omaha, planned and implemented a policy conversion program that converted 250,000 traditional policies from an in-house system to the INGENIUM system. For National Life, advised product actuaries in designing a fast-track Variable Annuity product to meet a four-month deadline for production. For J. C. Penney Life Insurance, altered and conducted the two-week user training for guaranteed issue accident and health products as part of the sales support effort. Show less



Hewlett Packard Enterprise

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Systems Engineer (Programmer)

  • Jan 1986 - Jan 1993

  Developed insurance software for following EDS clients: The Insurance Machine • Overhauled the system test process for a multiple-release environment. • Reconciled production problems as the Subject Matter Expert for policy exhibit, archiving and historical analysis subsystems. General Motors (“GM”) • Led a five-person team that regulated employees’ health claims on an in-house health claim system. • Coordinated all ad-hoc reports to support GM’s… Show more Developed insurance software for following EDS clients: The Insurance Machine • Overhauled the system test process for a multiple-release environment. • Reconciled production problems as the Subject Matter Expert for policy exhibit, archiving and historical analysis subsystems. General Motors (“GM”) • Led a five-person team that regulated employees’ health claims on an in-house health claim system. • Coordinated all ad-hoc reports to support GM’s 1986-1987 union negotiations on employee health claims experience. • Initiated a claims analysis of the six million record claims history file, enabling payback of duplicate claims to GM. Show less