Experience

CapSpecialty

• United States
• Insurance
• 700 & Above Employee

• Lead Test Analyst

  • Feb 2015 - Present

  Develop and execute test plans to verify the adherence to project development process and requirement/functional specifications. Generate test reports including test results of testing and software stability, including recommendations concerning the release of the product. Assess and estimate test requirements based on use case or other requirement documentation. Prepare test approach, plans, procedures, test data and test environment. Execute tests and identify, communicate and… Show more Develop and execute test plans to verify the adherence to project development process and requirement/functional specifications. Generate test reports including test results of testing and software stability, including recommendations concerning the release of the product. Assess and estimate test requirements based on use case or other requirement documentation. Prepare test approach, plans, procedures, test data and test environment. Execute tests and identify, communicate and track issues to closure. Coach, mentor and help develop technical abilities of the other members of the Quality Assurance team.

• Assistant Underwriter Contract Surety

  • Apr 2012 - Feb 2015

  Assist in the Underwriting Process by prioritizing, gathering, screening, analyzing and evaluating information on new and existing accounts. Ensure the risk meets underwriting guidelines and all required materials and documents were present before submitting to an Underwriter. Support agents by responding to inquiries, assisting with technical and underwriting issues and provided timely responses. Conduit for image-right workflow process, delegating account needs to entire department… Show more Assist in the Underwriting Process by prioritizing, gathering, screening, analyzing and evaluating information on new and existing accounts. Ensure the risk meets underwriting guidelines and all required materials and documents were present before submitting to an Underwriter. Support agents by responding to inquiries, assisting with technical and underwriting issues and provided timely responses. Conduit for image-right workflow process, delegating account needs to entire department according to authority levels required. Process data entry of Bid and Final Bonds and transaction in our image (Image Right) and Accounting (SBS/Dragon) Systems. Generate and review General Indemnity Agreements and Contract Status Requests. Worked on several projects at the direction of my manager (i.e. - Contract Surety Procedure Manual and Contract SBS Workflows). Assisted with Training of New Contract Surety Assistant Underwriters. Contributed to team effort and worked closely with VBO (Virtual Back Office) to meet the company service and quality standards.



Smith Brothers Insurance, Inc.

• Glastonbury, CT

• Small Commercial Lines and Large Commercial Account Manager

  • Dec 2008 - Aug 2011

  Managed a book of business of 250+ small commercial accounts. Developed and maintained strong long-term relationships with clients and underwriters. Processed transactions, including but not limited to new business, renewals and endorsements. Reviewed audits of policies; verified accuracy and facilitated corrections, as needed, between client and carrier. Provided proper and timely issuance of certificates. Quoted and processed finance agreements. Researched and responded to… Show more Managed a book of business of 250+ small commercial accounts. Developed and maintained strong long-term relationships with clients and underwriters. Processed transactions, including but not limited to new business, renewals and endorsements. Reviewed audits of policies; verified accuracy and facilitated corrections, as needed, between client and carrier. Provided proper and timely issuance of certificates. Quoted and processed finance agreements. Researched and responded to client, producer and company inquiries. Worked closely with producers and underwriters to analyze coverages and make recommendations to clients. Marketed renewals. Demonstrated ability to compare coverage options and develop proposals. Rounded out and referred existing accounts for other types of insurance; i.e., Personal, Life, Benefits and Medical. Show less Managed a book of business of 250+ small commercial accounts. Developed and maintained strong long-term relationships with clients and underwriters. Processed transactions, including but not limited to new business, renewals and endorsements. Reviewed audits of policies; verified accuracy and facilitated corrections, as needed, between client and carrier. Provided proper and timely issuance of certificates. Quoted and processed finance agreements. Researched and responded to… Show more Managed a book of business of 250+ small commercial accounts. Developed and maintained strong long-term relationships with clients and underwriters. Processed transactions, including but not limited to new business, renewals and endorsements. Reviewed audits of policies; verified accuracy and facilitated corrections, as needed, between client and carrier. Provided proper and timely issuance of certificates. Quoted and processed finance agreements. Researched and responded to client, producer and company inquiries. Worked closely with producers and underwriters to analyze coverages and make recommendations to clients. Marketed renewals. Demonstrated ability to compare coverage options and develop proposals. Rounded out and referred existing accounts for other types of insurance; i.e., Personal, Life, Benefits and Medical. Show less



Insurity (LexisNexis)

• Hartford, CT

• Insurance Analyst

  • Feb 2002 - Dec 2008

  Provided Analytical Support for solution development and system changes. Assisted in determining data, data structures and system requirements. Worked with internal and external clients to identify and specify business requirements and processes. Delivered feedback to management on issues with projects and/or accounts. Participated in meetings/conference calls with internal and external clients. Operated with client and internal functional areas as appropriate through the… Show more Provided Analytical Support for solution development and system changes. Assisted in determining data, data structures and system requirements. Worked with internal and external clients to identify and specify business requirements and processes. Delivered feedback to management on issues with projects and/or accounts. Participated in meetings/conference calls with internal and external clients. Operated with client and internal functional areas as appropriate through the development, testing and installation process. Executed functional tests and evaluated results to ensure accuracy and quality of system changes. Supported internal functional areas and clients to identify and resolve problems during testing. Contributed to the development and updating of Procedures Manual. Administered support and training to co-workers on a daily basis for six months after joining team. Show less Provided Analytical Support for solution development and system changes. Assisted in determining data, data structures and system requirements. Worked with internal and external clients to identify and specify business requirements and processes. Delivered feedback to management on issues with projects and/or accounts. Participated in meetings/conference calls with internal and external clients. Operated with client and internal functional areas as appropriate through the… Show more Provided Analytical Support for solution development and system changes. Assisted in determining data, data structures and system requirements. Worked with internal and external clients to identify and specify business requirements and processes. Delivered feedback to management on issues with projects and/or accounts. Participated in meetings/conference calls with internal and external clients. Operated with client and internal functional areas as appropriate through the development, testing and installation process. Executed functional tests and evaluated results to ensure accuracy and quality of system changes. Supported internal functional areas and clients to identify and resolve problems during testing. Contributed to the development and updating of Procedures Manual. Administered support and training to co-workers on a daily basis for six months after joining team. Show less



Arthur A. Watson & Co., Inc.

• Systems Administrator

  • Jan 1998 - Jan 2002

  Member of three-person team that responded to the technology and facility needs of staff of 85. Performed daily, weekly and monthly maintenance and management of Applied Agency Management System. Supplied individual and/or group training and support on software and hardware such as Applied, Windows, Word, Excel, Outlook, Palm Pilots, Visioneer - Strobe Pro Scanners and printers. Provided support on Printer/Printing, Telecommunications and Facility issues. Worked closely with… Show more Member of three-person team that responded to the technology and facility needs of staff of 85. Performed daily, weekly and monthly maintenance and management of Applied Agency Management System. Supplied individual and/or group training and support on software and hardware such as Applied, Windows, Word, Excel, Outlook, Palm Pilots, Visioneer - Strobe Pro Scanners and printers. Provided support on Printer/Printing, Telecommunications and Facility issues. Worked closely with consultant/vendors on problems that could not be resolved in-house. Processed and managed Resident and Non-Resident licenses for the Agency and Staff.

• Commercial Account Representative

  • Jan 1997 - Jan 1998

  Processed transactions including but not limited to new business, renewals and endorsements. Researched and responded to customer, producer and company inquiries. Worked closely with producers and underwriters to analyze coverages and make recommendations to clients.

• Supervisor - Alternative Risk Division

  • Jan 1993 - Jan 1997

  Instrumental in the successful reconciliation of twenty-one major accounts including an intensive audit, which resulted in cost savings in excess of $500,000 and efficiency improvements. Assisted in the creation of a database (Bordereaux) to compile and generate monthly accounting and billing for company and agency use. Managed the provision of technical and administrative department support for senior staff. Input and updated all policies on an account database. Processed checks… Show more Instrumental in the successful reconciliation of twenty-one major accounts including an intensive audit, which resulted in cost savings in excess of $500,000 and efficiency improvements. Assisted in the creation of a database (Bordereaux) to compile and generate monthly accounting and billing for company and agency use. Managed the provision of technical and administrative department support for senior staff. Input and updated all policies on an account database. Processed checks into an automated accounting system. Prepared and generated reports including a Residual Market Load analysis on a quarterly basis. Contributed to the development and updating of Procedures Manual.