Experience

Tuscarora Wayne Insurance Company

• United States
• Insurance
• 1 - 100 Employee

• Senior Business Analyst

  • Aug 2020 - Present

• Business Analyst

  • Dec 2014 - Aug 2020



Harleysville Insurance

• United States
• Insurance
• 400 - 500 Employee

• IT Project Manager

  • Dec 2013 - Jul 2014

  • Responsible for managing multiple concurrent IT projects with combined budgets over $1,400,000; utilizing both on-site and off-shore resources • Successfully managed monthly project budgets within Nationwide’s expected corporate variance of 2% • Utilized Agile methodologies to manage the project schedule to deliver a fully tested product within expected time frames • Lead daily project status meetings, documented and reported weekly progress to senior level executives • Created… Show more • Responsible for managing multiple concurrent IT projects with combined budgets over $1,400,000; utilizing both on-site and off-shore resources • Successfully managed monthly project budgets within Nationwide’s expected corporate variance of 2% • Utilized Agile methodologies to manage the project schedule to deliver a fully tested product within expected time frames • Lead daily project status meetings, documented and reported weekly progress to senior level executives • Created resource forecast spreadsheets to track monthly results and determine future resource needs based on expected capacity Show less



Decision Research Corporation

• United States
• Software Development
• 100 - 200 Employee

• Project Manager

  • Feb 2013 - Sep 2013

  Greater Philadelphia Area - Responsible for kick-off, resource management and project planning of internal project to update the billing module of DRC’s core insurance software suite from COBOL to .net code - Gathered and documented discovery business requirements for several proposed client projects, including personal auto and umbrella integration - Created Excel spreadsheet to document varying costs for project to convert static and dynamic ISO policy forms to PDF format - Held weekly project meetings and… Show more - Responsible for kick-off, resource management and project planning of internal project to update the billing module of DRC’s core insurance software suite from COBOL to .net code - Gathered and documented discovery business requirements for several proposed client projects, including personal auto and umbrella integration - Created Excel spreadsheet to document varying costs for project to convert static and dynamic ISO policy forms to PDF format - Held weekly project meetings and reported detailed project status to DRC’s PMO Steering Committee - Completed due diligence and documented recommendations for planned Software as a Service (SaaS) solution for DRC’s insurance software suite Show less



Kemper

• United States
• Insurance
• 700 & Above Employee

• Project Manager/Business Analyst

  • Dec 2003 - Dec 2012

  - Responsible for the management of projects for quoting the Kemper auto and renter’s insurance products via external partner “comparison rate” websites (such as Insweb and CarInsurance.com) - Acted as the sole laison between external partners and Kemper IT and Product departments - Worked with business partners, both internal and external, to formulate a clear understanding of the business objectives defining each project - Prepared detailed documentation of requirements and… Show more - Responsible for the management of projects for quoting the Kemper auto and renter’s insurance products via external partner “comparison rate” websites (such as Insweb and CarInsurance.com) - Acted as the sole laison between external partners and Kemper IT and Product departments - Worked with business partners, both internal and external, to formulate a clear understanding of the business objectives defining each project - Prepared detailed documentation of requirements and specifications for each project and partner - Managed testing resources for all projects based on capacity and organization priorities, as well as external partner schedules - Analyzed daily production reports to identify quoting errors, and coordinated necessary fixes - Created and organized all project documentation via company Sharepoint site - Utilized MS Project Server 2007 to plan and schedule projects Show less



ACE INA

• Senior Underwriter

  • Apr 2002 - Dec 2003

  Wilmington, DE - Conducted on and off site underwriting audits, researched and documented findings, and submitted audit reports complete with recommendations to senior management - Drafted Corporate Underwriting Manual, including rules, guidelines and procedural information - Utilized insurance knowledge to ensure compliance with new and existing laws and regulations - Managed underwriting process for agents – created workflows, reviewed incoming business for compliance with written guidelines, and… Show more - Conducted on and off site underwriting audits, researched and documented findings, and submitted audit reports complete with recommendations to senior management - Drafted Corporate Underwriting Manual, including rules, guidelines and procedural information - Utilized insurance knowledge to ensure compliance with new and existing laws and regulations - Managed underwriting process for agents – created workflows, reviewed incoming business for compliance with written guidelines, and provided exceptions to underwriting rules Show less



Nekema

• Manager - Compliance and Underwriting

  • Mar 2001 - Dec 2001

  Norristown, PA - Assisted with developing dynamic underwriting rules for personal lines auto insurance web portals www.pointandquote.com and www.nekema.com. - Drafted site privacy statement and insurance technology, and researched security options



Kemper Enterprise Group

• Customer Service & Underwriting Supervisor

  • Jan 2000 - Mar 2001

  Noristown, PA - Managed and supervised workflows, procedures, productivity and efficiency of 15-person underwriting unit - Co-managed 22-person personal lines insurance customer service unit – responsibilities including staffing, training, coaching and monitoring of unit



Reliance Direct Insurance Company

• Underwriting Supervisor

  • Apr 1997 - Jan 2000

  Norristown, PA - Managed all functions of 20 person personal lines auto underwriting unit – including work flows and call volumes, and creating underwriting goals, objectives and standards - Created and successfully inplemented plan to decrease unit’s backlog of underwriting work - Assisted in drafting company’s underwriting, sales and customer service procedure manuals



Colonial Penn Insurance Company

• Personal Lines Underwriter / Inside Sales Representative

  • Mar 1993 - Apr 1997

  Norristown, PA - Responsible for underwriting personal lines auto, homeowners, and umbrella applications for multiple states - Achieved highest quality rating in both years as an personal lines underwriter - Named “Rookie of the Year” after first year in the sales department