Experience

• 

  Hexure

  • United States
  • Software Development
  • 100 - 200 Employee

  • Senior Business Analyst

    • Aug 2012 - Present

    Business Analyst and Subject Matter Expert for both ForeSight (Illustration) and Firelight (SaaS e-Application) product lines’ implementation teams. Responsible for eliciting requirements from clients, specification creation, client support, developer and tester support. · Liaise with clients to define, analyze, and document system requirements.· Solicit as well as document requirements for integrations using XML, JSON and DTCC App/Sub mapping, for new and current carriers as well as distributors on the FireLight platform. · Manage the analysis, requirement gathering, and documentation process for multiple projects utilizing templates and procedures.· Train and mentor new associates on FireLight integrations, requirements gathering, mapping and documentation process.· Support troubleshooting of problems and issues; make recommendations and provide alternative solutions.· Collaborate with cross-functional leadership teams to ensure customer success.

  • Implementation Manager

    • Sep 2005 - Aug 2012

    Responsible for coordinating teams of developers and testers (domestic and international) through SDLC (Waterfall and Agile methodologies were most common) for ForeSight product line.• Position combined Business Analyst and Project Manager responsibilities.• Trusted partner to executives in reporting project status and maintaining transparency• Manage all phases of SDLC, from planning and requirements gathering through execution and reporting.• Collect, analyze and maintain all client documentation for project reference and specifications authoring.• Responsible for coordinating teams of developers and testers (domestic and international) through SDLC Waterfall and Agile methodologies.

  • Senior Business Analyst

    • Sep 1998 - Aug 2005

    Business Analyst for ForeSight (Illustration) implementation teams. Responsible for eliciting requirements from clients, specification creation, client support, developer and tester support. • Created / maintained functional specifications for: UI, Data, Marketing Concepts, Reports.• Provided third-tier discrepancy support.

• 

  MetLife Brokerage

  • Princeton, New Jersey, United States

  • PC Systems Consultant - Product Marketing

    • Jan 1995 - Jul 1998
    • Princeton, New Jersey, United States

    • Coordinated Met Compliance's approval of the Met InteFlex software output.• Coordinated resolution of Met InteFlex bugs, as well supporting Metropolitan illustration software for MetLife Brokerage producers.• Provide third-tier illustration support for all MetLife Brokerage Marketing software (Met and The New England)• Responsible for upgrade of illustration software.• Authored a streamlined unified software installation for MetLife Brokerage producers.• Implemented creation of additional report functionality to allow Advanced Marketing concepts to be illustrated with inforce illustrations.• Assisted in the creation of The New England's InteFlex and WinFlex, as well as coordinating the compliance approval (NAIC and NASD) for those systems.• Authored all Help-based files for MLB illustration software as well as providing standards for their ongoing creation and updates.• Created advanced marketing software add-on packages for illustrating supplemental ledgers.

• 

  Phoenix Home Life

  • Philadelphia, Pennsylvania, United States

  • Manager, Information and Technology

    • Jan 1994 - Jan 1995
    • Philadelphia, Pennsylvania, United States

    • Managed office network operations.• Responsible for all in-house software training. Taught beginning and intermediate level classes in: • Phoenix Home Life illustration software, and Office Operations software for office staff and producers.• Coordinated Phoenix Home Life Compliance approval for add-on illustration packages.• Responsible for all inhouse hardware and software maintenance and support

• 

  First Financial Resources

  • Harrisburg, Pennsylvania, United States

  • Marketing Software Consultant

    • Jan 1993 - Jan 1995
    • Harrisburg, Pennsylvania, United States

    • Provide illustration support to 100+ member offices of FFR.• Created advanced marketing software add-on packages for illustrating supplemental ledgers beyond what the illustration software provided.• Provided training to member office staff on the use of illustration software for basic and advanced marketing insurance concepts.

• 

  The Underwriters' Group (TUG / BiSys)

  • Harrisburg, Pennsylvania, United States

  • New Business Illustration Support & Competition Analysis

    • Jan 1991 - Jan 1993
    • Harrisburg, Pennsylvania, United States

    • Responsible for running life insurance and annuity basic and advanced marketing illustrations for all TUG carriers based upon requests received from phone marketing staff.• Software distribution to brokers.• Support for illustration software users.• Created multi-carrier competition reports.