Experience

Frank Winston Crum Insurance

• United States
• Insurance
• 1 - 100 Employee

• Business Analyst Supervisor

  • Jun 2023 - Present

• Senior Business Analyst

  • Aug 2022 - Jun 2023



CaseGlide

• United States
• Software Development
• 1 - 100 Employee

• Business Analyst

  • May 2021 - Jun 2022



Hang Loose Products LLC

• Owner/Operator

  • Jul 2019 - May 2022

  Clearwater, FL Sole owner created and operate an online product business



Frank Winston Crum Insurance

• United States
• Insurance
• 1 - 100 Employee

• Business Analyst

  • Feb 2020 - Apr 2021

  Clearwater, Florida The Business Analyst takes an active role project resources and various business units in order to elicit, analyze, communicate and validate requirements for changes to business processes and IT applications/systems. As a technical consultant for business problems, the BA provides insight and possible technical solutions that enable the organization to achieve its goals. Job Responsibilities / Functions: Serves as the liaison between the customer community and the development… Show more The Business Analyst takes an active role project resources and various business units in order to elicit, analyze, communicate and validate requirements for changes to business processes and IT applications/systems. As a technical consultant for business problems, the BA provides insight and possible technical solutions that enable the organization to achieve its goals. Job Responsibilities / Functions: Serves as the liaison between the customer community and the development teams through which requirements flow Conducts interviews and leads requirements gathering sessions with business representatives to elicit and document business requirements for system development. Elicit and write business and system functional and non-functional requirements including usability, reliability, performance and support requirements of a system Effectively communicate issues to business customers and elicit feedback for applications programmers and technology solution providers Develop/maintain use cases and workflow scenarios Works with Application developers / contractors to analyze and develop conceptual design of system components Oversee User Acceptance Testing Applies use of tools to define requirements and documentation Acts as Subject Matter Expert for assigned projects and processes Conducts issue triage and escalation as it relates to requirements/technical issues for the client/project Identify affected parties. Notify and educate involved groups Primarily the BA for the billing system and assist with the General Liability along with the Worker Compensation when needed Working with JIRA, Instec and Invoice Cloud Show less



Anchor Insurance Holdings

• United States
• Insurance
• 1 - 100 Employee

• Business Analyst

  • Sep 2019 - Feb 2020

  Tampa/St. Petersburg, Florida Area The Business Analyst, works directly with the Business Unit and various internal departments to analyze, understand and document business requirements and implement solutions. Within this position I continuously strive to improve efficiency, reduce costs, and ensure compliance with regulations, and work cooperatively and jointly to provide quality service. Job Responsibilities / Functions: • Offer a strategic perspective, sound business judgment, deep analytical capabilities… Show more The Business Analyst, works directly with the Business Unit and various internal departments to analyze, understand and document business requirements and implement solutions. Within this position I continuously strive to improve efficiency, reduce costs, and ensure compliance with regulations, and work cooperatively and jointly to provide quality service. Job Responsibilities / Functions: • Offer a strategic perspective, sound business judgment, deep analytical capabilities, and a collaborative working style. • Research and analyze the system and manual processes and prepare written recommendations for changes and/or improvements; work with various groups to ensure successful implementations. • Support Project Managers by performing Business Process Reviews. • Assess, write and communicate business requirements. • Identify affected parties. Notify and educate involved groups. • Perform detailed ad hoc and root cause analysis. • Develop and write procedures for newly designed processes or functionality. • Answer questions regarding system functionality and processing procedures and issues. • Support Business Units during the implementation of new features and services, including ad-hoc training as needed. Requirements • Interview stakeholders as related to requirements elicitation and data gathering. • Support multiple projects while conducting research and analysis with minimal supervision Ability to identify potential problems and escalate as needed. • Produce written documents with clearly organized thoughts while writing BRD • Working with JIRA and Guidewire Insurancenow Show less



Heritage Insurance

• United States
• Insurance
• 200 - 300 Employee

• Business Analyst

  • Nov 2018 - Sep 2019

  Clearwater, FL Responsible for eliciting, analyzing, validating, specifying, verifying and managing needs of the project stakeholders, including executives, managers, subject matter experts, agents and end-users. The Business Analyst will serve as the conduit between the project team and the development and design teams. Job Responsibilities / Functions: Elicits requirements using interviews, document analysis, requirement workshops, surveys, site visits, business process descriptions, use… Show more Responsible for eliciting, analyzing, validating, specifying, verifying and managing needs of the project stakeholders, including executives, managers, subject matter experts, agents and end-users. The Business Analyst will serve as the conduit between the project team and the development and design teams. Job Responsibilities / Functions: Elicits requirements using interviews, document analysis, requirement workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis and workflow analysis. Actively participates in the test planning process and testing of system changes/enhancements/issues. Plan, design and recommends business processes to improve and support business activities. Develops test plans, creates test scenarios and conducts business application testing to verify requirements and business needs are fully implemented. Ensures issues are identified, tracked, reported on and resolved in a timely manner. Interprets stakeholder business needs and translates them into application and operational requirements that improves the organization’s operating efficiencies and costs. Develops requirements and specifications according to standard templates, using natural language to support the stakeholder’s needs. Partners with stakeholders to gather and document requirements and explore potential solutions – can offer workarounds where determined. Assists with developing the methods and procedures required to identify whether current business goals and objectives meet organizational needs. Tracks outstanding issues, implementation timelines and works with the management team to plan implementation target dates. Creates flowchart diagrams or storyboards for new product features, processes and functions. Interacts professionally with a diverse group of executives, managers, subject matter experts, end-users and agents. Show less



Wright Flood - Nation's Largest Flood Insurance Company

• United States
• Insurance
• 100 - 200 Employee

• Business Analyst

  • Oct 2017 - Nov 2018

  Tampa/St. Petersburg, Florida Area My role is to devise and design business process requirements for Operations related business, financial, and operations systems critical to core organizational functions. This includes researching and analyzing data in support of business functions, process knowledge, and systems requirements. I am also responsible for proactively generating and compiling reports based on his or her findings, complete with recommended improvements to – or new requirements for – business processes and… Show more My role is to devise and design business process requirements for Operations related business, financial, and operations systems critical to core organizational functions. This includes researching and analyzing data in support of business functions, process knowledge, and systems requirements. I am also responsible for proactively generating and compiling reports based on his or her findings, complete with recommended improvements to – or new requirements for – business processes and operational procedures. This also includes applying proven communication, analytical, and problem-solving skills to help maximize the benefit of IT system investments and to assist in implementing new computer systems and or business processes. • Extracting business requirements from project stakeholders and formally presenting requirements to the development team in the form of detailed objectives, flowcharts, and supporting documentation, including mockups. • Fully testing newly created/modified software against the specified business requirements. • Creating test matrices and recording results. • Performing database analysis including query skills, table updates/maintenance, and perform data corrections. • Developing form templates, and creating corresponding records • Collaborate in the planning, design, development, and deployment of new applications, and enhancements to existing applications. • Assist in conducting research on software and hardware products to justify recommendations and to support purchasing efforts. • Communicate process changes, enhancements, and modifications – verbally or through written documentation – to management, peers, staff, and other employees so that issues and solutions are understood. • Create process models, specifications, diagrams, and charts to provide direction to system programmers. • Coordinate and perform in-depth tests, including end-user reviews, for modified and new processes, and other post-implementation support. Show less



Wright Flood Insurance

• Claims Examiner

  • Oct 2016 - Nov 2018

  St Petersburg, Florida Examine and evaluate claims investigated by field adjusters Adjust reserves to provide reserves recommendations to ensure that reserve activity are consistent with the NFIP program requirements. Review adjuster reports to ensure that claim file has sufficient documentation to justify all coverage and damage decisions. Pay and process claims with within designated authority levels. Handle claims toward resolution in a timely manner. Interact with policyholders, field adjusters and… Show more Examine and evaluate claims investigated by field adjusters Adjust reserves to provide reserves recommendations to ensure that reserve activity are consistent with the NFIP program requirements. Review adjuster reports to ensure that claim file has sufficient documentation to justify all coverage and damage decisions. Pay and process claims with within designated authority levels. Handle claims toward resolution in a timely manner. Interact with policyholders, field adjusters and experts to resolve coverage issues. Respond to all incoming correspondence on assigned files including denial letters. Determine whether additional expert(s) are required to assist field adjuster in properly resolving the claim. Identify subrogation and salvage recovery opportunities and initiate prompt recovery. Comply with all FEMA and the NFIP rules and regulations. Prepare waiver of the proof of loss where necessary. Work in the document workflow system ImageRight and Hobbes Show less



FrankCrum

• United States
• Human Resources
• 200 - 300 Employee

• Senior Workers Compensation Processor

  • Nov 2015 - Oct 2016

  Clearwater,Fl Receives notice of workers’ compensation injuries from PEO clients and reports same to insurance carriers. Gathers all necessary information and enters into company database; maintains accurate notes and files diary on all claims until conclusion. Triages with client companies, injured workers and medical facilities to determine the severity of injuries and the appropriate care plans. Obtains wage records, application copies and supporting medical documentation for claim… Show more Receives notice of workers’ compensation injuries from PEO clients and reports same to insurance carriers. Gathers all necessary information and enters into company database; maintains accurate notes and files diary on all claims until conclusion. Triages with client companies, injured workers and medical facilities to determine the severity of injuries and the appropriate care plans. Obtains wage records, application copies and supporting medical documentation for claim files. Completes required OSHA reporting data throughout the year and finalizes OSHA 300 Logs at year-end for distribution to client companies. Analyzes first reports and promptly contacts injured employees to establish rapport and provides contact information for future reference. Monitors work status updates on medical only files to identify return-to-work options with clients and or prompt transfer to lost time claim handling. Identifies claims with “red flags" and obtains information that will assist the adjuster with developing their investigation and loss analysis. Assists with return-to-work efforts as needed, including transitional duty referral process and timely wage reporting and payments through claim conclusion. Assists a wide variety of people with claims (i.e. providers, adjusters, attorneys, injured workers and clients). This includes but is not limited to gathering and providing documentation in response to discovery requests from attorneys (i.e. interrogatories, requests for production, subpoenas, etc.). Communicates with clients regarding contractual obligations. Provides open claim updates/reviews as requested by clients. Provides deposition testimony as needed. Show less



BobCAD-CAM, INC.

• United States
• Software Development
• 1 - 100 Employee

• Executive assistant

  • Apr 2015 - Nov 2015



Financial Aid and Admissions Agency

• Executive Assistant/Financial Aid Counselor

  • May 2011 - Jan 2015

  • Administrative assistant duties and managing the daily functions of the office • Coordinates all appointments and meetings for staff • Assist Director with maintaining a professional office atmosphere/appearance for students/parents/staff we serve. Provide leadership and supervision • Assist Director in completing administrative reports • Provide technology training • Assist students with basic financial aid questions regarding FASFA, Stafford Loans, Perkins Loans, TAP,PELL… Show more • Administrative assistant duties and managing the daily functions of the office • Coordinates all appointments and meetings for staff • Assist Director with maintaining a professional office atmosphere/appearance for students/parents/staff we serve. Provide leadership and supervision • Assist Director in completing administrative reports • Provide technology training • Assist students with basic financial aid questions regarding FASFA, Stafford Loans, Perkins Loans, TAP,PELL, awards and entrance/exit questionnaires regarding all loans. • Responsible for downloading transcripts off the Common Application (CAO) and SUNY Campus Connect(SOARS), which both use Application Xtender Document Manager. • Working with students regarding Federal Work Study ie tax forms, requirements and completions of time sheets • Data entry. • Proficient in Microsoft, Outlook, Banner • Excellent communication skills in person/on phone Filled 7 month temporary position in the absence of a Financial Aid Counselor: • Assist approximately 1,200 students with the processing of their financial aid, answering all questions regarding FASFA, Stafford Loans, Perkins Loans, TAP,PELL, FWS and Federal entrance/exit counseling . • Proficient in SAP, COD, NSDLS, FAA/CPS • Responsible for processing and adjusting aid according to Federal and State Regulations including the completion of all required documents to receive Federal and State aid. • Assist student who are studying abroad and process the required paperwork • Communicate in person and over the phone with students regarding aid 2010-2012 Head Varsity Cheerleading Coach Gilbertsville-Mount Upton High School Show less



Taylors Country House

• Server

  • Jan 2008 - Jan 2015

  Norwich,NY



NYS Workers Compensation Board

• Assistant Examiner

  • Jan 1999 - Jan 2011

  Workers Compensation Board of NYS, Norwich NY * Maintained closed files, Data entry, indexing cases, prepping incoming mail for scanning, reviewed files according to guidelines to be destroyed and prep those to be scanned.



Korner Stone Restaurant LLC

• Family owned business

  • Apr 2005 - Nov 2010

  Family owned and operated. Involved in all aspects of the business; waitress, food preparation and financial.



Preferred Mutual Insurance Company

• Senior Claims Service Representative

  • Jan 1990 - Nov 1999

  • Answered system and procedural questions of all customer service representatives, responsible for CSR timesheets • Data entry of claims and payments • Balanced the expense account for the commercial claims department • Reviewed, processed and paid collision-property damage auto claims (also a small amount of liability) • Heavy telephone communication with claimants and outside vendors • Calculated and submitted coinsurance • Liaison between IT and claims dept. • Rating… Show more • Answered system and procedural questions of all customer service representatives, responsible for CSR timesheets • Data entry of claims and payments • Balanced the expense account for the commercial claims department • Reviewed, processed and paid collision-property damage auto claims (also a small amount of liability) • Heavy telephone communication with claimants and outside vendors • Calculated and submitted coinsurance • Liaison between IT and claims dept. • Rating of farmers insurance-PMIC managed Leatherstocking Cooperative temporarily until financially sound , I was chose to learn to rate their policies as an employee for PMIC. • The first three years of employment I rated and typed personal lines policy *Completed Claims Environment and Supervisory Management parts 1 & 2 given by the American Insurance Institute* Show less