Kim Carlson
Business Analyst at Americo Financial Life and Annuity- Claim this Profile
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Bio
Credentials
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Associate, Customer Service Life Office Management Institute
Security Benefit -
Associate, Insurance Agency Administration (AIAA)
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Fellow, Life Management Institute (FLMI)
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Information Systems Training Program
Security Benefit -
Lean Six Sigma Yellow Belt
SE2, LLC
Experience
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Americo Financial Life and Annuity
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United States
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Financial Services
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300 - 400 Employee
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Business Analyst
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Apr 2023 - Present
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SE2, LLC
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United States
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IT Services and IT Consulting
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300 - 400 Employee
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Project Manager II
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Jan 2021 - Aug 2022
Created requirements to implement automated correspondence in Jira agile stories based on SE2 standards for all clients in company. Meetings to pass over requirements for estimation and planning. Estimations were gathered from all teams as needed for approval and IT implentation where this job managed getting requirements passed to IT through verbal communication. Helped validate QAS testing passes requirements as needed and triaged defects as needed. Mentored several team members and groups on mail merge processing and data validation setup and review. Show less
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Business Analyst III
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Apr 2016 - Jan 2021
Examined client requests needed for new products and services for the largest client at Se2. Engaging other teams from operations, finance, and different IT teams depending on services needed. New product and services were researched, working with teams as needed to implement project request. Requirements with client were gathered to implement within a time frame in specified format for implentation in Jira Agile stories written to develop and test. Engaged with teams to help lead requirements and validate unit testing passes. Worked closely with project managers to set focus and priority of defects then followups with clients for approvals and clarifications. Show less
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Business Analyst III
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Apr 2015 - Apr 2016
Using agile to create and manage requirements for conversion of products from external clients to new in house applications for existing and new product lines. Includes data analysis and system analysis to implement and create client data and policyholder data, reports, and transactions. Clear and strong communication skills with clients and internal teams is used to obtain and manage project implementation in a timely manner. Data analysis requires SQL knowledge in both SQL Management and SQL Developer. Job includes management/project tracking in TFS with weekly planning meetings and daily scrum meetings. Show less
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Senior Business Analyst
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Feb 2013 - May 2015
Using agile techniques, gather requirements to create user stories. Validate functionality is tracked in Rally Software and work with development on definition and validations of requirements. Using agile techniques, gather requirements to create user stories. Validate functionality is tracked in Rally Software and work with development on definition and validations of requirements.
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Quality Assurance Technician
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Mar 2011 - Feb 2013
Gather and document business processes for the annual reporting for No Child Left Behind federal guidelines. Test web applications and work with product users and development to verify quality processes are implemented, maintained and documented. Gather and document business processes for the annual reporting for No Child Left Behind federal guidelines. Test web applications and work with product users and development to verify quality processes are implemented, maintained and documented.
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Business Quality Assurance Analyst
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2000 - 2010
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Security Benefit
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United States
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Financial Services
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400 - 500 Employee
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Quality Assurance Analyst
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May 1986 - Jul 2000
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Education
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Washburn University
ASA, Computer Science