Bio
Credentials
-
The 8-Step Problem Solving 2 Day Course
Teaching Lean Inc.Oct, 2014- Apr, 2026 -
Leading Employees Through Change
Proven Training SolutionsOct, 2013- Apr, 2026 -
Lean Six Sigma Yellow Belt Certification
GELRADNov, 2011- Apr, 2026 -
Dealing with Difficult People
Career Track CoachingJun, 2007- Apr, 2026 -
Associate in Commercial Underwriting - Management (AU-M)
The InstitutesJun, 2006- Apr, 2026 -
Associate in General Insurance (AINS)
The InstitutesMar, 2006- Apr, 2026 -
Associate in Insurance Services (AIS)
The InstitutesMar, 2006- Apr, 2026 -
Commercial Inland Marine Coverage
Bisys Education ServicesJan, 2006- Apr, 2026 -
Umbrella Liability Coverage
Bisys Education ServicesNov, 2005- Apr, 2026 -
Commercial Auto Coverage
Bisys Education ServicesSep, 2005- Apr, 2026 -
Commercial General Liability Coverage
Pictoral Learning ProgramAug, 2005- Apr, 2026 -
Commercial Property Coverage
Pictoral Learning ProgramJun, 2005- Apr, 2026 -
How to Sharpen Your Business Writing Skills
American Management AssociationJan, 2005- Apr, 2026 -
Workers Compensation Coverage
Bisys Education ServicesNov, 2004- Apr, 2026 -
Insurance Packages for Small Businesses
Bisys Education ServicesOct, 2004- Apr, 2026 -
Underwriting Basics
Bisys Education ServicesOct, 2004- Apr, 2026 -
Insurance Broker, Property & Casualty
New York State Department of Financial ServicesOct, 2018- Apr, 2026
Experience
-
-
United States
-
Insurance
-
700 & Above Employee
-
Business Analyst Manager
-
Apr 2024 - Present
-
-
Business Solutions & DMV Team Supervisor
-
Jan 2021 - Apr 2024
Manage a team of analysts who perform user acceptance testing for multiple policy administration systems and functions. Structure test cases for system functionality enhancements. Manage a team of analysts who investigate and resolve DMV regulatory reporting violations. Mitigate reporting issues and engineer solutions.
-
-
Business Transformation Project Manager
-
Jul 2016 - Jan 2021
• Planned and initiated a corporate level transformational program which coordinated the strategic objectives of multiple business segments. Facilitated negotiation discussions between the business segments. Directed multiple teams comprised of 40+ subject matter experts and business analysts to deliver business, functional, integration and workflow requirements which aligned with the corporate strategic objectives. Reported status to the project sponsors, executive sponsor and COO on a weekly basis.• Identified and communicated project risks and dependencies, performed resource capacity planning and resolved resource and timeline conflicts. • Created and executed a change management process ensuring new project functionality was in alignment with existing maintenance functionality.
-
-
Commercial Operations Project Lead
-
Apr 2013 - Jul 2016
• Implemented a workflow process efficiency project which fully automated renewal policy prep, underwriting and policy issuance for small commercial renewals. Significantly reduced expenses and renewal cycle time. • Designed, executed and delivered a rule based automated workload distribution process involving Duck Creek and OnBase.• Performed regional underwriting operation audits ensuring teams were adhering to pre-determined standards and SLAs.
-
-
Senior Business Analyst - Effectiveness & Efficiency, Help Desk Technician
-
Feb 2010 - Apr 2013
• Initiated and delivered a project to fully automate a labor-intensive manual process. Facilitated working sessions, using Lean Six Sigma methodologies, involving the Agent Brokers and internal resources which lead to designing and implementing a new automated process delighting both the Agent Brokers and the Underwriting support teams. • Designed, developed and administered performance driven countrywide underwriting bonus program. • Increased efficiencies with standardized OnBase workflows by consolidating multiple lifecycles.• Operated a help desk function to diagnose Level 1 and Level 2 technical issues for internal customers. Engineered revised workflows to resolve technical workflow issues.• Specializing in OnBase System Analysis and Duck Creek workflow integrations.
-
-
Senior Business Analyst - Commercial Underwriting, Help Desk Technician, Trainer
-
Nov 2008 - Feb 2010
• Documented complex business and integration requirements for a commercial lines Duck Creek based rating and rules based underwriting policy administration platform. Performed user acceptance testing.• Developed and operated a help desk function to resolve Level 1 and Level 2 issues for internal and external users. • Created and distributed system functionality training material to internal and external end users. • Performed training for internal and external end users on system functionality.
-
-
Commercial Lines Underwriter
-
Dec 2006 - Nov 2008
Responsible for growing a profitable book of commercial lines accounts. Handled new business submissions renewals, all in-term transactions. Monitored loss ratios, hit ratios. declination ratios. Responsible for relationship management with a partner agency.Traveled independently to NJ to visit with Agents on a monthly basis.
-
-
Underwriting Assistant
-
Oct 2004 - Dec 2006
Responsibie for assisting the Senior Underwriting mentor with preparing new business or renewal accounts. Handling small account independently. Traveled with mentoring underwriter.
-
-
Rater - Commercial Lines
-
Jan 2001 - Oct 2004
Specialized in multi-state, deregulated, complex auto accounts.
-
Group Advantage
-
Oriskany, NY
-
Help Desk Technician
-
Aug 1998 - May 1999
-
Oriskany, NY
Help Desk technician handling phone calls from Agents.
-
HG ELLIS AGENCY INC
-
Camden, NY
-
Insurance Agent
-
Jun 1988 - Sep 1995
-
Camden, NY
CSR - Agent handling personal lines new business quotes, renewal reviews. Shopping renewal quotes between carriers. Handling claims.
-
-
Education
-
2016 - 2018Keuka College
Bachelor of Applied Science (B.A.Sc.), Organizational Management -
2001 - 2003Mohawk Valley Community College
Associate's degree, Banking and Financial Support Services
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Insurance”
Need a custom project? We'll create a solution designed specifically for your project.
References
Community