Bob Casey Email & Phone Number

Pelham, New York, United States

• Partnered with management teams on development of scope and timelines• Defined Salesforce database change specifications based upon project requirements.• Tested and modified databases to determine and correct issues.• Performed quality assurance processes to support data warehouse improvements.• Unleashed the utilization of MS Lists -implemented dynamic IT Asset, Software Licensing and IT Issue Tracking listsHIPPA Project Manager Consultant• Developed organizational methods and policies, implementing training initiatives to deliver ongoing awareness of and compliance with established procedures• Collaborated with leadership to devise strategies to improve processes and risk controls as well as implement new systems and best practice guidelines.• Planned and executed compliance audits to check company policies, procedures and controls.• Maintained and revised policy procedures for general operation of compliance program.• Collected, input and analyzed information to make effective evaluations of company operations.• Studied regulations to ascertain requirements and delivered necessary training to clients.

New Rochelle, Ny

Risk Manager /System Applications Support Consultant (12 End Users)• Change Management: Execution of projects and initiatives to introduce efficiency and improve the Team's risk management framework• Liaison with Asset Management PMO to provide assistance and management of project management processes, tools/templates and reporting Work to create / improve metrics that record workload drivers and build process to efficiently maintain changes to these• Approving subcontractor insurance and compliance requirement and communicating with management• Designed and Implement a subcontractor scope of work management template• Assist management in subcontractors compliance requirement reporting to transparency and to reduce risks• Streamlining processes and changing firm-wide policies and procedures• Work directly with business stakeholders to operationalize policies and guidelines and ensure adequate training• Negotiate and review liability and property coverages • Local and Tri-State Compliance Management

New York, Ny

Operations Support Business Unit Mgr Operations/Training and Development Lead. Orchestrated a team of 12 to aid multiple business units meet or exceed SLA reqmt's • Build, develop and maintain highly collaborative and effective working relationships with the Internal business groups, operations and engineering, as well as other operational partners to facilitate proactive planning, smooth communication and issue resolution• Clearly understand, articulate and document existing "as-is" systems & business architecture and define strategy for "to-be" architecture• Improve process with Project & Product Managers in order to ensure proper delivery of files (on time, flawless)• Developed and implemented effective workarounds in the event of system failure• Acts as the Corporate Process Owner and subject matter expert for the Document control• Communicates at global, cross functional, and senior management levels and is recognized as the DMS subject matter expert • Create weekly/monthly reports for Project Leadership that measure the document control team’s SLA’s • Coach, mentor, develop and conduct performance evaluations on leadership staff to improve their performance• Innovated improvements to document work flow and systems to achieve greater efficiency and effectiveness• Ensure that team productivity goals are met by maintaining efficient and timely processing of project documentation, modify procedures if necessary• Responsible to investigate and develop action plans for document control nonconformance’s related to process, software supporting tools and systemic issues• Orchestrated a pro-active document control system reporting matrix to escalate system breakdown.

New Rochelle, New York, United States

• Automated and Agency from the ground up• Analyzes customer inquiries by providing information on products/services• Bind coverage and create and submit carrier binders/documents• Provide a thorough review and analysis of renewal information; including but not limited to, coverage, limits, loss history, and exposures• Provide consultation and advice to clients on matters related to property program• Responsible for maintaining and building strong carrier and wholesaler relationships• Review coverage wordings for each renewal and make enhancements where possible• Became the “go to” person for new reps and particularly challenging calls as one of the company’s primary mentor to both new and established employees

Business Administration. -Bachelor Of Science, Marketing

Business Administration Associates Degree