Jake Phillips Email & Phone Number

Phoenix, Az, Us

• Scrum Master for Billing Center and Policy Center platforms.• Responsibilities include daily Stand-Ups, Weekly Backlog Grooming Sessions, Bi-Weekly Sprint Planning Sessions, Sprint Demos, and Sprint Retrospectives. • Created and maintained monthly Sprints in JIRA. • Project Lead for multiple Billing Center and Policy Center Projects• Straight Through Processing of Submissions via Policy Center and Customer Engage Portal, including changes to Business Rules, Renewals, and Underwriting Question Updates.• Billing Invoice Redesign Project involving changes to the core logic of the Invoice, and modernization of the look and feel of the Invoice. • Two-time recipient of the Copperpoint Gleam Team award for above and beyond performance on the Straight Through Processing Project, as well as the Loss Limiting Project. • Responsible for Requirements gathering through working sessions for Sprint Level and Project Level assignments.• Created a new Business Requirement Document for use on larger projects. • Designed a Requirements Repository for Policy Center and Billing Center as a single source for all Requirements Documentation. • Trained third-party vendors on Agile Principles. • Lead a project to review and Story Point Policy Center and Billing Center Backlogs to better plan future Sprints. • Responsible for determining capacity of Sprint and assigning work throughout the Software Development Life Cycle (Requirements, Development, Quality Assurance, and User Acceptance Testing).• Obtained and Maintained Guidewire Associate Certification.

Chicago, Illinois, Us

• Responsible for day-to-day management of Policy Implementation Projects.• Manage Implementation of a 47 State Group Health Initiative within first three months of employment.• Managed Project to merge Electronic Payments into existing Enterprise-wide process. • Run Daily Stand-Up meetings with Development Team to provide Status Updates to Upper Management• Provided Process Improvement feedback.

Galveston, Texas, Us

• Lead a Team of Business Analysts, ranging in experience from entry level BA, to SR. BA.• Responsible for day-to-day managerial tasks, as well as Training and Mentoring new and existing employees, completing annual reviews, determining annual compensation packages, interviewing/hiring new employees, and encouraging ongoing development/education.• Created/reviewed/adjusted Capacity Plan for BA Team.• Review and Approve all Requirements documentation provided by BA Team.• Run weekly Cadence Meetings to discuss status of ongoing Projects.• Participate in daily SCRUM Meetings.• Lead Project to move Claims Division from one Secure Messaging Product to another.• Co-lead a cross-functional Team to better understand and identify multiple data sources (and purposes) across the Enterprise, create a data dictionary for consistent understanding of terms, and create controls around how data is accessed in the future.• Lead Team to move Claims data from one warehouse to another by providing in-depth analysis of all Claims SSRS Reports, including sources, definitions, and attributes necessary to allow report creation in the new data warehouse to be seamless.• Worked as Project Manager on a Team to implement new process to update Vehicle Title Fee data to Vendor with little to no programming required.

Galveston, Texas, Us

• Analyzed Stakeholder needs, defined solutions, and presented solutions and recommendations using GAP Analyses, Business Cases, Diagrams, and Presentations.• Completed an analysis of all Claims Platform User Authority Levels to remove redundancies.• Created Business Case for Commercial Auto Telematics, provided supplemental analysis, and ran Pilot Project.• Implemented eSignature Process for Claims Division.• Provided Claims Severity Analysis for multiple lines of business, and included data analysis and visualization.• Participated in daily SCRUM Meetings.• Was primary liaison for the Property Claims Division for 2020; efforts included Brainstorming Sessions with Stakeholders, pain-point/enhancement identification and subsequent Service Request Creation, prioritization of Service Requests (SR), Requirements Elicitation Sessions, Data Analysis, Process Analysis, and pre and post-implementation SR Support.

Galveston, Texas, Us

• Work with Stakeholders to aid in the identification and definition of specific Business Problems.• Construct Solution(s) for the Business Problem based on careful examinations and collaboration with Stakeholders. • Examine and document Current State Processes.• Develop Future State Processes that meet the needs of the Stakeholders and addresses the Business Problem. • Support the creation of an Implementation Strategy that includes Training Aids, defining Key Performance Indicators, tracking Solution adoption, and Project Success. • Perform Raw Data Analysis upon request.• Provide on-demand support for Fusion End Users. • Pursue opportunities for continuing education.• Participate in Guidewire upgrade transition, training, and testing.

Galveston, Texas, Us

• Provide fraud awareness training to company personnel on the detection, identification and recognition of red flag indicators.• Review claim files, underwriting documents and applications for red flag indicators or suspect activity.• Conduct investigations of suspect cases and report findings to legal staff/Claims Committee.• Utilize ISO ClaimSearch database and NICB Forewarn Alerts.• Maintain working relationship with federal, state and local law enforcement and fire personnel.• Initiate referrals to State Fraud Bureau, National Insurance Crime Bureau and local authorities as set forth in applicable state/federal statutes.• Handle claim files up to and including litigation, making appropriate reserving decisions, working with defense counsel to come up with the best course of action for the company and settling the claim, or defending, as appropriate.

Galveston, Texas, Us

• Investigated auto claims involving bodily injury and property damage to include obtaining recorded statements, reviewing police reports, negotiating settlements with insureds, claimants and attorneys.• Determined coverage and theory of liability.

St. Louis, Mo, Us

• Manage daily operations in the rental branch including scheduling personnel, monitoring rental units, making reservations, coordinating with other rental branches, etc. • Responsible to manage operations as well as meet expectations regarding sales and rental upgrade quotas.