James Saenz Email & Phone Number

Austin, Texas, Us

Austin, Texas, Us

- Rewrite legacy premium audit system and auditor assignment processing from legacy application into PolicyCenter. - Work with business process owners to determine overall strategy for billing functions and to prioritize efforts. - Maintain the team backlog with input from business process owners and the development team. - Document new epics and stories and help the development team understand the related objectives. - Draft stories and acceptance criteria. - Identify dependencies with other scrum teams and collaborate with those teams. - Plan iterations (sprints) with team input and accept story cards as completed. - Participate in scrum ceremonies.

Austin, Texas, Us

- Served as a liaison between Information Technology and Financial Services on multiple projects.- Participated as business system analyst in the major implementation of two billing systems: one internally constructed and one existing product configuration and implementation (GuideWire BillingCenter).- Served as business systems analyst in the development and implementation of multiple supporting systems to include: bank lockbox integration to billing systems, agency billing, deductible billing, reinsurance administration (other states), and installment billing.- Facilitated requirements gathering sessions with cross-functional subject matter experts to develop detailed business requirement for system and process enhancements.- Identified, tracked, and resolved risks and issues associated with system and process enhancements by working with impacted business units and executive management. - Planned, facilitated, and executed user acceptance testing on multiple projects in order to assess new systems or enhancements in an objective and consistent manner and to ensure the business requirements of the project were properly delivered.- Conducted training of end users and coordinated implementation of process changes with business units.- Evaluated production system defects and provided support to Information Technology in the development of solutions.

Austin, Texas, Us

- Managed departmental staff, including planning professional development, coaching, and ensuring team had the necessary resources to ensure their success.- Supported team members in their professional and personal pursuits by providing a flexible working environment.- Supervised, monitored, and coordinated department activities for the Policy Accounting department to ensure adherence to timeliness and accuracy standards, procedural and regulatory requirements, and quality customer support.- Developed objective standards, which aligned with company mission statement, for use in evaluating employee performance. Prepared and delivered mid-year and year-end performance reviews for clerical and professional staff.- Ensured the best candidate was hired to meet the department's need and the company's brand.

Austin, Texas, Us

Austin, Texas, Us

- Prepared Underwriting & Investment Exhibit for statutory reporting financial statements (“yellow book”). -Prepared journal entries and analysis of accounts receivable and allowance for doubtful accounts activity. - Prepared reconciliation of accounts receivable.- Prepared financial packages used by executive management to monitor the condition of accounts receivable.- Managed the deductible billing, cash remittance, cash disbursements, agency billing, and commission processes. - Constructed iSeries based queries in order to prepare ad-hoc financial and premium analysis.- Processed incoming cash receipts- Processed premium finance updates - Customer service excellence