Jill Seward Email and Phone Number

Annuity and VUL systems

• Design and create Life Insurance NAIC compliant Illustrations using Crystal Reports and iPipeline proprietary tools.• Products developed include Whole Life, Universal Life/Variable UL/Indexed UL, Term, Annuities, Cancer and Accident, and Disability Income.• Able to review, provide feedback, estimate and implement requirements to successfully deliver projects which meet with customer satisfaction.• Work in partnership with project managers and development teams to implement Illustration software for multiple carriers.• Participate in Unit Testing and Regression Testing.• Meet onsite with clients to provide training on COSS proprietary software development tools.• Participate in Agile Software Development and Delivery methodology.• Manage defects and change requests using tracking software.• Able to communicate both internally with team members and externally with customers to fine tune development requirements.• Analytical mindset to effectively comprehend requirements and to make recommendations for process improvements.• Assist with Office Management responsibilities

Interpreted Illustration product specification from clients to create test plans/matrices.Performed regression testing.Communicated defects back to developers; served as liaison between clients and developers when additional clarification was required.Created install packages; communicated Release Notes to clients.

Design and create Life Insurance NAIC compliant Illustrations using Crystal Reports and iPipeline proprietary tools.Products developed include Whole Life, Universal Life/Variable UL/Indexed UL, Term, Annuities, Cancer and Accident, and Disability Income.Able to review, provide feedback, estimate and implement requirements to successfully deliver projects which meet with customer satisfaction.Work in partnership with project managers and development teams to implement Illustration software for multiple carriers.Participate in Unit Testing and Regression Testing.Meet onsite with clients to provide training on COSS proprietary software development tools.Participate in Agile Software Development and Delivery methodology.Manage defects and change requests using tracking software.Able to communicate both internally with team members and externally with customers to fine tune development requirements.Analytical mindset to effectively comprehend requirements and to make recommendations for process improvements.Assist with Office Management responsibilities.

Participated in off-site software vendor training to test new releases and trained Life Company colleagues on updates to software.Created and generated ad hoc reports on custom reporting system that responded to internal and external needs.Audited policies for accuracy.Instituted customer service procedures that significantly improved customer service workflow and turnaround time.Verified accuracy of monthly billing statements for life and reinsurance.Maintained and administered self and direct billed life and disability reinsurance.

Processed requests for information and policy changes including cancellations, lapses, surrenders and loans.Interpreted policy provisions and applied them to the processing of new and existing business.Informed agents and policyholders of future policy changes.

Reviewed existing procedures and recommended changes to the New Business Department processes.

Trained and supervised six person administrative staff.Interpreted treaty provisions and applied them to the processing of transactions.Responsible for administration of retrocessions.Audited and documented self-administered accounts.Processed monthly billing statements.

Estimated and assigned project deadlines.Audited procedures.

Set-up policy files and input to computer system.Responsible for requesting MIBs.Verbal and written communication with ceding companies.Updated policy statuses.