Jonathan Chin Email & Phone Number

Waterloo, On, Ca

- Facilitated value driver sessions with upper management to determine business needs for a new web based client facing program, “Equitable Client Access” and new Insurance products (Living Protection, Term 30/65, Final Protection)- Created business requirement documentation and completed user acceptance testing for Equitable Client Access- Developed an end-to-end test plan and led a group of testers for the introduction of a new simple issue permanent insurance product within a tight… Show more - Facilitated value driver sessions with upper management to determine business needs for a new web based client facing program, “Equitable Client Access” and new Insurance products (Living Protection, Term 30/65, Final Protection)- Created business requirement documentation and completed user acceptance testing for Equitable Client Access- Developed an end-to-end test plan and led a group of testers for the introduction of a new simple issue permanent insurance product within a tight timeline- Enhanced and streamlined existing workflow processes for the New Business and Issue department to reduce time to market (30 day turnaround to 2 day turnaround)- Played a key role in reducing actuarial reserves by $5 million by developing an interest rate solution for Universal Life products with guaranteed deposit accounts Show less

Cambridge

- created analytical reports which were used to evaluate and interpret development support processes- worked with external clients, eliciting business requirements which were used to create new reporting functionality - was the project lead who was responsible for implementing an online document storage and retrieval system which helped save time and money for real estate brokers

Kitchener, Canada Area

- Facilitated in excess of 20 workshops for Business and Information Technology (IT) teams, to elicit and analyze business requirements for a new web-based system, which replaced old Legacy applications. The system enabled brokers to handle quotes and renewals in a more efficient and user-friendly environment.- Created process improvement documentation which streamlined defect management procedures. - Created documentation for over 50 knowledge transfer topics. Coordinated and trained… Show more - Facilitated in excess of 20 workshops for Business and Information Technology (IT) teams, to elicit and analyze business requirements for a new web-based system, which replaced old Legacy applications. The system enabled brokers to handle quotes and renewals in a more efficient and user-friendly environment.- Created process improvement documentation which streamlined defect management procedures. - Created documentation for over 50 knowledge transfer topics. Coordinated and trained approximately 45 business staff, building knowledge and creating process consistency.- Developed user guide and Standard Operating Procedures (SOP) for a new underwriting system, resulting in a consistent process throughout all of Canada. Show less

Waterloo

- Designed test strategy for all flex benefit plans in User Acceptance Test (UAT) region. Developed test plans and test cases that limited the number of defects users could potentially encounter, improving the end-user experience. - Created and implemented an electronic method for loading beneficiaries which saved in excess of 4000 man-hours- Met and collaborated with clients to develop customized data layout specifications for the ManuConnect system, streamlining health and dental… Show more - Designed test strategy for all flex benefit plans in User Acceptance Test (UAT) region. Developed test plans and test cases that limited the number of defects users could potentially encounter, improving the end-user experience. - Created and implemented an electronic method for loading beneficiaries which saved in excess of 4000 man-hours- Met and collaborated with clients to develop customized data layout specifications for the ManuConnect system, streamlining health and dental claims Show less

Waterloo

- Evaluated, classified and issued renewal policies, meeting critical deadlines.- Provided amendments and calculations for account executives on a daily basis, enabling improved customer service.- Completed financial reports and analysis on prepaid Benefit and Refund Accounted policies, improving company profitability.- Handled stream of business for Toronto and Calgary areas, enabling Account Executives to retain valuable and profitable business.

Waterloo

- Created complex insurance illustrations and calculations for clients and advisors, assisting them in making informed investment decisions.- Mentored and coached new hires, providing support and guidance enabling employees to work independently in a short period of time.- Developed and documented processes and procedures that created consistencies amongst users and improved productivity and efficiency.

Math, Math/Business

Education record