• Responsible for leading projects along with developing staff members, balancing the metrics of good client delivery along with contributing to the firm in the form of intellectual capital creation and people development goals. Leading large transformation projects enabled by software implementation and helping companies evolve into efficient and process-focused organizations. Achieve average sales goals of $15-$20m• Coordinated and managed RFP/RFI processes from receipt to completion by partnering with functional, technical, and PMO leads to develop compelling, cohesive and comprehensive responses that presented solutions tailored to the client's needs• Managed Statements of Work for various IT solutions with multiple quality gates• Senior leadership member of client delivery team responsible for implementing software product suites for large global carrier with strong presence in the United States, developing the overall project roadmap and developing the client relationship• Led the second-phase implementation of commercial lines of business at a large regional carrier in the southeastern United States as Program Manager. Initiated the Discovery Phase, developed the business case, drove the sales process, delivered the program, and was accountable to the client for overall delivery of multiple workstreams• Member of internal business development group targeting start-ups, by initiating due diligence assessments and determining the viability of establishing new relationships/partnerships• Consistently exceeds performance expectations and is a recognized leader in Quality and People skills• Serve as a counselor for a mixed group of staff, senior advisors and managers

• Functional lead for $1B US regional carrier implementing a complete insurance systems transformation, (Policy, Billing, Claims, and CRM platforms) to create a streamlined and more flexible business model for both their auto and property lines of business • Developed overall PolicyCenter development strategy and managed a large team of business analysts, assisted with successful execution of the overall transformation project, including leading functional workshops with key stakeholders to establish business process flows and product model structure • Engaged in team development and growth via supervision of various levels of staff and seniors

EY Policy Systems Lead at specialty insurance carrier implementing both Policy and Billing solutions. Worked with client to design complicated requirements around integrating specific Billing functionality into the Policy application, provided guidance on developing residential and recreational product functionality to provide ease of use to agents, and delivered continuous feedback on industry trends.Lead Personal/Commercial Lines SME for a Policy systems implementation at major Canadian insurance carrier, responsible for developing the Policy systems roadmap, documenting business needs, coordinating with configuration and testing teams, managing a mixed team of client and EY BAs, leading comprehensive workshop sessions with client SMEs, performing comprehensive current and future state assessments and analyzing systems availability. Additionally, conducted several training sessions for over 80 people to familiarize them with the system and its use.

Lead BA on major system implementation project. Interfaced with business users to prepare and update Business Requirements Documents (BRD). Documented thorough and complete work flows for both current state and future state processes for East and West Coast operations. Facilitated discussions with users designed to gain enterprise consensus. Liaised with business and functional owner during risk engineering and high-level review sessions to derive and execute action plans, meeting deadlines and standards. Analyzed various system processes and devised solutions to critical business needs. Organized and presented information to large groups on project status and goals.

Drove implementation of process improvements, product changes, system fixes and redesign efforts by communicating company specific needs, seeking out and incorporating stakeholder feedback, collaborating with IT and thoroughly testing the finished products. Designed workflows for entirely new processes and revised inefficient ones by evaluating the needs of the business and employing available technology, while coordinating with numerous departments and third party services. Facilitated Joint Application Development (JAD) sessions to identify and document business rules and requirements, resulting in a format that was easily reviewed and understood by both business and technical people. Created and executed test matrices and validated results according to designated project timelines for successful implementations. Translated business requirements for product changes into training material for various departments throughout the Enterprise.

Responsible for guiding poor performing agents and Assigned Risk Producers to develop profitable books of business by analyzing new business applications and developing agency procedures. Directed, managed and coordinated underwriting/policy issuance of new business. Oversaw the transmission of documentation to Commonwealth Auto Reinsurers and processed the ceding of policies. Mentored underwriting staff as well as new and existing agents on company’s underwriting guidelines. Audited agency files to verify conformity to procedures as well as state mandated requirements. Acted as liaison to Marketing Department by successfully assisting new agents increase effectiveness.

Recognized, documented and alerted management to trends in customer calls. Recommended process improvements. Responded to queries from agents and customers. Researched numerous issues and worked diligently to resolve.