Rene Ortiz Email & Phone Number

Fort Worth, Texas, Us

Gather requirements, Administer and support IBM Filenet P8 content management solution and other platforms.

Fort Worth, Texas, Us

Gather requirements, Administer and support IBM Filenet P8 content management solution

Fort Worth, Texas, Us

Fort Worth, Texas, Us

SharePoint site design, develop, implement and maintenance for all aspects of SharePoint projects.Build advanced forms solutions using Nintex Forms, Nintex Workflow, InfoPath and SharePoint Designer and integrated them into SharePoint sites to develop departmental online processing including form interaction with additional databases and workflows.

Us

• SharePoint site design, develop, implement and maintenance for all aspects of SharePoint projects.• Provide training for new hires and as needed to train end-users for all departments.• Maintained and enhanced intranet using various SharePoint tools, mainly out of the box solutions, Central Administration tool options, content types, workflows, and third party web parts. • Managed site development• Build advanced forms solutions using InfoPath and SharePoint Designer and integrated them into SharePoint sites to develop departmental online processing including form interaction with additional databases and workflows.• Assist with SharePoint environment backups and refresh. • Troubleshoot technical issues• Experience in migrating SharePoint 2007 to 2010 in coordination with the upgrade of Office 2010. Major contributor to entire project lifecycle including requirements gathering, server updates/settings, QA testing, user documentation and end-user training.• Responsible for running quarterly SharePoint user meetings and training classes as well as primary user support for SharePoint help desk.• Experience migrating SharePoint 2003 to 2007. Contributor to entire project lifecycle including requirements gathering, server updates/settings, QA testing, user documentation and training.

Us

• Underwrite and analyze new accounts for Injury & Sickness plans, in a high volume environment.• Coordinate responses with the RFP units.• Trained peers on underwriting guidelines.• Generate rates and analyze new and existing accounts for PPO benefits for small and large accounts.

New York, Ny, Us

• Underwrite and analyze new accounts for Ufe, Dental, Short and Long Term Disability benefits for groups ranging in size of 2 to 1000 employees, in a high volume environment.• Issue and analyze sold groups, including preparing final rating, with accuracy while meeting weekly quota.• Coordinate responses for rate increases to both brokers and clients.

Oakland, California, Us

• Generate rates and analyze new and existing accounts with HMO, POS, and PPO benefits for Local Group and National Accounts.• Train Sales and Underwriting staff to utilize underwriting systems.• Educate and support all departmental training regarding underwriting requirements and processes.• Coordinate responses with the RFP unit regarding underwriting, financial, and actuarial questions for a complete and accurate response.• Generate weekly and quarterly reports to upper management, including the Board of Directors, regarding the book of business financials, membership, and sales close ratios.• Developed and implemented an Excel based rating model that supports the Dallas and Houston General Agent accounts.• Utilized and trained peers on guidelines required by Small Group Reform underwriting on groups under 50 eligible.• Key contributor in the development and implementation of underwriting guidelines for the Dallas and Houston market.• Implemented medical underwriting processes and audit tools for group analysis with medical conditions.