More than twelve years of diverse experience in the Information Technology industry with focus on Business Analysis for Property and Casualty insurance. Collaborated with the client community and the IT community to deliver quality, efficient and cost-effective software that meets the needs of the corporation at the time of implementation. Well versed with testing tools from HP Interactive and in-depth knowledge of process flow diagrams using Visio.
Overview
13
13
years of professional experience
Work History
Sr. Business Analyst
OneShield
06.2022 - 08.2024
Company Overview: OneShield provides business solutions for Property & Casualty insurers and MGAs of all sizes
OneShield’s cloud-based and SaaS platforms include enterprise-level policy management, billing, claims, rating, relationship management, product configuration, business intelligence, and smart analytics
Designed specifically for personal, commercial, and specialty insurance, OneShield’s solutions support over 90 lines of business
The project and was to replace the legacy system with a custom configuration of the OneShield software system for General Liability and Commercial Auto
Conducted Workshops with the business user group to gather and document the business requirements pertaining to the Policy value stream which included: Customer, Partner Management, Quote, Bind and Issue, Underwriting Rules and Validation, PNBT (Post New Business transactions), Document Generation, Business and Operation Readiness
Created Use Cases and designed process flows by using MS Visio as part of the business requirements to improve understanding and communication between stakeholders
Created Wire Frames by using Mock plus classic
Conducted review meetings with the development and testing team to make sure that the functionality of the application meets the expected results and is in sync with the requirements developed during the inception stage
Provided analysis and input to business partners to support business specifications and process improvements
As part of the Conversion process, gathered Partner data of the legacy system and performed Gap analysis
Provided Demos to the QA team and assisted them in documenting the test cases and test scenarios
Worked with the Product owner to prioritize items in the backlog and elicited, analyzed, and documented user stories and acceptance criteria
Was responsible for creating and maintaining user stories and refining defects to meet the development and business needs
Assigned story points and collected estimates from the development team for defects which were part of the product backlog
OneShield provides business solutions for Property & Casualty insurers and MGAs of all sizes
OneShield’s cloud-based and SaaS platforms include enterprise-level policy management, billing, claims, rating, relationship management, product configuration, business intelligence, and smart analytics
Designed specifically for personal, commercial, and specialty insurance, OneShield’s solutions support over 90 lines of business
Sr. Business Analyst
Systematix
02.2021 - 06.2022
Company Overview: Established in 1964, Insurance Bureau of Canada (IBC) is the national trade association of non-government property and casualty (P&C) insurers, the private companies that insure the cars, homes, and businesses of Canadians
Member insurance companies provide approximately 90% of the car, home and business insurance sold in Canada
The project was to build an Automobile Industry Policy and Claims System to allow access to detailed and up-to-date personal auto claims and policy history
The product will be accessed through a User Portal (online) or a B2B service (web service API)
It was built on behalf of the P&C insurance industry, and at its foundation, the system will utilize a core high-quality industry data set provided in a standard format
Conducted Workshops with the business user group (insurance carriers) to gather the initial high-level business requirements during preliminary discovery sessions which illustrates the expectations of the initial product delivery capabilities
Documented user stories and acceptance criteria in Azure DevOps to describe the following requirements in detail: Driver Report, Vehicle Report, 90 Days Report, Basic and Advanced search, Driver Report Field Descriptions, Non-Functional Requirements
Worked with the Product owner to prioritize user stories in the backlog and assign them to a specific sprint
Created Wire Frames for the online web portal by using Mock plus classic for better visualization and understanding of the solution
Created Use Cases and designed use case diagrams and process flows by using MS Visio to demonstrate software functionality and interaction of system components
Monitored client expectations and conducted user interviews to improve the overall quality of the application
Prepared test data for functional test cases, evaluated test results and investigated defects
Conducted walkthrough with the development team and stakeholders
Supported development team members by reviewing design documents, attending design document walk-through, and providing feedback related to requirements
Kept a watchful eye on the changes and involved in constant communication with the Business System Analysts, Developers and QA test team i.e., Change Management using change management template
Established in 1964, Insurance Bureau of Canada (IBC) is the national trade association of non-government property and casualty (P&C) insurers, the private companies that insure the cars, homes, and businesses of Canadians
Member insurance companies provide approximately 90% of the car, home and business insurance sold in Canada
Sr. Business Analyst
Markel Canada
04.2019 - 12.2020
Company Overview: Markel’s operation in Canada, formerly known as Elliott Special Risks, has been in existence since 1966 and is highly respected for exceptional expertise and service
Built on a reputation of underwriting excellence and product knowledge, it partners with brokers to provide effective solutions for unique commercial liability needs
The CSR program is part of National Markets strategy, and the goal is/was to replace the existing core system (SCS) with a custom configuration of the Websure software system and consolidate the underwriting tools for all Markel business products within a single system
Also, enhance the automation and streamlining of system processes to mitigate data entry errors and implement new products in Websure and WebX (online portal) to facilitate the growth of the business and expansion of Markel’s product offerings
Conducted interviews with Product line leaders from Underwriting to understand and gather the business needs and requirements with regards to New Business, Mid-Term Adjustments, Renewals, Referrals, Endorsements and Policy Documents for Environmental Impairment Liability and Professional and Financial Risk product line
Created Requirements Traceability Matrix to facilitate requirements gathering and requirements documentation
Responsible for Documenting workflows and results of Business Analysis and obtaining sign-off from the client on specifications
Followed a structured approach to organize requirements into logical groupings of essential business processes, business rules to ensure that critical requirements are not missed
Identified root causes and corrective actions to meet short and long-term business goals
Conducted JAD sessions with the vendor (Sheraton Systems Ltd) to review and discuss the business requirements and assisted in documenting the user stories in Azure DevOps
Collaborated with stakeholder groups across the organization to ensure business and technology alignment
Proposed solutions meeting defined specifications and needs
Analysed defects raised by the QA team and assisted in the defect triage process to determine if the defect is valid and provide input from a business requirement perspective
Worked closely with the users to document the test scenarios for the UAT phase
Managed the activity of the UAT testers to ensure that the system functionality is fully tested within the project timeline and to a high quality
Worked closely with the UAT testers to raise defects in Azure DevOps and triage them with the vendor
Provided assistance to the users during production support and used Service now to open and track issues
Conducted analysis and testing for issues reported during production
Performed timely escalation of critical issues and proactively identified patterns of recurring issues to improve production
Conducted meetings with business stakeholders to prioritize, gather and document detailed requirements related to Underwriting, Claims and Finance as part of the system enhancement phase of the CSR project
Reviewed the business requirements with the vendor (Sheraton Systems Ltd) to understand the technical aspect and documented the user stories and acceptance criteria in Azure DevOps
Markel’s operation in Canada, formerly known as Elliott Special Risks, has been in existence since 1966 and is highly respected for exceptional expertise and service
Built on a reputation of underwriting excellence and product knowledge, it partners with brokers to provide effective solutions for unique commercial liability needs
Business Analyst
Northbridge Financial Corporation
08.2015 - 11.2018
Company Overview: Northbridge Financial Corporation is a leading commercial property and casualty insurance company that’s been helping protect Canadian businesses for more than 90 years
Northbridge offers a wide range of creative solutions to its customers through Northbridge Insurance, TruShield Insurance and Federated Insurance brands where it strives to create a fair and friendly culture, upheld by the foundation of their five corporate values: respect, passion, connectedness, creativity, and excellence
The IRCA project is a component of the Genesis Program that is implementing new Policy Administration processes and tools for Northbridge
The project included all individually rated commercial automobiles and the scope was intended to address the needs for the majority of small business customers who require coverage for automobile insurance
By building the Policy Administration functionality required by auto line of business into Duck Creek (WAVE), Northbridge is able to issue multi-line policies for its customers
Conducted Workshops with key stakeholders who influence the Business requirements including Business Lead, Business Delivery Lead, Claims, Corporate Underwriting, IT, and Architecture to elicit business requirements in a structured group setting
Created User stories in TFS and used SmartWord4TFS extraction tool to extract requirements out of TFS into a Microsoft Word template to facilitate the business review and approval for the following business requirement packages: Commercial and Private Passenger Vehicles, Drivers, Additional Interest, Commission, Claims, Policy level data capture, Services and Integration, Data identification and Classification, Rate Group and VIN link table, Non-Functional Requirements
Created mock-ups for full understanding of the requirements for Business SME’s and the technical team
Developed Process diagrams using MS Visio so that stakeholders and business systems analysts can understand the business process
Interacted with an offshore team, end users, IT team and project manager
Worked with an external vendor (CGI) to integrate the service required to order Motor Vehicle Record (MVR)
Acted as a liaison between the development team and CGI to make sure requirements are met from a solution perspective and answer queries pertaining to business requirements
Reviewed the technical specifications by meeting with the Enterprise Service Bus (ESB) team and documented the business requirements accordingly
Responsible for getting the requirements approved by all relevant stakeholders including but not limited to project manager, project sponsor, subject matter expert(s), business owner(s), and anyone else identified as an approver for the project or change
Uploaded and managed the approved business requirements on SharePoint
Identified all new data fields within Duck Creek as well as ownership and classification
Documented business definitions by working with Business Delivery Lead
This information was used to define the reference data for IRCA and housed in the Reference Data ODS
Documented business requirements related to CLEAR and IAO tables to provide the most up to date version of rate group for Private Passenger and Commercial vehicles
Defined the process of how the VIN link file will be used via ESB service to retrieve the various vehicle attributes such as VIN number, Year, Make, Model and Car code for Private Passenger and Commercial vehicles
Defined Non –Functional requirements for Duck Creek (WAVE) pertaining to Security, Performance, Availability and Compatibility
Incorporated feedback from the business and distributed the updated business requirements to the stakeholders for approval
Distributed approved business requirements to business system analysts for technical review and Functional specifications
Defined the User Interface (UI) screen mock-ups for the Duck Creek components of the IRCA project scope
Involved in JAD sessions with the technical team and business stakeholders to understand the solution and make sure it is aligned with the business requirements
Involved in development of Functional requirements in preparation of Design and Functional Specifications for Business Needs and Processes
Reviewed Functional specifications and provided recommendations and feedback to make sure the business requirements and specifications are aligned
Northbridge Financial Corporation is a leading commercial property and casualty insurance company that’s been helping protect Canadian businesses for more than 90 years
Northbridge offers a wide range of creative solutions to its customers through Northbridge Insurance, TruShield Insurance and Federated Insurance brands where it strives to create a fair and friendly culture, upheld by the foundation of their five corporate values: respect, passion, connectedness, creativity, and excellence
Business Analyst / Quality Analyst
Mapfre Insurance / CGI
02.2012 - 04.2015
Company Overview: MAPFRE USA represents a financially sound business with $1.873 billion in direct written premium writings reported in 2010
MAPFRE USA partners with a network of more than 4,200 independent agents and brokers located across the United States and offer a large portfolio of personal lines and commercial insurance products and services
Conducted meetings with stakeholders and Product Analysts to understand the current business process workflow
Met with the senior developers to discuss the new requirements from the business and conducted JAD sessions to do a feasibility analysis
Organized meetings with business and underwriters to document the new requirements and verify the current underwriting guidelines
Created a Test Plan for System (Integration), MQA and UAT testing
Created a cycle plan for System Testing to test Endorsements, Renewals, Lapse, Cancellations and verify the print (Policy Declaration, Forms and Stuffers, Invoices, ID cards) after being processed through cycles
Created back-end Test Matrices for the new Auto product to test the functionality according to the requirements
Created and executed Test cases for System, MQA and UAT testing by creating policies from the back end and front end for Washington, and Rhode Island and used Squish Database to open and track defects
Executed front end (Agency Portal) test cases by following the current and new functionality for the new Auto product and tested the underwriting guidelines, rules, and regulations
Communicated with developers to determine the timeline to resolve defects and report the same to the Project Manager and Test Lead
Retested defects and updated the Test Matrices and the Squish Database accordingly
MAPFRE USA represents a financially sound business with $1.873 billion in direct written premium writings reported in 2010
MAPFRE USA partners with a network of more than 4,200 independent agents and brokers located across the United States and offer a large portfolio of personal lines and commercial insurance products and services
Education
Master’s Degree - Business Administration, International Trade
Johnson and Wales University
Providence, RI
Skills
HTML
XHTML
XML
SQL Server
MS Access
Atlassian Jira
Mockplus
Azure DevOps
Team Foundation Server (TFS)
Rational Requisite Pro
HP ALM
MS Visio
Waterfall
Agile
Quality Center
QTP
Requirements Gathering
Agile Methodology
User Acceptance Testing
Stakeholder Management
Business Process Mapping
Software Development Lifecycle
Business process improvement
Process Development
SQL Proficiency
Gap analysis
Quality Assurance
Test case scenarios
Strategic Planning
Product Development
Workflow Analysis
Business Requirements
Stakeholder Communication
Process Improvement
Specificexpertise
Excellent knowledge of all phases of Software Development Life Cycle methodologies.
Detailed working knowledge of Agile and Waterfall methodologies.
Excellent communication and interpersonal skills in interacting with SME’s, stakeholders, and senior management.
Strong Analytical skills in determining and conducting Feasibility Analysis and GAP Analysis.
Adept at gathering Functional requirements and specifications through interviews, facilitated sessions, brainstorming, questionnaires and organizing JAD sessions to accomplish user-client objectives and results.
In depth understanding of Software Development Life Cycle (SDLC) starting with requirement gathering, analysis and documenting the requirements as various deliverables and validating output of each phase from the SME’s and Project Manager.
Expert in Property and Casualty including policy administration system, sales, customization, product enhancements and claims.
Conducted communication between the client and IT department, involved in gathering, analyzing, and documenting Requirements. Understand the Business Rules and can effectively implement them in Business Process Flow.
Knowledgeable in User Acceptance Testing with experience in performing UAT with Business Users.
Facilitate User Acceptance tests (UAT) and create Test Documentation: Test plans, Test Scripts, Test Cases, and Test Matrix based on use cases and business requirements.
Highly motivated team leader with excellent communication, presentation, and inter-personal skills.
Excellent communication with strong problem-solving capabilities to interface with end users, business representatives and development teams.
Timeline
Sr. Business Analyst
OneShield
06.2022 - 08.2024
Sr. Business Analyst
Systematix
02.2021 - 06.2022
Sr. Business Analyst
Markel Canada
04.2019 - 12.2020
Business Analyst
Northbridge Financial Corporation
08.2015 - 11.2018
Business Analyst / Quality Analyst
Mapfre Insurance / CGI
02.2012 - 04.2015
Master’s Degree - Business Administration, International Trade