• For a Pennsylvania P&C Carrier – Assisted in the assessment of the current core policy management system. The client requested replacement options. In order to fulfill this request a full understanding of the current and future functionality was necessary. This was accomplished by determining the current technology environment, gathering current and future requirements through detailed interviews with client business and IT personel.
• For a East Coast Insurance Software Company – Performed as an expert witness in a lawsuit with an insurance company. Used experience with the software product and industry standard development practices to evaluate configuration code and email exchanges.
• For a Michigan Workers Comp Carrier – Assisted in the documentation of requirements for the Guidewire ClaimCenter claims management system as a business analyst. Used the knowledge of ClaimCenter and past Workers Comp projects to assist the business units in defining needs and requirements
• For a Kentuky Personal Auto and Home Owners Carrier – Led a Guidewire approved training class for configuration of the Guidewire ClaimCenter 4.0 claims management system as a certified functional trainer.
• For a California Commercial Lines Carrier – Assisted in the selection of new policy management software, agency management software and general ledger software. This included determining the current technology environment, gathering current and future requirements, and assisting the client through an objective selection process.
• For an Indiana Commercial Lines Carrier – Led a Guidewire approved training class for configuration of the Guidewire ClaimCenter 5.0 claims management system as a certified functional trainer.
• For a Chicago P&C Carrier – Led a Guidewire approved training class for configuration of the Guidewire PolicyCenter 2.0 policy management system as a certified functional trainer.
• For a California Personal Lines Agency – Assisted in the selection of new agency management software. This included determining the current technology environment, gathering current and future requirements, and assisting the client through an objective selection process.
• For a Maryland Personal Auto Carrier – Led a Guidewire approved training class for configuration of the Guidewire ClaimCenter 4.0 claims management system as a certified functional trainer.
• For a Dallas Personal Auto Carrier – Led a Guidewire approved training class for configuration of the Guidewire ClaimCenter 4.0 claims management system as a certified functional trainer.
• For a Chicago P&C Carrier – Assisted in the implementation of the Guidewire PolicyCenter policy management system as a certified functional consultant. Used the Eclipse IDE to create and modify the xml files used to configure the screens, job flows and data model. Trained the client on how to configure the Guidewire product and how to use the Guidewire rules engine to write business rules. Assisted the client in gathering and documenting business requirements. Review client business requirements to identify product gaps in the Guidewire product. Worked with the product managers to find resolutions to the product gaps.
• For a Pennsylvania P&C Carrier – Managed the development of General Liability and Property lines of business in a packaged policy administration system. Worked with client’s business analyst to gather and define requirements for data capture, rating rules and GUI content and flow. Configured application to meet client’s requirements. This included modifying the application to add data fields, configuring a user friendly presentation layer and define rating rules and edits. Worked with clients QA department to ensure business requirements were met.
• For a Maryland P&C Carrier – Collaborated with client resources in the design of a dynamic temporal insurance database and application using .NET, ADO.NET, MS SQL. This included interviewing end users and management to identify all requirements. Requirements and design concepts were documented and returned to client for review.
• For an East Coast P&C Carrier – Managed and developed claims reports from a SQL server insurance database. Met with subject matter experts to gather requirements for claim status reports. Developed the claims reports using Crystal Reports. Worked with client to ensure business requirements were met.
• For an Oklahoma Manufacturer – Managed and developed an add-on application to provide quoting for parts. Interviewed client and reviewed existing software system to gather requirements. Designed and developed front-end and interfaces to utilize Exact Software’s Max system for quoting. This project used C#.NET and the Pervasive SQL 7.9 database engine. Worked with client to test, debug and enhance quoting system.

1997 – 2001
Senior Systems Consultant

• For a Maryland P&C Carrier – Managed a team that developed 50 states of Commercial Property and General Liability in a packaged policy administration system. Worked with client to gather and define requirements for data capture, rating rules and GUI content and flow. Configured application to meet client’s requirements. This included modifying the application to add data fields, configuring presentation layer and define rating rules and edits.
• For a Pennsylvania P&C Carrier – Managed a team of four programmers and three business analysts that developed nine states of Commercial Package Policies in a packaged policy administration system. Worked with client to gather and define requirements for data capture, rating rules and GUI content and flow. Configured application to meet client’s requirements. This included modifying the application to add data fields, configuring presentation layer and define rating rules and edits. Worked with clients QA department to ensure business requirements were met.
• For a variety of P&C Carriers – Participated at different levels in the development of the following lines of business in the Phoenix policy management system; personal auto, commercial auto, commercial package policies, general liability, commercial property, commercial inland marine, crime, and workers’ compensation. This included working with client to gather and define requirements for data capture, rating rules and GUI content and flow. Modifying the application to add data fields, configuring presentation layer and defining rating rules and edits. Working with clients QA department to ensure business requirements were met.
• For a variety of P&C Carriers – Programmed Advanced Rating Technology (ART) system algorithms for rating, underwriting, endorsements, and field edits in the Phoenix policy management system. Worked with client to define requirements for rating rules. Developed test cases to assist with QA.
• For a Pennsylvania P&C Carrier – Managed and developed an automated underwriting system. Met with subject matter experts to gather and define requirements for underwriting rules. Designed and developed an underwriting edits application to streamline the insurance underwriting process using VB6, COM and XML. Worked with clients QA department to ensure business requirements were met.
• For a Florida Home Owners Carrier – Developed catastrophic loss reports. Interviewed client to gather and define requirements for reports. Developed and tested reports using MS SQL Server, T-SQL and Crystal Reports.
• For internal R&D – Participated in the development of a prototype application to extract, analyze, and report on policy and claims data from the Phoenix database using MS SQL, T-SQL. Analyzed data and data structure to determine information to be extracted. Tested different extraction methods.
• For internal R&D – Led training classes for the Phoenix system and Advanced Rating Technology (ART). Developed curriculum for training classes. Used the curriculum to train additional consultants and to lead classes at two client sites.
• For internal R&D – Gathered requirements and designed database table architecture for rating territory system using MS SQL. Used by an insurance application new to the United State to address some of the rating complexities unique to this country.
• For California Commercial Artisan program – Developed a comprehensive cash flow and general ledger interface subsystem. Met with subject matter experts to identify needs not addressed by the Phoenix policy management system. Designed and programmed subsystem using VB6, T-SQL, and Crystal Reports. Worked with clients QA department to ensure business requirements were met.
• For internal R&D – Developed reusable tools to streamline the configuration of the Phoenix policy management system. Designed and programmed SQL scripts to configure and set up Phoenix databases. Designed and programmed SQL scripts to identify and purge orphaned information in Phoenix databases.

1995 – 1997
Programmer/Analyst I

• Designed, developed and implemented Visual Basic programs for the automation of collection departments for a number of major financial institutions.
• Designed, developed and implemented various Visual Basic programs involving HLLAPI calls to host interfaces.
• Designed, developed and implemented various Visual Basic programs for interfacing with mainframe financial software.
• Designed, developed, and implemented various programs for interfacing with the Davox predictive dialer.

SKILLS
Operating Systems: Windows XP, 2000, NT, 9x & 3.x.
Languages: C#, VB.NET, Visual Basic, ADO, ADO.NET, VBScript, Transaction SQL, Access, Advanced Rating Technology (ART), ODBC, HTML, XML, BASIC, FORTRAN, Pascal, x86 Assembler.
Databases: Access, SQLBase, SQL Server 6.5, 7.0 & 2000, Pervasive SQL 7.9.
Applications: Eclipse, MS Word, Excel, MS Project, MS SQL Enterprise Manager, Viso, Allenbrook Phoenix, Guidewire PolicyCenter, Guidewire ClaimCenter, MS PowerPoint, Crystal Reports, MS SourceSafe. EDUCATION University of Texas at Arlington (Computer Science and Engineering) partial completion.