Beverly Laucks
York,PA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Seasoned researcher experienced in system and data analysis, improving processes and always striving to go above and beyond expectations. Diligent worker with strong communication and task prioritization skills. Seasoned Business Analyst offering over 25 years of Property and Casualty industry success. Expert on business and systems requirements, user acceptance testing and end-user training. Accomplished at leveraging past lessons to inform future decision-making.
Overview
34
34
years of professional experience
1
1
Certification
Work History
IT Business Analyst-Sr
National General Insurance Company
2022.10 - Current
- Develop Renewal Conversion Mapping specifications for multiple personal lines programs, converting policies from the legacy system into National General NPS policy administration system, utilizing Rules, UI Requirements, Detailed Rating Requirements and Rate tables.
- Actively participate in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
- Develop queries to extract and analyze data from multiple sources; Import, Staging and Rating.
- Interact with internal and external customers across cross-functional teams to understand business and rating needs and translate into requirements.
- Support software development projects by understanding legacy and current system requirements in order to define clear requirements and effectively communicate them to technical teams.
- Apply problem-solving skills to analyze and resolve conversion related and data integrity issues, requiring utilization of SQL and XML research. .
- Assist the QA Team with production policy reviews for rating research to determine factor discrepancies causing premium differences. .
Licensing Specialist
Glatfelter Insurance Group
2022.09 - 2023.09
- Submitted Insurance Producer licensing applications to state insurance departments, ensuring agents are able to write business in specific territories.
- Tracked Producer'a licensing renewal requirements are completed and sent to the Insurance department 60 days prior to renewal date.
- Reported continuing education credit hours are reported to the Insurance Department on behalf of the producers.
- Assisted with developing and completing various Producer and Agency reporting projects.
Operations Administrative Assistant
The Jay Group
2021.10 - 2022.10
- Acted as a liason between the merchant account managers and the operations teams.
- Positively engaged with Customers in the Client Services department of a 3PL company, providing daily communication of order status.
- Utilized an integrated proprietary warehouse management system on an AS400 platform to obtain large data sets for analysis and research for project requirements.
- Created and utilizied queries to investigate inventory discrepancies, order fulfillment issues, order processing, outbound shipping and shipment tracking
- Identified alternative resolutions for all operational issues impacting client needs.
- Assisted and supported special projects, involving project initiation thru completion.
- Daily tasks involved utilization of V-Lookups and Pivot Tables to update and maintain daily operational reporting needs.
Operations Administrative Coordinator
The Jay Group
2020.08 - 2021.10
- Answered phone calls and responded to inquiries from customers, vendors and other external contacts for the warehouse receiving department.
- Facilitated smooth day-to-day receiving operations for all Inbound and outbound deliveries.
- Scheduled all Inbound delivery appointments for the facility consisting of inventory for more than 30 vendors.
- Received all inbound trucks paperwork and assigned and dispatched dock assignments for all inbound deliveries.
- Proactively addressed potential issues and reacted and resolved problems efficiently and effectively.
- Assisted management with special projects to complete all tasks by deadlines.
- Prepared detailed documents and reports in adherence administrative processes.
- Developed and maintained multiple operational tracking spreadsheets in Excel.
- Performed inventory counts for all in-house packing materials on a weekly basis.
- Generated all receiving paperwork for all inbound shipments and completed system verifications upon receipt of inventory.
HR Administrative Assistant
Voith Hydro
2019.12 - 2020.03
- Answered all incoming calls and routed them to the appropriate HR Administrative support personnel based on employee needs.
- Efficiently managed and saved HR personnel files, ensuring all documents were up-to-date and saved to the appropriate E-Bridge filing cabinets.
- Acted as a reliable point of contact for employees seeking information on company policies, benefits, payroll or general HR matters.
- Maintained confidentiality of sensitive HR information, adhering to strict privacy guidelines at all times.
Production Specialist
Graham Packaging
2019.03 - 2019.12
- Production line operator and packer for bottling manufacturer.
- Manually assembled cardboard boxes and fed the line ensuring the line run efficiently.
- Utilized computer software to resolve line issues such as mechanical faults of the case packer robot, flapper and stacker robot.
- Remove and restack boxes and bottles when robot stacking operations faulted.
IT Business Analyst
Tek Systems
2017.08 - 2018.05
- Contract role at Penn National Insurance Company project implementing new Duck Creek Policy Administration system.
- Performed analysis and testing tasks and created SQL queries to validate database requirements.
- Assigned production support tasks related to balancing errors.
IT Business Analyst
PEOPLESBANK, A Codorus Valley
2016.12 - 2017.08
- Supported implementation of enhancements and testing of the Commercial Lending workflow processes working with the 3rd party vendor for 'SalesForce'.
- Researched and troubleshooting tasks to resolve issues impacting daily performance.
- Acted as a liason between IT and Commercial Lending & Compliance Reporting Units.
IT Business Analyst
Donegal Insurance Group
2010.08 - 2016.12
- Created functional and technical database specifications for new state/program filings and enhancements of the Donegal proprietary Personal Lines Policy Administrative system 'WritePro'.
- Held requirement gathering meetings with Underwriting and the R&D teams.
- Developed system solutions for new filing requirements, underwriting rules and company conversion activities.
- Heavily involved in all aspects of systems testing, ensuring all project objectives are thoroughly tested.
National Accounts Case Manager
Crump Life Insurance Services, Inc.
2009.10 - 2010.09
- Responsible for processing New Business applications in a fast pasted environment.
- Utilized time management skills to meet daily quota.
- Ordered medical tests for applications and interacted with medical vendors as needed to obtain test results.
- Interacted with Agents and clients to obtain missing or clarification of application information.
- Scanned all applicant paperwork into the imaging system, ImageRight.
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Monitored ongoing cases closely to ensure timely application processing to prevent unnecessary delays.
CSR/Insurance Agent Assistant
Kocman Insurance
2007.09 - 2008.12
- Performed client support services utilizing 'Applied' Agency Management system.
- Managed high call volumes, maintaining a professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
- Demonstrated empathy and active listening skills.,
- Developed strong relationships with Personal and Commercial lines clients by understanding their needs and preferences, fostering long-term loyalty.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues efficiently.
- Upheld strict adherence to company policies and procedures while providing exceptional service experiences for each client interaction.
- Collaborated with management to develop strategies for enhancing overall customer experience.
- Handled complex billing issues, ensuring accurate invoicing and prompt resolution of discrepancies.
Statistical Analyst
Glatfelter Insurance Group
1999.04 - 2003.09
- During VFIS's transition from a Managing General Agency to a company, completed thorough research and analysis of ISO Commercial LInes Stat reporting manual & the TX stat reporting manual.
- Developed technical specifications for all states, to create the 150 byte file in the required layout to report Premium and Losses as required by Insurance departments.
- Developed integrated spreadsheet and database templates for accumulating, formatting and organizing program data and presented findings to management.
- Performed data cleaning and data preparation to support high-quality data and catch errors before processing.
- Prepared statistical analysis plans and reported annual and quarterly premium and loss files on a quarterly basis.
- Closely worked with IT developers during development of the data tables and databases to create relation between tables to allow efficient data retrieval.
Systems Analyst
Glatfelter Insurance Group
1997.07 - 1999.04
- Supported production system issues and errors; performing root cause analysis tasks.
- Participated in testing of corrective coding resolutions and assisted in all aspects of system enhancements projects.
Underwriting Assistant Trainer
Glatfelter Insurance Group
1995.05 - 1997.07
- Under a newly created position, developed the corporate Underwriting Assistant Training curriculum and training manual for new UA hires.
- Scheduled and implemented training sessions and developed personal training plans.
- Completed performance reviews for UAs in training.
Underwriting Assistant
Glatfelter Insurance Group
1990.12 - 1995.05
- Working in a specialized industry, Fire and Emergency Services, supported underwriters with thorough research and documentation, processing new business applications.
- Followed underwriting guidelines and manual rating tasks associated with renewal policy processing.
- Processed endorsements as requested by agency partners, assuring a high level of client satisfaction.
Education
Associates - Hotel And Restaurant Management
Central Penn College
Summerdale, PA12.1988
HS Diploma - Business
Red Lion Area Senior High School
Red Lion, PA06.1986
Skills
- Research and Data Analysis
- SQL and Databases
- JIRA
- Azure
- HTML & XML
- Requirements Gathering and Analysis
- Attention to Detail
- Time Management Skills
- Excel Proficiency
- Pivot tables and V-Lookups
- Microsoft Office Suite
- Technical Requirements
- User Acceptance Testing
- Business process improvement
- Workflow Analysis
- Quality Assurance Review and Testing
- Software development life cycle
- Data Mapping specifications
- Test case scenarios
- CRM Systems
- Agency Management Systems
- Training and End User Documentation
Additional Information
Completed Courses
- Introduction to Database Development - HACC Online - 4/11/2014
- Microsoft SQL Server 2012: Querying Basics and Modifying Data - Skillsoft - 11/10/2017
- Introduction to SQL Multiple Tables and Advanced Queries - Skillsoft - 11/20/2017
Certification
PA Producers Insurance License
- Property & Casualty: 1992 - 2017
- Life & Health: 2006 - 2017
Timeline
IT Business Analyst-Sr
National General Insurance Company
2022.10 - Current
Licensing Specialist
Glatfelter Insurance Group
2022.09 - 2023.09
Operations Administrative Assistant
The Jay Group
2021.10 - 2022.10
Operations Administrative Coordinator
The Jay Group
2020.08 - 2021.10
HR Administrative Assistant
Voith Hydro
2019.12 - 2020.03
Production Specialist
Graham Packaging
2019.03 - 2019.12
IT Business Analyst
Tek Systems
2017.08 - 2018.05
IT Business Analyst
PEOPLESBANK, A Codorus Valley
2016.12 - 2017.08
IT Business Analyst
Donegal Insurance Group
2010.08 - 2016.12
National Accounts Case Manager
Crump Life Insurance Services, Inc.
2009.10 - 2010.09
CSR/Insurance Agent Assistant
Kocman Insurance
2007.09 - 2008.12
Statistical Analyst
Glatfelter Insurance Group
1999.04 - 2003.09
Systems Analyst
Glatfelter Insurance Group
1997.07 - 1999.04
Underwriting Assistant Trainer
Glatfelter Insurance Group
1995.05 - 1997.07
Underwriting Assistant
Glatfelter Insurance Group
1990.12 - 1995.05
Associates - Hotel And Restaurant Management
Central Penn College
HS Diploma - Business
Red Lion Area Senior High School
PA Producers Insurance License
- Property & Casualty: 1992 - 2017
- Life & Health: 2006 - 2017
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