Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Chad M Gehrls

Chad M Gehrls

Marion,IA

Summary

Dynamic Senior Business Analyst skilled in driving business process improvements and stakeholder engagement. Proven track record in user acceptance testing and team mentoring, successfully enhancing operational efficiency and delivering impactful solutions. Adept at critical thinking and collaboration, ensuring projects meet quality standards and exceed expectations.

Overview

12
12
years of professional experience

Work History

Senior Business Analyst

Fidelity & Guaranty Annuities and Life
03.2024 - 06.2025
  • Collaborate with business partners to identify opportunities for enhanced experiences for employees, agents, and policyholders.
  • Drive the analysis and implementation of process improvements. Be forward thinking and identify gaps of requests customers want today and how that may impact future decisions.
  • Analyze and document current state processes, identify improvement opportunities, and design solutions for target state. Document solution requirements (i.e., user stories)
  • Assist with business cases including cost-benefit analysis for targeted solutions.
  • Assist with the interpretation of user requirements into feasible options and communicate back to the business stakeholders in the form of a requirements document.
  • Develop user test cases and assist with user acceptance and regression testing; validate test results. Provide sign off on projects as assigned.
  • Monitor submitted projects and communicate progress, issues, and any action items to the Insurance Operations team and/or other impacted teams. Assist with prioritization.
  • Oversee the management of changes to processes and systems including ideation, initiation, prioritization, development, testing, and implementation.
  • Oversee the successful resolution of production-related escalations and assist with remediation efforts.
  • Document current business processes and workflows
  • Participate in daily, weekly, and monthly meetings with Insurance Operations teams, TPAs, and other vendors.
  • Participate in project-related meetings to ensure productive outcomes.
  • Assist with department training and documentation and handoffs to Insurance Operations team.
  • Assist with the development of management reports, both standardized and ad hoc for Insurance Operations team
  • Analyze and identify ways to improve upon current reporting, providing specific recommendations based on review and analysis.
  • Mentor and train less seasoned team members to develop expertise.
  • Understand existing process related controls and anticipate how projects and associated project changes may impact them. Work with management to update as needed.

Business Analyst

Fidelity & Guaranty Annuities and Life
11.2021 - 03.2024
  • Collaborate with business partners to identify opportunities for enhanced experiences for employees, agents, and policyholders.
  • Drive the analysis and implementation of process improvements.
  • Analyze and document current state processes, identifying improvement opportunities, and design solutions for target state. Document solution requirements (i.e. user stories).
  • Develop user test cases and assist with user acceptance and regression testing; validate test results. Provide signoff on behalf of OpsEx as needed.
  • Monitor submitted projects and communicate progress, issues, and any action items to the Insurance Operations team and/or other impacted teams. Assist with prioritization.
  • Investigate and assist with remediation of production incidents.
  • Participate in daily, weekly, and monthly meetings with Insurance Operations teams, TPAs, and other vendors.
  • Participate in project-related meetings to ensure productive outcomes.
  • Document current business processes and workflows.
  • Assist with department training and documentation and handoffs to Insurance Operations team.
  • Create and/or identify ways to improve upon current reporting, providing specific recommendations based on review and analysis.

Operations System Support Analyst

TATA Consultancy Services
05.2019 - 11.2021
  • Perform user acceptance testing and integration testing after unit and system testing are completed by the Developer and Business System Analyst.
  • Serve as a liaison with Technology and business areas to coordinate and conduct tests that ensure the reliability, accuracy, and functionality of system changes and/or enhancements.
  • Provides analysis to identify business requirements for systems solutions and business processes.
  • Assist in documenting and analyzing requirements, information, and data.
  • Lead or assist with projects.
  • Prepares current and future state documentation.
  • Collaborates with IT teams and business units.
  • Performs independently and/or with assistance from team.
  • Performs production support triage on transactions involving diverse product portfolio.
  • Accountable for on-time completion of assigned tasks.
  • Ensure all deliverables meet or exceed quality standards.
  • Responsible for User Acceptance Testing (UAT) with and without guidance including, but not limited to, defining test plans, creating and executing test cases, identifying expected results, analyzing system test results and troubleshooting defects.
  • Research and identify issues, or root cause of issues as reported by the business unit, with limited assistance and works with others to resolve issue and prevent reoccurrence.

Senior Process Associate

TATA Consultancy Services
04.2018 - 05.2019
  • Demonstrate a solid understanding of unit’s workflows and procedures to develop and participate in recommending administrative efficiencies.
  • Assist in researching, recommending and documenting improvements in service and productivity for the area to ensure quality service.
  • Review and audit correspondence, applications, legal documents, and reports to proceed with appropriate processing.
  • Communicate and correspond with agents or insured/s to obtain supplemental information or to explain legal requirements in accordance to company regulations, state laws, and SEC regulations, as required.
  • Verify information contained in the application is in the computer system.
  • Provide customer service to customers, advisors, and sales team members.
  • Research customer and agent inquiries.
  • Review, update, and issue policies ensuring accuracy.
  • Provide quality assurance checks as needed.
  • Other duties as assigned based on divisional needs.
  • Meet the department’s standards for measuring quality and quantity of work processed.

Senior New Business Case Manager - Life

Transamerica Life Insurance Company
01.2017 - 08.2018
  • Review and audit correspondence, applications, legal documents, and reports to proceed with appropriate processing.
  • Meet the department’s production standards for measuring the quality and quantity of work processed.
  • Communicate and correspond with agents or insured/s to obtain supplemental information or to explain legal requirements in accordance with company regulations, state laws, and NASD, or SEC regulations, as required.
  • Refer issues involving risk to underwriter for evaluation.
  • Follow-up on administrative requirements.
  • Enter, update, and verify information contained in the application is in the computer system.
  • Research customer and agent inquiries.
  • Review, update, and issue policies ensuring accuracy.

Annuity Suitability Specialist

Transamerica Life Insurance Company
10.2015 - 01.2017
  • Create and develop new procedures for the new Suitability process for Fixed Indexed Annuities.
  • Communicate and correspond with agents or insured/s to obtain supplemental information or to explain legal requirements in accordance with company regulations, state laws, and SEC regulations, as required for Fixed Indexed Annuities.
  • Train and assists employees in the new process for Suitability and Fixed Indexed Annuities for all systems.
  • Analyze and conclude if the client is financially suitable for the Fixed Indexed Annuity product.
  • Answer inbound calls and provide customer service to customers, advisors, and sales team members.
  • Research customer and agent inquiries.
  • Assist in researching, recommending and documenting improvements in service and productivity for the area to ensure quality service.
  • Assist in special projects as assigned and provide support to various teams when needed.
  • Demonstrate a solid understanding of unit’s workflows and procedures to develop and participate in recommending administrative efficiencies.
  • Assist in mentoring new and existing employees as needed.
  • Other duties as assigned based on divisional needs.

New Business Representative

Transamerica Life Insurance Company
09.2013 - 10.2015
  • Review and audit correspondence, applications, legal documents, and reports to proceed with appropriate processing.
  • Communicate and correspond with agents or insured/s to obtain supplemental information or to explain legal requirements in accordance with company regulations, state laws, and SEC regulations, as required.
  • Verify information contained in the application is in the computer system.
  • Answer inbound calls and provide customer service to customers, advisors, and sales team members.
  • Research customer and agent inquiries.
  • Review, update, and issue policies ensuring accuracy.
  • Provide quality assurance checks as needed.
  • Assist in researching, recommending and documenting improvements in service and productivity for the area to ensure quality service.
  • Assist in special projects as assigned and provide support to various teams when needed.
  • Demonstrate a solid understanding of unit’s workflows and procedures to develop and participate in recommending administrative efficiencies.
  • Assist in mentoring new and existing employees as needed.
  • Other duties as assigned based on divisional needs.
  • Meet the department’s standards for measuring quality and quantity of work processed.

Education

Associate of Arts - Liberal Arts

Kirkwood Community College
Cedar Rapids, IA
05.2013

Skills

  • Business process improvement
  • User acceptance testing
  • Requirements gathering
  • Stakeholder engagement
  • Workflow documentation
  • Change management
  • Team mentoring
  • Problem solving
  • Effective communication
  • Critical thinking
  • Collaboration skills
  • Business process mapping
  • Agile methodology
  • Verbal and written communication
  • Problem-solving

Accomplishments

  • CADE Award winner in 2024 for excellent collaboration with the tax team on end of year analysis and updates to tax forms.

Timeline

Senior Business Analyst

Fidelity & Guaranty Annuities and Life
03.2024 - 06.2025

Business Analyst

Fidelity & Guaranty Annuities and Life
11.2021 - 03.2024

Operations System Support Analyst

TATA Consultancy Services
05.2019 - 11.2021

Senior Process Associate

TATA Consultancy Services
04.2018 - 05.2019

Senior New Business Case Manager - Life

Transamerica Life Insurance Company
01.2017 - 08.2018

Annuity Suitability Specialist

Transamerica Life Insurance Company
10.2015 - 01.2017

New Business Representative

Transamerica Life Insurance Company
09.2013 - 10.2015

Associate of Arts - Liberal Arts

Kirkwood Community College

Similar Profiles

CREATE PROFILE