Summary
Overview
Work History
Education
Skills
Certification
Timeline
BusinessAnalyst

Danielle Carr

Erie,PA

Summary

Seasoned Business Analyst offering 25 years of insurance industry success. Experienced in meeting needs, improving processes and exceeding requirements in team environments. Accomplished at leveraging past lessons to inform future decision-making. Diligent worker with strong communication and task prioritization skills. take the initiative in a challenge and new way of looking at things to help the team gain more experience and add to the value of the company.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Senior Business Analyst

Aetna
08.2022 - Current
  • Responsible for monitoring state policy form and rate regulations for all 50 states the company regulates business. Communicate with leaders changes and recommend next steps if needed to comply and gather all that will need to be involved. Performed filings with state regulators form and rates through SERFF. Work closely with actuaries, marketing, underwriting and claims to ensure changes are handled properly and forms are accurate.
  • Established documenting filing process and maintain a record of all state insurance department filings. This includes responding to objections, requesting extensions and withdrawals.
  • Required to draft policy language, disclosures, applications, brochures, and endorsements to comply with regulatory objections or rule changes. Work with underwriter, actuaries, claims and marketing to ensure business can fulfill the changes and maybe alternate ways of handling them.
  • Supported leadership team with reporting, analysis, and business presentations to inform divisional strategies

Product Development Specialis II

Erie Insurance
04.1996 - 08.2022
  • Worked closely with management, underwriting and actuaries on a daily basis to make sure the company was in compliance with state regulations.
  • Oversaw all state filings for the life insurance company and responded to state objections, requesting extensions, resubmission and withdrawal of forms or rates.
  • Managed Medicare Supplement vendor with weekly calls as need to ensure our product was being maintained properly and if they had to do any filings for the company.
  • Directed the company web page to ensure accurate information and rates were available for agents to use and kept forms and manuals current.
  • Reviewed product development goals, estimated time lines of filing requirements and researched state regulations for new statutes that may need to be addressed for that state to ensure goal is met.
  • Drafted policy language, disclosures, applications, and various other forms to comply with regulation changes or objections.
  • Oversaw development of more than 20 new products over the years.
  • Maintained internal product knowledge database of approximately 3,000 forms and 100s of filings over a 25 year period.
  • Met deadlines, exceeding expectations and effectively rolling out a new Medicare Supplement campaign.

Education

High School Diploma -

Harbor Creek Senior High School
Harborcreek, PA
05.1994

Skills

  • 25 years of SERFF and state regulation experience
  • Product Development
  • Project Management
  • Consulting
  • Business Processes and Procedures
  • Work Organizing and Prioritizing
  • Industry Research

Certification

Risk Management

Timeline

Senior Business Analyst

Aetna
08.2022 - Current

Product Development Specialis II

Erie Insurance
04.1996 - 08.2022

High School Diploma -

Harbor Creek Senior High School
Danielle Carr