Summary
Overview
Work History
Education
Skills
Hobbies
Work Availability
Timeline
Hi, I’m

Julia Roache

Business Analyst
Julia Roache

Summary

Seasoned business analysis team member successful leading change management activities with proactive and flexible approach. Well-organized and hardworking project management experience with in-depth understanding of statistical modeling and experience in software development gained during 8-year career. Steps into new areas with adaptable approach. Practiced, tech-savvy problem-solver.

Overview

10
years of professional experience

Work History

WH Greene & Associates

Process Improvement Business Analyst
05.2020 - Current

Job overview

  • Monitor, implement solutions, document data and model trends.
  • Develop Continuous Improvement/Lean production training programs for onsite implementation.
  • Monitor, filter and process all incoming internal IT email correspondence timely and professionally.
  • Listen and promptly respond to service requests of associates and producing agents.
  • Research issues, respond timely and accurately to inquiries, find solutions to various service requests, complaints or concerns from associates and/or producing agents.
  • Communicate necessary changes or adjustments.
  • Understand organizational processes and find ways to optimize and improve them.
  • Perform data gathering, root cause analysis, and identify trends while studying processes.
  • Collaborate with subject matter experts and teams for better understanding and implementation.
  • Manage technology deployment projects and support technology platforms after implementation.

WH Greene & Associates

Underwriter Assistant
06.2019 - 05.2020

Job overview

In addition to Operation Specialist tasks:

  • Responded to customer requests via telephone and email and effectively answered questions and inquiries.
  • Utilized knowledge of insurance principles, policies and procedures to advise producers within authority.
  • Assist underwriters in preparing new and renewal business accounts for presentation to markets and/or producers.
  • Maintain accurate, up-to-date records within underwriting software programs by verifying all documents for accuracy and completion.

WH Greene & Associates

Operations Specialist
05.2018 - 06.2019

Job overview

  • Maintain policy issuance program updates.
  • Issue policies, reviewing for accuracy.
  • Send out documents in a timely manner and in accordance with established service goals.
  • Respond promptly and accurately to requests from finance companies for additional information.
  • Complete follow ups in a timely manner to ensure compliance of files.
  • Follow up with customers for required underwriting information to ensure compliance of files.
  • Follow up on quotes.
  • Process binders and invoices.
  • Provide research and clerical support to determine whether clients qualify for insurance policies, other financial services.

WH Greene & Associates

Policy Issuance Specialist
08.2014 - 05.2018

Job overview

  • Proactively assists with account management and achievement of service goals.
  • Team player, working with team members and management to assist in day-to-day tasks and challenges.
  • Processed and recorded new policies.
  • Notified insurance agents and accounting departments of policy cancellations and changes.
  • Modified, updated and processed existing policies.
  • Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
  • Point of contact between team members and outside resources to assist in program troubleshooting.
  • Managing support of some internal systems and the phone system.
  • Co-partnered in projects to help enhance and automate our internal procedures through policy issuance software.

City Honors Crew

Assistant Coach
08.2013 - 06.2014

Job overview

  • Trained athletes in proper use of equipment for safety and maximum results.
  • Educated athletes on land and water safety, in addition to teamwork and sportsmanship.
  • Provided guidance to athletes in overcoming challenges and identifying opportunities.
  • Worked with athletes at all levels to prepare them for national level competition.
  • Created training programs to prepare athletes for competition.

Education

Canisius College
Buffalo, NY

Bachelor of Arts from Psychology
05.2013

University Overview

  • Student Athlete: Canisius College Women's Rowing, 2010-2013. Developed skills in: leadership, teamwork, time management, communication skills, commitment, determination.
  • Study Abroad: Lorenzo De' Medici - 2012. Cultivated skills in problem-solving, cross-culture communication, adaptability.

Skills

  • Experience with Agile concepts, methodologies, and tools
  • Experience providing system administration and support for business administration and communication platforms
  • Some experience with code languages: SQL, JSON, Excel, Reports, Macro/Visual Basic
  • Self-motivated
  • Demonstrated time-
    management
  • Analyze Data
  • Experience in writing basic TSQL queries Experience with Power BI Desktop and Power BI Cloud, MS Word, MS Excel, MS PowerPoint, Photoshop suite
  • Quality Standard Management
  • Technical Assistance
  • Operational Processes
  • Supporting Deployments

Hobbies

Hobbies

Hiking, Biking, Kayaking, Spending time with my dogs

Availability
See my work availability
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Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Process Improvement Business Analyst
WH Greene & Associates
05.2020 - Current
Underwriter Assistant
WH Greene & Associates
06.2019 - 05.2020
Operations Specialist
WH Greene & Associates
05.2018 - 06.2019
Policy Issuance Specialist
WH Greene & Associates
08.2014 - 05.2018
Assistant Coach
City Honors Crew
08.2013 - 06.2014
Canisius College
Bachelor of Arts from Psychology
Julia RoacheBusiness Analyst