Kelli Davis
Clementon
Summary
Dynamic Sr. Business Analyst at PMA Companies with expertise in business analysis and requirements gathering. Proven track record in enhancing system functionality through effective communication and cross-training. Skilled in user acceptance testing and adept at identifying process improvements, driving efficiency in insurance operations.
Overview
21
21
years of professional experience
Work History
Sr. Business Analyst
PMA Companies
Blue Bell
01.2023 - Current
- Responsible for the development of the design related to projects assigned.
- Gather. compile, and summarize information regarding business functional processes, technology, or data, such as requirements, specifications, test cases, and date analysis.
- With minimal supervision act as a lead to assure effective communication between functional and technical areas of the organization including the field, vendors, and clients.
- I am required to provide support to the Product and IS teams. I assist in the preparation of enhancement requirements and workarounds. I test all lines of business when new service packs are put into on policy system
- I am familiar with reading insurance circulars as well as proficient in Word, Excel, Jira, Qtest, Access and Sharepoint.
- I provide cross training for other team memebes.
- I work well under pressure.
- Analyzed existing systems and processes, identified gaps and recommended improvements.
- Documented test cases for validating system functionality against user requirements.
Corporate Operations Consultant
PMA Companies
Blue Bell
09.2016 - 01.2023
- Created and continually modified training materials to meet the needs of the users.
- Evaluated, designed, and developed a wide range of methods for delivery of training including but not limited to instructor led, self-guided, virtual classroom, web-base and other eLearning methodologies.
- I was responsible for answering user questions regarding the policy system and researching errors they may encounter. I also worked as a liaison between the users and the Business Analysts'.
- I supported all lines of business in the product and casualty insurance business.
Sr. Underwriting Assistant
PMA Companies
Mt Laurel
06.2004 - 09.2016
- Developed relationships with external vendors providing services related to underwriting activities.
- Verified accuracy of documents submitted by customers such as Acord applications, loss runs, and financial documents.
- Completed loss trending by analyzing loss runs.
- Worked closely with multiple underwriters on large and commercial market accounts.
- Accompanied the Underwriters on visits to brokers and agents.
- Responsible for rating multiple lines of business including automobile, workers compensation, property, and general liability.
- Responsible for order Risk Control Reports, Flood Reports, Property Intel Reports, etc.
- Followed up with Brokers and Agents for signed forms relevant to insurance industry standards.
- I worked on Large Deductible, Fixed Cost, and Retrospective policies.
Education
High School Diploma -
Eastern Regional High School
Voorhees, NJ06-1987
Skills
- Business analysis
- Requirements gathering
- Test case documentation
- Team collaboration
- Cross-training
- Insurance knowledge
- User acceptance testing
- Test case scenarios
Timeline
Sr. Business Analyst
PMA Companies
01.2023 - Current
Corporate Operations Consultant
PMA Companies
09.2016 - 01.2023
Sr. Underwriting Assistant
PMA Companies
06.2004 - 09.2016
High School Diploma -
Eastern Regional High School
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