Summary
Overview
Work History
Education
Skills
Certification
Training
Timeline
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Kumar Sarathy

Princeton,NJ

Summary

Adept at driving large-scale projects to successful completion, I leveraged my expertise in Salesforce, Apex, and agile methodologies at companies like Salesforce and Accenture, enhancing operational efficiencies and client satisfaction. My collaborative approach and technical acumen have consistently delivered projects ahead of schedule, achieving significant business growth and technological advancements.

Overview

32
32
years of professional experience
1
1
Certification

Work History

Sr. Technical Consultant

Salesforce
01.2019 - Current
  • Clients: Unum, Anthem, Kaizer, Cigna, Provider Health, Aetna, Blues (various), Priority Health, UChicagoMedicine, Aflac
  • Working experience and knowledge with Vlocity Platform capabilities, including building DataRaptors, OmniScripts, Flex Cards, Vlocity Data Model
  • Apex, Javascript LWC (lightning web components)
  • Strong API integration skill set
  • Implemented Vlocity solution for Health domains
  • Experience of agile project delivery and working as part of a wider team that includes highly skilled Salesforce developers, change management consultants and testers
  • Proven experience taking highly conceptual business needs and translating these into clear user stories, managing the product backlog and assisting the client with testing and product demonstrations
  • Interact with the development team during the project implementation
  • Maintain open communication with the client
  • Plan and monitor BA process and activities

Project Manager (Prop/Casualty Commercial Lines Insurance)

Chubb Claims IT PMO
Whitehouse Station, NJ
05.2016 - 10.2017
  • Responsible for the overall program of a major Claims integration initiative
  • The budget was in excess of 1 million and was successfully brought to completion
  • Managed a large team of 4 business analysts, 5 Java developers, 3 Main frame developers and 2 QA analysts
  • The program was successful in integrating numerous distributed systems from the legacy Chubb systems onto the new Ace platform
  • Some of the major responsibilities:
  • Ensure that the project management standards were maintained and could pass program management audits
  • Mobilize and develop the team and individuals within the team
  • Communicate with all parties involved and manage their expectations (in close cooperation with the Sponsor)
  • Responsible for a detailed charter, Work Breakdown structure and a detailed project plan
  • Monitor overall project progress and performance
  • Manage risks, issues, and actions and produce updates for management
  • Ensure the quality of deliverables meets or preferably exceeds the stated quality objectives
  • Manage all resources (time, budget, material and information technology)
  • Manage the overall project delivery process, including all interaction required for PMO office
  • Ensure the project is closed successfully upon completion

Implementation Manager

Majesco Insurance Technology
Morristown, NJ
08.2015 - 05.2016
  • Insurance software solutions using Agile Scrum Methodology
  • Responsible for successful project implementations within budget, schedule, scope and quality metrics
  • Supporting sales projects through definition and costing of projects and solutions and contributing to development of sales proposals and responses to RFIs and RFPs
  • Serve as the primary interface to the client during the project lifecycle, interacting with all levels of personnel within the client organization
  • Coordinating with project team members, other internal teams, client personnel and external teams as applicable to ensure that effective solutions can be delivered to the client within specified time and cost constraints
  • Provide effective problem solving and customer service, actively soliciting feedback from the client on project progress, team performance and overall satisfaction
  • Review client proposals or plans to develop project work breakdown structures, schedules, staffing requirements, budgets and statements of work
  • Review all project deliverables for accuracy, consistency, completeness, presentation and conformance to standards
  • Applied project management and company methodologies and best practices where appropriate and applicable to the specific client or situation
  • Communicate overall project strategy, direction, decisions and status to team members
  • Established and facilitate regular project team meetings
  • Gathers status from project personnel and modifies schedules or plans as required
  • Prepares project status reports for management, clients and other stakeholders

Project Manager (Insurance – both Life & P&C Insurance)

Enstar Group
Baskin Ridge, NJ
02.2014 - 08.2015
  • Company Overview: International reinsurance/insurance services company
  • Manage a variety of medium to large scale projects
  • A partial list below:
  • Pavonia Maple Project
  • Conversion of the Pavonia insurance products for all Canada Finance (HCFA) loans/annuities currently on CII platform to the Canada HUB platform
  • This includes closed end (CE) and revolving loans with single premium (SP), fixed monthly premium (FMP) and monthly outstanding balance (MOB) coverage
  • Prima Extension
  • P.R.I.M.A
  • (PRICING AND RATE MONITORING ANALYTICS) was initiated with the basic objective of providing underwriters and actuaries a central location to access the raters
  • This centrally located rater helps to avoid the versioning and other issues encountered when raters were saved locally
  • Multiple lines of business were integrated using Excel services and .net and Microsoft SQL Server
  • Payment Engine
  • The project involves extracting the claims disbursement data from (GuideWire) ClaimCenter to SunGard for processing
  • A file is returned from SunGard to update ClaimCenter with the appropriate check# and other key information
  • Xybernet Upgrade from version 5.6 to v7.0
  • Xybernet Consolidated Adjustments
  • P1 – Non-life – Various enhancements
  • Key Deliverables
  • Create and maintain the project schedule and apply project baselines at all required times
  • Create and maintain the project risks and issues
  • Create PID for new projects
  • Monitoring and reporting project progress to executives and PMO
  • Team leadership
  • Deploy resources cost effectively across projects by proactive and accurate resource estimation
  • Maintain project costs within approved budget
  • Optimize departmental operating expenses by effectively applying resources
  • International reinsurance/insurance services company

Project Manager (Healthcare)

Optimity Advisors
New York, NY
02.2011 - 02.2014
  • Company Overview: OA is a specialized management consulting and advisory firm global involved in management consulting and technology services
  • Client: Freelancers Insurance Company (Healthcare – QA Mgmt)
  • Project: Manage all QA phase for healthcare roll-out
  • Key Deliverables:
  • Responsible for monitoring and maintaining quality and compliance targets
  • Monitoring and auditing of products to ensure high standards of quality
  • Ensuring products comply with legislation and quality assurance codes
  • Ensuring that all QA Tests are carried out on time and in full
  • Managing and monitoring all vendor deliverables
  • Provide weekly and monthly reports to senior & executive stakeholders on performance
  • Identify training needs and recommendations to improve customer experience
  • Keeping quality documentation up to date
  • Making sure that all QA records, data & information are available to all stakeholders
  • OA is a specialized management consulting and advisory firm global involved in management consulting and technology services

Business Analyst

Lincoln Financial Group
PA
05.2010 - 02.2011
  • Project: Uniform Transaction Blotter enhancement (Broker & Trader software)
  • Methodology: Agile
  • Key Deliverables:
  • Enhance/Revise the Broker/Dealer web application currently in use to meet compliance and regulatory needs
  • Present a Uniform Transaction Blotter to both Lincoln Financial Securities (LFS) and Lincoln Financial Advisers (LFA) and eliminate the LFA excel spreadsheet blotter process and provide efficiencies for both LFA and LFS
  • Process involved extensive re-engineering of existing software
  • Legacy system was analyzed and gap analysis documents created
  • Project: Create a web interface to establish and maintain the broker dealer roles and relationships hierarchy
  • Methodology: Agile
  • Key Deliverables:
  • Create a new web based interface to access the roles & relationship currently maintained in the Informix Caesar database
  • Some of the roles and responsibilities were:
  • Managed the requirements and testing phases of the project
  • Managed and monitored project issues and risks and escalated as appropriate
  • Worked with business leadership to manage scope and the change control process
  • Directed teams with focus on ensuring delivery of results
  • Work with QA team to design test plan and test cases for User Acceptance Testing (used HP/Mercury Quality Center)

PMO Lead

ACCENTURE
Florham Park, NJ
06.2007 - 05.2010
  • Company Overview: Accenture is a global management consulting, technology services and outsourcing company
  • Client: XL Capital
  • Tailor general on-boarding packet (created by PMO) for US IT resources
  • Develop US on-boarding checklist and procedures (leveraging PMO general deliverables)
  • Assist with coordination of staffing activities with the PMO project
  • Client: Se2/Hanover Insurance (Life Insurance Division)
  • Project Manager - Managed a team of 4 to 6 developers and business analyst
  • Development work was done using Microsoft .NET
  • Key Deliverables: Policyholder dividends/annuities payable in 2008 tables and later to be updated with new tables will be calculated using new factors
  • This modification will be the first of a three-year cycle
  • Some of the roles and responsibilities were:
  • This role involved extensive interaction with Sr
  • Executives
  • Managed all aspects of the 2008 Dividend Scale project
  • Build project plan / release plan for 2008 Div Scale and provided weekly updates
  • Prepared work plans and estimates using Microsoft Project
  • Managed and monitored project issues and risks and escalated as appropriate
  • Monitored scope and progress of the deliverables
  • Coordinated weekly status calls with key stakeholders
  • Developed a comprehensive Knowledge Transfer plan for future deliveries
  • Conducted Joint Application Development (JAD) sessions with stakeholders throughout SDLC to resolve open issues
  • Identified Accenture resource needs to complete tasks on schedule
  • Achievements: Project was completed two weeks ahead of schedule and on budget
  • All project milestones completed to client satisfaction
  • Procedures and step by step documentations are in place for 2009 and 2010 implementation
  • Accenture is a global management consulting, technology services and outsourcing company

Sr. Functional Consultant (Property & Casualty – Reinsurance)

MSG Systems
Princeton, NJ
01.2005 - 01.2006
  • Company Overview: German Consulting Company delivers SAP turnkey solutions, tailored to specific requirement
  • Client: Zurich NA
  • Key Deliverables: To identify enhancement requirements and conversion requirements for the SAP FS-RI module
  • Performed GAP and Risk analysis of existing system and evaluated benefits of new system
  • Worked with SAP tools like LSMW to facilitate data transfers between Legacy systems and SAP FS-RI modules
  • Developed in house training presentations for team members on SAP technical tools like BAPI, ALE etc
  • Client: The World Bank
  • Key Deliverables: To set up reinsurance business cases for presales client demonstration for The World Bank (The Multilateral Investment Guarantee Agency (MIGA)
  • Worked with team to gather requirements and designing business process flows
  • Helped in setting up Reinsurance business cases for client demonstration
  • German Consulting Company delivers SAP turnkey solutions, tailored to specific requirement

Systems Analyst (Property & Casualty – Personal Lines Rating)

Satyam Computer Services
Parsippany, NJ
01.2003 - 01.2005
  • Company Overview: Indian IT Company providing consulting services, enterprise business solutions, application development services and engineering solutions
  • Client: AIG - PCG
  • Methodology: Agile
  • Coding/development: Java (J2SE 5.0)
  • Key Deliverables: Project involved rolling out personal line auto for 19 states
  • The goal was to implement an aggressive schedule of two states per month
  • Modules impacted – Rating & policy administration
  • Performed detailed preparation and documentations of user needs and program functions
  • Coding rating modules based on State and Company requirements (Java)
  • Work closely with client's project team to gather information at various levels to define scope of project and stakeholders' expectations
  • Communicated scope and stakeholders' expectations to onsite and offshore team
  • Created detailed QA methodologies based on Underwriter's specifications
  • Worked closely with third party vendors (Docucorp)
  • Mentored and directed offshore team
  • Set deadlines and monitor teams to ensure delivery on time and budget
  • Majority of team was off-shore (India) so developed a working knowledge of strategic outsourcing services in an onsite/offsite model
  • Achievements: The project was successfully implemented on time and this helped PCG auto to write more business ($3.2m) than its competitor (DRC - $2.7m) for fiscal year 2004
  • Made major contributions to deliverables which served as the basis for subsequent work at client
  • Seen as a role model by other resources due to his strong initiative and dedication to the client
  • Effectively managed working relationships
  • One example of this behavior was the ability to work with a very difficult key client resource and ultimately achieve deliverable sign-off from this resource
  • Indian IT Company providing consulting services, enterprise business solutions, application development services and engineering solutions

Sr. Software Engineer /Project Lead - Team Size 3 (Property & Casualty – Commercial Lines)

Computer Task Group
New York, NY
01.2000 - 01.2003
  • Company Overview: Provides IT staffing, application management outsourcing, and consulting solutions to Global 2000 clients
  • Client: Reliance Insurance Company
  • Key Deliverables: To convert 600,000+ Workers Comp policies from Cyber Point system to WINS system
  • Supervised Underwriting requirements and project requirements and created detailed documents to modify computer programs
  • Directed teams to develop methodologies to map policies from Cyber Point data to Wins Data
  • Led the development efforts to create conversion programs
  • Generated test plans and managed overall testing process for premium reconciliation
  • Client: XL Environmental (ECS)
  • Key Deliverables: To convert ECS third party policies from the ECS system to WINS system
  • Managed business analyst and two developers to develop methodologies to map policies from ECS data to Wins Data
  • Generated test plans and conducted unit and system testing for programs and premium reconciliations
  • Queried and managed data using SQL in DB2 environment
  • Client: Reliance Insurance Company
  • Key Deliverables: Responsible for designing and creating modules to enter Assumed companies into Wins file maintenance system
  • Option was integrated into the menu system
  • Deliverables were Add/Update/Delete modules and users generated reports
  • Project to capture Accounts Receivable and related information
  • Links created to existing claim system to display/edit corresponding claims
  • Coding/development using Java (J2SE 1.4)
  • Provides IT staffing, application management outsourcing, and consulting solutions to Global 2000 clients

Developer/Systems Analyst/Project Lead --- Team Size 5 (Property & Casualty – Personal Lines)

Wheatley Insurance System
Melville, NY
01.1993 - 01.2000
  • Company Overview: The Wheatley Group, developer of the WINS insurance information processing system
  • Role Description: Held progressively challenging positions at Wheatley primarily in the area of Rating and Policy Administration
  • Deliverables were to create rating modules for base software and to create custom enhancements
  • Also responsible to roll out product updates and product releases
  • Managed the design, build and testing phases of multiple projects
  • Managed and monitored project issues and risks and escalated as appropriate
  • Monitored scope and progress of deliverables
  • Filing ISO Bureau Reporting for HOP and DFA
  • Coding/development using Java (J2SE 1.3)
  • The Wheatley Group, developer of the WINS insurance information processing system

Education

Bachelors - Chemistry

Madras University
India

Skills

  • Salesforce
  • Apex
  • VisualForce
  • Forcecom APIs
  • Web Services
  • Java
  • JavaScript
  • HTML
  • CSS
  • JIRA
  • Github
  • SQL
  • SOQL
  • Git
  • SAP
  • MS SQL Server 2005
  • DB2
  • MS Access
  • Salesforce Health Cloud
  • Vlocity toolset
  • SAP FS-RI
  • WINS

Certification

  • Salesforce Certified Data Cloud Consultant, 01/2025
  • Salesforce Certified AI Specialist, 11/2024
  • Salesforce Certified Sharing & Visibility Architect, 11/2024
  • Salesforce Certified AI Associate, 07/2024
  • Salesforce Certified OmniStudio Developer, 07/2023
  • Salesforce Health Cloud Accredited Professional, 07/2023
  • Salesforce Certified Advanced Administrator, 05/2023
  • Salesforce Certified Sales Cloud, 03/2023
  • Salesforce Certified Service Cloud, 01/2023
  • Salesforce Certified Administrator, 12/2022
  • Salesforce Certified Platform Developer I (SU18), 09/2018
  • Salesforce Certified Platform App Builder (SP18), 05/2018
  • Health Cloud Specialist Super Badge, 11/2023
  • Apex Specialist Super Badge, 04/2022
  • Triple Star Ranger, 01/2025
  • Certified Scrum Master (Scrum Alliance), 09/2017
  • Project Management Professional (PMP), 07/2007

Training

  • Master’s Program – Business Intelligence, SetFocus, LLC, 02/2009 - 04/2009
  • Value-Driven Program Management, Accenture - Internal, 05/2008
  • Insurance Claims Boot camp, Accenture - Internal, 01/2008
  • Masters Certificate Program in Project Management, Villanova University, 02/2007
  • Business Analyst Certificate, Mercer County Community College, 06/2007
  • Certificate Object-Oriented Programming using Java, New York University, 02/2002
  • Certificate in Applications Programming, Pace University, 06/1992

Timeline

Sr. Technical Consultant

Salesforce
01.2019 - Current

Project Manager (Prop/Casualty Commercial Lines Insurance)

Chubb Claims IT PMO
05.2016 - 10.2017

Implementation Manager

Majesco Insurance Technology
08.2015 - 05.2016

Project Manager (Insurance – both Life & P&C Insurance)

Enstar Group
02.2014 - 08.2015

Project Manager (Healthcare)

Optimity Advisors
02.2011 - 02.2014

Business Analyst

Lincoln Financial Group
05.2010 - 02.2011

PMO Lead

ACCENTURE
06.2007 - 05.2010

Sr. Functional Consultant (Property & Casualty – Reinsurance)

MSG Systems
01.2005 - 01.2006

Systems Analyst (Property & Casualty – Personal Lines Rating)

Satyam Computer Services
01.2003 - 01.2005

Sr. Software Engineer /Project Lead - Team Size 3 (Property & Casualty – Commercial Lines)

Computer Task Group
01.2000 - 01.2003

Developer/Systems Analyst/Project Lead --- Team Size 5 (Property & Casualty – Personal Lines)

Wheatley Insurance System
01.1993 - 01.2000

Bachelors - Chemistry

Madras University

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Kumar Sarathy