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Steven
Lieb.Consulting@gmail.com
770-713-6779
9280 Waterglen Lane
Jacksonville, FL 32256
Senior Project Manager/Senior Business Analyst Consultant
20 years experience W2
1
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Average rating
133
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Summary

Performance driven Senior Project Manager with over 15 years of experience leading the planning, resourcing, development, execution and delivery of integrated IT and business-management projects in an enterprise corporate environment. Highly skilled at building successful collaborative relationships with Operations, Finance, Underwriting, Claims, Marketing, Sales, Agent Licensing, Compensation, Product, Accounting, Legal, Regulatory Compliance and Support services. Strong background managing multiple high-visibility projects through the entire SDLC (Software Development Life Cycle) in either Waterfall or Agile frameworks. Over 30 years in the technology footprint, with an emphasis in the Insurance vertical including: Property and Casualty, Auto, Life, Reinsurance, Health, Annuity, Home, Dwelling, Group and Individual Voluntary Benefits. Specialize in large transformation and modernization, integration, upgrades and conversions with policy administration systems, claims, billing CCM digital document/content/print management systems and IT service delivery. Managed projects as Scrum Master and Product Owner with TFS (team foundation server). Agile management oversight using Kanban board for epics, features, stories, sprint planning and retrospectives. Project tracking includes MS Project, CA Clarity, JIRA, Service Now, Smartsheet, Workfront. Over 20 years in insurance technology providing management for large policy administration conversions and acquisitions with budgets from $500K to over $20MM.

Experience
Senior Project Manager/Senior Business Analyst Consultant
Nov 2017 - present
Piscataway, NJ
Supporting comprehensive enterprise-wide Customer Communication Management (CCM) strategies within the insurance domain. Participate on current state analysis of legacy environments and support migration to modern CCM platforms.
• Senior Consultant for Stillwater Insurance Group providing Project Management/Business Analyst support for an entire new CCM platform across all lines of business for Claims, Underwriting and Policy Administration systems.
• Led JAD sessions with business users capturing requirements for Claims, Underwriting and Policy Administration BRD documents.
• Created project plans for POC and Implementation phases.
BRD Business Analysis Project Management Project Planning
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President
Apr 2017 - present
Jacksonville, FL
Providing senior project management and agile scrum master consulting services across the United States. Over 30 years in the technology footprint, with an emphasis in the Insurance vertical including: Property and Casualty, Auto, Life, Reinsurance, Health, Annuity, Home, Dwelling, Group and Individual Voluntary Benefits. Specialize in large transformation, modernization, integration, upgrades and conversions with large policy administration systems, claims, billing, CCM digital document/content/print management systems and IT services.
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Technology AVP/Program Manager
Information Technology
Aug 2013 - Apr 2017
  • Providing Senior Leadership to Enterprise Digital Document Generation (EDG) Systems Life and Annuity Teams.
  • Deploying cutting edge Digital Document Creation/Management solutions for 10th largest global corporation focused on improving Customer Experience (CX).
  • Leading an enterprise CCM technology division supporting entire business areas across operations, marketing, claims, accounting, legal and compliance, product, commissions, print operations, sales, underwriting and acquisitions.
  • Specialize in leading large policy print/correspondence conversions from older technology to leading edge platform with OpenText Exstream Dialogue infrastructure.
  • Providing senior leadership oversight for internal/external and third-party resources.
  • Delivered 300+ projects for enterprise customer base within established timelines, resources and budgets.
  • Executing dynamic customer communication management solutions supporting several policy administration systems including: ADMI (LIDP), Lifecomm, IMS, TLS, COMPASS.
  • Support and implement requests for service (RFS) across Life, Annuity and Health insurance products.
  • Deploying EDG strategy plan to achieve goals for technology roadmap.
  • Develop and execute future state using OpenText Exstream Dialogue print platform.
  • Utilizing ServiceNow, enterprise cloud based platform to standardize project workflow.
  • Implementing training/mentorship best practices, utilizing SharePoint platform for EDG team repository.
  • Designed and publish comprehensive EDG project dashboard for direct reports and enterprise.
  • Managing requirements, plans, risks, issues, actions, costs, schedules, status, project artifacts.
  • Supported $Billion growth acquisition integrating document management systems/workflows.
  • Led multi-year policy print forms conversion from Documaker to OpenText Exstream Dialogue.
  • Increased brand awareness by delivering several successful output mailings targeting Marketing customer engagement initiatives.
  • Supervised major print conversion from legacy LifeComm premium notices to Exstream Dialogue document platform delivering dynamic re-design including dramatic color, logo and marketing messaging.
  • Produce correspondence output formats including PDF, Postscript, AFP, PCL, HTML, DJDE, TIFF.
  • Senior level project oversight using Agile methodology.
Program Management Agile Methodology Project Management MS Project MS SharePoint Compliance ECM MS Visio
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References
Average Rating

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Senior Project Manager/Scrum Master Consultant
Aug 2013 - Apr 2017
Birmingham, AL
Senior Consultant that provided PMBOK centric experience to Enterprise Digital Document Management/Development Systems for Life, Annuity and Health Insurance Teams. An Agile technical expert as scrum master responsible for all updates to KanbanTeam Foundation Server (TFS) platform including epic, feature, story and sprint velocity planning.
• Deployed cutting edge Digital Document Creation/Management solutions for 10th largest global corporation.
• Supported an enterprise digital CCM technology division supporting entire business areas across operations, marketing, claims, accounting, legal and compliance, product, commissions, print operations, sales, underwriting and acquisitions.
• Specialize in leading large policy print/correspondence conversions from legacy technology to leading edge platform with OpenText Exstream Dialogue infrastructure.
• Successful multi-year platform release upgrade including all infrastructure and security controls.
• Led technical teams providing oversight and planning with developers, business analysts and QA testers.
• Waterfall and agile methodologies acting as scrum master and product owner roles.
• Division delivered 100+ projects annually for enterprise customer base within established timelines.
• Executed dynamic customer communication management solutions supporting several policy administration systems including: ADMI (LIDP), Lifecomm, IMS, TLS, COMPASS.
• Utilized ServiceNow platform for project management, planning, resourcing and workflow integration.
• Implemented training/mentorship best practices, utilizing SharePoint platform for EDG team repository.
• Designed and publish comprehensive EDG project dashboard for direct reports and enterprise.
• Managed requirements, plans, risks, issues, actions, costs, schedules, status, project artifacts.
• Supported $Billion growth acquisition integrating document management systems/workflows.
• Led multi-year policy print forms conversion from Oracle Documaker to OpenText Exstream Dialogue.
• Increased brand awareness by delivering several successful output mailings targeting Marketing customer engagement initiatives.
• Supervised major print conversion from legacy LifeComm premium notices to OpenText Exstream Dialogue document platform delivering dynamic re-design including dramatic color, logo and marketing messaging.
Agile Methodology Business Analysis MS SharePoint MS Visio PMBOK Product Owner Project Management Quality Assurance Scrum Scrum Master Waterfall Compliance Infrastructure Security
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Senior Project Manager Consultant
Feb 2013 - Jul 2013
Atlanta, GA
Senior Consultant for Manheim providing Project Management and Senior Business Analysis support for the OVC (One View of the Customer) initiative.
• Project Manager for Third Party Remarketing (TPR) project to enhance front and back end IBM AS400 systems throughout the TPR lifecycle.
• Documented business process for Remarketer setup and on-boarding, vehicle check-in, registration, inspection, recon, settlement, title, gate release and reporting.
• Project artifacts captured on SharePoint for TPR Project Charter, TPR Master Lifecycle Analysis, TPR Visio Process Flow diagrams, Analysis, Meeting Minutes, Status Reporting.
Business Analysis MS SharePoint MS Visio Project Management
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Senior Project Manger Consultant
Jul 2012 - Feb 2013
Los Angeles, CA
Senior Consultant for Mega Client (Farmers Insurance), providing Project Management and Senior Business Analysis support for the Los Angeles, CA, on-site management team. Major legacy Conversion effort spanning critical policy administration systems including Guidewire Claims and Policy Center.
• Participated on Rules Modernization project to transform existing legacy platform to new PEGA system architecture.
• Domain Consultant for Rules Modernization phases for Proof of Concept (POC) and Due Diligence delivery.
• Led Business Analyst team for major Forms conversion project from legacy Documerge to HP Exstream Dialogue platform.
• Supported Client directive to enter the new Telematics market with UBI (usage based insurance) platform.
• Collaborated with internal partners to deliver Social Identity metrics to improve customer pricing delivery.
Business Analysis Project Management
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Senior Project Manager Consultant
Mar 2011 - Jun 2012
Jacksonville, FL
Project Manager Consultant for Allstate Benefits reporting to Document Management Services (DMS). Portfolio of products include Voluntary Health, Dental and Life Insurance. Provider networks include: Beechstreet PPO Network, AHL Minimedical Plan, PHCS Network, Catalyst Prescription Plan, ScriptSave Prescription Plan, EyeMed Vision Care.
• IBM Genelco Policy Administration system with IBM AS400, and CSC Life70 Policy Administration system with IBM Mainframe sending data feeds to DMS print environment for support of all projects.
• Projects initiated with formal kick-off with Business Partners to plan activities including milestones and resource allocation.
• Supported major policy print conversion consisting of 67 Applications from DOC1 Correspondence print systems to HP Exstream Dialogue print platform.
• Project Manager and led Business Analyst Team driving forms conversion project during a 12 month duration.
• Led extensive discovery analysis sessions between Allstate Business Partners to design and publish Documerge to Exstream Dialogue print conversion strategy, including current vs future state process flows, forms, product, QA and post production conversion strategies.
• Participated in the integration to partner with Aetna Alliance to sell Allstate Benefit products.
• Developed technical business requirements for Group Indemnity Medical/Catalyst Rx ID Card automation print project that eliminated manual process, supported Group Voluntary Disability Income Project.
• Designed and monitored post production verification process for GIM ID Card project.
Business Analysis MS Visio Project Management Quality Assurance
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Senior Business Analyst Consultant
Oct 2010 - Mar 2011
Jacksonville, FL
Senior Business Analyst Consultant for Kemper Insurance (Unitrin Services Group) supporting Property and Casualty Insurance and reporting to the USG Forms Service and CSC Exceed Policy Application. Integration with Guidewire Claim and Policy Center.
• Assigned and implemented P&C Policy Forms service projects including: End to End Error Handling, Policy Event Routing Service Forms Enrichment, Agent Paperless Preferences, Thomas Forms Selection.
• Designed and created QTP automated test cases for CSC Policy Exceed Forms Service.
• Supported CSC Policy Exceed XML validation for Policy Declaration, Correspondence, Notices and Billing.
• Developed comprehensive user manual for CSC Exceed Data Entry procedure identifying actions for Add, Renew, Cancel, Rewrite, Mod, Reissue, Apply Payments, Reversing Payments.
• Successfully tested over 140 test cases utilizing XML Spy to manipulate XML policy data and executing JAVA test client.
Business Analysis Guidewire GW PolicyCenter
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Senior Business Analyst Consultant
Jul 2010 - Oct 2010
Charlotte, NC
Senior Business Analyst Consultant for TIAA-CREF supporting the ID3 Phase 3 Life Insurance Policy Conversion to McCamish VPAS Policy and Administration System.
• Assumed responsibility for six projects supporting Life Insurance Policy Conversion to third party vendor McCamish Systems.
• Finalized and published procedure and process workflows for Disability of Waiver Premium (DWP) and Accelerated Death Benefit (ADB).
• Built out central shared drive repository for critical process work flows between IT and Operations.
• Attended JAD work sessions with internal SME resources and external McCamish SME vendor.
Business Analysis
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Senior Process Business Analyst Consultant
Oct 2009 - Jun 2010
Atlanta, GA
Process Business Analyst assisting Dell Managed Services supporting the transition of GTA/State of Georgia End User Services to IBM/Dell Outsourcing contract.
• Led efforts to gather, analyze, and validate project requirements and work flows within the various agencies for the State of Georgia.
• Created new SharePoint central repository for process related work flows representing current state.
• Drove process initiatives between Tower areas for Service Desk, Program Field Services, Asset Management, Application Image Management, Managed Deployment and Dell Desktop Manager
Business Analysis Project Management
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Project Manager (PMO) / Senior Business Analyst / Team Leader
Feb 2003 - Aug 2009
Alpharetta, GA
Auto Project Manager (PMO) / Senior Business Analyst / Team Leader Project Manager / Senior Business Analyst reported to Policy Management System Development supporting Insurance applications across Operations, Underwriting, Marketing, Agent Licensing and Compensation, Legal and Compliance, Finance and Accounting.
• Created PMO organization for Regulatory Legal Compliance division as Senior Project Manager, responsible for managing, implementing, working with off-shore CSC resources for all IT Mainframe Legal/Compliance Forms projects.
• Managed and implemented 100+ IT Legal Compliance projects per year, handling all Business Requirement development, project coordination across matrix organization, addressing open issues, project status reporting and point person for all communication.
• Monthly operating budget of $50,000 for external vendor and off-shore developers.
• Initiated and developed business process improvement strategies for Regulatory Compliance and Agent Licensing and Compensation Business Units.
• Performed as Senior Business Analyst supporting major policy print forms conversion from legacy Documerge to new Documaker platform over an 18 month duration.
• Forms conversion project impacted all policy print throughout AIG/21st Century project portfolio, including over 5,000 forms.
• Form conversion project provided opportunity for total re-design of policy print leveraging common design for over 12 separate lines of business.
• Developed 40 State Specific Business and Design Requirements for Phase III Legal Forms Conversion from Documerge to Documaker platform.
• Designed and implemented Post Production Validation Process for Legal Forms Projects.
• Created SalesLogix CRM 1099 Tax Reporting Business Requirements across all field Agency work force.
• Improved project delivery between IT, Legal, and Computer Sciences Corporation utilizing SOX Compliance Guidelines throughout full System Development Life Cycle.
• Participated in PMO Legal Compliance Forms Project Initiation, Scheduling and Reporting Workflow using MS Sharepoint platform.
• Subject matter expert that deployed IBM Mainframe Policy Application implementations for the rating engine component utilizing CSC's PMS (Policy Management System).
• Assumed Team Lead role for 8 months with responsibility for all Auto rate revisions, including project review, planning, work-load scheduling, and status for eight member BA team.
• Extensive data mapping and building complex ratefile keys spanning flat, VSAM and partitioned data sets using IBM TSO for all projects.
• Responsible for performing key updates to files consisting of 5,000 to 150,000 records.
Business Analysis Compliance CRM Data Mapping MS SharePoint MS Visio PMO Process Improvement Project Management SOX
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Senior Business Systems Analyst
Information Technology
Nov 2000 - Oct 2002
Alpharetta, GA
Business Analyst team member responsible for Application Development Investments, supporting implementation and enhancement efforts for Corporate Securities Trading and Accounting Systems.
• Participated in NAIC pricing re-write project. Five month duration performing requirements gathering, creation/revision of business specifications. Coordinated project team meetings, assisted in QA testing validation using extensive SQL analysis, and served as liaison between business unit and IT programmers.
• Provided QA validation support for major project initiative supporting upgrade to new Camra 3.5.1 accounting system platform. Documented issues list during parallel testing conversion.
• Successful project support for ratings/upload enhancement. Responsibilities included completion of specification document, development of QA testing spreadsheets, and QA validation. Assisted in coordination of Camra 3.5.1 testing environment.
• Established system documentation portal for Pricing and Equity systems by developing a Web browser interface Using Microsoft Sharepoint.
Application Development BSA Business Analysis Requirements Gathering SQL System Analysis
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Product Consultant
Banking/Financial
May 2000 - Nov 2000
Atlanta, GA
Professional Services Division providing software, technologies, services and outsourcing to Auto, P&C, Life and Health Insurance, utilities, and financial services organizations.
• Implemented forms enhancement for major insurance provider, Hartford Insurance Company, including forms design and updates to program source code.
• Conducted testing for Progressive Insurance Company, completing policy form conversion from Xerox metacode to HTML web browser format.
• Served as Project Manager with responsibility for supporting project book documentation, updates to MS project plan, weekly reporting for actual vs estimate billable report and status report updates.
• Developed business requirements including technical procedures for specific form conversion and EBPP file processing. RAD techniques utilized during project software development and testing.
• Served as liaison between external clients and internal technical staff.
Project Management MS Project
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Edit Skills
Non-cloudteam Skill
Education
Information Systems Society
Kennesaw State University
Insurance Systems
CAMRA Accounting System, Agency
System
Thomas Forms, Uniforms Master/Underwriting/Correspondence/Forms Tracking, OpenText Exstream Dialogue, Guidewire Policy/Claims/Billing Center, Elixir F
Office, Project, Access, Publisher, PowerPoint, Visio
Outlook, Lotus Notes, Oracle Discoverer, Erwin Data Modeling, Mercury Quality Center, Test Director, Quick Test Professional
TreeAge Data Decision Tree, JIRA
USE Cases
Object Oriented Modeling, Barcode, OCR, Automated Work Distributor AWD
USE Cases
Skills
Business Analysis
2021
28
Project Management
2021
28
MS Visio
2017
22
Compliance
2017
19
MS SharePoint
2017
19
CRM
2009
12
PMO
2009
12
Process Improvement
2009
12
SOX
2009
12
Agile Methodology
2017
7
Business Requirements
2012
7
Data Mapping
2009
6
Quality Assurance
2017
6
Infrastructure Security
2017
4
PMBOK
2017
4
Product Owner
2017
4
Scrum
2017
4
Scrum Master
2017
4
Waterfall
2017
4
ECM
2017
3
MS Project
2017
3
Program Management
2017
3
Application Development
2002
2
BRD
2021
2
BSA
2002
2
Project Planning
2021
2
Requirements Gathering
2002
2
SQL
2002
2
System Analysis
2002
2
Change Management
2012
1
Guidewire
2011
1
GW PolicyCenter
2011
1
UNIX
2012
1
Analysis
0
1
Asset Management
2010
1
HP QTP
2010
1
IBM Mainframe
2016
1
JIRA
2013
1
Oracle
0
1
SDLC
0
1
Technical Specifications
0
1
Test Case Preparation
2011
1
Test Planning
0
1
XML
2010
1