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Patricia Augusta Resume 2015

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Patricia Augusta Resume 2015

  1. 1. Profile Experienced Project Consultant with experience working in both technology and business units. Extensive background in Personal Lines Insurance in customer facing and non-customer facing roles. Experienced with the Project Lifecycle and how the SDLC lifecycle fits in to Projects. Seeking a position as a Project Consultant with the opportunity to advance in to a role as a Project Manager or a Project Manager role responsible for small to medium sized initiatives. Experience PMO Consultant II, Farmers Insurance; Simi Valley, CA – 2014-Present Support Project and Program Managers within the Personal Lines Distribution IT Department. Regular support tasks include: A. Change Request Activities: Creation of change request tracking documents and continuous monitoring and follow up on active change requests. B. Budget Reconciliation Activities: Creation of Project and Program budget tracking documents. Responsible for weekly budget updates and follow up on invoice payment/ issuance throughout the project lifecycle. Coordinate estimates for work requested among several application groups. Monitor expenditures of individual application groups and obtain forecasts of future spend. Communicate any discrepancies to the project manager and help resolve issues with the project budget as needed. C. Risk and Issue Tracking Activities: Track and report project risks/issues as needed. Work with the project team to resolve items in a timely fashion. Facilitate necessary meetings or discussions regarding risks/issues within the project. D. Project Schedule Activities: Create and maintain project plans as requested. Follow up with designated individuals regarding deliverables and issues/risks that could cause delays in the schedule. E. Monitoring Activities: Work with application teams to ensure timely delivery of artifacts by coordinating meetings and workshops with necessary participants. Ensure proper sign off is obtained for project artifacts required at each delivery gate. Create and review weekly portfolio status reports to ensure clarity in presentation and accuracy. Facilitate portfolio review meetings with senior management on a weekly basis. Provide meeting support to Project managers as needed. Create CAP documentation for Capital projects by gathering the necessary financial and project data and compiling it in to a presentation to be shared with executive management. F. General Support Activities: Update department SharePoint site with relevant information. Support the employee engagement team by posting article, activities, and announcements to the employee engagement SharePoint. Patricia Augusta 5069 Hidden Park Court A304 Simi Valley, CA 93063 M 805-587-2709 Patricia_Augusta@att.net
  2. 2. G. Project management activities: Managed process improvement initiative within IT Operations department in which the goal was to standardize the time tracking methodology across the IT organization. Successfully determined and implemented a viable solution. Currently monitoring impact and making necessary modifications to solution as needed. Ad hoc management of small scale initiatives as needed. Project Consultant, Tentek; Simi Valley, CA - 2013-2014 Consultant with Farmers Insurance Support Project and Program Managers within the Personal Lines Distribution IT Department. Regular support tasks include: A. Change Request Activities: Creation of change request tracking documents and continuous monitoring and follow up on active change requests. B. Budget Reconciliation Activities: Creation of Project and Program budget tracking documents. Responsible for weekly budget updates and follow up on invoice payment/ issuance throughout the project lifecycle. Coordinate estimates for work requested among several application groups. Monitor expenditures of individual application groups and obtain forecasts of future spend. Communicate any discrepancies to the project manager and help resolve issues with the project budget as needed. C. Risk and Issue Tracking Activities: Track and report project risks/issues as needed. Work with the project team to resolve items in a timely fashion. Facilitate necessary meetings or discussions regarding risks/issues within the project. D. Project Schedule Activities: Create and maintain project plans as requested. Follow up with designated individuals regarding deliverables and issues/risks that could cause delays in the schedule. E. Monitoring Activities: Work with application teams to ensure timely delivery of artifacts by coordinating meetings and workshops with necessary participants. Ensure proper sign off is obtained for project artifacts required at each delivery gate. Create and review weekly portfolio status reports to ensure clarity in presentation and accuracy. Facilitate portfolio review meetings with senior management on a weekly basis. Provide meeting support to Project managers as needed. Create CAP documentation for Capital projects by gathering the necessary financial and project data and compiling it in to a presentation to be shared with executive management. F. General Support Activities: Update department SharePoint site with relevant information. Support the employee engagement team by posting article, activities, and announcements to the employee engagement SharePoint. Business Analyst, QBE Insurance; West Hills, CA – 2012-2013 Manage production support and enhancement requests process, facilitating the implementation of the request from submission to production environment. Provide progress reports regarding the status of open requests and perform meetings to prioritize enhancements in the pipeline for the personal lines department. Gather business requirements from business units for projects and enhancements and review them with business units and upper management.
  3. 3. Perform maintenance tasks to support development of new personal lines products including database entry and modification. Support defect resolution/troubleshooting during QA testing and User Acceptance Testing. Act as liaison between the business and IT during projects and enhancements. Operations Consultant, QBE Insurance (Formally Bank of America) – 2007-2012 Conduct research on various Underwriting/Product regulations for Personal Lines Insurance Products. Conduct monthly testing of Homeowners Rating to ensure product rating matches the rates filed with the states’ department of insurance. Conduct monthly testing of Homeowners and Renters products to ensure that Adverse Action Notifications are issued as required by law. Conduct monthly testing of Homeowners renewal procedures to ensure policies are renewed according to the manuals filed with the states’ department of insurance.Research Department of Insurance complaints as assigned. Gather and organize required documentation to provide to the department of insurance. Worked with senior management to ensure successful completion of the Personal Lines Operations Workflow by creating project plans, documenting meeting notes and obtaining project status updates to distribute to the IMO. Managed successful completion of the 2011 PCI Compliance Self Assessment Questionnaire to ensure proper compliance with PCI Guidelines. Managed the tracking of the 2010 projects and initiatives for the Personal Lines Operations department. Created Reporting Pivot Tables for upper management to analyze. Utilized Access 2007 to run SQL queries of back end systems to provide policy level statistics and information for performance/informational purposes. Documented policies and procedures for the Operations Call Center in order to meet with new business standards set forth by Bank of America. Successfully managed a project to create and implement an associate workspace where Customer Service Representatives can easily and quickly locate reference manuals and guides to completing customer service calls efficiently and consistently in order to improve the overall customer experience with Bank of America. Responsible for updates and additions to this associate workspace. Created several Sharepoint web sites and have learned various techniques in Sharepoint site development. Create/Manage Microsoft Access databases. Responsible for coordinating department recognition meetings, creating presentations for various meetings, and coordinating meetings as requested. Customer Service Representative, Countrywide Insurance – 2005-2007 Perform changes to policies such as updating mortgage clauses, changing coverage amounts, changing names and addresses, etc. Sold Renters insurance policies to customers who contact the sales department directly.
  4. 4. Previously had a Personal Lines license in California and in approximately 47 other non- resident states. Education Northern Arizona University - B.S. Criminal Justice, 2004 Capella University - M.B.A. with an emphasis in Project Management, 2008 National University - Master of Science Organizational Leadership, 2013 Skills Microsoft Office, Sharepoint, AS400, Microsoft Project, Microsoft Visio, Microsoft Access, Planview, Lotus Notes, Ariba

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