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2015 – Internship
Dan Meislin
Claims System Administration
July 23rd, 2015
About Me
• Attending Binghamton University
• Working toward a BS in Management
Information Systems
• Going into Senior year (graduating after three
years of study)
• Career Goal: A challenging full-time position,
likely related to technology/data analysis
• Interests: Futurology, Current Events,
Technology (recently built a computer)
Assignment at Utica National Insurance
Title: Claims System Support Analyst Intern
Manager: Chris Wilson
Responsibilities: Generating reports in
OBIEE and Excel, Document processing for
CCS, Investigating system errors, Updating
the mainframe, Creating a claims marketing
piece
Generating reports in OBIEE and Excel
• Oracle Business Intelligence Enterprise Edition:
– Gathering report requirements
– Finding each applicable subject area in OBIEE
– Running the report
– Exporting the report to Excel and formatting it,
sending it to those who requested it
– Purpose: Providing people in the company with
data they need to solve problems and make
decisions
• Monthly Expense Reports in Excel:
– Generating reports for Claim Managers via Excel
pivot table
– Saving reports in PDF format and placing them in the
appropriate folders
– Purpose: Helping Claim Managers analyze our
claims expenses and make decisions
accordingly
Corporate Claims Support
• Customer Survey Letters
– Obtaining claim data from mainframe
– Entering mainframe data into outgoing
survey form
– Entering data from returned form into
Access database
– Purpose: Gaining customer
feedback and ensuring that
customer satisfaction is up to par
• Preparing hundreds of checks for mailing
(often to healthcare providers)
– Purpose: Fulfilling our obligation to
our insured and claimants
Corporate Claims Support
• Customer Survey Letters
– Obtaining claim data from mainframe
– Entering mainframe data into outgoing
survey form
– Entering data from returned form into
Access database
– Purpose: Gaining customer
feedback and ensuring that
customer satisfaction is up to par
• Preparing hundreds of checks for mailing
(often to healthcare providers)
– Purpose: Fulfilling our obligation to
our insured and claimants
Updating the Mainframe
• Checked claims for errors
(example: checking closed
subclaims where the paid did not
equal the incurred)
• Transferred adjuster diaries for
claim adjusters moving around the
company
• Added data to claims such as a
“special code” for a particular type
of winter storm loss
• Purpose: Ensuring data
accuracy in the Claim System
and monitoring unprocessed
transactions for financial impact.
Investigating System Errors
• Made comprehensive list of
mainframe errors and solutions to
those errors
• Purpose: A reference for the
Claims Department and a training
tool for new hires
• Identified claims with documents that
weren’t showing up
• Purpose: Trying to determine the
root cause of this error and
demonstrating the problem to IT
Creating a Claims Marketing Piece
• Collaborated with fellow intern
Matt Huss
• Created a video in Windows
Movie Maker promoting the
claims department
• Purpose: A marketing piece
for our agents and agent
customers that conveys the
reliability, responsiveness
and culture of our Claims
Department and Company
Creating a Claims Marketing Piece
• Collaborated with fellow intern
Matt Huss
• Created a video in Windows
Movie Maker promoting the
claims department
• Purpose: A marketing piece
for our agents and agent
customers that conveys the
reliability, responsiveness
and culture of our Claims
Department and Company
Bonus: Improving Claims
Management Excel Efficiency
• During first week, Saw co-worker
having to protect and unprotects 150
excel sheets one at a time
• Leveraged internet research, found a
way to protect or unprotect all
documents simultaneously though
Excel’s “visual basic” code
• Purpose: Saving co-worker
valuable time that would have
otherwise been spent
protecting/unprotecting
spreadsheets
Summary
• I have worked on a variety of different projects from
report generating, to mainframe updating, to creating a
marketing piece
• OBIEE knowledge and my work in the Claims System
Administration department will be helpful in my pursuit
of a degree in Management Information Systems
• This whole internship has been invaluable work
experience
• Overall, I’ve had a great time this summer
Any questions?
Thank you for listening.

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Dan Internship Presentation (1)

  • 1. 2015 – Internship Dan Meislin Claims System Administration July 23rd, 2015
  • 2. About Me • Attending Binghamton University • Working toward a BS in Management Information Systems • Going into Senior year (graduating after three years of study) • Career Goal: A challenging full-time position, likely related to technology/data analysis • Interests: Futurology, Current Events, Technology (recently built a computer)
  • 3. Assignment at Utica National Insurance Title: Claims System Support Analyst Intern Manager: Chris Wilson Responsibilities: Generating reports in OBIEE and Excel, Document processing for CCS, Investigating system errors, Updating the mainframe, Creating a claims marketing piece
  • 4. Generating reports in OBIEE and Excel • Oracle Business Intelligence Enterprise Edition: – Gathering report requirements – Finding each applicable subject area in OBIEE – Running the report – Exporting the report to Excel and formatting it, sending it to those who requested it – Purpose: Providing people in the company with data they need to solve problems and make decisions • Monthly Expense Reports in Excel: – Generating reports for Claim Managers via Excel pivot table – Saving reports in PDF format and placing them in the appropriate folders – Purpose: Helping Claim Managers analyze our claims expenses and make decisions accordingly
  • 5. Corporate Claims Support • Customer Survey Letters – Obtaining claim data from mainframe – Entering mainframe data into outgoing survey form – Entering data from returned form into Access database – Purpose: Gaining customer feedback and ensuring that customer satisfaction is up to par • Preparing hundreds of checks for mailing (often to healthcare providers) – Purpose: Fulfilling our obligation to our insured and claimants
  • 6. Corporate Claims Support • Customer Survey Letters – Obtaining claim data from mainframe – Entering mainframe data into outgoing survey form – Entering data from returned form into Access database – Purpose: Gaining customer feedback and ensuring that customer satisfaction is up to par • Preparing hundreds of checks for mailing (often to healthcare providers) – Purpose: Fulfilling our obligation to our insured and claimants
  • 7. Updating the Mainframe • Checked claims for errors (example: checking closed subclaims where the paid did not equal the incurred) • Transferred adjuster diaries for claim adjusters moving around the company • Added data to claims such as a “special code” for a particular type of winter storm loss • Purpose: Ensuring data accuracy in the Claim System and monitoring unprocessed transactions for financial impact.
  • 8. Investigating System Errors • Made comprehensive list of mainframe errors and solutions to those errors • Purpose: A reference for the Claims Department and a training tool for new hires • Identified claims with documents that weren’t showing up • Purpose: Trying to determine the root cause of this error and demonstrating the problem to IT
  • 9. Creating a Claims Marketing Piece • Collaborated with fellow intern Matt Huss • Created a video in Windows Movie Maker promoting the claims department • Purpose: A marketing piece for our agents and agent customers that conveys the reliability, responsiveness and culture of our Claims Department and Company
  • 10. Creating a Claims Marketing Piece • Collaborated with fellow intern Matt Huss • Created a video in Windows Movie Maker promoting the claims department • Purpose: A marketing piece for our agents and agent customers that conveys the reliability, responsiveness and culture of our Claims Department and Company
  • 11. Bonus: Improving Claims Management Excel Efficiency • During first week, Saw co-worker having to protect and unprotects 150 excel sheets one at a time • Leveraged internet research, found a way to protect or unprotect all documents simultaneously though Excel’s “visual basic” code • Purpose: Saving co-worker valuable time that would have otherwise been spent protecting/unprotecting spreadsheets
  • 12. Summary • I have worked on a variety of different projects from report generating, to mainframe updating, to creating a marketing piece • OBIEE knowledge and my work in the Claims System Administration department will be helpful in my pursuit of a degree in Management Information Systems • This whole internship has been invaluable work experience • Overall, I’ve had a great time this summer
  • 13. Any questions? Thank you for listening.