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Business Systems & Delivery Lead (Illustrations & QA) | Profile 11817

Candidate Summary

Highly experienced life insurance illustration and business systems professional with deep expertise supporting illustration platforms, product launches, system conversions, and in-force illustration processes. Brings a strong blend of technical analysis, quality assurance, training, and leadership within complex life insurance environments. Recognized for improving system accuracy, streamlining processes, and supporting successful cloud and mainframe-to-modern platform conversions.

Core Qualifications & Expertise

• Demonstrates 15+ years of hands-on life insurance product experience spanning IUL, UL, Term, and Annuities
• Applies strong analytical skills to resolve complex illustration, system, and data issues across multiple platforms
• Excels in fast-paced, evolving environments requiring adaptability, problem solving, and cross-functional collaboration
• Combines business analysis, QA, and operational knowledge to deliver accurate, compliant illustration solutions

Key Responsibilities & Contributions

• Analyzed user and business requirements to design, build, test, and implement life insurance illustration software
• Led illustration testing initiatives including QA plans, regression testing, triage, and defect resolution
• Reviewed SQL and COBOL logic to identify and correct calculation and data issues impacting illustrations
• Supported in-force illustration testing and issue remediation to ensure accuracy and regulatory alignment
• Consulted on mainframe-to-cloud illustration conversions, including data mapping and API integration
• Designed and executed illustration data feeds to external platforms supporting electronic application workflows
• Provided production support for multiple life insurance administration systems, resolving incidents efficiently
• Managed issue intake, prioritization, and resolution through structured triage and support processes
• Partnered with developers, integration teams, and business stakeholders to deliver successful system enhancements
• Created business and functional documentation supporting illustration enhancements and operational improvements
• Led and supported agile sprint planning, test scripting, UAT, and system sign-off for major releases
• Served as product owner for life new business illustration initiatives, guiding launches from concept through deployment
• Delivered illustration training for agents, new employees, and internal business teams
• Mentored and guided team members through feedback, coaching, and collaborative problem solving
• Supported project planning, task prioritization, and risk mitigation to meet delivery timelines and goals
• Contributed to strategic discussions and technology assessments related to illustration modernization initiatives

Notable Accomplishments

• Improved illustration accuracy and reliability through comprehensive QA and regression testing frameworks
• Enabled successful cloud and system conversions by leading illustration mapping and integration efforts
• Enhanced operational efficiency by standardizing production support procedures and testing processes
• Supported multiple life product launches through disciplined testing, UAT leadership, and cross-team coordination
• Strengthened agent and employee effectiveness through targeted illustration training and consultative support

Education, Credentials & Affiliations

• Bachelor of Science degree in English
• Professional insurance designations including LOMA I, ACS, and ALMI
• Active participation in professional employee resource and leadership groups

Technical & Systems Proficiency

• Life insurance illustration platforms, administration systems, and workflow tools
• Agile delivery tools, requirements documentation, and test management systems
• Data analysis, SQL querying, XML structures, and illustration data feeds
• Collaboration, documentation, and productivity tools supporting enterprise environments

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