A.J. DeCarli

Experience

• 

  Wells Fargo

  Dec 2010 - Dec 2011

  Licensed Banker

  Obtained series 6, 63, and Life insurance license.Provided financial solutions to affluent customers after conducting evaluations of the client’s situation and needs. Orchestrated educational presentations at colleges and high schools on financial literacyRanked second in the South Bay Peninsula market for quarterly loan volume and sales diversity.Partnered with Financial Advisors and Mortgage Specialists to provide additional products to a high-net-worth customer base.Maintained 100 percent customer satisfaction based on monthly customer service surveys. Show less

• 

  Esurance

  May 2013 - Dec 2018

  Successfully led complex projects to launch homeowners insurance products and policy management systems in 12 new states.Facilitated stakeholder discussions across the organization to gather feedback and ensure project alignment.Scoped, documented, and tested requirements for a mobile application that enables policyholders to submit DIY home inspections.Conducted risk analysis to identify potential project issues and developed actionable recommendations.Trained new Product Business Analysts on project implementation processes, products, and policy management systems. Show less Audited all policy administration systems for correct functionality, ensuring alignment with approved DOI filings, including rating, underwriting, document generation, and vendor integration logic.Ensured compliance with Sarbanes-Oxley (SOX) regulations for rating and underwriting controls.Conducted User Acceptance Testing (UAT) for new rating programs and product enhancements.Collaborated with development, product, project, legal, and QA teams to resolve system issues in sales, policy management, and billing applications. Show less

  • Sr. Product Business Analyst

    Jul 2014 - Dec 2018

  • Insurance Operations Analyst

    May 2013 - Jul 2014
• 

  Capital Insurance Group

  Dec 2018 - now

  Lead cross-functional teams to deliver large-scale, transformational initiatives within the Commercial Lines business channel.Direct project planning, execution, and delivery for multimillion-dollar initiatives to improve operational efficiency and profitability.Manage project scope, timelines, and budgets while ensuring alignment with strategic business objectives.Collaborate with key stakeholders, including executives, to define project goals and success metrics.Utilize Agile and Waterfall methodologies to deliver projects on time and within budget.Implement process improvements, resulting in enhanced customer satisfaction and operational performance.Conduct risk assessments and develop mitigation strategies to ensure successful project outcomes.Lead vendor management activities, including contract negotiations and performance monitoring, to support project delivery.Develop detailed project documentation, including status reports, project plans, and post-implementation reviews.Mentor junior project managers and provide leadership across project management best practices to drive continuous improvement. Show less Led and coached 14 Business Analysts across three teams, driving strategic project execution. Assisted with the company’s annual strategic planning process, aligning project initiatives with business goals.Identified and planned for cross-team dependencies within Personal Lines, Commercial Lines, and Claims projects. Resolved urgent project issues and escalations, facilitating smooth project progression.Collaborated with cross-functional teams, including product management, IT, underwriting, and actuarial, to ensure timely project delivery. Improved software project implementation processes to enhance efficiency and reduce timelines. Communicated product roadmaps and project updates to leadership and executives, aligning teams with strategic goals. Tracked and reported on insurance rate filing initiatives across Personal, Commercial, and Agriculture lines, ensuring timely completion. Show less Prioritized product backlog and created roadmaps for Personal Lines insurance projects, ensuring alignment with the company’s strategic initiatives.Planned current and future development sprints for Personal Lines initiatives.Collaborated with Product Owners and stakeholders to develop user stories and acceptance criteria for software initiatives.Streamlined User Acceptance Testing, reducing production issues in significant projects.Led weekly project status meetings and product demonstrations for Personal Lines projects.Managed four complex auto rating projects, introducing a new rating model in 4 states. Show less

  • Senior Project Manager

    Feb 2023 - now

  • Business Solutions Manager

    Jan 2021 - May 2023

  • Sr. Product Business Analyst - Team Lead

    Dec 2018 - Jan 2021