Terri Vanderworken, AU, AINS, AIS

Insurance Agent

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Utica, New York, United States

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Timeline
About me
Business Analyst Manager at Utica National Insurance Group
Education
- Keuka College
  2016 - 2018
  Bachelor of Applied Science (B.A.Sc.) Organizational Management 3.95
- Mohawk Valley Community College
  2001 - 2003
  Associate's degree Banking and Financial Support Services
Experience
- HG ELLIS AGENCY INC
  Jun 1988 - Sept 1995
  Insurance Agent
  CSR - Agent handling personal lines new business quotes, renewal reviews. Shopping renewal quotes between carriers. Handling claims.
- Group Advantage
  Aug 1998 - May 1999
  Help Desk Technician
  Help Desk technician handling phone calls from Agents.
- Utica National Insurance Group
  Jan 2001 - now
  • Planned and initiated a corporate level transformational program which coordinated the strategic objectives of multiple business segments. Facilitated negotiation discussions between the business segments. Directed multiple teams comprised of 40+ subject matter experts and business analysts to deliver business, functional, integration and workflow requirements which aligned with the corporate strategic objectives. Reported status to the project sponsors, executive sponsor and COO on a weekly basis.• Identified and communicated project risks and dependencies, performed resource capacity planning and resolved resource and timeline conflicts. • Created and executed a change management process ensuring new project functionality was in alignment with existing maintenance functionality. Show less • Initiated and delivered a project to fully automate a labor-intensive manual process. Facilitated working sessions, using Lean Six Sigma methodologies, involving the Agent Brokers and internal resources which lead to designing and implementing a new automated process delighting both the Agent Brokers and the Underwriting support teams. • Designed, developed and administered performance driven countrywide underwriting bonus program. • Increased efficiencies with standardized OnBase workflows by consolidating multiple lifecycles.• Operated a help desk function to diagnose Level 1 and Level 2 technical issues for internal customers. Engineered revised workflows to resolve technical workflow issues.• Specializing in OnBase System Analysis and Duck Creek workflow integrations. Show less • Documented complex business and integration requirements for a commercial lines Duck Creek based rating and rules based underwriting policy administration platform. Performed user acceptance testing.• Developed and operated a help desk function to resolve Level 1 and Level 2 issues for internal and external users. • Created and distributed system functionality training material to internal and external end users. • Performed training for internal and external end users on system functionality. Show less
  - Business Analyst Manager
    Apr 2024 - now
  - Business Solutions & DMV Team Supervisor
    Jan 2021 - Apr 2024
  - Business Transformation Project Manager
    Jul 2016 - Jan 2021
  - Commercial Operations Project Lead
    Apr 2013 - Jul 2016
  - Senior Business Analyst - Effectiveness & Efficiency, Help Desk Technician
    Feb 2010 - Apr 2013
  - Senior Business Analyst - Commercial Underwriting, Help Desk Technician, Trainer
    Nov 2008 - Feb 2010
  - Commercial Lines Underwriter
    Dec 2006 - Nov 2008
  - Underwriting Assistant
    Oct 2004 - Dec 2006
  - Rater - Commercial Lines
    Jan 2001 - Oct 2004
Licenses & Certifications
- The 8-Step Problem Solving 2 Day Course
  Teaching Lean Inc.
  Oct 2014
- Leading Employees Through Change
  Proven Training Solutions
  Oct 2013
- Underwriting Basics
  Bisys Education Services
  Oct 2004
- Lean Six Sigma Yellow Belt Certification
  GELRAD
  Nov 2011
- Dealing with Difficult People
  Career Track Coaching
  Jun 2007
- Associate in General Insurance (AINS)
  The Institutes
  Mar 2006
- Associate in Commercial Underwriting - Management (AU-M)
  The Institutes
  Jun 2006
- Associate in Insurance Services (AIS)
  The Institutes
  Mar 2006
- Insurance Packages for Small Businesses
  Bisys Education Services
  Oct 2004
- Insurance Broker, Property & Casualty
  New York State Department of Financial Services
  Oct 2018
Honors & Awards
- Awarded to Terri Vanderworken, AU, AINS, AIS
  Chairman’s Excellence Award Winner - 2017 Utica National Insurance Group Apr 2018 I was selected as the 4th Quarter Excellence Award winner and as a result, I was also eligible to be selected as the annual award winner. I was thrilled to be selected and receive this award from my CEO. Below are the details which were submitted by my leader on my behalf:Results Driven- "Terri kept her eye on the ball of delivering business requirements. In this quest, she experienced organizational resistance, resource gaps, and conflcting requirements. Terri worked… Show more I was selected as the 4th Quarter Excellence Award winner and as a result, I was also eligible to be selected as the annual award winner. I was thrilled to be selected and receive this award from my CEO. Below are the details which were submitted by my leader on my behalf:Results Driven- "Terri kept her eye on the ball of delivering business requirements. In this quest, she experienced organizational resistance, resource gaps, and conflcting requirements. Terri worked through all of these issues and never wavered from the goal of delivering a complete set of business requirements"Continuous Improvement- "Through requirements gathering - Terri did not simply document what the subject matter experts said, rather she challenged them to create a processing platform that would yield the utmost value for the company. I can think of multiple occasions where Terri stayed true to making a better process and did what was hard rather than what was easy."Action Oriented- "The magnitude of work that Terri produces is incredible. She has one of the most productive resources I have ever seen. She delivers her impressive workload on time and with high quality." Show less
- Awarded to Terri Vanderworken, AU, AINS, AIS
  4th Quarter Excellence Award - 2017 Utica National Insurance Group Mar 2018 Two different leaders recognized my efforts and submitted my name to receive the 4th Quarter Excellence Award. I was chosen as the recipient based on being selected by a panel of companywide leaders. I was chosen based on the following categories: Results Driven- drives to meet organizational goals. Works efficiently with measurable results.Continuous Improvement- develops and offers innovative solutions to business challenges. Challenges the status quo and seeks… Show more Two different leaders recognized my efforts and submitted my name to receive the 4th Quarter Excellence Award. I was chosen as the recipient based on being selected by a panel of companywide leaders. I was chosen based on the following categories: Results Driven- drives to meet organizational goals. Works efficiently with measurable results.Continuous Improvement- develops and offers innovative solutions to business challenges. Challenges the status quo and seeks opportunities to streamline processes. Approaches problems as opportunities for growth and learning.Action Oriented- Consistently provies high quality, reliable and critical work on time. Embraces operatioanizing ideas into forward motion to drive towards fulfilling our mission and vision. Show less
- Awarded to Terri Vanderworken, AU, AINS, AIS
  Presidents List for Acedemic Achievement Keuka College Mar 2018
- Awarded to Terri Vanderworken, AU, AINS, AIS
  Learner of the Month - Honorable Mention Utica National Insurance Group Sep 2006
- Awarded to Terri Vanderworken, AU, AINS, AIS
  Scholarship Award for Academic Excellence Chartered Property & Casualty Underwriters (CPCU) Dec 2000 College professor recommended me for a scholarship to CPCU and I was selected.