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. 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. 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. 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