Dan Internship Presentation (1)

13
2015 – Internship Dan Meislin Claims System Administration July 23 rd , 2015

Transcript of Dan Internship Presentation (1)

Page 1: Dan Internship Presentation (1)

2015 – Internship Dan Meislin Claims System Administration

July 23rd, 2015

Page 2: Dan Internship Presentation (1)

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)

Page 3: Dan Internship Presentation (1)

Assignment at Utica National InsuranceTitle: Claims System Support Analyst InternManager: Chris WilsonResponsibilities: Generating reports in OBIEE and Excel, Document processing for CCS, Investigating system errors, Updating the mainframe, Creating a claims marketing piece

Page 4: Dan Internship Presentation (1)

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

Page 5: Dan Internship Presentation (1)

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

Page 6: Dan Internship Presentation (1)

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

Page 7: Dan Internship Presentation (1)

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.

Page 8: Dan Internship Presentation (1)

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

Page 9: Dan Internship Presentation (1)

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

Page 10: Dan Internship Presentation (1)

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

Page 11: Dan Internship Presentation (1)

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

Page 12: Dan Internship Presentation (1)

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

Page 13: Dan Internship Presentation (1)

Any questions?

Thank you for listening.