Summary
Overview
Work History
Education
Skills
Timeline
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Heather Winefield

Grain Valley

Summary

Dynamic Business and Quality Analyst with a proven track record at Americo Financial Life & Annuity Insurance, excelling in quality improvement and customer focus. Spearheaded successful product launches through rigorous testing and collaboration, enhancing user satisfaction and compliance. Adept at data analysis and fostering teamwork, driving continuous improvement across projects.

Overview

23
23
years of professional experience

Work History

Business and Quality Analyst

Americo Financial Life & Annuity Insurance
05.2020 - 03.2025
  • Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies.
  • Recorded findings of inspection process, collaborating with quality team to implement corrective actions.
  • Supported the successful launch of new products by contributing expertise in defining quality specifications during the development phase.
  • Optimized test environments for more accurate simulation of user scenarios, enhancing product reliability.
  • Enhanced product quality by conducting rigorous manual testing and documenting variances from expected results.
  • Ensured product compliance with industry standards, meticulously reviewing specifications and conducting relevant tests.
  • Enhanced user satisfaction by tailoring testing approaches to focus on key functionalities and performance indicators.
  • Collaborated with product management to clarify requirements, ensuring test plans fully addressed user needs.
  • Developed comprehensive test cases to cover wide range of scenarios, ensuring thorough coverage of all features.
  • Incorporated delivery requirements into planning of testing schedules.
  • Authored and maintained well-organized, efficient and successful manual test cases for entire team.
  • Operated under Agile and Scrum frameworks to complete releases and well-organized sprints.
  • Tested functional and compatibility of new programs or updates in comparison to existing applications.
  • Monitored resolution of bugs, tested fixes, and helped developers tackle ongoing problems by providing QA perspective.
  • Kept scripts and test cases updated with current requirements.
  • Completed pre-implementation testing for new system modifications to assess potential impacts.
  • Evaluated function, performance and design compliance of every product against design standards and customer needs.
  • Documented testing procedures for developers and future testing use.
  • Completed in-depth usability testing on Windows, Android and iOS mobile devices.

Project Coordinator for Producer Services

Americo Financial Life & Annuity Insurance
09.2013 - 04.2020
  • Kept projects on schedule by managing deadlines and adjusting workflows.
  • Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
  • Enhanced team collaboration through regular meetings, fostering a positive work environment for increased productivity.
  • Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
  • Prepared meeting agendas and minutes for distribution and record keeping.
  • Played an active role in brainstorming sessions held for the purpose of generating innovative ideas/solutions which could potentially be incorporated into existing/new projects being undertaken by the company.
  • Coordinated cross-functional teams to achieve seamless collaboration in achieving project objectives.
  • Responded to requests for information on materials to inquiring parties.
  • Tracked hours and expenses to keep project on task and within budgetary parameters.
  • Established rapport and engaged with stakeholders to build lasting professional relationships.
  • Ensured prompt resolution of any conflicts or obstacles encountered during the course of a project''s execution phase, helping maintain smooth workflow across departments involved in its completion process.
  • Collaborated with stakeholders to define clear project goals, leading to consistent alignment with expectations throughout the process.
  • Assisted in developing training materials and organized workshops aimed at enhancing skill sets among staff members working under various capacities on different projects within the organization.
  • Photocopied, distributed and emailed documents to project managers.
  • Cultivated strong relationships with key project stakeholders through regular, transparent communication, securing their ongoing support and trust.

Professional Compensation Analyst

Americo Financial Life & Annuity Insurance
01.2007 - 09.2013
  • Provided customer service to Independent Agents and Independent Marketing Organizations via phone and email.
  • Point of Contact for internal stake holders and Independent Marketing Organizations to help with any outstanding issues.


  • Created and maintained commission rate for our Independent Insurance Agents by working with Chief Marketing Officer and Actuarial Manager.


  • Served as a subject matter expert and user acceptance tester on departmental and enterprise projects.


  • Prepared financial reporting for internal stakeholders.


  • Created and maintained training documentation and departmental procedures to help assist in the training of new associates.


  • Provided training to new associates being on boarded.

Senior Licensing and Contracting Representative

Americo Financial Life & Annuity Insurance
05.2004 - 01.2007

Contracted and maintained Independent Agent records to sell Life Insurance for Americo


Provided customer service via phone and email to agents and Independent Marketing Organizations


Acted as Subject Matter Expert and User Acceptance Tester for departmental and enterprise projects


Created and maintained departmental procedures for training for new hires


Provided training of new hires.

Licensing Representative

Lincoln Benefit Life Insurance Company
06.2002 - 05.2004
  • Contracting Independent agents to sell life & variable annuity insurance products.


  • SME on new a commission/licensing project

Education

Bachelor of Arts - Finance

University of Nebraska, Lincoln
Lincoln, Nebraska, NE
12-2001

Skills

  • Quality improvement
  • Data analysis
  • Customer focus
  • Continuous improvement
  • Report creation
  • Functional testing
  • Data validation
  • Project planning
  • Training material development
  • SOP development
  • Test case development
  • Regression testing
  • Procedural updates
  • Requirements analysis
  • New project development
  • Training implementation
  • Usability testing
  • Requirements gathering
  • Defect tracking
  • Software quality assurance
  • Software testing
  • Teamwork and positive attitude
  • Decision-making
  • Customer service
  • Documentation skills
  • Team mentoring
  • Team collaboration
  • Results and Deadline-driven
  • Strong problem solver
  • Training and onboarding
  • Cross-functional team collaboration
  • Collaborative team player
  • Risk assessment
  • Quality processes
  • Testing documentation maintenance
  • Bug tracking and resolution
  • Workload management
  • Idea development and brainstorming
  • Agile best practices
  • Test implementation
  • New feature testing
  • Scenarios and use cases
  • Manual testing
  • Manual test case preparation
  • Test plans and test methodologies
  • Compatibility testing
  • Compliance testing

Timeline

Business and Quality Analyst

Americo Financial Life & Annuity Insurance
05.2020 - 03.2025

Project Coordinator for Producer Services

Americo Financial Life & Annuity Insurance
09.2013 - 04.2020

Professional Compensation Analyst

Americo Financial Life & Annuity Insurance
01.2007 - 09.2013

Senior Licensing and Contracting Representative

Americo Financial Life & Annuity Insurance
05.2004 - 01.2007

Licensing Representative

Lincoln Benefit Life Insurance Company
06.2002 - 05.2004

Bachelor of Arts - Finance

University of Nebraska, Lincoln
Heather Winefield