Insurance Software Design

467854281-1Insurance Software Design | Technical Writer / Project Manager
Deerfield Beach, Fla. | 2012 to 2014

Manage IT department projects, document internal processes and create promotional content for inhouse insurance agency

In this tribrid role, I was primarily responsible for managing and tracking Insurance Software Design projects and keeping the web developers on schedule. As the sole technical writer, I was also responsible for documenting web applications and other key processes across our diverse lines of professional liability and errors and omissions insurance.

Finally, I also project managed and wrote all of the content for Insurance Innovations’, our in-house insurance agency, new website. This helped me keep my content writing skills sharp; learn a lot about using WordPress as both a content management system and blogging platform;  and enabled me to see how an insurance agent uses the applications our development team created.


  • Create comprehensive WordPress site to house suite of Insurance Software Design system tutorials, manuals and guides with password protected area for internal processes
  • Compose IT standard operating procedures that cover essential internal operations, including disaster recovery, accounting operations and underwriting processes
  • Author in-depth tutorials with screenshots and step-by-step instructions; one-page quick start documents for the advanced user and guides for trainers responsible for instructing new users on using our online application and system
  • Develop tutorials, quick starts and guides for all of the following lines of business: allied health, medical malpractice, dental professional liability, executive lines, and mortgage brokers and bankers liability insurance, as well as travel agency E&O coverage
  • Research and work with subject matter experts to write documents detailing user management; quoting; application processing, binding and payment processes and policy generation across multiple lines of business.



  • Manage and track Insurance Software Design IT projects
  • Facilitate department meetings
  • Create, distribute, file and archive related documents
  • Track internal and client bugs and ensure they are processed in a timely matter
  • Communicate with insurance carriers, such as Fireman’s Fund and RPS, on project and bug resolution progress


  • Project manage Insurance Innovations site redesign project with Shebang Design
  • insinnovations screenshotResearch and work with internal insurance agent and underwriter
    to create content for new site
  • Import, upload and format content  and related photos in WordPress CMS
  • Create, edit and coordinate content for Insurance Innovations WordPress blog
  • Train internal insurance agent to use WordPress CMS and blogging capabilities, and HootSuite for social media communications
  • Set up all related social media accounts in HootSuite
  • Follow all related insurance blogs for news and ideas
  • Set up google alerts to follow industry leaders on web

About Insurance Software Design/Managed Insurance:
Industry: professional liability insurance, travel agency e&o
Company Size: under 20