Johannes Hohenthaner-Business Analyst for insurance/banking sales and contract administration processes

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Experience
Business Analyst for Riester subsidy management migration
Insurance company
- Analysis of the Riester subsidy GeVos for provider change 2.0 in the AZUR subsidy management system
- Representation of the GeVos in BPMN 2.0 with Draw.io and Adonis
- Analysis of the data sets exchanged with the life insurance policy administration system and migration to the msg data sets
- Design and mapping of the interfaces to the new msg.ZulagenVerwaltung for various Riester subsidy GeVos at data field level
Business Analyst for new policy administration system for cyber insurance
Debeka Versicherung
- Design of business processes for a new cyber insurance product in the new Keylane Axon policy administration system
- Design of the data model & interface for the document output system M/Text
- Design of the interface for GDV claims network communication for the cyber legal protection component
Business / test analyst for elect WOS election organization system / WAS election processing system for the 2024 European
AKDB Anstalt für Kommunale Datenverarbeitung
- Design and coordination of the test concept in line with ISTQB and the IEEE-829 standard
- Derivation of more than 200 test cases from the software manual, training and working with the software in the test system
- Written / graphical documentation of the test cases in Jira/XRay
Business Analyst for insurance sales processes
Signal-Iduna Versicherung
- Optimization of the automated application review process for paper applications from insurance brokers - migration into a new system
- Migration from WebSphere to SDA/REST services
- Creation of user stories and concepts in JIRA/Confluence
- Restructuring and modeling of the authorization process incl. logging with BPMN (Draw.io, Gliffy)
- Concept for replacing the archiving module with a new REST-based web service: Jira stories and interface specification
- Concept for a new interface/data field mapping for reporting production errors in the ITS360 error handling system
Business Analyst for banking processes
CreditPlus Bank
- Process modeling of digital current-state and target-state business processes in BPMN (Draw.io): address change, bank details change, installment increase, installment reduction, deferment, special repayment, settlement, third-party settlement, cancellation, as part of workshops with the specialist departments
- Documentation in BPMN 2.0 with Draw.io in Confluence
- Concept for a proof of concept to select a new BPMN modeling tool (SAP Signavio, Adonis, ARIS)
Business Analyst for property/casualty + motor insurance
Sparkassenversicherung Sachsen
- Design of business processes, business objects, (web) screens, business functions, interfaces, surface mapping, print templates, print mapping, and test cases for quote, application, and policy issuance in motor, household contents, liability, and accident insurance
- Screen mapping, print templates, text modules for OSPlus
- Detailed clarification of requirements with the stakeholders
- ArcWay/Camunda process modeling, Jira, Confluence, Excel, Word
- Test cases for automated testing with Robot
- Motor insurance tariff change in dark processing
- Internet capability for household contents/liability/accident tariff calculators
- New motor insurance tariff
- Testing and documentation of implemented requirements
Lead Business Analyst for life insurance
Zurich-Versicherung
- Collection and documentation of requirements for contract detail view in life insurance for a new customer portal for: endowment and term life insurance, occupational/incapacity insurance, pension insurance, including unit-linked, immediate annuity, Riester, Rürup, incl. beneficiary rights, third-party rights, policy values, maturity benefits, dynamic features, disposal phase, SHUR lines of business
- Jira + Confluence with UML use case diagram, UML class diagram, UML activity diagram, UML sequence diagram, created with PlantUML
- Clarification of requirements up to the quality level of the "Definition of Ready"
- Use of JSON object model and microservices
- Project methods: Domain Driven Design (DDD), Scaled Agile Framework (SAFe)
- Writing test cases in X-Ray
Business Analyst for commercial quote/application system
Nürnberger-Versicherung
- Collection of requirements for end-to-end reporting / DWH, connection of automated customer request handling to FaktorZehn quote system IOS and IPM, checking agency data for quotes and software ergonomics
- Formulation as user stories and filing in Jira & Confluence
- Creation of test cases in Aqua
Business Analyst, software test lead, test analyst, tester
ADAC-Autoversicherung
- Design and testing of the commission system for a new sales and administration platform for motor insurance, based on the rule-based IBM Operational Decision Manager (ODM)
- Further refinement of the business concept regarding the commission process
- Transformation of the business concept into agile product backlog items and user stories in Microsoft TFS
- Writing new change requests and product backlog items together with the stakeholders
- Improvement of the interface specification to the product provider
- Creation and coordination of the software test concept with the project management
- Design of test cases including test data for all requirements together with the product provider and documentation in Microsoft TFS
- Execution of software tests and documentation of test results in Microsoft TFS
- Error analysis
- Leading the daily test jour fixe
- Status reports to project management
- Improvement of the user interface of the ADAC commission system
- Preparation of the migration
- Preparation of the new telematics tariff
Business Analyst agile concept for NatCat reinsurance
Allianz SE / EPAM
- Analysis and structuring of requirements / discussions with stakeholders
- Creating and refining epics and user stories in JIRA
- User interface for import/export functionality and DWH dashboards
- Test cases
Business and Test Analyst / IT Concept Designer for rail sales systems
Deutsche Bahn
- Analysis and structuring of requirements / meetings with stakeholders
- Development of the detailed IT concept for the sales process / user journey with stakeholders and developers for the new Bahn tariff Flexpreis Business, stage 2, for legacy and online sales systems of Deutsche Bahn
- Support with project planning
- Test planning / development of test cases
- Test lead for the project “Display train line number”
- Test coordination for the major state tariff project / test concept
Business and Test Analyst for withholding tax refund
BNP Paribas
- Analysis of financial requirements regarding taxes on investments, taking regulations into account
- Development of test cases, as well as execution and documentation of software testing for a new web-based software solution for the refund of withholding tax to foreign investors under existing double taxation agreements
- Development of a process description and writing a user manual for the new software
Business Analyst Life Insurance – migration projects
Standard Life Assurance Ltd.
- Preparation of the migration of the EMC² Captiva inbound mail system and the migration of the Avaya call center system to new software versions
- Analysis, modeling, and optimization of processes in BPMN
- Conducting and documenting workshops
- Consolidation and coordination of requirements with stakeholders
- Analysis of the system architecture and documentation of requirements
- Project planning
Business and Test Analyst Riester
Union Investment
- Test analysis for changed business cases as part of the Retirement Assets Improvement Act, especially Riester provider changes and home Riester
- Test execution on MVS host system, troubleshooting and test documentation
- Partial revision of the business concept for this
- Business concept for deduction reasons ZA02 and §92 certificate
- Evaluations for volume structure in the live portfolio with SQL
Business Analyst
Zurich Versicherung
- Design of a new web-based sales application/portal for Deutsche Bank advisers
- User interface, user workflow/sales funnel/online process flow/user journeys/storyboards/sales process, dialogue flow, plausibility checks, error messages, field mapping
- Lines of business: life, pension, disability insurance, Riester, Rürup
Software test lead for the Code of Conduct data privacy project
Versicherungskammer Bayern
- Overall lead of testing for the Code of Conduct blocking & deletion project
- Leading workshops for test case and test data capture in TOSCA for the core systems of all lines of business
- Planning of the end-to-end test across all line-of-business and cross-functional systems
- Organization of test execution, defect management and test documentation across the test phases developer and business test, integration test and "dress rehearsal" with the help of TOSCA, JIRA and Remedy
Business analyst health insurance
Württembergische Versicherung
- Calculation of the unlimited tax-deductible premium portions of private health insurance according to KVBEVO under Section 10 (1) No. 3a of the German Income Tax Act in non-standard cases
- Determination of payments from accounting systems (SAP FS/CD, host)
- Calculation in MS Excel and preparation of the MZ10 report
Software tester "new policy administration system"
Generali Versicherung
- Testing of contract migration, especially disability insurance (BU) and occupational disability insurance (EU)
- Ensuring consistent data transfer to the host with MVS/CICS
- Test routines with MS Access/SQL
- Defect logging and tracking with ClearQuest
Business analyst in the project "new policy administration system"
Continentale Lebensversicherungs AG
- Design, specification and data mapping of the contract information screens/user journey in the portal for the new life insurance policy administration system based on "Fisalis": contract overview, line-of-business-independent contract data, personal data, beneficiary rights, third-party rights, AML, fund information, dynamic changes, surcharges, company pension schemes, Riester, tax, reserve calculation, special agreements, application and business transaction data
- Modeling of the information process
- Project methodology: SCRUM, supported by Atlassian JIRA and Confluence
- Screen design with Justinmind Prototyper Pro
Business analyst
Allianz Lebensversicherungs AG
- Business analysis of the GDV reserve value procedure for Riester and company pension scheme annuity insurance, especially regarding the business transactions home Riester, pension equalization, incoming subsidy in the annuity phase, subsidy reimbursements, provider change, incoming and outgoing
- Describing the business transactions in the form of a detailed work instruction and a set of error descriptions
- Documentation of the module structure
- Third-level individual case analysis and processing with the help of HP QualityCenter
- Defining, tracking, testing and implementing change requests
- Defining, tracking, testing and implementing workflow changes
- Training new colleagues
- Testing and handling complex individual cases for withholding tax certificates for life/annuity insurance and custody accounts
- Evaluations regarding capital gains tax with SAS
- Testing the tax functionality of the new policy administration system ABS regarding capital gains tax, non-assessment certificate, exemption order and loss carryforward
- Processing and resolving complex individual cases during Riester provider changes: AZ04, AZ05, AA01
Business Analyst
Heidelberger Lebensversicherung AG
- Business analysis of the Austrian Insurance Tax Act and the "doubtful cases decree" from 7 July 2008 regarding unit-linked life insurance
- Calculation of tax liabilities from past withdrawals, redemptions, and single premiums for single-premium policies and quasi-single-premium policies with MS Access; reclassification of policies with regular premium payments into quasi-single-premium policies
- Concept development for extensions of the policy administration system CLASS (LIFE/400) to implement the required business transactions and processes in English for single-premium and quasi-single-premium policies
- Business transactions: new contract, single premium payment, withdrawal and redemption of single-premium policies and policies with regular premium payments, premium waiver, contract extension and shortening, shortened BZD
- Organization and execution of UAT for new system functions
- Selection and revision of customer letter templates in the SEPA project, BPMN process modeling with the BizAgi tool
Business Analyst / Software Tester in migration project
AllianzDresdner/Wüstenrot Bauspar AG
- Documentation and consolidation of business-critical file transfer lists across group and operating systems as part of the ADB migration project to W&W, with the aim of re-implementing them in the target environment
- Design of test scenarios for file transfers and monitoring of the tests
- Design of user acceptance testing and maintenance of defect lists
Senior Consultant for retirement planning advisory systems and portals
iS2 AG
- Design of retirement planning advisory systems (quote, application, pricing, advisory process) for Riester, Rürup, private pension, company pension schemes, pension statement, withholding tax, tax calculator, Riester subsidy optimizer based on Java
- Design for several insurance companies (Basler, Sparkassen-Pensionsmanagement, Signal Iduna, R+V), including integration/XML interfaces to pricing/application systems, offline and online (portal)
- Preparation of concrete license and project offers (including customizing and maintenance)
- Customer presentations, sales
ABS qualification
Allianz
- Power-user training for the ABS car claims application
Senior Consultant / Business Analyst
Allianz
- Creation of the business concept for private liability insurance for the new bundled product "StartPaket" in ABS for quote, application, and pricing (application process) in the sales portal
- Definition of tariff features, clauses, user interface, print materials, tariff tables, and calculation rules
- Creation of a concept for payments in the unemployment protection module for quarterly, semi-annual, and annual payment methods
- Writing test cases
- Coordination with BO and market management
- Migration of letter templates and documents from legacy systems into the new ABS output management system LM/Scout: transfer of texts, correction of errors, optimization of wording
- Redesign of logic structures in letters and building blocks
- Insertion of data from the policy system using global variables
- Testing and approval
- Data analysis in MS Access and MS Excel for tariff adjustments in homeowners insurance
- Document analysis and maintenance regarding the new issue "installment payment surcharges for sub-annual payment"
- Detailed work on the project "tax-neutral house tariff"
Senior consultant and subproject lead
SwissLife
- Expansion of the automated communication process between Riester provider and ZfA Central Office for Pension Assets
- Analysis of the communication data records
- Analysis of the business transactions incl. special cases
Senior consultant and subproject lead
Allianz SE
- Concept work on business processes and the user interface of the customer portal Allianz Online Systems AOS
- Analysis of the new technical platform ABS
- Design of a new AOS data mart in the intranet
- Concept work on connecting the claims system to the core systems
Senior consultant and subproject lead
Versicherungskammer Bayern
- Preparation of the migration of the (old) life insurance core policy administration system (MVS) to FJA Life Factory
- Detailed modeling of business transactions in life insurance
- Preparation, execution, and documentation of workshops with managers
Senior consultant and subproject lead
Sparkassenversicherung
- Subproject lead for software testing, pilot, training, and rollout of the new sales controlling system 2007
- Planning and execution of software testing for the new sales controlling system of SV based on Oracle Discoverer
- Planning and organization of pilot test, training, rollout, user concept, and support for the new data warehouse system
- Creation of the manual and training materials for train-the-trainer sessions
- Conducting workshops with a training core team
- Conducting train-the-trainer and end-user training
Senior consultant and project manager
Audatex Deutschland GmbH
- Design of software and business processes and support for sales during customer visits and customer events in the insurance sector
- Development and demonstration of a typical vehicle damage workflow in the customer portal adpclaims.net for the VÖV association of public insurers
- Development and demonstration of a typical vehicle damage workflow in the customer portal adpclaims.net, together with the cooperation partner UCS Universal Consulting Software / C@risma and the GDV claims network
- UML use case design
- Organization and management of the project: development and demonstration of a typical vehicle damage workflow in adpclaims.net for the BGA user group Audatex
- Further development of the automatic expert communication in the customer portal adpclaims.net ("dispatching")
- Further development of the cooperation partner workflow, in cooperation with the partner UCS Universal Consulting Software GmbH
- Development of a new claims workflow, incl. automatic RulesCheck, for Allianz Insurance
- Optimization of the Audatex solution AutoGlaserStory, based on various customer requirements
Senior consultant and sales
Abonis AG, Ariescon GmbH
- Consulting on the development and sales of DMS and electronic archive solutions from Optimal Systems, DocuWare, and abox-X for small and medium-sized businesses
- Scanning, OCR, and document indexing (processes)
- Exhibitor at SYSTEMS 2004
- Sales to end customers in southern Germany
- Maintaining existing customer relationships
SAP R/3 trainer
Siemens Business Services
- Preparing and quality-checking new training materials for SAP R/3 FI/CO Rel. 4.7 Enterprise and delivering the related training sessions
- Delivering the SAP CO10 - Controlling compact training
- Delivering the SAP CA705 - Basics of Report Painter training
- Certified as Qualified SAP User 2002 - Foundation Level -
Senior consultant and project manager (via TOPjects AG)
Versicherungskammer Bayern
- Preparing and running workshops with various departments regarding the new claims processes
- Evaluating several alternative proposals, in close cooperation with the client
- Requirements catalog, functional specification
- Technical modeling of the new business process with Visio
- Coordinating the new processes with all involved departments
- IT project concept, feasibility study, and effort estimate
- ROI analysis, estimation of savings potential, business case
Head of insurance division
TOPjects AG (IT and management consulting)
- Responsible for the concept and completion of IT projects in the primary and reinsurance sector
- Claims management, sales claims settlement, application software, field sales systems, policy administration, document management, business processes
- Creating and editing sales and technical documentation on topics such as IT security, single sign-on, IT service management with ITIL, software quality assurance, and host software maintenance
Senior consultant (via TOPjects AG)
Dialog Lebensversicherung
- Concept for connecting Word2000 to the new print interface of COR Life
- Business case
Product Manager for FPMS
NSE Software AG
- Responsible for the customer- and market-oriented further development of the Financial Product Management System FPMS
- Business case in UML
- Responsibility for revenue and product strategy
- People management of up to twelve employees
- Liaison between sales and development
- Responsible for sales and technical documentation as well as technical contact person
- Creation of an operations manual for FINAS Enterprise
Concept for claims recording for motor vehicles (via NSE Software)
Generali-Lloyd-Versicherungen
- Preparation of the requirements specification
- Definition of the input masks for motor vehicles (liability, partial comprehensive, comprehensive, passenger accident)
- Definition of the dialog flow, plausibility checks, and default values
- Definition of the data formats based on GDV
Insurance Consultant
NSE Software AG
- Consulting, concept development, and project management of sales force automation and CRM systems for insurance companies, based on the NSE standard platform KIS
- Creation of an implementation concept for KIS
Concept for the new field sales system PRIMA (via NSE Software)
Westfälische Provinzial Versicherung
- Insurance and pension analysis
- Modeling of business and sales processes for tariff calculation, quotation, and application
- Screen design, rate calculator for all lines of business, quotation and application printing
- Data transfer via GDV format
- Quality assurance, testing, bug tracking, and design of test cases
- Occasional Java programming
Consulting and concept development for GDV data transfer (via NSE Software)
Lippische Landes-Brandversicherungsanstalt
- Training on the structure of the GDV data format for intermediary communication
- Concept development for data transfer, requirements catalog
- Clarification of special cases with the customer and the contact person at GDV
- Definition of corresponding 0800 data records for specific requirements of Lippische
Preparation of an implementation, migration and operating concept for FINAS Enterprise
NSE Software AG
- Definition of macro and micro processes: preparation, pilot phase, training, HW/SW rollout, data provisioning
- Migration of existing data
- Ongoing data supply, data backup
- Support, coaching, hotline
Concept development for an insurance and pension analysis (via NSE Software)
Neckura Versicherungen
- Analysis of insurance portfolio for property, pension provision and coverage gap for a consulting and application program
- Design of screen masks and print output
- Preparation of a requirements specification
- Business case
Project manager for office communication system MS Office / IT employee
Münchener Rückversicherungs-Gesellschaft
- Project management for office communication system based on Windows NT 4.0, MS Exchange 5.5, Outlook 97, Word 97, Visual Basic, iXOS archive, and CAE fax server
- Prioritization of new features and coordination with specialist departments
- Mapping of typical business processes in reinsurance contract administration
- Preparation of concepts, requirements specifications and catalogues of requirements
- Staff management of up to 7 employees
- Automated software testing, introduction and rollout of new software versions
- Coaching, training and internal company PR
IT training coordinator, instructor
Münchener Rückversicherungs-Gesellschaft
- Excel, Word, PowerPoint and Windows NT for beginners and advanced users
- Coordination of training courses for SAP R/3
Programmer
Münchener Rückversicherungs-Gesellschaft
- Munich Re Object Model (MRO)
- Expert system NorMRisk for risk assessment in property insurance
Head of IT User Service
Gothaer Versicherungen
- Set up and lead the user service for the insurance field sales force in the greater Frankfurt am Main area
- Introduced the agency software WinGAUSS: CRM, contract information, rating, quote, application
- Carried out the migration from the old BonnData-based solution
- IT problem solving and sales support
- Training in MS Office and WinGAUSS
- Responsibility for up to 10 employees
Industry experience
See where this freelancer has spent most of their professional time.
Experienced in Insurance, Information Technology, Professional Services, Banking and Finance, Automotive, and Transportation.
Business area experience
See which departments and functions this freelancer has contributed to most.
Experienced in Information Technology, Quality Assurance, Project Management, Product Development, Customer Service, and Sales.
Summary
IT experience since 1985
Mr. Hohenthaner has many years of experience in the design and rollout of IT systems in the insurance industry. He has sound knowledge in all lines of business and sales channels.
"Mr. Hohenthaner always ensured the success of all projects entrusted to him, mostly very time-critical ones, through his high personal commitment and his broad specialist knowledge, and thus actively helped to strengthen and expand ADP Business-Services GmbH's position in the market ... and to win new customers." Wolfgang Ahrens, Managing Director
Skills
- Business / Test Analyst / Project Manager / Test Manager In The Insurance / Sales Environment
- Insurance Field Sales / Pos / Claims Systems Incl. Brokers
- Tariff Calculator / Consulting For Property & Casualty / Motor And Life / Pension / Riester / Occupational Pension Schemes
- Insurance Business Processes / Workflow
- Insurance Claims Management / Motor / Property & Casualty Insurance
- Functional Design / Ireb® Certified Professional For Requirements Engineering
- Process, Data And Screen Design, Process Optimization
- Software Testing: Certified As Istqb® Certified Tester
- Software Rollout / Introduction
- Training
- Document Management / Electronic Archive / Workflow
- Sales Channel Integration / Crm
- Software And Vendor Selection
- Business It Applications
- Business Assessments / Business Case
Languages
Education
Deutsche Versicherungsakademie (DVA)
Insurance business administrator, Executive Master of Insurance · Insurance business administration · Munich, Germany · 2.2
University of Passau
Graduate Computer Scientist (Univ.) · Computer Science · Passau, Germany · 2.0
Exam subjects: software development, databases, theoretical computer science, insurance business studies Diploma thesis: Development of a repeat and similarity search system in a CAD system for a mechanical engineering company
Certifications & licenses
Isartal-Akademie, Munich
Usability Manager - intensive course
Akademie der Deutschen Medien, Munich
Introduction to object-oriented systems development
Communicating, arguing, discussing
Project manager certificate (Project Management Interactive)
Qualified Sap User 2002 - Foundation Level
Sales training
Statistics
Experience
Global experience
Expertise
Qualifications
Profile
Frequently asked questions
Have questions? Find more information here.
Johannes is based in Munich, Germany and can operate in on-site, hybrid, and remote work models.
Johannes speaks the following languages: German (Native), English (Advanced), French (Intermediate), Italian (Elementary).
Johannes has at least 27 years of experience. During this time, Johannes has worked in at least 42 different roles and for 39 different companies. The average length of individual experience is 1 year and 7 months. Note that Johannes may not have shared all experience and actually has more experience.
Based on recent experience, Johannes would be well-suited for roles such as: Business Analyst for Riester subsidy management migration, Business Analyst for new policy administration system for cyber insurance, Business / test analyst for elect WOS election organization system / WAS election processing system for the 2024 European.
Johannes's most recent position is Business Analyst for Riester subsidy management migration at Insurance company.
In recent years, Johannes has worked for Insurance company, Debeka Versicherung, AKDB Anstalt für Kommunale Datenverarbeitung, Signal-Iduna Versicherung, and CreditPlus Bank.
Johannes is most experienced in industries like Insurance, Information Technology, and Professional Services. Johannes also has some experience in Banking and Finance, Automotive, and Transportation.
Johannes is most experienced in business areas like Information Technology, Quality Assurance, and Project Management. Johannes also has some experience in Product Development, Customer Service, and Sales.
Johannes has recently worked in industries like Insurance, Banking and Finance, and Government and Administration.
Johannes has recently worked in business areas like Information Technology, Product Development, and Quality Assurance.
Johannes holds a Master in Insurance business administration from Deutsche Versicherungsakademie (DVA) and a Master in Computer Science from University of Passau.
Johannes has 8 certificates. Among them, these include: Ireb® Certified Professional For Requirements Engineering, Usability Manager - intensive course, and Istqb® Certified Software Tester.
Johannes is immediately available full-time for suitable projects.
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Calculated based on our freelancers’ daily rates as of 7 Sep 2026. Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.
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