Detail-oriented actuarial professional with impressive technical, time management, and problem-solving skills. Experienced relationship builder who is passionate about helping clients accomplish their funding and reporting goals.
Overview
7
7
years of professional experience
Work History
Advanced Actuarial Associate
Aon
07.2022 - Current
Serves as project manager and client contact for several private sector clients while assisting with annual government filings, qualified plan and OPEB valuation meeting materials, special projects, and presenting at client meetings
Completes data reconciliation process, valuation coding, and disclosures for large private sector OPEB client
Reviews and completes public sector GASB 75 valuations for municipal clients, school districts, and universities. Additionally, assists with training colleagues on public sector client work.
Assists with plan termination projects for public sector healthcare organizations
Participates in mentorship program with college sophomores to introduce them to the work of retirement actuaries
Completes on campus interviews for internship and full time employment candidates, and delivers on campus company presentation to actuarial science clubs
Actuarial Analyst
Nicolay Consulting Group
01.2022 - 07.2022
Completed data reconciliations, database updates, and contribution reconciliations for church pension plans
Completed GASB and ASC 715 valuations for healthcare practice
Served as main contact and project manager for healthcare practice clients
Assisted healthcare practice with monthly billing
Actuarial Associate
Lauterbach and Amen
04.2019 - 12.2021
Performed and reviewed pension and OPEB valuations in ProVal and Excel for fire and police clients across the state of Illinois, with claims cost analysis experience
Worked directly with clients as a main point of contact to assure that reports are delivered on time
Completed special funding projects for clients who were interested in alternative funding scenarios
Served on RPA process ownership team to help improve the efficiency of internal company processes
Claims Representative
The Hartford
06.2017 - 04.2019
Provided quality customer service to assigned insureds throughout claims process to deliver timely service to customers
Served on process ownership team that worked directly with improving live answer metrics for catastrophe department
Education
Bachelor of Science - Actuarial Science
University of Illinois At Urbana-Champaign
Urbana, IL
07.1995
Skills
Client communication
Collaborating within a team environment
Proficient in ProVal and Microsoft Office
Leadership
Pension plan development
Client presentations
SOA Exams
SOA credit for Exams P, FM, IFM, SRM, PA, STAM, FAM-L, ASA Modules
Awaiting Final Assessment grading (July 2024) and attending APC in July 2024