SUMMARY

• During that time he has held highly responsible home office positions involving key aspects of daily policy processing operations and periodic statement preparation; has served in key leadership positions during several major software conversions, as well as personally written mainframe source code for many ad hoc management reports and developed custom microcomputer user tools.
• In addition he has eight years' property / casualty insurance experience, primarily as a conversion team leader.
• He has a strong background in higher mathematics, in particular the mathematics of financial calculations, combined with an excellent knowledge of both MS Excel and Access and has created VBA modules to enhance intrinsic functionality for both.

PROFESSIONAL EXPERIENCE

Confidential

Financial Analyst

Responsibilities:

• Responsible for A.M. Best and Standard & Poor’s capital modeling and forecasting
• Gathered and analyzed complex data involving invested assets, insurance inforce, policy reserves, premium amounts for multiple entities.
• Calculated risk - based capital requirements used as input to high-level management decisions on the composition and structure of invested capital.
• Production of many ad hoc reports and analyses of what-if scenarios using MS Excel and Hyperion Essbase

Confidential

Team Leader

Responsibilities:

• Led traditional lines portion of data processing system conversion to LifeComm from LIDP Administrator subsequent to merger of Kansas Farm Bureau with Confidential Financial Group of West Des Moines
• Structuring and implementation of conversion plans for traditional policy (life, health, annuity lines of business.
• Identification of specific blocks of business to be converted
• Determination of overall conversion sequence
• Develop general test plan structure for each line of business
• Assist less-experienced staff in development of detailed test plan formats for each product
• Identification of product processing requirements likely to create problems in one or more LifeComm subsystems (e.g. Underwriting and Issue, Policyowner Service, Billing & Collection, etc.) and facilitation of solutions as required.
• Supervised policy verification testing activity
• Time tracking
• Preparation of weekly milestone reports

Confidential

Actuarial Services Manager

Responsibilities:

• Prepared multiple annual statement exhibits and had user responsibility for Valuation, Policy Exhibit, and Actuarial Services subsystems of LifeComm.
• Projected changes in new premium levels, policyowner dividends, policy reserves, insurance in force by line of business.
• Developed specialized microcomputer software applications using Microsoft BASIC and Visual BASIC to support life insurance and annuity lines of business as required, e.g. policy illustrations, product pricing, reserving and profit projections.
• Frequently performed manual policy values calculations (nonforfeiture values, extended term insurance cash value and coverage period, policy reserves, annuity surrender values, etc.) to verify mainframe system output in support of the policyowner service function.
• Developed a wide variety of ad hoc and customized, recurring management reports and forecasts from mainframe files using the 4GL Easytrieve report writer, including a fully-developed suite of life and annuity valuation reports to replace those in the LIDP Administrator base system.
• Ported policy valuation data from mainframe files to EXCEL using PASSPORT reformatting software.
• Creation, maintenance and accuracy of LifeComm Plan Description file for all data involving policy premiums, reserves, cash values, participation and nonforfeiture.
• Built and updated mainframe files by writing source programs using C.A. Easytrieve (4GL reportwriter). Files controlled all system functionality involving premium calculation and billing, policy reserving, policy cash value development, policyholder dividends, policy loan administration and nonforfeiture processing.
• Pre-introduction plan description file coding, test plan structuring and supervision of testing for new life and annuity products.
• Develop plan description files for use in test environment
• Develop general test plan structure
• Assist less-experienced staff in completion of test plan specifics for all product variations
• Checking and verifying test outputs
• Scheduling, chairing or facilitating meetings as required
• Monitoring overall project progress
• Provide liaison between user- and technical staff to address business processing issues on an ongoing basis
• Facilitate definitive problem identification (insuring a problem, not a symptom, was being addressed).
• Identify possible solutions and associated pro’s and con’s for each
• Attempt to reach consensus among all parties as to a single best course of action
• Formulating a recommendation to management
• Member of a six-person team formed to convert all company operations from LifeComm to the LIDP Administrator mainframe data processing system over a two- year period.
• Made offsite vendor visitations to evaluate various client / server and processing-software products
• Acted as facilitator in restructuring of accounting and policyowner service functions to gain maximum advantage from significantly upgraded software
• Identified subsystem-specific product processing requirements and participated in the formulation of methods to deal with identified anomalies or inconsistencies
• Wrote a custom policy valuation reporting software suite to replace what was available in base system.