Manager Insurance

Alexandra L. Pidek

**** * **** *** *-mail: ******@*****.***

Arvada, CO 80003 Cell: 561-***-****

[pic]

OBJECTIVE: Assist the growth and innovation of a company that values

loyalty and hard work by contributing my finance and management

experience, analytical abilities, leadership skills, problem-solving

drive, and determination to succeed.

Education

BBA, Banking & Finance/Management, Cum Laude, Northwood University, FL

-May 2005

AA, Banking & Finance, Northwood University, FL - September 2003

Studies in Accounting, Delta Community College & Lansing Community

College, MI - 2003

Professional Experience

> Pricing Manager, Peachtree Financial Solutions, Boynton Beach, FL

(April 2008 - Present)

Manage a team of 14 Analysts and 1 Assistant; Organize and delegate

projects on a daily, weekly and quarterly basis; Drive business

development initiatives, which include: providing strategic

analytical/pricing guidance, developing and maintaining metrics,

fostering internal and external relationships, generating increased

productivity among downsized groups, and working closely with

Operations and Information Technology for various projects and

database/software/model projects; Analyze data for Market valuation

purposes and assist with portfolio analysis on a quarterly basis;

Develop strategies, tactics and programs to meet goals; Create and

develop thorough and detailed work-flow processes and Standard

Operating Procedures; Facilitate training for Illustration, Policy

and Financial Model understanding; Perform quarterly and annual

performance reviews; Maintain weekly communication with Senior

Analysts and direct Manager; Communicate disciplinary action when

necessary; MAPS (formerly Milliman) proprietary software - Individual

and Portfolio Model; Generate CSV files; Mentor and Coach Senior

Financial Analysts; Continuous analysis and improvement to processes;

Work closely with IT for various projects and database, software, and

financial model improvements; Generate queries through the use of

Cognos Query Studio; Provide ad-hoc analysis for cross functional

departments and Senior Management; Subject Matter Expert for Life

Insurance policies and department responsibilities and procedures

> Senior Financial Analyst, Peachtree Financial Solutions, Boynton

Beach, FL (January 2008 - April 2008)

In-depth analysis of Pricing Valuation Models and documents including

Insurance Policies, Mortality Reports, and Illustrations; Managed two

Financial Analysts; Project Lead for Senior Management; Lead Analyst

in resolving discrepancies relating to pricings and Insurance

questions for the pricing team as well as other departments;

Maintained weekly communication with directs; Resource for the sales

team as well as other departments in helping understand policy

valuation; Depict Interest Rate SWAPS from Federal Reserve Board;

Reviewed Financial Analyst's work; Daily analysis and premium

optimization of serviced portfolio policy illustrations

> Financial Analyst, Peachtree Financial Solutions, Boynton Beach, FL

(October 2006 - January 2008)

Depict and transfer cash values, accumulated values, interest rates

and premiums from Life Insurance illustrations to financial models

and software; Create cost of insurance illustrations through the use

of Insurance Carrier provided premium optimization software; Pricing

for life insurance settlement and premium financed policies; Milliman

and Win Flex software; Analyzed Insurance Policy language and

functionality and illustrations for multiple policy types (Whole

Life, Universal, Variable Universal, Equity Indexed, Adjustable

Life); Created and reviewed financial valuation models to provide

current market value of individual Insurance Policies

> Claims Supervisor, Seaport Associates, Palm Beach Gardens, FL

(January 2006 - October 2006) Managed claims adjustors and country

wide Labor Finders offices reporting injuries; Analyzed and reviewed

claims monthly for outstanding issues and settlement approval;

Negotiated and approved settlement of worker's compensation claims;

Corresponded with attorneys assigned to each case to ensure timely

and cost effective claims resolution; Pushed claims to close quickly,

efficiently and least costly; Issued certificates of insurance to

individual Labor Finders offices; Performed periodic, unscheduled

office inspections to ensure OSHA standards were in place to minimize

exposure; Worked with Senior Risk Manager for higher level claims

settlement and litigation; Provided support to Labor Finder offices

for injury reporting and worker's compensation insurance

certificates; Assigned investigative services to claims when needed;

Issued Certificates of Insurance for the individual Labor Finders

offices' clients and ensured correct coding for the job requested on

the certificate

> Financial Services Associate, Prudential Financial, West Palm Beach,

FL (July 2005 - January 2006) Obtained Series 6, Series 63 and 2-15

licenses; Built and maintained client relationships; Networking; Life

& Health Insurance, Annuities, LTC, and Mutual fund sales; Member of

Business Networking International

Specialized Skills and Training

Technology Skills: Microsoft Office 2007, Advanced Excel, Snagit, One Note,

MAPS/Milliman Software v9.3, Adobe Professional, IBM COGNOS Query Studio,

Lotus Notes

Certified: MS Excel 2007 - January 2010

Accounting Courses I & II, Balancing accounts, general ledger entries,

billing and closing

Leadership, Responsibility and Determination

> Team Leader at Management Seminar (2010)

> Volunteer Work: Soccer Coach for girls/boys ages 11 - 13 (2010)

> Single handedly automated the premium analysis process for 1400 Insurance

Policies serviced (2009)

> Created the first 150 page Standard Operating Procedure with explicit

detail and screen shots (2009)

> Promoted to Pricing Manager within 4 months of promotion to Senior

Analyst (2008)

> Promoted to Senior Financial Analyst within 14 months of hire (2008)

> Outstanding Employee for the 3rd Quarter in 2007 at Peachtree

Financial Solutions (2007)

> Outstanding Employee for the Month of September in 2007 at Peachtree

Financial Solutions (2007)

> President of the Northwood University Alumni Leadership Council, FL

Campus (2005-2007)

> Member of Business Networking International (BNI) (2005)

> Team Player: College Soccer - 4 years, Northwood University (2001 -

2005)

> Received over $17,000 in academic scholarships annually, while

maintaining a 3.5 GPA (2001 - 2005)

References are available upon request.

Contact this candidate