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Customer Service Insurance

Cayce, South Carolina, 29033, United States
May 27, 2010

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Jason Lane

*** ****** ********

Columbia, SC ****3

(803) ***-****

Employment Experience:

South Carolina Department of Insurance

September 2009 - Present

**** **** *****t, Suite 1000

Columbia, SC 29201

(803) ***-****

Working as a RATE ANALYST in the Rates and Forms section of the South

Carolina Department of Insurance. Working to ensure that Life and

Accident and Health insurance contracts and rate and form filings comply

with state statutes, rules, and regulations. Responsibilities include:

corresponding with insurers to bring filings into compliance with

regulatory requirements and working on projects to assist in drafting

Department policies and bulletins.

Kanawha Insurance Company 2007 - September


a Humana Company

210 South White Street

Lancaster, South Carolina 29720

(800) ***-****

Held the position of ACTUARIAL ANALYST in the product development section

of the Actuarial Department. Worked to revise Life insurance products,

priced on a previous system, using MG-ALFA. Built Life Projection models

in MG-ALFA to run monthly reports for financial reporting purposes.

Responsibilities included keeping Life Projection models updated with

current company inforce and ad-hoc reporting to support company's product

filings. Addition focuses included performing Actuarial research to

calculate incidents rates and claim costs to aid in pricing insurance

products and building pricing models in MG-ALFA. Learned the pricing

insurance products process from collecting statistics to using actuarial

software to test assumptions and compare expected return on equity

calculations while managing several on going projects.

Kanawha Insurance Company January 1999 - 2007

210 South White Street

Lancaster, South Carolina 29720

(800) ***-****

Preformed the duties of an ACTUARIAL ANALYST in the financial reporting

section of the Actuarial Department. Worked with Excel and Access to

present data to senior members of the Actuarial Department. Built Access

databases using data from an AS400 system. Databases were used to segment

and summarize data for both routine and ad-hoc reporting. Segmented data

was put into Excel spreadsheets to complete calculations and summarize

data for Actuarial management. Responsibilities included reserve

calculations, trend analysis, performing research to investigate abnormal

findings, and collecting data for year-end state filings. Learned the

importance of being efficient while handling many responsibilities, be

detail oriented, work independently, and use Access and Excel to create

useful reports.

Transamerica Reinsurance May 1998 - January


401 North Tryon Street, Suite 700

Charlotte, North Carolina 28202

(704) ***-****

Worked as a RETRO ACCOUNTS ADMINISTRATOR in the Retention Administration

Department. Worked to ensure accepted risks did not exceed established

retention limits. Responsibilities included: researching and analyzing

policy data to perform transactions, performing individual policy

maintenance, and accurately recording and analyzing account information.

Learned the importance of being detail oriented, balancing and

prioritizing numerous tasks, and being well organized in order to meet

deadlines promptly.

The Source Information Management Company December 1996

- March 1998

Greensboro, North Carolina

Worked as an ACCOUNTS EXECUTIVE in the Billing Department of a magazine

retail/consulting company. Worked to analyze tends in magazine sales and

billing statements. Duties included: creating invoices, processing

incoming data, and creating and analyzing trend reports to be reviewed by

management. Learned to work effectively under pressure, developed problem

solving skills, and to work as a team member while developing effective

leadership qualities.


Appalachian State University

Boone, North Carolina

Graduated a Scholar Athlete with a B.S. in Mathematics, a minor in

Physics, and a G.P.A. of 3.2.

Society of Actuaries Exams and Credits:

VEE Credits - Economics, Corporate Finance, and Applied Statistics

Course 1 Mathematical Foundations of Actuarial Science

Exam FM Financial Mathematics

Exam MFE Financial Economics

Currently preparing for Exam MLC Life Contingencies

Computer Experience:

Currently working primarily with SERFF and Excel

Spreadsheet work in Excel includes using lookups, pivot tables, and

some macro editing

MG-ALFA work included building and updating pricing and projections


Database work in Access consisted of building tables, queries, and


AS400, worked with Query Manager to write queries and data transfers

Other Education and Designations:

LOMA, Fellow Life Management Institute, FLMI

LOMA, Associate Customer Service Program, ACS

Awards, Memberships, & Interests:

Appalachian Men's Soccer Team MVP

Intercollegiate Men's Soccer, All Southern Conference

Other interests include: kendo, rock climbing, kayaking, and mountain


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