Sign in

Microsoft Excel, Insurance Product Management, Actuarial Reserving

El Cerrito, California, 94530, United States
October 05, 2016

Contact this candidate


*** ******* **. ** *******, CA 94530



Experienced actuarial and insurance product management professional seeking new opportunity that utilizes my analytical background, business education, and presentation skills. Currently working on a side project teaching, consulting, and providing freelance services in Microsoft Excel.


Microsoft Excel Instructor/Consultant Jan 2013-Present

Consult with several Bay Area businesses, making presentations and providing support to staff to determine best practices for their work using Excel

Instructor of Basic and Advanced Excel at General Assembly in San Francisco

Provide freelance Excel spreadsheet services to private clientele

Senior Actuarial Analyst Oct 2012-May 2016

Milliman Inc., San Francisco, CA

Various projects including multi-line reserving analysis, multi-state Auto and Homeowners competitive analyses, and various litigation work involving hazard and flood insurance

Manage completion and verification of competitive analyses

Reconciliation and mining of large data sets to ensure integrity and completeness of work

Specific accomplishments:

Organized creation of macro-enabled Excel workbooks for client Homeowners product. Managed use, verification, and completion among several company analysts.

Constructed ground-up catastrophe claim model in Excel for use in multiple reserving projects

Product Analyst/Consultant May 2011-Sept 2012

QBE First, Simi Valley, CA

Responsible for product analytics, data mining, and model development to track key metrics

Build and maintain rating templates for testing and ongoing reconciliation

Conduct competitor analyses and recommend solutions for improvement and innovation

Personal Auto and Homeowners Product Analyst/Consultant June 2007-April 2011

Balboa Insurance Group, Simi Valley, CA

Analyze performance of company’s Personal Automobile and Homeowners Products

Work with Actuarial staff on analyses and implementation of product revisions


Pepperdine University, Malibu, CA April 2012

MBA, Graziadio School of Business and Management

Union College, Schenectady, NY June 1996

Bachelor of Science, Major: Applied Mathematics; Minor: Physics


Excel, Access, Word, PowerPoint, People Soft, SQL, SAS, SharePoint, Tableau

Casualty Actuarial Society (CAS) Exams 1-4 and CAS1 and 2 Online Exams

Contact this candidate