1. Actuarial Student (1/2/2008 – 3/9/2010)
Asset/liability reporting for all business segments
Ran queries and updated tables to compile asset/liability report
Reconciliation work and data mining
Utilized accounting software to assist reporting
Queried ledgered amounts for reporting
Used accounting tables for reconciliation
Managed departmental inboxes to service policyholder requests
Annuity Quotes
Internal Exchanges
UL/SE Projections
SQL Server
Table Creation/Import/Export/Linking
Blue Book Financial Reporting and Reconciliation
Exhibit 5 (Reserves by Valuation Rate and Mortality Table)
STAT/GAAP/Tax Reserve Calculations
Ledgered reserves into accounting tables
Ad hoc analysis and reconciliation
Interest credited reconciliation for policyholders
Cash value calculations
Survey creation
Used existing tables and software to feed data into survey template for
Beacon
ARCVAL (life valuation software)
Ran software which calculated closed block Traditional Life and UL
reserves
