Divisional Director, Pricing

• Jul 2021 - Present

VP & Costing Actuary, L&H Products

• Aug 2014 - Feb 2020

Responsible for acquiring and maintaining new business through pricing, modelling, assumption development, and product development for both individual and group products. Worked with cross-functional areas on client strategies, and various product/market initiatives to achieve optimal value for both Swiss Re and clients. -Priced and modelled life and health business resulting in various new business wins in the past 6 years -Analyzed experience study and market data to develop competitive pricing assumptions as well as meeting profit margin targets under Swiss Re pricing terms of trade-Researched new developments and trends in the market (e.g. increasing no fluid testing limits and post level term mortality/lapse impacts), and formed client relationships through presentation of findings and solutions-Collaborated on in-force reinsurance restructuring arrangements -Tested costing systems and tools for new features and enhancements, and quantified pricing impacts due to changes in regulatory environment (e.g. LICAT) or Swiss Re global pricing guidelines-Designed tools to simplify pricing process and decrease turnaround time on small quotes by 1 day Show less

VP & Actuary, Corporate Actuarial

• Feb 2013 - Aug 2014

Implemented new financial modelling and reporting platform for better efficiency and alignment of systems across all regional Swiss Re offices. -Assessed functionality of tools, developed assumptions, redesigned models and processes, and researched treaty provisions on business with unique features to facilitate the implementation of new system-Coordinated with cross functional teams, quantified changes from new system, introduced process efficiency reducing turnaround time by 1 day, and communicated results to senior management Show less

VP & Costing Actuary, L&H Products

• Jan 2012 - Feb 2013

Responsible for acquiring and maintaining new business through pricing, modelling, assumption development, and product development for both individual and group products. -13 month secondment position-Priced and modelled individual and group new business for life and health products-Analyzed experience study and market data to develop competitive pricing assumptions as well as meeting profit margin targets under Swiss Re pricing terms of trade-Supported marketing actuary on product development initiatives-Tested costing systems and tools for new features and enhancements, and quantified pricing impacts due to changes in regulatory environment or Swiss Re global pricing guidelines Show less

VP & Actuary, Corporate Actuarial

• Jul 2007 - Jan 2012

Oversaw the valuation and reporting of results on various bases e.g. EVM reporting, Swiss Statutory reporting, Business Plan, capital planning, and DCAT reporting. -Ensured accurate review and submission of results for EVM, Swiss Statutory, Business plan, capital planning, and DCAT, and presented results to senior management even with ambitious timelines and lack of resources-Implemented refinements and simplifications in EVM reporting process to increase accuracy in results and decrease turnaround time by 2 days while ensuring compliance with Swiss Re’s EVM methodology -Recruited, managed, and trained actuarial students to provide high quality and productive results and to produce potential candidates for Swiss Re’s talent pool Show less

AVP & Senior Actuarial Analyst, Corporate Actuarial

• May 2003 - Jun 2007

Oversaw the modelling, valuation, and reporting for Life, Critical Illness (CI), Disability (DI), and Group LTD for Canadian Statutory, US GAAP, Embedded Value, Business Plan, capital requirements, and experience studies. Coordinated the Sarbanes-Oxley (SOX) implementation for the Canadian life and health operations.-Analyzed cash flows, in-force, and reserve movements, and reviewed AXIS models and assumptions for Life, CI, DI, and Group LTD ensuring all results are reported and changes are explained accurately-Reviewed, documented, and submitted results to senior management under the various bases consistently despite challenging situations e.g. aggressive deadlines, competing priorities, and lack of resources-Increase the efficiency of valuation process by testing and implementing valuation systems and data changes from a manual volume table format to seriatim record format in AXIS-Assessed key risks in valuation processes, designed SOX controls to mitigate these risks, drafted SOX process documentation, and tested SOX controls with 100% compliance at initial launch-Audited SOX controls for Swiss Re UK valuation processes and provided feedback of review to stakeholders detailing effectiveness of controls and recommendations for improvements in controls and documentation Show less

Actuarial Analyst, Corporate Actuarial

• 1998 - Apr 2003

Actuarial Student Corporate Actuarial

• Sep 1997 - Dec 1997

Actuarial Student, Corporate Actuarial

• Jan 1997 - Apr 1997