Adam Meltzer Email & Phone Number

New York, New York, Us

New York, New York, Us

• Lead team in providing data to upper management for ad-hoc research projects and actuarial analysis for Safety Groups to determine dividend eligibility • Provided data to Reserving Department projecting future loss recoveries handled by the Rating Board to determine a lump sum to close the account • Participated in 5-year projection study used in developing a new dividend formula for automating the approval of dividends• Collaborate with the IT department to facilitate accounting system enhancements, procedural improvements, and operational optimization• Execute complex actuarial formulas to calculate profitability, losses, and premium rates• Analyze current and historical company trend data to manage and mitigate risks • Administer technical training sessions on Spotfire, group accounting statements, and weekly dividend packets to solidify individual and team-wide knowledge while improving overall efficiency • Maintained department productivity despite the loss of key employees by meeting all deadlines

New York, New York, Us

• Initiate complex actuarial and statistical analyses as an individual contributor and team leader• Plan and manage the projects to completion, and prepare associated technical reports, exhibits, and documentation• Provided dividend projections for the finance department in determining future cash flows. • Serve as an actuarial department lead for IT initiatives related to the actuarial data market• Trained and mentored staff in actuarial best practices, statistical analysis, and insurance procedural practices• Created automated data reports using Spotfire and VBA to increase efficiency

New York, New York, Us

• Leverage Excel and VBA expertise to develop templates and key metric calculations, including minimizing redundancies and reducing weekly dividend packets production to 30 minutes from over an hour• Compile accounting statements and summaries of key financial data, including accounting details, prior-year figures, dividends, and developmental triangles, to inform management decisions

Bethpage, New York, Us

• Ranked in the Top 10% of all sales associates, earning the prestigious President’s Club Award• Spearheaded account installation monitoring improvement by developing and deploying a new tracking tool• Conducted client needs assessments to recommend value-added products and services to residential customers • Executed modern sales techniques, targeted marketing, and product promotions to increase sales conversions