Anna He Email & Phone Number

United States

Toronto, Canada Area

• Consolidated and maintained pricing models for Group Annuity products, ensuring accurate profitability calculation and compliance with regulatory standards• Automated the generation of pricing letters into word and pdf formats• Built in new product features and services into pricing models as needed, enhancing customer satisfaction and retention• Developed annual new business plans and refined sales forecast models, providing strategic insights and recommendations to senior management• Performed monthly new business sales and profitability reporting, identifying trends and opportunities for improvement• Supported new product initiatives as an integral part of a project's management and implementation team, collaborating with cross-functional stakeholders and delivering results on time and within budget• Prepared and explained ad-hoc financial analysis and issues to a wide audience range, including senior management and client-facing groups (Sales, relationship management, operations, etc.)• Performed quarterly new business embedded value reporting, assessing the profitability and risk of new business

Greater Boston Area

• Conduct Termination Study for mortality and lapse assumptions for all product lines - Incorporate additional functionality for product features not yet captured in the model - Update assumptions used in analysis - Present results to valuation, pricing, and experience analysis teams - Eventually propose new assumptions - Quantify reserve and SOE impact in Axis model• Quarterly monitoring of termination rates• Respond to requests from states for a/e termination experience• Perform Claim Reserve Runoff studies, testing the sufficiency of claim reserves• Establish Incurred But Not Reported (IBNR) reserves, develop recommendation for basis change regarding the assumptions used to set IBNR• Assist with Claim Cost Model Conversion (Excel to Axis): Developed mortality and lapse assumptions to be used in the new Axis Model

Shanghai

• Developed pricing model for an insurance product using Excel modeling• Prepared a comprehensive experience study for GLH(Group Life and Health) products, provided more updated and accurate data for new product pricing• Collected and compared insurance products information from competitors, prepared analysis report for new product development, participated in 3 new products in this summer • Prepared gating documents on Group Transportation Accident Insurance, developed comprehensive analysis and provided proposals • Prepared Risk Inventory annual review and update, submitted to headquarter in Canada• Participated in UAT checking for CJC(Critical Illness Endowment)

Honors Bachelor Of Science, Actuarial Science

Master Of Science, Actuarial Science