Danielle Orrey Email & Phone Number

Charlotte, North Carolina, United States

+ Data Analyst supporting various cross functional teams. Responsible for creating and maintaining data sets, reports, high impact data visualizations and PowerBI dashboards with high visibility across the organization. + Collaborated with both internal and external partners, fostering relationships, maintaining reporting standards and ensuring cohesive reporting.+ Utilized explorative and investigative techniques to ensure the authenticity of data. + Research and compilation of data for comparative analysis of internal KPI's against state/ nation and global trends, most recently COVID-19 Pandemic analysis.+ Created multiple PowerBI dashboards. Most notably Aging of Claims and Estimated Delayed Settlement Interest dashboard for the claims department. Loading and reconciling multiple sources to calculate estimated DSI based on multiple factors. Insights gleaned were used to highlight action items for the claims team, prioritizing high impact claims, process improvement and advocation with the third party vendor to reduce the service level agreement on process time. Results included reduced overall DSI paid and improved customer service through proactive claim handling.+ Extensive use of SharePoint. Built multiple sites and hub pages for different teams. Created a Personal Development Tracker page that included a calendar, multiple libraries for lists, a pop-up form for associate entries, rotating articles of interest. Lists utilized multiple views for individuals and managers for privacy and reporting needs.+ Daily use of excel in building and maintaining scheduled and AdHoc reports. Utilized PowerQuery to connect, load and transform data from multiple sources. Proficient in lookups, pivot tables and dashboard building.

Charlotte, North Carolina

+ Life insurance underwriter for term and permanent products with $1mil underwriting authority.+ Analysis and in-depth knowledge of medical conditions, treatments, medications, financial records, occupations, avocations and other pertinent information along with the associated mortality and morbidity risks to make an educated assessment of individual risk.+ Proficient at interpreting complex and/ or comprehensive medical, financial and legal records for the purpose of gathering necessary information to make an informed decision.+ Conducted scheduling and completion of telephone interviews with applicants.+ Additional research and fact checking of stated information to ensure all possible steps to avoid adverse selection are taken. Including but not limited to social media, search engine and database checks.+ Documented risk assessment in a thorough yet clear and concise manner, ensuring ease of back-up for team-mates as well as seamless quality assurance checks and auditing. + Participated in many ad hoc projects such as creation of onboarding and training material for new associates, documentation creation and risk assessment documentation guidelines

Charlotte, North Carolina Area

+ Life Insurance underwriter with a $500K authority limit for all product offerings - term and permanent products.+ Successful completion of a 4 month comprehensive underwriting training class.+ Completion of industry exams: ALU 101- 301 and the ALMI portion of the LOMA certifications.

Charlotte, North Carolina Area

+ Effectively ran a high volume, fast paced sports bar both independently on solo shifts and as part of a team.+ Continuously engaged with customers and fellow staff, effectively communicating needs and offerings to create an efficient and enjoyable experience at the establishment. + Customer service oriented with the ability to build long standing relationships, thus increasing not only new business but reliable return business, with a positive impact on revenue.+ Held the establishment in high esteem and strived to go beyond customer and management expectations. + Participated in daily teamwork activities, transferring easily between leadership and supporting roles to ensure attainment of goals set through collaboration with management and fellow teammates.

Charlotte, North Carolina Area

+ Primary project: Creation of a staffing capacity model for the reinsurance department, using Microsoft Excel. - Created procedural and task documentation through staff interviews and observations. - Set up and completed an evaluation period to assess timing needs and operational flows, highlighting bottle necks and other areas of in need of efficiency improvements. - Compiled and analyzed data for a final presentation of findings and suggestions for staffing capacity needs and areas of improvements based on observed data. + Secondary project: Large Claims Report. - Observed a need for a streamlined process for capturing and reporting on large claims notifications received via email. - Assisted senior manager in creation of a shared inbox for the sole purpose of receiving large claims email, thus eliminating the chance of an email being overlooked in main email folder. - Created an excel file with pop up entry box to enter new large claim information into table, with conditional formatting to highlight duplicate entries. - Formatted table to highlight errors such as missing information, obvious mistakes based on key type and lengths. Additional formatting to highlight points of interest such as duration of policy less than 2 years, contestable or tracked cause of death, concerning age bands, high net amount of risk. - Creation of summary dashboard page using pivot tables and data visualizations for impactful storytelling at a glance.+ Philanthropic project- ongoing throughout course of internship. - Organized a silent auction to raise funds for two military charities. Main functions included procurement of auction items through cold calling on businesses and utilizing existing relationships. As well as promoting and facilitation of the event within campus grounds. Gross funds raised exceeded $10k, which is the largest amount raised by a single intern group in company history.

Charlotte, North Carolina Area

+ Assisted faculty with lecture and exam preparation, resource compilation, grading and record keeping.+ Designed and presented exam review sessions, course material discussions, check-in assignments, provided tutoring and study technique assistance.+ Acted as liaison between students and faculty. + Helped design and implement a semester long research and presentation think tank project, which was the first of its kind within the department.

Johannesburg Area, South Africa

+ Administered retirement benefits for a portfolio of 15+ companies.+ Served as liaison between the human resources and management departments of the various companies within the portfolio and brokers in order to facilitate efficient communication.+ Managed information flow in areas such as member contributions, member benefit statements, fund balances, portfolio investments returns, legal and compliance information.+ Reconciled fund income statements with individual fund member contribution schedules to ensure the correct allocation of funds.+ Sustained an efficient information warehouse by ensuring that current information pertaining to the funds, market and individual members were received and loaded into the database on a continual basis. + Administered the loading and removal of new entrants and withdrawals of members of the funds.+ Worked closely with members and numerous account departments to ensure timely payouts of retirement, transfers, and deceased claims within the portfolio.+ Facilitated fund member home loans by gathering necessary documents from individual members and other institutions to compile home loan request packets. Responsible for initial approval decision based on eligibility. + Advised on the design of member repayment agreements, based on income and current contributions and served as touch-point for members during payout period.+ Acted as intermediary for individual fund members and medical aid and health insurance providers, such as handling of claims, setting up physicals and advocating on behalf of the members for claims.+ Communicated continuously with the South African tax and revenue services on behalf of the members to ensure that the claims were handled correctly in terms of individual and fund tax payout rates.+ Worked well independently and within my department team to ensure targets and stringent deadlines were met precisely and consistently.

Bachelor Of Science In Business Administration, Finance

Activities and Societies: Gamma lota Sigma, Volunteer Outreach, Habitat for HumanityChancellors List

Bachelor Of Commerce (B.Com.), Finance And Financial Management Services