Frank Monte Email & Phone Number

Princeton, New Jersey, United States

• Completion of annual statistical data reconciliation calls to state insurance boards and regulatory agencies including the Insurance Services Office (ISO). Collaborate with Accounting Department through use of Annual Statement and Insurance Expense Exhibit along with supporting spreadsheets to complete the various statutory data calls. Implement regulatory statistical changes in front and back end systems along with unit testing.• Completion of ISO Premium Report Form using financial data to calculate company assessments. Analyzed the current process and created new procedures and worksheets for a total rewrite of the Premium Report Form process. This accurately reflects company assessments; therefore saving • Completion of various State FAIR Plan reports for calculating company Participation Percentages. Revised internal forms to deduct various allowable exclusions; therefore saving the company money by reducing company participation fees.

• Completion of annual statistical data reconciliation calls to state insurance boards and regulatory agencies including the Insurance Services Office (ISO) and the Texas Department of Insurance (TDI). Collaborate with Accounting Department through use of Annual Statement and Insurance Expense Exhibit along with supporting spreadsheets to complete the various statutory data calls. Implement regulatory statistical changes in front and back end systems along with unit testing.• Completion of ISO Premium Report Form using financial data to calculate company assessments. Analyzed the current process and created new procedures and worksheets for a total rewrite of the Premium Report Form process. This accurately reflects company assessments; therefore saving • Completion of various State FAIR Plan reports for calculating company Participation Percentages. Revised internal forms to deduct various allowable exclusions; therefore saving the company money by reducing company participation fees.• Led initiative in developing, testing, and implementation of ISO PC Error Correction Edit Package for submitting quarterly premium and loss data via FTP transfer in place of current mailing of submissions. This new procedure saves on mailing fees and cartridge fees due to instant submission compared to overnight mailings. It also enables analysts to make corrections themselves rather than relying on IT personnel to make changes and create data cartridges. This saves on IT resources and turnaround time.• Primary backup for manager when out of office, assisting in any pertinent matters. Serve as Project Lead on company-wide project working with overseas resources and serving as liaison between departments on data production issues and assist on any statistical reporting requirements in any large corporate efforts.

Wilmington, Delaware

ISO Reporting, FAIR Plan Reporting

Greater Philadelphia Area

ISO Reporting COBOL and Visual Basic Programming

Associate, Accounting

Education record

Education record