Jeffrey Stanley Email & Phone Number

Binghamton, New York, United States

Binghamton, Ny

Hartford, Connecticut Area

Collaborated with actuarial and accounting team members to assess appropriateness of current model assumptions, recommend updates as needed, and implement consequent changes to models according to the company change management framework. Architected solutions for such change management, to the extent that they did not yet exist for specific situations.Coordinated annual filing effort involving ~20 employees, ensuring various deliverables are completed accurately and on schedule.Integrated complex features, such as reversionary annuity riders and accelerated benefits for life products, into models. Acted as SME when other actuaries wished to model similar features.Balanced profitability of individual life insurance products against competitive constraints.Analyzed experience on new life sales, and recommended product alterations to align anticipated results more closely with company targets.Ensured the accuracy of life policy illustrations, in terms of both language and projected values, while keeping complex features easy to understand.

Established GAAP valuation processes for life & annuity products, including modeling of future expectations and determining actual historicals.Led a project to classify expenses by product and business function, to support product pricing and GAAP valuation; interacted with all areas of the company.Converted the statutory & tax valuation features of a legacy system for use in newer software. Thoroughly tested the implementation of these and other features relating to policy mechanics. Provided verbal and written communication & documentation of shortcomings discovered, as well as proposed resolutions.Revised the current dividend scale using a 3‐factor approach, and presented recommendations to the company actuary.Created an efficient system for reliably administering YRT & coinsurance treaties on life products, and for reporting detail & summary cession information for all internal & external purposes.