Jason Sun Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

Founded an actuarial consultancy with a unique offering focusing on life insurance, wealth management and financial services industries. Our core offering includes Actuarial Support Services, Bespoke Modelling & Analysis and Strategy, Product & Market Insights. We take a strategic approach and commercial mindset. We’re passionate about delivering value and an optimal client experience. We’re not afraid to challenge and innovate.

Sydney, New South Wales, Australia

Consultant Actuary within the Life Commercial team focusing on NZ and Australian treaties:-Provided recommendations via pricing reports on initiatives including product enhancements, treaty recapture, treaty alteration, new business opportunities and pricing reviews.-Modelling and analysis for treaty changes.-Detailed pricing analysis, model build and process improvement. -Performed claims experience investigation for specific treaties.-Input into geographic strategy.

Sydney, New South Wales, Australia

Actuarial consultant with leadership and management responsibilities:-Actuarial consulting across aeas including group pricing, retail pricing, valuation and investments consulting for life insurers, reinsurers and other corporates.-Key contact for client engagements including project leadership and outcome responsibility.-Led team of 3+ direct reports including mentoring and performance management.-Input into business direction and responsibility for internal workflow management.

Sydney, New South Wales, Australia

November 2019 - August 2020: Insights Consultant-Led and delivered NMG’s BQMR (Business Quality Management Reinsurance) program for A&NZ, conducting ~70 interviews of life insurer key decision makers and underwriters.-Input into the BQMR program for Asia, including interviews, analysis and presentation preparation. -Conducted analysis of results to extract tailored insights based on each reinsurer’s competitive advantages. -Managed client expectations, responded to client questions and followed through. November 2018 - October 2019: Global Strategy Consultant-Input into life insurance portfolio participation, competitive strategy and business configuration & economics.-Projects included strategic reviews, business optimisation, market entry analysis and M&A activity for A&NZ life insurers, big-4 banks and global multinational insurers.-Utilised internal data and conducted external research to perform analysis and inform decision making. -Built financial models to evaluate business cases and perform valuations.

Sydney, New South Wales, Australia

December 2017 - October 2018: Pricing Software Implementation Project - Senior Analyst-IT project to build and implement a large-scale retail risk product pricing model. -Debugged model logic, performed premium testing and investigated discrepancies.-Collaborated with actuarial and non-actuarial colleagues (IT programmers, business analysts, etc.).-Abstract problem solving to resolve adhoc queries, automate processes and improve model design.August 2017 - November 2017: Group Insurance Pricing - Analyst-Group risk insurance pricing for small to large pricing tenders and re-pricing of existing business.-Led an initiative to improve the design and function of group pricing spreadsheets.-Liaised closely with Business Development Managers to answer questions and manage deadlines.Fourth rotation: AMP Direct (phone-based financial advice)-Contributed to business cases to grow the phone-based advice team.-Optimised reporting for sales, retention and campaigns teams. Third rotation: Insurance Pricing - Retail products-New business repricing for retail AMP risk products.-Performed premium quoting, refund calculations and answered adhoc queries.Second rotation: Mature and Guaranteed team-Asset Liability Management: Monthly asset allocation, duration + credit risk charge monitoring across statutory funds. Monitoring of asset allocations within limits set internally.-Exposure to traditional, investment account, annuities and guaranteed products.-Exposure to North Guaranteed product. First rotation: Business Performance - Insurance team-Experience investigation for risk products, focusing on income protection and lapses.-Monthly VNB (value of new business) projection for risk products.

Sydney, New South Wales, Australia

Actuarial Intern in the Life Insurance division:- Based in the Actuarial Pricing team (for Reinsurance premiums);- Utilised Excel extensively to calculate premiums for policyholders;- Checked the integrity of data provided by clients;- Analysed issues and errors with data provided in the premium calculation process;- Examined life insurance products offered by various clients;- Raised problems about the calculation process in meetings with colleagues and managers;- Worked closely with team members to resolve issues which arose in projects.

Canberra, Australian Capital Territory, Australia

Law clerk at a Personal Injury Law Firm based in the ACT:- First point of contact for potential clients seeking an enquiry;- Assisted new and existing clients with queries via telephone, e-mail and in person;- Supported partners and solicitors with managing clients' claims; - Drafted letters and emails to be sent to clients, insurers and other law firms;- Drafted legal proceedings documents including Initial Claim documents and Proofs of Evidence;- Corresponded with clients about the status of their claim;- Referred outstanding issues to solicitors and partners;- Compiled briefs for Counsel.

Bachelor Of Laws And Actuarial Studies

Activities and Societies: Finance and Banking Society, 180 Degrees Consulting

Actuarial Control Cycle + Investments

Education record