• Manage factor tables and databases used in the rating engine for the company’s large group and national customers.• Work with a cross-functional scrum team of developers/underwriters and the product development team to draft requirements and implement enhancements to our rating system.• Maintain regular, recurring reports the senior leadership team uses to monitor performance and make the appropriate business decisions.• Continually enhance recurring reports using SQL and Microsoft Power BI to better track business KPIs according to leadership needs.• Create ad hoc reports to analyze and resolve issues in data and to address leadership performance concerns.• Produce and maintain technical documentation to explain functionality and purpose to underwriters utilizing our rating system.• Design and maintain marketing exhibits used by underwriters and brokers during customer negotiation.

• Managed all aspects of the pricing process for the Oklahoma retail, a division with $1B+ in written premiums each year, from 2018 to 2021.• Developed an Excel-based pricing model utilizing SQL and VBA to automate the pricing and filing process in all states.• Optimized pricing model each year to improve runtime and model flexibility to focus on making strategic adjustments to pricing.• Analyzed competitor positioning to recommend pricing adjustments the senior leadership team used in their decision-making.• Responsible for generating and reviewing pricing deliverables used in the filing process.• Proactively monitored objections in HIOS and SERFF and generated responses in a timely manner.• Communicated with the Filing team to coordinate expectations across pricing and forecasting actuaries and ensure a timely handoff of deliverables across teams.• Maintained and continually updated the Excel, VBA, and Python-based rate testing process in HIOS to improve error checking and verify that rates were uploaded correctly.• Automated and continually updated the production of presentation materials used to explain pricing and forecasting results to leadership and non-actuarial professionals.

• Developed business systems and controls for a small wholesale and tradeshow operation with 9 employees.• Managed various bookkeeping functions, including payroll, banking, cost accounting & controls, and taxes using Wave Accounting and Excel.Notable achievements while in the position included:- Improved operational efficiency using Excel and VBA to track inventory, labor hours, sales, profit margins, and profit and loss (P&L).- Set and administered an operating budget and financial plan, increasing profits by 20% within the first year of operation.- Decreased travel expenses by 10% by analyzing and assisting with the logistics of tradeshow participation, travel plans/costs, and remote staffing.