Jonathan Tseng Email & Phone Number

Braintree, Massachusetts, US

• Advise clients with recommendations to improve data organization based on unusual patterns observed in lapsed/terminated policies and validation flags in the Life Statistical Services data call.
• Compose the analytical reports for 14 companies in the data call based on tendencies in lapse rates, A/E Ratios, and terminations; with a focus on level term and secondary guarantee life insurance products.
• Write SQL queries and stored procedures to support and update databases in the ASG and LSS.
• Extract key statistics like durations at specific face amount bands from databases with millions of rows.
• Construct pivot tables linking to SQL databases that are sent to the Society of Actuaries to supplement their life and pension research.
• Review the validation errors in SOA Extended Data Analysis Format studies for five companies by performing a match merge in SQL across two data sources. Identify root causes and provide a solution to eliminate errors.

New York, NY, US

• Actuarial Intern - Asset Liability Management
• Conducted an experience study by running regressions on the lapse rates of total control accounts (TCA).
• Updated the previous year’s database and liabilities concerning the study to the current year.
• Presented results and trends to managers and fellow interns.
• Made recommendations to change some assumptions and processes for future studies.

• Edited and organized legal letters to corporate clients and attorneys to help maintain productivity of other employees.
• Drafted letters to corporate clients and attorneys to support case work.
• Updated and maintained timesheets for all employees to ensure accurate payroll and efficient/accurate client billing.
• Scanned and improved filing system to maintain communication efficiencies.