James Robertson, Asa Email & Phone Number

Rochester, New York, United States

Large Group Commercial Pricing

Rochester, Ny

Rochester, Ny

-Lead for Underwriting support involving actuarial rate development-Project lead for enhancements to the rating software allowing for balanced claim adjustments by plan-Modeled claim relativities for groups with custom benefits, funding structures, and 3-tier networks-Programmed the Federal Mental Health Parity test within the relativity model to test every quoted plan-Managed summer intern responsibilities-Lifetime Executive Award – 2015

Rochester, New York Area

Experience Rated Pricing-Prepared the experience rated budget and forecast files-Programmed and calibrated the Milliman drug rating model-Modeled the price impact and prepared the Actuarial Memorandum for NYS DFS custom pre-filesStepWise Underwriting and Rating Support-Analyzed and presented actuarial factor updates quarterly with underwriting management-Modeled the relative change in estimated claims cost between standard and custom productsData Integration… Show more Experience Rated Pricing-Prepared the experience rated budget and forecast files-Programmed and calibrated the Milliman drug rating model-Modeled the price impact and prepared the Actuarial Memorandum for NYS DFS custom pre-filesStepWise Underwriting and Rating Support-Analyzed and presented actuarial factor updates quarterly with underwriting management-Modeled the relative change in estimated claims cost between standard and custom productsData Integration and Support-Designed a SAS project to pull and standardize a centralized dataset for actuarial enrollment reporting-Programmed MS Excel and VBA to automate the creation of the actuarial enrollment reports Show less

Rochester, New York Area

-Prepared and set valuation claim and utilization reserve lags-Responsible for developing the annual budget and monthly forecasts-Created an automated process to generate the monthly utilization lag files using MS Access and Excel-Created links between Excel and Access to automate many of the monthly reports-Assisted auditors by extracting and explaining data to satisfy their audits-Provided the medical expense narration of the financial statements to the subsidiary… Show more -Prepared and set valuation claim and utilization reserve lags-Responsible for developing the annual budget and monthly forecasts-Created an automated process to generate the monthly utilization lag files using MS Access and Excel-Created links between Excel and Access to automate many of the monthly reports-Assisted auditors by extracting and explaining data to satisfy their audits-Provided the medical expense narration of the financial statements to the subsidiary shareholders Show less

Rochester, New York Area

-Project lead to analyze client write-off attributes against the vetting process of taking on new clients-Evaluated the effect on float revenue of potential changes to the Credit Risk procedures-Programmed and built Access databases to create, modify, and enhance workflows-Created an approval platform within MS Access to manage access allowing for paperless approvals-Researched and determined root cause of various reconciliation items for Accounting-Communicated with… Show more -Project lead to analyze client write-off attributes against the vetting process of taking on new clients-Evaluated the effect on float revenue of potential changes to the Credit Risk procedures-Programmed and built Access databases to create, modify, and enhance workflows-Created an approval platform within MS Access to manage access allowing for paperless approvals-Researched and determined root cause of various reconciliation items for Accounting-Communicated with internal and external clients daily to help resolve any issues or questions Show less

Brockport, Ny

-Communicated with internal and external clients daily to help resolve any issues or questions-Supervised, trained, and assisted student employees to ensure that all duties were completed-Organized break schedules to ensure full coverage during peak hours-Responsible for resolving customer service issues

Bachelor Of Science (Bs), Double Major: Mathematics And Computer Science, Magna Cum Laude

Activities and Societies: Alpha Chi National College Honor Society

High School Diploma

Activities and Societies: Basketball