Kate O'Brien Smith, Fsa Email & Phone Number

United States

Horsham, PA, US

Horsham, PA, US

Horsham, PA, US

London, England, GB

• Product Management – Life Pricing
• Assisted in the concept design and full pricing of new indexed universal life product and multiple riders
• Analyzed the profit impact of incorporating PBR methodology into the current term insurance product while maintaining our competitive position
• Took the lead in re-price of recently launched guaranteed term product Financial Management – Modeling
• Validated and maintained annuity models, incorporating assumption updates and reconciling year over year impact to financial statements
• Generated long-term projections used by leadership for asset liability management and company strategy

New York, NY, US

• Programmed, reviewed, and developed annual client liabilities using actuarial principles and Mercer's Global Retirement System (GRS)
• Developed code in Mercer’s Retiree Medical System (RMS) to determine accounting expense and manually create accounting reports that detail findings for the client
• Analyzed and assisted with specific financial calculations in client situations of pension plan design change and other special projects and presented results at several client meetings
• Calculated individual benefit certifications, reviewed plan documents, and produced employee benefit statements

Columbus, Ohio, US

• Completed private placement COLI quotes on a frequent basis, maintaining communication with sales and operations teams and re-pricing as necessary
• Analyzed new business issued on a quarterly basis, utilizing Access, MG-ALFA and Excel to run projections, consolidate data and summarize expenses, returns and other financials
• Improved efficiency of new business process by expanding VBA code and modifying ALFA input files
• Performed routine pre-issue testing on private placement cases added to the administrative system

Columbus, Ohio, US

• Used MG-ALFA and VBA to streamline the process of creating custom Cost of Insurance rates, adding flexibility to the pricing process
• Assisted in custom pricing of private placement quotes for Corporate Owned Life Insurance (COLI) products
• Presented actuarial concepts at a high level and in detail to both technical and non-technical audiences
• Updated reporting documents to facilitate placing issued cases onto the administrative system

New York, NY, US

• Worked in an analyst role on multiple projects both independently and as part of a team
• Operated company-specific software systems to run valuations and determine liabilities
• Performed benefit calculations and created final reports, exhibits and other client deliverables
• Prepared materials for a client meeting and presented on pension plan funding