Kelly Klein Email and Phone Number
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Enterprise Capital ManagementStrategically manage capital for the enterprise. Focused on Capital Reinsurance through Affiliate, Captive, and FinRe solutions. Work with all products and divisions within the company to find the best solutions for all products and situations.Prior RoleLife Insurance Product Design: Focused on IUL, VUL, COLI/BOLI and Private Placement products. Developed assumptions, rates, and innovative product features to stay competitive in the marketplace. Worked closely with sales to align product strategy. Lead development of profitable products according to enterprise pricing guidelines.Previous EmployersGreat-West Financial: Annuity Product Development Focusing on these products - Index Linked Variable Annuity, Variable Group Annuity with GLWB, and RMD-Friendly Fixed Deferred Annuity.Buck Consultants: Non-traditional pension benefit consulting that focused on helping clients to reduce pension liabilities through cash out programs and pension risk transfer.
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Director & ActuaryPacific Life Aug 2023 - PresentNewport Beach, Ca, UsEnterprise Capital Management
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Associate ActuaryPacific Life Jun 2021 - Aug 2023Newport Beach, Ca, UsLife Insurance Product Design
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Assistant ActuaryPacific Life May 2019 - Jun 2021Newport Beach, Ca, UsLife Insurance Product Design
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Actuarial AnalystGreat-West Financial Jul 2015 - Apr 2019Greenwood Village, Co, UsDevelop and price retirement income annuities for the Empower Retirement and Individual Markets lines of business. Products include: Guaranteed Lifetime Withdrawal Benefit, Qualified Longevity Annuity Contract/Deferred Income Annuity, and Index Linked Variable Annuity. Responsible for: pricing, risk reviews, reporting specific product assumption and sales experience, competitive analysis, model validation, sales support (training, marketing pieces, etc.), and building illustrations. Perform financial risk management analyses on products offered by Great West for compliance purposes and the Enterprise Risk Management function. -
Senior Actuarial Associate - RetirementBuck Consultants At Xerox Nov 2012 - Jun 2015Florham Park, New Jersey, UsSenior Associate on the Strategic Work and Advisory Team in the National Retirement Practice at Buck Consultants. Perform specialized projects to help reduce client liabilities on retirement plans for actuarial valuation purposes.
Kelly Klein Skills
Kelly Klein Education Details
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University Of Missouri-ColumbiaActuarial Science And Financial Mathematics
Frequently Asked Questions about Kelly Klein
What company does Kelly Klein work for?
Kelly Klein works for Pacific Life
What is Kelly Klein's role at the current company?
Kelly Klein's current role is Director & Actuary at Pacific LifeFSA, MAAA, CERA.
What is Kelly Klein's email address?
Kelly Klein's email address is ke****@****est.com
What is Kelly Klein's direct phone number?
Kelly Klein's direct phone number is +130373*****
What schools did Kelly Klein attend?
Kelly Klein attended University Of Missouri-Columbia.
What are some of Kelly Klein's interests?
Kelly Klein has interest in Health.
What skills is Kelly Klein known for?
Kelly Klein has skills like Microsoft Office, Microsoft Excel, Team Leadership, Fixed Annuities, Management, Pension Administration, Defined Benefit, Statistics, Problem Solving, Actuarial Science, Team Building, Team Oriented.
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