Responsible for the development, maintenance, implementation and accuracy of proprietary underwriting models for a Fortune 20 company. Currently developing all new underwriting models and a single-source database to support pricing, budget, forecast and client setup and integrate data transfer between financial systems. Created a proprietary setup tool as a cost effective replacement for an enterprise system, to integrate data transfer, audit, track and maintain client data integrity including pricing, client setup, contracting, management, budget and forecasting.Responsible for company-wide training of underwriters, account managers and sales directors on new systems, tools and project roll-outs.

Prepare court filings and client communicationsManage company finances and IOLTA accountWebsite development and maintenanceCreate advertising and verify compliance

Property holding and investment firm..

Own/operate a 19K SF professional medical building, managing over $1.2M in assetsManage cap improvements, construction, maintenance and tenant contractsAssist in marketing and advertisement

Responsible for maintenance and development of complex models and tools used by the underwriting department for pricing and reporting purposes. Lead new business team with over $18M in sales and managed/trained a team of pricers ensuring adherence to best practices.

Client and product level analysis including forecasting, pricing, and other analysis pertaining to pharmacy benefits including Medicare Part D. Responsible for providing custom support to the organization around non-standard financial guarantee arrangements.

New and existing client developmentIndependent sales with 100% commission based salaryDevelop and implement efficiency standardsTrack sales metrics and prepare projectionsDevelop and employ market share strategies

Advise clients on administrative issues and proceduresHandle day to day client contact regarding assets and benefit calculationsProduce and review pension benefit calculations and employee benefit statementsEvaluate and program client’s proprietary pension benefit softwareCreate project work plans and ensure adherenceDevelop and monitor budgets for client teamPerform and supervise all aspects of actuarial valuations and ad-hoc projects including: system programming, verification of actuarial calculations, asset reconciliation, report preparation and presentation of resultsPrepare government forms, PBGC filings and review annual government reportsSpecial projects including plan redesigns, relative benefit level analysis, union negotiations, forecasts and non-discrimination testingConduct training seminars and help develop junior staff