Patrick Ballweg Email & Phone Number

I advise clients such as insurers, banks, and regulators on various risk modeling and forecasting topics. Examples include economic capital, mergers and acquisitions, financial modeling, and solvency.

Tampa, Florida, United States

• Analyzing the future risks and opportunities of various products/business lines, translating results into risk and return requirements
• Educating business leaders and risk area owners on risk-adjusted return and risk-adjusted capital analyses
• Applying innovative and analytical approaches to draw conclusions and make recommendations for risk appetite, risk tolerances, capital allocations and returns on allocated capital
• Producing advanced analytical material for discussions with representatives from various business units/product owners to understand business objectives and influence strategies

Jacksonville, Florida Area

• Coordinate analyses with product managers to develop segmented rate changes
• Produce indications and trend selections to identify target rate level
• Developed a contingencies provision to improve rate adequacy in our auto product

Appleton, WI

• Evaluate trend data to determine proper rate increases for our home and auto products
• Analyze data on products to ensure pricing is competitive, yet in line with the market
• Examine competitor product filings to determine potential product enhancements
• Automate reports through macros to enhance ease of use for a non-technical audience
• Construct SAS queries to access data for reports to sales and underwriting

• Analyzed and summarized data relating to worker’s comp. claims for multiple departments
• Effectively used Microsoft Excel to produce summaries of claims in our department
• Trained students on each aspect of the job (auto, property, work comp.)
• Produced instructional documents on approving drivers and paying for lost time for other student workers to reference
• Managed time to efficiently work on property, auto and work comp. tasks