Rogelio Sanchez Email & Phone Number

Austin, Texas, United States

Austin, Texas, United States

Austin, Tx

Austin, Texas

• Worked on the valuation/financial reporting side of the company's actuarial department.• Responsible for month-end calculations and reporting of statutory reserves using ARCVAL valuation software. Calculated reserves for all annuity and life insurance policies using seriatim level data. NWL had over 200,000 active policies as of 12/31/15.• Maintained resident valuation software by updating assumptions, coding new products, and applying software patches as needed. Ran policy audits to ensure software was accurately calculating reserves.• Redesigned and automated various reports in Excel using formulas, macros, and text file parses to reduce manual entry and increase accuracy.• Provided various statutory reserve reports to internal and external users, as well as ad-hoc reports for policy counts, cash values, and fund values.• Calculated and reported license fees company owed to EURO STOXX, Hang Seng, Nikkei 225, and S&P 500 stock market indices for use of indices in indexed annuity and universal life products. Reviewed fee calculations to ensure they adhered to contracts between company and indices.• Analyzed fund value and surrender value calculations to determine accuracy of new company mainframe as part of the conversion process.• Ran annual financial models and new business projections under several interest rate scenarios for company's fixed interest annuity and term, whole life, and universal life products. Created and validated model input data using seriatim level data. Updated assumptions in modeling software.

Galveston, Texas

• Verified accuracy of coded rates and assumptions within resident illustration system by creating test policies and performing premium calculations.• Generated and validated indexed annuity fund values, surrender values, and death benefits for policyholders requesting review.

Austin, Tx

• Reviewed and graded weekly assignments for two Calculus courses during the Fall and two Ordinary Differential Equations courses during the Spring, each with over 100 students.• Created an answer guide to provide students questioning their received grades.• Maintained a record of students' grades and made adjustments as requested by professors.