Yan Kai Tan Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Updated the Insurance Risk Template Population Tool to reflect the changes in the LICAT guideline
• Created a cash flow comparison tool used to compare the cash flows between IFRS4 and IFRS 17 dataset
• Created an Insurance Risk Replication Tool for lapse and longevity required capital under LICAT
• Updated the LICAT Tracking Sheet to show anticipated progress of IFRS 17 model updates

Toronto, Ontario, Canada

• Assisted in longevity experience analysis by producing in-force demographics and Reported/Expected death ratios by plan and age using Excel
• Compiled the total reported investments of life insurance companies by asset type for 2019 Q3, Q4 and 2020 Q1 using Excel
• Automated the comparison process of bid data using Excel and VBA
• Automated the pricing report using mail merge in Word and Excel

• Assisted in creating a sensitivity test of earnings-at-risk by increasing various risk amounts in Excel and VBA
• Created an automatic process that maximizes Expected Earnings/Economic Capital using scalar multiplication of specific earnings-at-risk using VBA and Excel
• Produced an automated report that calculates the risk exposure of treaties from various termination triggers in Excel
• Updated and edited internal AXIS training manual for the creation of a quote

• Assisted in the renewals of various Travel and Health and Dental products including Manulife Global, Flight Centre, and Transat using VBA and SQL for calculations such as Trended Premium and Loss Ratios
• Assisted in providing a New Rate Structure and proposed new premium amounts for Manulife Global’s Travel Insurance using VBA and Excel
• Conducted and automated reasonability checks such as Expected Premium Collected and Expected Loss Ratio for each new rate structure proposed using VBA
• Provided special quotes for Travel insurance policy applications that has a sum insured of over $30,000 using Excel
• Assisted in providing special quotes for Travel Insurance policies over $30,000 in sum insured

• Improved Sensitivity Model based on new LICAT structure in Excel using VBA codes and macros that allow for easy compilation and comparison of data for ERM department use
• Assisted in developing Formula file used in Budget Model based on new LICAT structure in Excel using VBA codes
• Conducted sensitivity testing on Canada Risk Profile using the improved Sensitivity Model where a ratio approach was developed and utilised it to represent the results found
• Documented and presented findings to ERM department using Word and PowerPoint