Zakee Aleem Email & Phone Number

Exton, Pennsylvania, United States

Exton, Pennsylvania, United States

• Updated assumption setting models for Phase I experience study with quarterly data to monitor the policyholder behavior and mortality experience studies trend.
• Managed the assumption review of Spousal Continuations, Reinsurance Cost, and Trail Commissions by monitoring the experience study trend, proposing assumption changes, developing a complete understanding of how the.
• Analyzed changes in A/E ratios and exposure/decrement rate movements used in assumption monitoring against proposed data changes for experience study build project to verify the reasonability and accuracy of the change.
• Collaborated with Finance to tabulate commission, expense, and reinsurance data and for 4 blocks of the business added in future year-end dynamic validation reporting.
• Designed VBA code to automate year-end reporting and decrease overall updating time.
• Performed assumption setting data reconciliations using R to address requests from EY auditors

Horsham, Pennsylvania, United States

• Developed a comprehensive directory in Excel using advanced formulas to sort, organize and search over 100 regulatory policy documents.
• Composed five educational and training guides on U.S. insurance regulations and testing mandates published for use by all current and future employees.
• Inspected life and annuity policy documentation monthly for compliance with state and company regulations using industry standard testing practices.
• Investigated compliance violations against policies and insurance agents through documentation research in collaboration with various business areas.

Bristol, Pennsylvania, United States

• Analyzed daily performance metrics using an original function table in Excel to maintain operational standards and present with management weekly.
• Configured 7 assembly lines for special orders based on an analysis of job requirements and historical job order data to increase efficiency and quality of finished goods.
• Supervised and instructed up to 80 associates daily on assigned order batches following optimal efficiency and ergonomic practices.