Senior Manager, Insurance Resume Samples

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E Hand

Erick

Hand

5414 Lubowitz Inlet

New York

+1 (555) 934 1472

5414 Lubowitz Inlet

New York

Phone

p +1 (555) 934 1472

Experience Experience

New York, NY

Senior Manager, Insurance

New York, NY

Halvorson-Kuhic

New York, NY

Senior Manager, Insurance

Meet with hotel management, hotel owners, and hotel asset managers as necessary
Works to enhance the organization’s capabilities through effective staffing and development of insurance through
Providing timely coaching and feedback
Responds to, solves and makes decisions on more complex/non-routine business requests with moderate to high risk
Assists associates in achieving business results by
Prior ARM and/or CPCU coursework encouraged
Effective vendor & consultant management ensuring that key milestones and budgets are adhered to

Dallas, TX

Senior Manager Insurance Actuarial Services

Dallas, TX

Satterfield, Padberg and Dickens

Dallas, TX

Senior Manager Insurance Actuarial Services

Reserving / management actions – reporting & analysis
Draft regulatory reports: Appointed Actuary’s report, Dynamic Adequacy Testing/ Financial Condition Report, etc
Support International Insurance Finance team with the quarterly forecast and plan projections for all international business reinsured by SIB. This activity has tight deadlines and involve the following steps
Enhance existing Source of Earnings reporting and expand it to all international subsidiaries. Produce quarterly Source of Earnings reports for all international subsidiaries
Review actuarial valuation methodology and assumptions and provide support in developing and maintaining consistent reserving models across all international subsidiaries
Provide actuarial analysis to support various calculations in relation to sales illustrations, pricing policy administration calculations, interest rate models, etc
Review actuarial valuation methodology and assumptions and recommend reserving basis for all full-coinsurance international insurance treaties, in conjunction with the external Appointed Actuary

present

San Francisco, CA

Senior Manager Insurance Financial Accounting & Advisory Services

San Francisco, CA

Predovic, Renner and Mohr

present

San Francisco, CA

Senior Manager Insurance Financial Accounting & Advisory Services

present

Work effectively as a lead sharing responsibility, providing support, maintaining communication, and updating partner on progress
Develop and maintain productive working relationships with client personnel
Conduct performance reviews and contribute to performance feedback for staff
Review/ develop insurance policies
Contribute to people-related initiatives including recruiting and retaining Finance professionals
Insurance accounting and regulatory reviews including review of policies, risk management procedures, Own Risk and Solvency Assessment (ORSA) and control environment
Strong advisory (selling) mindset

Education Education

Bachelor’s Degree in Actuarial Science

Southern Illinois University Carbondale

Bachelor’s Degree in Actuarial Science

Skills Skills

Excellent interpersonal communication skills (both written and verbal) with the ability to effectively communicate with peers, customers, dealers, reinsurance structures/companies and various levels of executive management
Behavioral traits that exhibit team orientation, good judgment, flexibility, positive attitude, adaptability, responsiveness, systemic thinking, analytics, problem solving, sense of urgency, and appreciation of detailed quality work
Ability to thrive within a complex, fast paced and dynamic environment, achieve tight deadlines and manage changing priorities
Extensive knowledge and experience developing sales incentive strategies for publicly traded and privately held dealer groups
Ability to work across multiple organizations (Captive Finance, Insurance Co./Obligor, TPA & Dealer Principles/Owners)
Ability to work on several tasks simultaneously ensuring that quality of work is not sacrificed
Analytic star - ability to quickly determine appropriate analysis
Demonstrated ability to mentor and coach peers pertaining to insurance and consumer financial products
Facilitates innovative insurance solutions; transforms concepts/ideas to maximize results and profitability
Extensive knowledge on creating and setting up Controlled Foreign Corporations (CFC) & Non Controlled Foreign Corporations (NCFC) within the dealer network

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Senior Manager, Insurance Risk Management Resume Examples & Samples

Lead the development and maintenance of insurance risk governance and oversight program framework (including socialization with executive stakeholders) outlining the actuarial challenge function’s programs to oversee and document the challenge of the TDI Life & Health and Reinsurance business’ assessment and management of Insurance Risk to be within the stated risk appetite across all areas of the business, including
Product design and strategy
Product pricing
Underwriting guidelines
Reserving processes
Reinsurance arrangements
Provide life & health actuarial subject matter expertise in challenging the identification of insurance risk through various risk identification programs as part of OSFI-mandated Own Risk and Solvency Assessment program, TD strategic Risk Control Self-Assessment, TD process Risk Control Self-Assessment, and OSFI-mandated Dynamic Capital Adequacy Testing programs, TD emerging risk, TD change management forums, and any other programs, as appropriate
Lead the successful design and execution of the individual actuarial challenge programs, including but not limited to reviews of the processes and controls, methodology, and/or assumptions underlying the actuarial estimation process in question. This would include the documentation of the design of program scope and objectives, frequency and timing of challenge reviews, approach and actuarial or statistical methodology, documentation requirements, and communication of findings to management and executive stakeholders
Ensure regular review, monitoring, and challenge of the business’ development of Key Risk Indicators for Insurance Risk to detect and interpret emerging issues and challenge the business’ identification, measurement / assessment, management / understanding of the insurance risks the business is exposed to
Challenge the business to implement actuarial best practices and effectively designed controls as relates to insurance risks and processes. This may include a documented review of the risk control framework for design effectiveness for each of the areas of the LH business listed above
Participate in industry/Bank committees/working groups relating to Insurance Risk Management activities to help influence and/or monitor industry and Bank developments. This may also include participating with various functions within TD Insurance to respond to regulators on business issues related to Insurance Risk
Help strengthen TDI’s risk culture through education of TDBG/TDI management on insurance risk (e.g. roadshows, lunch & learns, etc.)
Manage a small team of life insurance actuarial staff to help execute on the Actuarial Challenge Programs and take ownership of their professional development with on-going coaching and feedback
Supporting various other Risk Management initiatives as needed

Senior Manager Insurance Products Resume Examples & Samples

5-10 years of relevant experience in the insurance industry
1-3 years vendor management and/or relationship management experience
Understanding of the key financial and operating drivers of the insurance industry
Solid understanding of the impact of optional insurance products on business success
Experience in financial analysis and reporting
Demonstrated ability to analyze insurance documents, including legal agreements, and portfolio results from a financial perspective
Strong decision making, project management and interpersonal skills
Excellent communication skills both verbal and written at all levels of the organization
Ability to interact confidently with internal clients or wide range of organisational levels and external vendors
Ability to manage conflict and work under pressure
Ability to multi-task with strong attention to detail
Proficiency with Microsoft Word, Excel, PowerPoint and Outlook
Bilingual (English and French) preferred

Senior Manager Insurance Centre Distribution Resume Examples & Samples

Accountable for developing and implementing annual results-focused business plans including sales targets and profit plans for the insurance agents
Performance Management: Ensure the right people are in the right roles to succeed now and in the future. Motivate and manage the performance of the sales team
Develop and execute a strategic business plan for Insurance Centres across the country that results in a high level of knowledge and comfort among insurance agents of the insurance products offered and their benefits to customers. Success will be determined by the incumbent's ability to achieve aggressive sales growth of ScotiaLife Financial products
Provide ongoing expert and timely assistance to insurance agents by conducting key sales management activities to train and motivate through coaching sessions, skill builds, sales meetings and regular touchbases
Contribute to the insurance centres’ sales goals and cost controls through effective liaison and partnership with Business Solutions and Insurance Canada executive office
Assess relevant data and information to implement regional sales strategies, identify business opportunities and provide input and assistance in resolving impediments to business growth
Reward and recognize high performance while also identifying and escalating non-performance issues
Significant sales experience (5-7 plus years) in financial planning and/or insurance industries
Strong sales management, relationship management and marketing skills
Thorough understanding of insurance and financial planning concepts
Strong leadership and team-management skills
Strong time management capabilities, with the ability to perform multiple tasks and objectives

Senior Manager Insurance Centre Development Resume Examples & Samples

Lead the growth of a major distribution channel, by developing and implementing business expansion plans by identifying new jurisdiction and operational options, feasibility, financial projections, and assessment criteria for new Insurance Centres
Overall responsibility for building and managing effective long-term relationships with multiple external and internal partners and ensuring all new centres meet complex federal, provincial, bank and insurance regulations and industry requirements
Negotiate the terms of business agreements with partners that mitigate risk and are in the best interests of Insurance Canada business goals and objectives
Lead, manage and execute construction projects by identifying all deliverables, activities and dependencies, developing milestones and setting priorities. Sets schedules and monitors against scheduled timeframes. Establishes and manages all associated budgets for design, construction, fixtures and furniture to minimize overall cost. Determine necessary alternatives and choices to maintain schedules and avoid cost overruns
Plan, direct, and coordinate, activities concerned with the construction and maintenance of existing structures, facilities, and systems
Review and analyze leasing requirements as they relate to the successful operation and long term stability of the Insurance Centres
Manage Administrative Services agreements with multiple external property management and service providers
University degree or diploma (major in business management); MBA would be an asset
Significant sales experience (5-7 plus years) in property planning and development
Strong interpersonal skills and the ability to disseminate key ideas and information in a simple and effective manner
Strong leadership and project and site management skills

Senior Manager Insurance Operations & Product Resume Examples & Samples

Periodic industry benchamarking of products, gather sales feedbacks, analyse & create new opportunities for sales/ new products
Responsible for ensuring the insurance portfolio renewal as per operating plan, engage with channel partners, do periodic reviews & motivate them for better renewal
Ensure necessary MIS/Trackers to insurance sales team, card sales team & channel partners aimed at tracking & increasing sales/productivity is published
Ensure data analytics support to sales team & tele-marketing vendor to help reach desired productivity
Responsible for supervising team to maintain customer service complaints & escalations. Ensure function is maintaining agreed resolution %age within agreed TAT
Ensure all compliance related dash boards are published accurately & timely
Ensure adherence to all regulatory guidelines, keep track of regulatory changes & upgrade processes accordingly
Work closely with legal & compliance team, manage all audits (Internal & External)
Work closely with customer services team to ensure all agreed processes run smoothly & function delivers resolution in quality manner & within expected timelines
Drive new projects & initiatives such as IT developments, process upgrades etc
Manage the "Purchase Services" vendor responsible for providing the important customer services support, MIS, Data & other agreed jobs as specified in agreement
Ensure timely submission of invoices to partners, receive payment within agreed timeline & work with finance team to provide necessary information
Ensure monthly reconciliation of all invoices raised & received for the function
Motivates, coach & drive the team to derive the best possible performance out of them
Minimum 7 years experience with atleast 3 years of operations/product experience
Excellent presentation & analytical skills
Managed team members in previous roles, atleast 2-3 members
Ability to do multi-tasking, can work under deadline pressure
Post graduate - Quality certification - Insurance industry background - Strong communication skills & relationship management skills

Senior Manager Insurance Actuarial Services Resume Examples & Samples

Perform monthly/quarterly actuarial valuations for required reporting to shareholders, directors and regulators
Review actuarial valuation methodology and assumptions and provide support in developing and maintaining consistent reserving models across all international subsidiaries
Perform an annual Dynamic Adequacy Testing/ Financial Condition Report for regulated subsidiaries in compliance with local regulatory requirements and Standards of Practice of the Canadian Institute of Actuaries
Determine the minimum capital position for regulated subsidiaries and provide proposal to management for internal capital targets
Draft regulatory reports: Appointed Actuary’s report, Dynamic Adequacy Testing/ Financial Condition Report, etc
Communicate results to external Appointed Actuary and obtain final sign-off
International Insurance Markets: He/she requires knowledge of international insurance markets where the Bank has insurance underwriting subsidiaries. The incumbent must also have general knowledge of consumer needs and preferences for insurance products
Business: He/she must also have a solid understanding of insurance objectives, strategies and structures, including regulatory frameworks. Knowledge must span retail and commercial bank products, pricing, distribution and business processes to create the optimal banking/insurance hybrid mix
Technical: He/she must have an expert knowledge of insurance companies’ valuation methodologies, insurance companies’ financial statements (including valuation of actuarial and other liabilities, and assets), know-how of insurance products’ pricing, and solid understanding of various types of reinsurance schemes and pricing. Proficiency with the Axis actuarial software is required
To complement the required knowledge, He/she must also possess strong strategic, analytic, and communications skills and be self-motivated in the pursuit of business development opportunities
He/she contributes know-how in the area of insurance, along with a range of retail financial services in the markets served to optimize the business. This know-how extends to operations management, customer insight, and financial acumen. It also includes knowledge of key stakeholders including service providers, government regulators and competitors
The capability to build strategic relationships is extremely important to build cross-border solutions and to build a positive team environment
He/she is required to have creativity and problem-solving skills to assist in business solutions
Ability to work on multiple projects with some ambiguity and tight deadlines is essential
Ability to perform repetitive tasks and achieve accurate results on a timely basis on periodic work (for example quarterly valuations and MCCSR, and annual DCAT) is a requirement
He/she will have 5 – 10 years progressive experience in the life insurance industry and had prior experience to pricing and valuation of various life and health insurance products and has a good understanding of property casualty products and different reinsurance strategies
He/she also interacts/communicates with external Appointed Actuaries and international subsidiaries management as required

Senior Manager Insurance Investigations Resume Examples & Samples

Strategic and tactical leadership of the CIS Insurance Investigation Team (IIS), with a particular emphasis on asset recovery and loss prevention as well as criminal prosecution of offenders in appropriate cases
Co-ordination and motivation of the Investigation Team into a cohesive, highly motivated and satisfied work group through developing mandates, goals and providing assessment of performance and coaching on areas for personal and group development
Manage the specific investigation of large and complex fraud events within Insurance in partnership with CIS specialized investigation teams
Advises RBC Executive and Senior Management of fraud issues, significant control weaknesses or deficiencies and trends identified during investigations using standardized reporting
Develops and maintains an extensive network of internal partners and external peers in the industry, police and other authorities to ensure a consistent approach to the detection and investigation of criminal activity against RBC
In conjunction with Fraud Management, provide expertise, resources and manage projects related to detection and prevention of fraud within RBCI
Strong demonstrated people management skills
Minimum 10 years experience conducting and managing investigations
Effective and strong written and oral communication skills
Astute in the selection and development of people
Demonstrated commitment to the development of others through guidance and support

Senior Manager, Insurance National Office Resume Examples & Samples

Lead a complex service, support and business strategy that supports a national office team
Work with and support the AVP Wealth Advisory Services to define, develop and implement the overall business strategy for Insurance Services that will achieve/exceed yearly sales objectives
Assist field leader's implementation of sales and marketing strategies/ initiatives to facilitate achieving our incremental increase in sales revenue and overall profitability. Including sales support tools, advisor training, communications, prospecting tools, overall service strategy and other support to enhance sales activities and the client facing sales process
Develop and evolve the Inforce sales and service model for business
Act as a relationship manager to our 3rd party insurance suppliers to ensure TDWISI needs are clearly represented both at business operational level. Responsible for the sign-off of new products/enhancements to TDWISI product shelf once reviewed by Products and Services. Negotiate special needs and requirements with partners as to how to do business with TDWISI including marketing allowances. Accountable for business review, sign-off and ongoing management of partner legal agreements
Work with marketing to design, implement and coordinate marketing / communication to be consistent with the TDW Insurance strategy
Establish, monitor and evaluate policies and procedures to mitigate regulatory, legislative and operational risks impacting the business. Work with Risk and Governance to ensure end-to-end complaint management process, close supervision and special handling reviews and regular audits
Facilitate oversight of the EPA field force including yearly review of compensation plan, developing compliant business processes, file requirements, special handling procedures/supervision and bi-yearly audits
Design, monitor and oversight of ongoing pending and sales reports including oversight for Pipeline reporting. In addition, monitoring and oversight of all Profit and Loss Management reports
Act as subject matter expert for Insurance Services, supporting and drawing on internal and external partners (IIROC Advocis, etc.)
Develop a customer centric team that delivers the highest quality service and support to our advisor community
Conduct ongoing analysis of our peer insurance marketplace to develop and implement a competitive value proposition for insurance services in support of our internal distribution partners
Assist in development, implementation and management of the yearly budget plans while ensuring costs remain within plan
Leads/facilitates monthly practice management conference calls for the EPAs and EPA Associates/Assistants, and their people managers respectively
At least 7+ years experience in the life insurance business, preferably in a sales and/or marketing management role
University degree and life insurance license is also an asset
Certified Financial Planner (CFP) and/or Chartered Life Underwriter (CLU) designation preferred

Tax Senior Manager Insurance Resume Examples & Samples

Develop budgets, determine resource requirements, and direct/monitor engagements. Participate in managing a compliance group by assisting with forecasting future compliance work, delegating work effectively, and resolving staffing issues. Maintain continuous interaction with clients, manage expectations and ensure outstanding client service
Provide timely and high-quality services and work products that exceed client expectations
Build client relationships and demonstrate knowledge of client businesses
Help to develop and guide staff and other junior tax professionals by providing effective performance feedback and ensuring team responsibilities are consistent with skills and developmental goals
Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to moderately complex situations
Demonstrate professionalism through a positive and cooperative attitude and by maintaining the confidential and proprietary nature of client relationships and related work products
Contribute to the overall success of the team by developing a thorough understanding of EY methodologies and tools to enhance service delivery; keeping team members informed of work status; actively seeking assignments when unassigned; proactively seeking opportunities to provide tax services; challenging traditional procedures used in the past; and attempting to find effective approaches
A bachelor’s degree with a concentration in accounting, finance or a related field; an advanced degree in tax or law is highly desirable
A CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification
A minimum of eight years of relevant tax experience within the financial services industry
Broad exposure to federal income taxation
Excellent managerial, leadership, organizational, and communication skills
Demonstrated business development skills
Ability to cope with a fast-paced environment with tight deadlines
Ability and willingness to travel
A dedication to client service, teamwork and leadership

Senior Manager, Insurance Resume Examples & Samples

Effective guidance and educating of the product marketing team
Effective vendor & consultant management ensuring that key milestones and budgets are adhered to
8 - 10 years of professional experience specific to the Insurance industry with a focus on Automotive, Reinsurance (CFC’s & NCFC’s) and working with Dealerships
Excellent interpersonal communication skills (both written and verbal) with the ability to effectively communicate with peers, customers, dealers, reinsurance structures/companies and various levels of executive management
Behavioral traits that exhibit team orientation, good judgment, flexibility, positive attitude, adaptability, responsiveness, systemic thinking, analytics, problem solving, sense of urgency, and appreciation of detailed quality work
Ability to thrive within a complex, fast paced and dynamic environment, achieve tight deadlines and manage changing priorities
Positive customer service orientation and responsiveness (internal & external)
Ability to work across multiple organizations (Captive Finance, Insurance Co./Obligor, TPA & Dealer Principles/Owners)
Ability to work on several tasks simultaneously ensuring that quality of work is not sacrificed
Analytic star - ability to quickly determine appropriate analysis
Demonstrated ability to mentor and coach peers pertaining to insurance and consumer financial products
Facilitates innovative insurance solutions; transforms concepts/ideas to maximize results and profitability
Extensive knowledge on creating and setting up Controlled Foreign Corporations (CFC) & Non Controlled Foreign Corporations (NCFC) within the dealer network
Ability to develop strategic partnerships with vendors, consultants, dealers and VCI management.Product Marketing experience within Financial Services with a strong focus on insurance and consumer financial products
Strong quantitative and analytical skills (statistical, mathematical and data analysis)
Extensive technical knowledge of the Automotive Insurance business
BDM/Sales experience within the dealer channel
Knowledge and experience promoting and selling reinsurance programs to dealers. Experience must include CFC & NCFC reinsurance structures
Experience in setting up Obligor and Captive Finance Companies – experience must include filing of companies and financial products in all 50 states
Experience in creating startup companies, managing and overseeing the development phase of the project and ensuring that “go to market” strategies are comprehensively developed and administered to ensure an accurate and timely launch
Advanced knowledge of the US insurance and ancillary product business
Ability to understand market trends and develop new ancillary products
Extensive knowledge of Dealer reinsurance programs
Extensive experience managing 3rd party Administrators (TPA’s)
Advanced experience setting up Obligor & Insurance structures– CFC & NCFC
Extensive insurance knowledge and experience of the regulatory and compliance environments
8 - 10 years’ experience with insurance products, dealer reinsurance programs and dealer services
Extensive knowledge and experience developing sales incentive strategies for publicly traded and privately held dealer groups

Senior Manager Insurance Actuarial Services Resume Examples & Samples

Review actuarial valuation methodology and assumptions and recommend reserving basis for all full-coinsurance international insurance treaties, in conjunction with the external Appointed Actuary
Provide support in developing and maintaining consistent reserving models for all international business reinsured by SIB
Perform monthly/quarterly actuarial valuations for all international business reinsured by SIB
Develop periodic experience studies (expense, losses, profitability, etc.) for SIB
Provide stress testing support as required for the annual Enterprise Wide Stress Testing and SIB’s stress testing program
Determine the minimum capital position for SIB and provide proposal to management for internal capital targets
International Insurance Markets: The incumbent requires knowledge of international insurance markets where the Bank has insurance underwriting subsidiaries. The incumbent must also have general knowledge of consumer needs and preferences for insurance products
To complement the required knowledge, the incumbent must also possess strong strategic, analytic, and communications skills and be self-motivated in the pursuit of business development opportunities
The capability to build strategic relationships is extremely important to build cross-border solutions and knowledge of key stakeholders including service providers, government regulators and competitors
The incumbent is required to have creativity and problem-solving skills to assist in business solutions
Ability to perform repetitive tasks and achieve accurate results on a timely basis on periodic work (for example quarterly valuations and financial reporting) is a requirement
The incumbent will have 5 – 10 years progressive experience in the life insurance industry and had prior experience to pricing and valuation of various life and health insurance products and has a good understanding of property casualty products and different reinsurance strategies
The incumbent also interacts/communicates with external Appointed Actuaries and international subsidiaries management as required

Senior Manager Insurance Telematics Resume Examples & Samples

Strategic execution; Support the business in implementing market strategy and programs to maximize telematics revenue and long-term product trust and brand awareness ofdeveloping market area
Education: Directly to customers and indirectly through the sales organization, speaking engagements and execution of the thought leadership strategy
Act as a conduit for new ideas/opportunities to be evaluated and proposed for implementation
Be the voice of the market when relating and participating in product planning sessions
Maintain a current understanding of competitor offerings (i.e., price, product, service, or solution) so that you can effectively address the advantages over that offered by its competitors
Work with sales leaders to establish and maintain senior level contacts at top customers. Prepare senior level presentations, ROI templates and implementation plans for customers
Obtain changes in customers’ requirements through direct and indirect customer research. Communicate changes to product development
Evaluate strategic customer offerings and determine appropriate customer targeting. Manage and directly support the function to respond to customer RFPs and RFIs. Lead the development of responses to major strategic opportunities
Perform other duties as assigned needed to move opportunities along in your territory
Min 5 years of experience in a product management/ product marketing function, preferably with strong knowledge insurance telematics/UBI space and broad knowledge of the Insurance Industry
Experience leading and working with customer teams – preferably focused on innovation and/or new product development
Strong oral and written communications skills and preferably multi language skills (eg. Spanish, Portuguese, French, German)
Ability to achieve and maintain positive rapport with diverse customers and co-workers in different countries, languages and time zones to give them high quality, responsive service
Stong Analytic competencies and entrepreneurial thinking
Demonstrated knowledge and proficiency with presentation software (PowerPoint/Prezi), process and planning software (Visio, MS Project, Excel) in a business environment
Ability to work independently while keeping management appropriately informed
The role requires some travel, primairly in Europe. It is highly recommended that the individual is works in close relationship with the UK Telematics Team based in Portsmouth UK
Intercultural competent

Senior Manager Insurance Actuarial Services Resume Examples & Samples

Perform monthly/quarterly actuarial valuations for required reporting to shareholders, directors and regulators. This includes, actuarial liabilities valuation, Source of Earnings and solvency reporting
Actively participate in the annual Dynamic Adequacy Testing/ Financial Condition Report for regulated subsidiaries in compliance with local regulatory requirements and Standards of Practice of the Canadian Institute of Actuaries
Provide stress testing support as required for the annual Enterprise Wide Stress Testing and the subsidiaries own stress testing program
Provide analysis on business growth, investments, morbidity, mortality, expenses, lapsation, asset defaults and income taxes
Provide input and analysis of sales compensation models and recommend improvements
Develop periodic experience studies (expense, mortality, persistency, profitability, etc.) for the international subsidiaries
Enhance existing Source of Earnings reporting and expand it to all international subsidiaries. Produce quarterly Source of Earnings reports for all international subsidiaries
Review existing Functional Cost methodology (currently run out of finance, but a review and recommendations to enhance are required)
Participate in the annual planning process by providing required actuarial projections to all international subsidiaries
Participate in the financial reporting analysis process
Provide actuarial analysis to support various calculations in relation to sales illustrations, pricing policy administration calculations, interest rate models, etc
Provide support with any insurance risk related reporting and developing of new insurance risk metrics
Business: The incumbent must also have a solid understanding of insurance objectives, strategies and structures, including regulatory frameworks. Knowledge must span retail and commercial bank products, pricing, distribution and business processes to create the optimal banking/insurance hybrid mix
Technical: The incumbent must have an expert knowledge of insurance companies’ valuation methodologies, insurance companies’ financial statements (including valuation of actuarial and other liabilities, and assets), know-how of insurance products’ pricing, and solid understanding of various types of reinsurance schemes and pricing. Proficiency with the Axis actuarial software is required
The incumbent contributes know-how in the area of insurance, along with a range of retail financial services in the markets served to optimize the business. This know-how extends to operations management, customer insight, and financial acumen. It also includes knowledge of key stakeholders including service providers, government regulators and competitors
Ability to perform repetitive tasks and achieve accurate results on a timely basis on periodic work (for example quarterly valuations, solvency and annual stress testing) is a requirement
The incumbent will have 5+ years progressive experience in the life insurance industry and prior experience to pricing and valuation of various life and health insurance products and has a good understanding of property casualty products and different reinsurance strategies

Audit Senior Manager Insurance Resume Examples & Samples

Provide guidance and participate in the performance of audit procedures
Collaborate to plan engagement objectives. Develop and implement an audit strategy that complies with professional standards and appropriately addresses risk
A minimum of eight years of relevant experience working as an auditor for a public accounting firm

Senior Manager, Insurance Resume Examples & Samples

Strong ability to multi task and manage competing priorities between two different roles of responsibility/supervisors
Responds to, solves and makes decisions on more complex/non-routine business requests with moderate to high risk
Monitor insurance markets to maintain program competitiveness
Works to enhance the organization’s capabilities through effective staffing and development of insurance through
Coaching Insurance team to collaborate with others
Using appropriate Marriott interviewing tools to hire the best people available from inside or outside
Establishing goals and delegating tasks appropriately
Providing timely coaching and feedback
Assists associates in achieving business results by
Identifying opportunities to enhance the effectiveness of business processes
Providing training and technical guidance to less senior staff, where appropriate, and serving as point-of-contact for problem resolution
Participating in setting department operating plans
Recognizing and celebrating team successes
Fluent Spanish speaking required
Approximate 10% international travel required
At least 6 years of demonstrated corporate insurance/risk management or insurance brokerage experience
Excellent writing skills
Demonstrated proficiency of Excel, MS Word, Outlook, Access, and PowerPoint
Experience with Intranet information management a plus

FS Tax-senior Manager Insurance Resume Examples & Samples

Further their knowledge of the insurance sector
Develop their sector profile
Contribute to and develop sector thought leadership for external publication
Provide business tax services including audit support, tax reporting, compliance, tax planning and transaction support
Development network contacts outside Ireland in the insurance sector
Manage the successful delivery of tax projects, ensuring technical excellence and practical/business driven approach taken
Reporting directly to Senior Management including Tax Partner
Responsible for day-to-day delivery of client liaison
AITI qualified with 4-6 years’ relevant Corporate Tax experience
Strong working knowledge of Corporation Tax
Client focused and commercially aware

Senior Manager, Insurance Risk Resume Examples & Samples

Actively assist in maintaining of all-Bank insurance risk management framework
Provide support in producing regular risk-related reports and ensure information flow to senior management and Insurance Risk Committee
Provide support in performing insurance stress testing analysis
Develop and maintain an insurance risk data repository; build relevant reports
Maintain a proactive working relationship with insurance business units to ensure on going effective and timely reporting and analysis of the insurance risk exposures
Work in partnership with the insurance business unit teams to develop solutions through active problem solving and consensus building skills
Minimum 3-5 years experience in the insurance/reinsurance or financial industry
Proficiency with methodologies for quantifying and analyzing insurance risks
Strong computing, technical, and analytical skills including desktop computing applications such as Visual Basic for Applications, advanced MS Excel, MS Word, MS PowerPoint, relational database management (SQL, MS Access)
Previous working experience with AXIS software an asset
Degree in mathematics, statistics, computer science, engineering, actuarial science or related discipline

Senior Manager Insurance Financial Accounting & Advisory Services Resume Examples & Samples

Lead Financial Accounting Advisory Services engagements
IFRS 17 implementation
Insurance accounting and regulatory reviews including review of policies, risk management procedures, Own Risk and Solvency Assessment (ORSA) and control environment
Review/ develop insurance policies
Advising clients on operating and finance model for insurers
Work effectively as a lead sharing responsibility, providing support, maintaining communication, and updating partner on progress
Review reports and schedules that will be delivered to clients and other parties
Build strong internal relationships with other service lines across the organization
Contribute to people-related initiatives including recruiting and retaining Finance professionals
A bachelor's degree and approximately 7 years of related work experience; or a graduate degree and approximately 4 years of related work experience
An undergraduate or master's degree in accounting and/or other appropriate academic major
At least 4 years of experience working for a public accounting
Detailed knowledge of Life and Non-Life Insurance products, pricing and accounting treatments
Practical experience of working with actuaries
Experience with financial instruments, accounting and valuations
Strong advisory (selling) mindset
CPA/ CA/ ACCA certification
Fluent written and verbal English communication ability
Ability and comfort level in researching client inquires and emerging issues, including regulations, industry practices and new technologies
Demonstrated track record with a blue chip consulting organization and/ or blue chip organization

Senior Manager, Insurance Operations Risk Resume Examples & Samples

Collaborating and building constructive working relationships with key internal and external stakeholders and being seen as a credible business advisor, valued for strong business acumen and knowledge across all risk categories within underwriting and distribution
Providing risk management advice and challenge to the 1st line areas through quality execution of the risk program (eg: performing risk assessments, scenario analysis, issue oversight and risk culture reviews)
In conjunction with management, identifying pre-emptive or early-warning measures of potential major or systemic risk management issues within underwriting and distribution
Membership of underwriting and distribution governance committees, steering committees and working groups for strategic and transformation initiatives
Performing targeted risk reviews into identified areas of concern
Taking a leading role in the implementation and monitoring of the controls assurance program for the underwriting and distribution areas
Supporting management in the identification of risks, assessment of controls and design of efficient, innovative and commercial strategies to address control gaps and manage risks within appetite; eg
Providing a robust second line of defence with suitable reporting, monitoring and escalation of risk issues
Providing risk training and awareness to drive the right risk culture and behaviours throughout the underwriting and distribution operations
Taking accountability for planning, co-ordinating and prioritising activities to ensure high quality delivery by due dates; and
Leading the achievement of quality outputs/deliverables through effective reviews and coaching team members
A number of years’ experience in the general insurance industry working within an underwriting operations or technical review / oversight role
Thorough knowledge and understanding of the current market and regulatory environment
Relevant risk management qualifications and thorough knowledge of industry best practice in Enterprise Risk Management
Excellent facilitation skills at all levels and the ability to influence management and develop relationships with key stakeholders
High work ethic, and excellent written and verbal communication skills
Strong organisational, time, project management, and influencing skills
Ability to manage and resolve conflict or complex issues
Ability to adapt to a fast paced dynamically changing environment
Flexible for occasional business travel

Senior Manager Insurance Risk Resume Examples & Samples

Actively assist in maintaining of the all-Bank insurance risk management framework
Participate in the enhancement of an insurance risk reporting platform
Participate in performing regular business and risk reviews of insurance subsidiaries as well as new insurance initiatives
Develop and maintain insurance risk data repository and build relevant reports
Advise and raise the awareness of risk issues in the day-to-day activities within the business area. Report such issues to management on a timely basis, and assist in the resolution, if necessary
Comprehensive understanding of life and property and casualty insurance products pricing and modeling
Strong computing, technical, and analytical skills including desktop computing applications such as: Visual Basic for Applications, advanced MS Excel, MS Word, MS PowerPoint, relational databases management (SQL, MS Access)
Strong analytic, problem-solving, conceptualization and strategic thinking skills