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Actuarial Services Officer | Profile 12240

PROFESSIONAL SUMMARY

Accomplished actuarial and healthcare analytics professional with progressive leadership experience in employee benefits consulting, actuarial modeling, regulatory analysis, and strategic client advisory services. Demonstrated expertise in self-funded healthcare plan analysis, claims forecasting, reserve calculations, compliance support, and translating complex actuarial concepts into actionable business insights for non-technical audiences. Proven ability to lead teams, mentor actuarial staff, develop analytical tools, and deliver high-volume client engagements with exceptional accuracy and timeliness. Recognized for combining strong technical actuarial knowledge with communication, leadership, and operational management skills.

PROFESSIONAL EXPERIENCE

Senior Actuarial and Benefits Consulting Leadership Roles

National Insurance and Benefits Consulting Organization

• Progressed through multiple leadership roles from Actuarial Analyst to Executive Level Officer.
• Led development and implementation of actuarial models used to project future healthcare claim costs and evaluate financial performance of self-funded benefit plans.
• Analyzed medical, dental, vision, and prescription drug plans for clients nationwide, providing financial guidance and risk assessment support.
• Calculated IBNR liabilities and reserve estimates to support accurate financial reporting and claims forecasting.
• Evaluated plan design modifications to optimize client benefit programs and manage healthcare costs.
• Conducted cost-benefit analyses comparing fully insured and self-funded healthcare arrangements, helping organizations assess financial risk and operational impact.
• Partnered closely with compliance professionals to ensure actuarial analyses and recommendations aligned with regulatory and reporting requirements.
• Performed actuarial calculations and prepared reports for public-sector entities, communicating findings effectively to stakeholders and leadership teams.
• Delivered actuarial insights directly to clients and internal consultants, simplifying complex technical concepts for non-actuarial audiences.
• Authored educational and technical materials addressing emerging healthcare, actuarial, and regulatory topics for internal and external audiences.
• Played a key leadership role in scaling the actuarial department.

Prior experiences includes Benefits Consulting Leadership, Education and Coaching.

EDUCATION

• Bachelor of Science in Mathematics with Teaching Certification
• Graduated Summa Cum Laude

PROFESSIONAL DESIGNATIONS AND CREDENTIALS

• Associate of the Society of Actuaries (ASA)
• Fellow of the Conference of Consulting Actuaries (FCA)
• Member of the American Academy of Actuaries (MAAA)

PROFESSIONAL DEVELOPMENT

• Completed advanced Group Health actuarial coursework and examinations toward Fellowship designation.
• Continuing progression toward attainment of Fellow of the Society of Actuaries (FSA) credential.

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