Excel
Jodi-Ann Morgan
Senior Actuarial Analyst
Apt 9, 4 East Avenue, Tribeca Manor, Kingston 8,Jamaica
Summary
Performance-driven Actuarial Analyst with strong communication, quantitative and analytical skills, along with strong work ethic needed to excel in a fast-paced deadline-oriented environment. Expertise in assessing risks with policies and analyzing insurance rates. Proficiency with actuarial software, databases, and spreadsheets.
Overview
8
8
years of professional experience
3
3
years of post-secondary education
Work History
Senior Actuarial Analyst
GUARDIAN LIFE LIMITED
2021.06 - Current
- Evaluate adequacy of current pricing and valuation models for insurance products.
- Run analytical models in GGY AXIS to perform sensitivity tests of pricing factors on profitability.
- Provide statistical analysis on how product proposals will impact competitiveness.
- Plan and design models to share numerical data and analysis to members of Guardian Group and the reinsurers.
- Collect, analyze and review required reporting forms and correspond with internal sources on compliance and legislation.
Actuarial Analyst
GUARDIAN LIFE LIMITED
2017.04 - 2021.05
- Managed the administrative arm of the Individual Life reinsurance portfolio.
- Selected as an Initiative Owner on Transformation Team for product development.
- Prepared reports for submission to regulators and auditors in a timely manner.
- Obtained, verified, and analyzed data for Experience Studies.
Pensions Administrator
GUARDIAN LIFE LIMITED
2016.10 - 2017.03
- Efficiently compiled and analyzed data needed for actuarial valuations.
- Ensured accuracy and timeliness in the delivery of services to clients and regulators.
- Developed and maintained courteous and effective working relationships.
- Offered friendly and efficient service to customers, handling challenging situations with the quick resolution of problems.
Guardian Retirement Scheme Administrator
GUARDIAN LIFE LIMITED
2015.06 - 2016.10
- Investigated and resolved discrepancies in monthly accounts under tight deadlines.
- Entered and maintained departmental records in company database.
- Conveyed technical information to clients in a manner which was easily understood.
Treasury Officer
JN BANK (formerly JAMAICA NATIONAL BUILDING SOCIETY)
2010.10 - 2012.09
- Processed local and foreign currency investments brokered by the trading team.
- Executed financial due diligence tasks on daily basis to maintain optimal company finances.
- Advised management regarding significant expenditures to keep operations in line with budget limitations.
- Assisted in maintaining profitability, with an increase in surplus of 55% reported in 2012.
Education
EXAMS -
Society of Actuaries (SOA)
BACHELOR OF SCIENCE - Actuarial Science
University of The West Indies
2007.09 - 2010.05
Skills
Analytical Skills
undefinedAccomplishments
- Guardian Life Limited - Star Performer of the Year Actuarial Division 2019
- Guardian Life Limited - Employee of the Quarter January - March 2019
- Caribbean Actuarial Association - CAA Conference Planning Committee 2018
- Guardian Life Limited - Employee of the Quarter April - June 2016
- Guardian Life Limited- Employee of the Month June 2016
Software
AXIS
TAI
Timeline
Senior Actuarial Analyst
GUARDIAN LIFE LIMITED
2021.06 - Current
Actuarial Analyst
GUARDIAN LIFE LIMITED
2017.04 - 2021.05
Pensions Administrator
GUARDIAN LIFE LIMITED
2016.10 - 2017.03
Guardian Retirement Scheme Administrator
GUARDIAN LIFE LIMITED
2015.06 - 2016.10
Treasury Officer
JN BANK (formerly JAMAICA NATIONAL BUILDING SOCIETY)
2010.10 - 2012.09
BACHELOR OF SCIENCE - Actuarial Science
University of The West Indies
2007.09 - 2010.05
EXAMS -
Society of Actuaries (SOA)
Similar Profiles
Moya IrshardMoya Irshard
Insurance Advisor at Guardian Life LimitedInsurance Advisor at Guardian Life Limited
Clavia WaiteClavia Waite
Underwriter at Guardian Life LimitedUnderwriter at Guardian Life Limited
Patrice CreightonPatrice Creighton
CLIENT ACQUISITION MANAGER at GUARDIAN LIFE OF THE CARIBBEAN LIMITEDCLIENT ACQUISITION MANAGER at GUARDIAN LIFE OF THE CARIBBEAN LIMITED