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
06.2021 - 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
04.2017 - 05.2021
- 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
10.2016 - 03.2017
- 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
06.2015 - 10.2016
- 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)
10.2010 - 09.2012
- 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
09.2007 - 05.2010
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
06.2021 - Current
Actuarial Analyst
GUARDIAN LIFE LIMITED
04.2017 - 05.2021
Pensions Administrator
GUARDIAN LIFE LIMITED
10.2016 - 03.2017
Guardian Retirement Scheme Administrator
GUARDIAN LIFE LIMITED
06.2015 - 10.2016
Treasury Officer
JN BANK (formerly JAMAICA NATIONAL BUILDING SOCIETY)
10.2010 - 09.2012
BACHELOR OF SCIENCE - Actuarial Science
University of The West Indies
09.2007 - 05.2010
EXAMS -
Society of Actuaries (SOA)
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