Summary
Overview
Work History
Education
Skills
Timeline
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Annie Lee

Kirkland,WA

Summary

Talented Actuary with advanced mathematical abilities and in-depth understanding of statistical analysis and model building. Knowledgeable about insurance products and pricing strategies. Offering strong critical thinking skills, diligent nature and 5+ years of related experience.

Overview

7
7
years of professional experience

Work History

Senior Actuarial Analyst

Premera
01.2023 - Current
  • Lead first in-house reporting on Medical Record Review for Medicare Advantage business line.
  • Present monthly risk adjustment performance for all lines of business and provide strategic recommendations to departmental leadership.
  • Developed various tools in SQL, Excel/VBA, Dataiku to enhance quality of life for the team.
  • Mentored junior analysts, enhancing their technical proficiency and fostering a collaborative work environment.
  • Active member of multiple ERG groups, and co-presented a company-wide ERG event

Senior Actuarial Associate

Symetra
04.2020 - 12.2021
  • Support new product design using multi-thread, multilayer models and provide counsel to management
  • Support annual repricing of over 30 annuity products – utilizing hundreds of variables, assumptions, and scenarios to ensure product resiliency
  • Revamp the “Ask an Actuary” program – a cross-team collaboration project providing guidance and support for all things actuarial to the entire Annuity division:
  • Create visibility and insight into team performance for upper management through monthly presentation using Power BI dashboards
  • Reduce over 30% of overall requests by creating new tools for client teams, effectively making two of the most popular requests obsolete

Actuarial Analyst

Milliman
06.2017 - 04.2020
  • Medicare Advantage Part C Pricing for large multi-state corporation
  • IBNP Reserving and Year End Opinions
  • ACA Exchange Pricing

Actuarial Intern

Symetra
01.2017 - 06.2017
  • Developed new Access database that replaced 5 existing reporting workflows for our Select Benefits product line.

Education

Bachelor of Science - Mathematics

Gordon College
Wenham, MA

Skills

  • Actuarial Exams: Completed all preliminary requirements - ASA Pending APC
  • Snowflake SQL, VBA, SAS, R, Python, PowerBI
  • Risk Management and Analysis
  • Pricing Strategy
  • Financial Reporting
  • Capital Modeling
  • Scenario Testing
  • Actuarial Modeling

Timeline

Senior Actuarial Analyst

Premera
01.2023 - Current

Senior Actuarial Associate

Symetra
04.2020 - 12.2021

Actuarial Analyst

Milliman
06.2017 - 04.2020

Actuarial Intern

Symetra
01.2017 - 06.2017

Bachelor of Science - Mathematics

Gordon College

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Annie Lee