Christopher Mertz Jr.
Evans City,PA
Summary
Hard-working and goal oriented full-time student athlete (3.57 GPA) excited to apply my education in the workplace. Offers excellent time management, communication skills, and ability to handle challenging work. Experienced in consulting with both health and pensions. Specifically OPEB and small DB plans. Possesses multiple accreditations, including passing scores on exams FM, P, SRM, and qualified for VEE credits in Economics, Accounting/Finance, and Mathematical Statistics.
Overview
3
3
years of professional experience
Work History
Health Intern
Buck
Berwyn, PA
06.2022 - 07.2022
- 8 week internship in OPEB (Other Post Employment Benefits)
- Completed dataprep with the use of Excel and Proval
- Completed a “Participation Rates Experience Study” to identify trends among those over 65
- Updated manual rates by investigating benefits packages and surveys
- Awarded first place in mock client project competition
Package Handler
UPS, Shipping Center
Zelienople, PA
05.2021 - 07.2022
- Memorized hundreds of zip codes to qualify for sort position
Package Handler
FedEx, Shipping Center
Zelienople, PA
01.2023 - 06.2024
- Treated packages with utmost care as I organized them based on delivery destination
Defined Benefits Actuary Intern
Dunbar, Bender & Zapf
Green Tree, PA
06.2023 - 10.2023
- Assist the actuary in creation of distribution forms for terminated participants
- Balance assets and track employer contributions
- Manually update PensionPro for changes in client data and update census on valuations
Actuary Analyst Associate
Dunbar, Bender & Zapf
Green Tree, PA
10.2023 - Current
- Create funding reports for annual Form 5500 filing package
- Draft government forms such as Form 5558 Extension, Form 1099-R Tax Forms, Form 5500-EZ, Form 5500-SF, and Schedule SB I and all attachments
- Learn the report delivery process and sit in on client interaction
- Perform FT Williams Conversion process using prior actuary data for takeover plans
- Plan termination experience for final form 5500 filing, as well as Form 501 package for PBGC
Education
Bachelor of Science - Actuarial Science
Robert Morris University
05.2023
Skills
- Proficient in Microsoft Excel
- Problem-solving
- Written and verbal communication skills
- Computer literacy
- ProVal
- Introductory SQL exposure
Honors
- Member of Robert Morris University Honors Program
- Dean Scholar- School of Engineering, Math, and Science
- Robert Morris Patriot Scholars Award and Cum Laude Award Winner
Actuarial Exams
- FM: Passed (8), August 2021
- P: Passed (7), May 2022
- SRM: Passed (7), September 2023
- FAM: Sitting, July 2023
Additional Information
- Robert Morris Best Buddies Program
- Robert Morris Football
- Actuarial Science Club
Timeline
Actuary Analyst Associate
Dunbar, Bender & Zapf
10.2023 - Current
Defined Benefits Actuary Intern
Dunbar, Bender & Zapf
06.2023 - 10.2023
Package Handler
FedEx, Shipping Center
01.2023 - 06.2024
Health Intern
Buck
06.2022 - 07.2022
Package Handler
UPS, Shipping Center
05.2021 - 07.2022
Bachelor of Science - Actuarial Science
Robert Morris University
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