Julie Lee
Runnells,IA
Summary
Experienced Actuarial Analyst with 25 years of experience in Property Casualty Insurance, specializing in pricing and data analytics. Excellent reputation for resolving problems, data analysis, improving customer satisfaction, collaboration, and driving overall operational improvements. Strategic thinker with a commitment to enhancing efficiency and profitability. Proven ability to lead projects and foster collaboration among team members. Expertise in process optimization and implementing best practices. Focused on achieving significant results through effective leadership and teamwork.
Overview
25
25
years of professional experience
Work History
Pricing and Filing Actuary
IAT Insurance
06.2021 - Current
- Streamlined rate filing process, achieving faster approvals and improved efficiency.
- Developed automated templates to standardize filings and reduce processing time.
- Collaborated with multiple departments to ensure a cohesive and compliant filing process.
- Created exhibits utilizing company financial data for enhanced presentation in filings.
- Led projects focused on refining filing procedures and enhancing operational effectiveness.
- Employed innovative strategies to secure filing approvals while adhering to actuarial standards.
Senior Actuarial Analyst
EMC Insurance
07.2000 - 06.2021
- Served as Commercial Auto Subject Matter Expert, leading pricing and filings actuarial efforts.
- Conducted data analysis and testing of external vendor products.
- Developed efficient processes for current team and entire department.
- Oversaw all projects related to designated line of business with a focus on innovation.
- Researched new products, identifying methods for improvement and providing implementation recommendations.
- Prepared, analyzed, and documented data independently for various projects.
- Assisted in developing pricing models integrated throughout company operations.
- Monitored results regularly at countrywide, branch, and state levels to ensure performance.
Education
Bachelor of Science - Business Management
William Penn University
Oskaloosa, IAMathematics With Actuarial Science Emphasis
Drake University
Des Moines, IASkills
- Microsoft Office Suite including Excel and SQL Server
- Product pricing strategies
- Report generation and analysis
- Employee presentation delivery
- Data extraction and analysis
- Pricing tool development
- Confidentiality and data protection
- Attention to detail
- Strategic planning and execution
- Cost analysis and savings strategies
- Hazard analysis and risk management
- Customer service excellence
- Effective communication skills
Professional Exams
- CPCU Designation
- AIDA Designation In Progress
- INS 23, Commercial Insurance
Timeline
Pricing and Filing Actuary
IAT Insurance
06.2021 - Current
Senior Actuarial Analyst
EMC Insurance
07.2000 - 06.2021
Bachelor of Science - Business Management
William Penn University
Mathematics With Actuarial Science Emphasis
Drake University