Summary
Overview
Work History
Education
Skills
Professional Credentials And Affiliations
References
Timeline
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WENDI SMOKE

Rochester,MI

Summary

Since 1999, I have been actively involved in the insurance industry. During that time, I have worked in commercial lines and actuarial. Since 2007, I have been an analyst in the actuarial & analytics group which utilizes my current knowledge of insurance while allowing me to apply my mathematical and technical abilities. Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

25
25
years of professional experience

Work History

Actuarial Operations Manager / Collateral Solutions Group

WTW
Southfield, MI
01.2007 - Current
  • Serving as a Risk & Analytics resource that provides risk financing analytics and guidance for brokerage assignments
  • Prepare actuarial loss reserve, loss emergence, forecast and collateral analyses for large commercial accounts
  • Manages client relationships, strategic planning, and resource allocation for large national accounts
  • Facilitates and participates in the process of preparing and delivering actuarial products and services
  • Acts as a liaison between actuarial consulting and insurance brokerage practices
  • Compiling data from various clients, performing the necessary analysis in preparation for actuarial reports, and assisting the consultants in other actuarial projects
  • Special expertise in collateral negotiations with insurance carriers and regulatory bodies
  • Provide analytical support for feasibility analyses for self-insured, captive, and other alternative risk programs
  • Provides expertise specific to domestic and foreign Property and Casualty (P&C) insurance
  • Expertise in actuarial loss reserving and forecasting for P&C coverages.

Senior Analyst

AON RISK SOLUTIONS
Southfield, MI
01.2007 - 01.2016
  • Manage, maintain, and analyze client data
  • Prepare actuarial analyses for large commercial accounts
  • Attend and prepare material for client meetings
  • Utilize on-line loss control services
  • Training coordinator for interoffice employees for various computer applications and workflow compliance.

Account Executive

AON RISK SOLUTIONS
Southfield, MI
01.2004 - 01.2007
  • Service large commercial risk clients - Marketing, Customer Service, and Policy Management
  • Prepare submissions and follow-up, generate proposals, and present to client
  • Accompany carrier on risk control visits to clients
  • Self-insured workers’ compensation administration – Calculating premium, calculating experience modification factors, calculating group dividend distribution, bank reconciliation, accounts receivable & payable, loss analysis, financial analysis, and organizing and attending board meetings/presentations
  • Design Excel spreadsheets to enhance efficiency of various department processes.

Client Service Representative

AON RISK SOLUTIONS
01.1999 - 01.2004
  • Service commercial lines programs for various fast food franchisees nationwide, including Underwriting, Selling, and Servicing
  • Chosen to attend a week-long, offsite training seminar to learn Aon’s new policy management system (Bridge)
  • Returned to train local staff and new employees, including continued support and problem solving.

Education

General Education/Business Courses -

Macomb Community College
01.2007

General Education -

Central Michigan University
01.1997

Graduated, Honor Roll Student -

Rochester Adams High School

Skills

  • Microsoft Office Expertise
  • Business Planning
  • Data Analysis
  • Customer Retention
  • Familiar with several broking, actuarial, analytic tools and models
  • Strategic Planning
  • Problem-Solving

Professional Credentials And Affiliations

  • Client Service Award – Actuarial & Analytics Great Lakes Region 2013
  • Various Insurance Continuing Education Courses and Seminars 2001 - Present
  • Certified Insurance Service Representative (CISR) designation 2002
  • Licensed Michigan Property and Casualty agent 2001
  • New Horizons Computer Learning Centers – Intermediate/Advanced Word & Excel courses 2001
  • Insurance Institute of America – Introduction to Property/Liability Insurance 2001

References

References upon request

Timeline

Actuarial Operations Manager / Collateral Solutions Group

WTW
01.2007 - Current

Senior Analyst

AON RISK SOLUTIONS
01.2007 - 01.2016

Account Executive

AON RISK SOLUTIONS
01.2004 - 01.2007

Client Service Representative

AON RISK SOLUTIONS
01.1999 - 01.2004

General Education/Business Courses -

Macomb Community College

General Education -

Central Michigan University

Graduated, Honor Roll Student -

Rochester Adams High School

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WENDI SMOKE