ACAS - May 2019
Candidate Information
Education:
Bachelor of Arts, Economics & Statistics, University of California, Berkeley (2017)
Current Employment:
Outdoorsy / Roamly: Sr. Director, Underwriting & Actuarial (2021 - Present)
CAS Activities and Publications:
Volunteering Committees:
University Engagement Advisory Working Group Case Competition Task Force: Task Force Chair (2023 - 2024); Member (2020 - 2022)
Monograph Editorial Group: Monograph Shepherd (2023 - 2024); Member (2021 - 2023)
Variance Journal: Editor (2021 - 2024)
Summer Program: Presenter & Case Competition Mentor (2022 - 2024)
Professionalism Working Group: Member (2021 - 2024)
Student Conference: Mentor (2022 - 2024)
Publications:
Interviewee, “The 2022 CAS Volunteer Awardees: In Their Own Words,” Actuarial Review (2023)
Presentations:
Speaker, “Professionalism: Reputational Risk in Reinsurance Transactions,” Seminar on Reinsurance (2024)
Speaker, “How is the Parallelogram Method Impacting your Indication,” Spring Meeting (2024)
Workshop Speaker, “Advanced Ratemaking,” RPM (2024)
Panelist, “Got My Credentials, What’s Next,” Spring Meeting (2023)
Roundtable Speaker, “New Development in the Sharing Economy with a Focus on RV Sharing,” CLRS (2022)
Employment History - Prior Employers:
Capital Insurance Group: Actuarial Supervisor, Data Analytics (2021 - 2022); Analyst/Sr. Analyst (2017 - 2021)
Membership and Activities in Other Organizations:
Abacus Actuaries
Board Member and Secretary (2023 - 2024)
Corporate Sponsorship Lead (2022 - 2023)
Moderator, “Improving Your Executive Presence,” Abacus Actuaries Webinar (2023)
Panelist, “Mental Health and Strategies for Prioritizing Well-Being,” Abacus Actuaries Webinar (2023)
Marketplace Risk
Advisory Board Member (2024)
Speaker, “Product, Pricing & Beyond: Trust & Safety's Positive Impact on Revenue,” Marketplace Risk Conference (2024)
Awards and Recognitions:
Casualty Actuarial Society: New Member Award (2022) - For significant volunteering contribution to the CAS as a new Fellow.
Outdoorsy / Roamly: Innovation Award (2023) - For designing and creating a tech-enabled insurance product launch platform.
Outdoorsy / Roamly: Golden Cricket Award (2022) - For outstanding collaboration as a leader and colleague.
Capital Insurance Group: Employee of the Year - Gold Award (2019) - For creating a robust Catastrophe Risk Management and Underwriting process.
The CAS has provided me countless opportunities, ranging from educational resources to leadership experiences. I am honored to have the chance to give back to the CAS by serving as a Board member, and I am excited to build upon its legacy as the cornerstone of the P&C insurance industry. As a CAS Board Member, I will continue to be committed to: (1) ensuring the CAS provides members with robust educational resources to build skills for the future, (2) connecting the leadership team with recent Fellows and actuaries of the future, and (3) bolstering the CAS’s position as the leader for P&C actuarial and analytics talents.
Currently, I volunteer on several committees with the CAS and the broader actuarial community to serve current and future actuaries, including as the Chair of the Case Competition Task Force, a Board member of Abacus Actuaries, and a member of both the Monograph Editorial Board and the Professionalism Working Group. As I volunteer on these committees, my key focus has been ensuring the CAS equips current and future actuaries with the proper skill sets, including technical and soft skills.
As a non-traditional Actuary and a strategic insurtech leader, I firmly believe the Actuarial technical skill set is a crucial foundation for people to solve business problems. In the past few years, the CAS has made significant strides in ensuring the profession keeps up with emerging technological and analytical trends, including introducing the PCPA requirement. Based on the Quinquennial Survey, our membership expects the CAS to focus on predictive analytics, data science, and AI/ML while maintaining the core competencies that employers continue to value highly. As a Board member, I will work to ensure the CAS continues to make resources available that focus on these topics in both the insurance industry and the Actuarial profession and that these skills are considered table stakes for Actuaries of the future.
In addition to foundational Actuarial technical capabilities, I want the CAS to make sure Actuaries are able to apply them in broader cross-functional business settings. Actuaries must see a broader strategic picture beyond the numbers and gain relevant business acumen and soft skills to accomplish this goal. I consider deep cross-functional business knowledge as a requirement for the future, and, as a Board member, I will work to ensure the CAS is providing more resources for members to build these skills, such as calling for presentations at CAS meetings that include non-actuarial business leaders, e.g., Claims, Underwriting, etc.
Lastly, I am committed to representing newer CAS members as a recently credentialed Fellow. Being more connected to the cohort of Actuaries who are still taking exams or just finishing their exams provides me with a greater understanding of the needs of the next generation of Actuaries. This perspective will help the CAS respond more effectively to changing environments and ongoing challenges, and, as a Board member, I will work to ensure the CAS is providing a good candidate experience so that our organization can continue to attract and retain actuarial talents of the future.
As the CAS leadership finalizes the new Strategic Plan, some of the potential new focus areas were shared at the Spring Meeting in Atlanta. As a Board member, I am committed to tackling these new focus areas to ensure the continued growth of the CAS.
Building Skills for the Future: Actuaries of the future will need to leverage a wide array of technical skills to solve impactful business problems. The CAS must continue to expand the repertoire of existing educational resources to develop relevant technical capabilities, including: (1) sample codes on how to leverage Python/R and programming to streamline manual actuarial processes, (2) off-the-shelf case studies on building and applying various machine learning models, and (3) guides on how to leverage Tableau or Power BI to create interactive reports and dashboards.
In addition to technical capabilities, the CAS must consider business acumen, soft skills, and macroeconomic knowledge as necessary for the future. More emphasis on cross-functional expertise is needed to bolster these skills. I want the CAS to accomplish this goal by: (1) facilitating more in-person sessions with panelists or speakers from non-actuarial business functions, (2) leveraging the CAS membership base in non-traditional or non-actuarial roles to share their perspectives, and (3) hosting interview series with actuaries in executive leadership positions to share how they leverage their actuarial mindset to support strategic thinking.
Optimizing Candidate Experience: The CAS must find ways to keep high-quality talent from leaving the actuarial community by equipping future actuaries with truly relevant skills through the credentialing process. I want the CAS to explore considerations to reduce friction while ensuring quality and maintaining the rigor of the exam process, including: (1) removing outdated or irrelevant exam content requirements, (2) ensuring new requirements and exams do not materially add to the travel time, (3) publicizing sample questions and solutions to new materials and exam contents, (4) offering FCAS exams on a more frequent basis, and (5) ensuring the reduction of exam technology issues.
Bolstering Brand and Ensuring Strategic Growth: Expanding the CAS candidate pipeline should remain a focus for the CAS. As we face increasing competition from the SOA and the Data Science career, the CAS must continue to bolster our position as the leader for P&C actuarial talents. Through my University Engagement efforts, I realized that many universities focus heavily on the SOA curriculum and less on the CAS curriculum. This problem was further exacerbated after the SOA launched the General Insurance track and their University Earned Credit program. Some ideas to continue to grow the CAS in this competitive landscape include: (1) forging critical relationships with universities to expand the CAS curriculum, (2) expanding efforts with CAS diversity partners to reach a broader set of candidates, (3) building Data Science and programming skill sets into the CAS curriculum to retain talent, and (4) ensuring employers view CAS credentials as the Gold Standard in the P&C industry.
