Insurance Related Experience

 Risk, Capital and ALM

  • Assisted a global insurance group in setting up and managing its Solvency II program
  • For a leading North American life insurer, evaluated ongoing VA management strategies and formulated a hedging strategy for its living benefits businesses
  • Reviewed the hedging strategy for a large global insurer in order to align with the company's risk appetite and product pricing philosophy 
  • Reviewed the risk management operating model for an Australian insurance & wealth provider

Market and Customer Strategy

  • Supported one of the largest North American insurers to define its retirement product offering and execution strategy
  • Supported a najor Asian insurer to formulate the market entry strategy for its commercial lines &C businesses
  • Detailed strategic options to enter the Indian life insurance market for a leading non-banking financial corporation in India

Distribution

  • Assisted a large Indonesian bank with the selection of a bancassurance partner and subsequently managed the implementation of the new partnership with a global life insurance company including redesign of the lead generation process and in-branch and DMTM sales model development
  • Revised the distribution model for the agency force of a large UK insurer, returning the business to profitability 

Operations

  • Liquidity management review for a leading Asian non-life insurance group, using peer benchmarking, industry best practices and stakeholder interviews to identify improvements to the Group's liquidity management practices and the Target Operating Model
  • Supported a global insurer in identifying barriers and opportunities to achieve underwriting excellence across multiple lines of business and geographies

Products and Pricing

  • Designed a defensive strategy for a large player in the Italian motor insurance market, providing recommendations on pricing, services, and client retention
  • For a leading US VA writer, supported development of a novel income feature including analysis of customer behavior, pricing and hedging