Nate Worrell

Business Development Manager

Punta Gorda, Florida, United States22 yrs experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in pricing and valuation for insurance products.
  • Strong communicator with a passion for helping clients.
  • Proven leadership in actuarial roles across multiple companies.
Stackforce AI infers this person is a seasoned actuary specializing in insurance and financial services.

Contact

Skills

Core Skills

PricingValuationUnderwriting Support

Other Skills

ModelingAXIS SoftwareReconciliationAuditsInnovative Product DesignTroubleshootingTrainingRate FilingCorporate FinanceStrategyDistribution Method EvaluationFunding Arrangement DesignFinancial Statement AnalysisWritingBlogging

About

Experienced Actuary with a passion for communication and leadership. Industry experience in disability insurance, long term care, supplemental health voluntary benefits, and annuities. Actuarial skills include pricing, valuation, and modeling. My quest as an actuary is simple, I help other people. I do this this mainly by using creative and critical thinking to solve problems. More importantly, I help the people I work with UNDERSTAND the issues a little more. And if possible, try to have a little fun along the way.

Experience

22 yrs
Total Experience
4 yrs 4 mos
Average Tenure
10 yrs
Current Experience

Moody's analytics

2 roles

Client Relationship Actuary

Promoted

Jul 2021Present · 4 yrs 10 mos · Virtual

  • Your success is my success

Client Support Actuary

May 2016Aug 2021 · 5 yrs 3 mos · Virtual

  • Helping clients find solutions to pricing, valuation and other modeling needs while using AXIS software including but not limited to: reconciliation, audits, innovative product design, and troubleshooting.
  • Provide training to new AXIS users.
  • Support ongoing enhancements through testing, review and documentation.
PricingValuationModelingAXIS SoftwareReconciliationAudits+3

Unum

Director, Voluntary Benefits Accident & Health Pricing

Jan 2014Jan 2016 · 2 yrs · Chattanooga, Tennessee Area

  • Pricing and rate filing for Voluntary Benefit Products sold through the worksite, on a Group or Individual basis including:
  • Critical Illness
  • Accident
  • Short Term Disability
  • Hospital Indemnity
  • Support Underwriting, Planning, and other Corporate Finance/Strategy areas.
  • Evaluated various distribution methods and designed funding arrangements ranging from active face to face paper enrollment to passive online methods through a Benefit Administration system.
PricingRate FilingUnderwriting SupportCorporate FinanceStrategyDistribution Method Evaluation+1

Ameriprise financial

2 roles

Staff Actuary

Promoted

Jan 2010Jan 2013 · 3 yrs · Greater Minneapolis-St. Paul Area

  • DI and LTC Valuation
  • Providing financial statement analysis to management.
ValuationFinancial Statement Analysis

Sr. Actuarial Analyst

Jan 2007Jan 2010 · 3 yrs · Greater Minneapolis-St. Paul Area

  • Annuity Product Development

Ameriprise financial services, inc.

Actuarial Intern

Jan 2005Jan 2005 · 0 mo · Minneapolis

  • Valuation reporting for Variable Annuities

Ust

Resident Advisor

Jan 2004Jan 2006 · 2 yrs

  • Ireland Hall RA. 3 years straight!

Reden and anders llc

Actuarial Intern

Jan 2004Jan 2004 · 0 mo · Minneapolis

  • Supported Health Consulting projects.

Birchwood camp

Lifeguard/Maintenance

Jan 2002Jan 2004 · 2 yrs

  • Worked at a christian camp in Alaska!

Education

University of St. Thomas

BS — Actuarial Science

Jan 2002Jan 2006

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