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  • Management Reporting
    Insurance Com- panies are actively engaged in both direct response and agency sales of life, health and casualty ... to use, as some of my examples, reports in the direct response life and health operations. I. My first ...

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    • Authors: John C Angle, Russell M Collins, Robert B Goode, William M Waugh
    • Date: May 1977
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Management skills
  • Corporate Planning: Procedural Aspects
    the Corporate Plan serves a dual purpose. Its primary purpose is to help me manage __onnectiCut Genera_17 ... who are participating policyholders. While our primary business is that of providing individual life insurance ...

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    • Authors: Robert D Hogue, James A Mitchell, Lewis P Roth, JAMES ALAN PETERSON, Robert Powell
    • Date: May 1977
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Management skills
  • Building a Winning Culture
    corporate agenda, replacing cost control as the primary interest. Detecting customers' needs and then ... together. Our goal was to build a company that took care of its people and left no one behind. We believe ...

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    • Authors: David S Duncan, David Miller, Jim Toole
    • Date: May 2004
    • Competency: Leadership>Change management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Management skills
  • Actuarial Opportunities in the 1990s and Beyond
    samples during the interview process. Some of the primary complaints really revolve around spelling, grammar ... than it ever has been, most team members have no direct reporting relationship to the team leader. Therefore ...

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    • Authors: David Fishbaum, Peter Hepokoski, Teresa Michalewicz, Azmina Jiwani
    • Date: Oct 1996
    • Competency: Communication; Leadership>Influence
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession; Actuarial Profession>Competencies; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Is Everybody Happy? A Management Perspective
    associate satisfaction. Since my company is a direct-response company, our focus may be different from ... other companies. Our home office probably has more direct contact with our policy- holders than agency companies ...

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    • Authors: Regina V Rohner, Richard S Robertson, Robert E Schneider, Joseph M Rafson, Scott E Wright
    • Date: Oct 1995
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Management skills
  • Organizing The Product Development Function
    matching products to distribution systems. Our primary distribution systems, the IDS Financial Planner ... institutions like banks, savings & loans and so on, (2) direct marketing, which could include telemarketing, and ...

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    • Authors: Robert A Cook, Richard W Kling, Robert Likins, Richard C Schwartz, Gerald C Teig
    • Date: May 1986
    • Competency: Relationship Management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Management skills
  • Digest of Discussion at Concurrent Sessions
    business purpose as follows: "The Equita- ble's primary purpose is to provide sound, equitable, and economical ... down to assigning relative weights, our stated primary purpose dictates minimum product cost, and it ...

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    • Authors: Society of Actuaries
    • Date: Nov 1971
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management>Staff management and motivation; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Management partnership; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession>Management skills; Economics>Behavioral economics; Economics>Financial markets; Enterprise Risk Management>Governance; Finance & Investments>Investment strategy - Finance & Investments; Financial Reporting & Accounting; Health & Disability; Life Insurance>Underwriting - Life Insurance; Pensions & Retirement
  • Role of the Corporate Actuary
    the channel financial functions of agency and direct distribution and an asset/liability management ... by the corporate actuary, I thought I’d take a direct stab at the title of this session, “What is the ...

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    • Authors: Mark Milton, Shirley Hwei-Chung Shao, Barry L Shemin, Yvonne McCullough, Marc-Andre Melancon, Yiji S Starr
    • Date: Sep 1999
    • Competency: External Forces & Industry Knowledge; Leadership
    • Topics: Actuarial Profession>Management skills
  • Effective Interviewing I Know in the First Two Minutes...
    things, said my uncle, "you must exercise great care. You may swallow down what's solid, but you must ... didn't know how to manage. They were too busy taking care of other areas of the company." Here was a definite ...

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    • Authors: Lisa Tourville, Aimee Kaye
    • Date: Oct 1999
    • Competency: External Forces & Industry Knowledge>General business skills
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Management skills
  • Professional Development Of The Consulting Actuary - Marketing And Management
    activities. There are a number of ways of doing this: direct sales contact, visiting with firms, making your ... the case. And of course, more importantly, show care and atten- tion to the clients. Make them feel that ...

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    • Authors: Michael Bollin, Frank Livsey, Thomas T Lonergan, James C H Anderson
    • Date: Oct 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Management skills; Actuarial Profession>Professional development