Migration Zurich Deutscher Herold Lebensversicherung

• Preliminary study in terms of sales subjects

• Data deliveries from policy system msg.Life Factory, commission system msg.Commission, partner system SAP BP, payment system SAP FS-CD via a datawarehouse SAP S/4HANA into a Zurich distribution portal and into Zurich distribution systems
• Data delivery from policy system msg.Life Factory into a Zurich commission system via a datawarehouse SAP S/4HANA incl. data for Riester pension, basic pension and company pension
• Migration and current synchonisation of broker data from Zurich systems to commission system msg.Commission

Migration Generali Lebensversicherung

• Data deliveries from policy system msg.Life Factory, commission system msg.Commission, partner system SAP BP, payment system SAP FS-CD via a datawarehouse SAP S/4HANA into distribution systems and distribution portals of Generali and Deutsche Vermögensberatung AG by web services and daily file transfers e.g. to Azure Cloud
• Migration and current synchonisation of broker data from Generali and DVAG systems to commission system msg.Commission

Technics: SQL, BiPRO, GDV-Format, GitLab, Jira, Xray, Confluence, msg.Life Factory, msg.Commission, msg.Zulagenverwaltung, msg.Insurance Suite, SAP BP, SAP FS-CD, SAP S/4HANA

Website Beck-Online

• Implementation of website Beck-Online

Technics: ASP.NET, C#, HTML, CSS, JavaScript, jQuery, SQL-Server, Visual Studio, Git, Bitbucket, Jira, Confluence, Scrum

Invoice Application

• Implementation of an invoice application using VB.NET following a legacy application in Visual Basic 6.0 and new requirements

Technics: VB.NET, SQL-Server, Visual Studio, Git, Bitbucket, Jira, Confluence

Human Resources for Sales Representatives

• Agile Implementation of an application for maintaining personal data, calculation of payments and creating personalized letters

Technics: Visual Basic, SQL, Access, Excel, Word

Gross Margins

• Development of an application for calculating gross margins per customer

Ranges

• Development of an application for calculating ranges per article

Technics: Visual Basic, SQL, Access, Excel

Actuarial Practice / Fermat

• Initiation of a pension insurance for online sales
• Writing technical drafts for calling the actuarial core in online-, client- and host-processes like calculation of premiums and payments, applications, new policies, dynamic increments of premiums and pensions, ending premium payment, ending duration of policy, inclusion and exclusion of risks, change of premium or payment, statutory equalization of pensions and others
• Business analysis and data analysis for a migration of policy data from a legacy system to ABS Life

Fund Management System

• Requirements engineering the fund management system in unit linked life and pension insurance policies
• Writing technical drafts for processing application, policy, fund switch, fund shift, fund distribution, guarantee funds, closure of funds and customer information and documents

Technics: HP Project and Portfolio Management Center, HP Quality Center, SQL, Java, C, Scrum, agile

Business Analysis for Clerical Medical Investment Group Ltd. Germany, Austria und Italy

• Analysis of funds and unit linked life and pension insurance policies
• Writing business and technical requirement specifications in terms of guarantee fund, insurance tax, money-laundering, sales portal, BiPRO

Business Analysis for Heidelberger Lebensversicherung AG

• Analysis and conception of processing allowances for Riester pensions
• Analysis and conception for a migration into a newer version of policy system msg.Life Factory

Technics: Visual Basic, SQL, Access, Excel, Word, SharePoint, BPMN

Mergers

• Process consultancy, requirements engineering, concept, implementation as well as data analysis and migration following the merger of Generali Versicherungen and Volksfürsorge Versicherungen on 1.1.2009
• Process consultancy, requirements engineering, concept, implementation as well as data analysis and migration following the merger of Thuringia Versicherungs-AG and Generali Versicherung AG on 1.1.2003

Quality assurance of commissions for life and pension insurance policies

• Analysis of systems with respect to the calculation of commissions
• Concept, development and test of an application for calculating commissions based on an input file, with access to an agents database, with the ability of manual calculation or correction, with data transfer to the payment system

Policy data

• Analysis, concept, development and test of an application to query policy data with access to host systems, with export to excel, with sums of policy data for one or several agents and with functionality for circulars

Contracts for agents

• Analysis of contracts for broker, exclusive agents and employed agents
• Concept, development and test of an application for writing contracts and supplements for agents with data transfer of agents data and commission data from an agents database

Calculation of compensations

• Analysis of current processes in calculation of compensations
• Concept, development and test of an application for calculating compensations according to the principles for the calculation of compensations (§ 89 b HGB) and the processing of the calculated compensations

Calculation of commissions

• Analysis of the current systems with respect to the calculation of commissions
• Concept, development and test of an application for calculating commissions based on an input file, with access to an agents database, with processing of the calculated commissions, with the ability of manual calculation or correction, with data transfer to the payment system

Technics: Visual Basic, SQL, Access, Excel, Word

Software Design for the "Man Machine Interface"

• Data modelling based on the customer’s software requirements regarding the major data model of the project
• Writing software design documents
• Creating test plans
• Change management

Technics: Tool for data modelling, software development and test

Seminar Information System

• Development of an application for planning courses with functionalities of accounting and circulars

Address Management System

• Development of an application for managing data of employees and customers with import and export functions

Planning of Action

• Development of an application for allocating employees to actions and target-performance comparisons

Technics: Visual Basic, SQL, Access

Product development

• Development and adjustment of health insurance products
• Analysis and creating a mathematical model for shift of covering funds in case of product change
• Development of a product database
• Migration of a legacy system into the new product database
• Analysis, concept, development and test of an application for the calculation of new products and adjustment of existing products, management of calculated products, analysis of effects for the portfolio of contracts, transfer of products to the product database

Technics: SAS, Visual Basic, SQL,Access

• with special subjects financial mathematics and actuarial economy
• with certificate „Diplom Wirtschaftsmathematik“

• Studies of Mathematics with minor in Economics
• Semester abroad at the National University of Ireland Maynooth in fall semester 2023 with modules Group Theory 2, Complex Analysis 2, Financial Mathematics, Coding Theory, R for Statistics and Data Science, Irish Language 1
• Early studies in the mathematics department in 2020/21

New Application

• Creation of a technical concept for a new application CHBPortal and integration of a prevoius application Programmverwaltung
• Planning, execution and documentation of tests

Technologies: Word, C#, SQL, Visual Studio

Bachelor Thesis

• Mathematical description and development of a Survival Model in R to find factors influencing actuarial ratios for mortality and longevity risks
• Checking the statistical significance and actuarial relevance of the influencing factors
• Independent supply of the data used

Department Verantwortlicher Aktuar & Rückversicherung

• Transfer of actuarial quotes from Excel to R for the risks of mortality, disability and cancellation for all four portfolios of the Viridium Group
• Application, maintenance and source code management of the R program code
• Annual data analysis and preparation of data in SAP WEBIDE for the calculation of actuarial risks

Department Stuerung Leben

• Creation of universal SQL queries in a SAP S/4HANA DataWareHouse for data acquisition to derivate assumptions

Technologies: R, SQL, Excel, Access, Word
Tools: SAP S/4HANA, SAP Analytics Cloud, SAP WEBIDE, msg.Life Factory, GitLab

Marketing and Sales

• Management of the company’s presence on the Internet
• Customer advertising
• Creating designs for proprietary products

Public Relations

• Presentation of the association at mathematical competitions and events in Bavaria
• Recruitment of new members

Club Life

• Organisation and coordination of QED events