Gwen Portis, ARM

Consultant

PROFESSIONAL AFFILIATIONS

  • Associate in Risk Management

EDUCATION

  • M.B.A., Organizational Development
    Upper Iowa University
  • B.S., Business Management
    Upper Iowa University

Gwen Portis has been in the actuarial and insurance field since 1988.  Her career includes a strong background in systems/process development and data analysis for financial and statistical reporting.  She has provided actuarial support for various types of primary insurance companies within the industry, including property and casualty, HMO, PPO, life, and pension.  Since 2000, she has worked in the insurance consulting environment.  Her experience includes providing actuarial support in the following area:

  • Loss reserve analysis for insurance companies, captives, and self-insured entities.
  • Develop actuarial reports and Statements of Opinion for insurance companies and self-insured funds.
  • Rate adequacy studies.
  • Rate filing preparation for personal and commercial lines insurers and rating bureaus, including competitive rate analyses.
  • Development of funding studies for captives and self-insureds.
  • Collection and analysis of property and casualty data.
  • Assist clients with developing specifications to comply with NCCI and ISO reporting requirements.
  • Developed, tested, and implemented auto and homeowners’ rating system for personal lines insurance.
  • Support on financial and target examinations of insurance companies, including property and casualty, title, and health.
  • Assistance with the implementation of commercial lines property and casualty underwriting system; including client’s specifications, testing, and modification of rating and reporting functions to conform to client’s specifications.