Kelly Klein
Director & Actuary at Pacific Life | Newport Beach, California, United States
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As the Director & Actuary at Pacific Life, Kelly Klein plays a pivotal role in the Enterprise Capital Management team, where she strategically oversees the management of capital across the organization. Her expertise in capital reinsurance, particularly through innovative Affiliate, Captive, and FinRe solutions, enables her to collaborate effectively with various product lines and divisions. This cross-functional approach ensures that Pacific Life can optimize its capital allocation, enhancing the financial stability and growth potential of its diverse offerings.
Kelly's background in Life Insurance Product Design, with a focus on Indexed Universal Life (IUL), Variable Universal Life (VUL), and Corporate-Owned Life Insurance (COLI)/Bank-Owned Life Insurance (BOLI), provides her with a comprehensive understanding of the intricacies involved in product development and risk management. Her analytical skills, honed through extensive experience with financial modeling and data analysis, allow her to identify and implement the best solutions tailored to the unique needs of each product and situation.
In her current role, Kelly leverages her proficiency in Microsoft Excel, SAS programming, and statistical analysis to drive informed decision-making and enhance the company's capital efficiency. Her problem-solving abilities and team-oriented mindset foster a collaborative environment where innovative ideas can flourish. As Pacific Life continues to navigate the complexities of the insurance landscape, Kelly's strategic insights and commitment to enterprise-wide capital management position her as a key contributor to the company's ongoing success and resilience in the marketplace.
Director & Actuary at Pacific Life in August 2023 to Present
Associate Actuary at Pacific Life in June 2021 to August 2023
Assistant Actuary at Pacific Life in May 2019 to June 2021
Actuarial Analyst at Great-West Financial in July 2015 to April 2019
Senior Actuarial Associate - Retirement at Buck Consultants at Xerox in November 2012 to June 2015
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Microsoft Office
Microsoft Excel
Team Leadership
Fixed Annuities
Management
Pension Administration
Defined Benefit
Statistics
Problem Solving
Actuarial Science
Team Building
Team-oriented
Investments
Probability
Corporate Finance
Access
Mathematics
Financial Statements
SAS programming
R
Microsoft Word
Microsoft Exchange
Variable Annuities
Retirement
Finance
Valuation
Financial Analysis
Insurance
Leadership
Quantitative Finance
Analysis
Data Analysis
Financial Modeling
Retirement Planning
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Discover more about Pacific LifeWhat is Kelly Klein email address?
Email Kelly Klein at [email protected]. This email is the most updated Kelly Klein email found in 2026.
How to contact Kelly Klein?
To contact Kelly Klein send an email to [email protected]. (updated on October 31, 2024)
What company does Kelly Klein work for?
Kelly Klein works for Pacific Life
What is Kelly Klein's role at Pacific Life?
Kelly Klein is Director & Actuary
What is Kelly Klein's Phone Number?
Kelly Klein's phone (213) ***-*139
What industry does Kelly Klein work in?
Kelly Klein works in the Financial Services industry.
Kelly Klein Email Addresses
Kelly Klein Phone Numbers
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