ALLEN BAILEY & ASSOCIATES - Key Persons
In this role she ensures the smooth operation of the office with her robust knowledge of office procedures, her efficient handling of client inquiries, and her timely access to the CEO. Britt also provides support with executive presentation development, marketing, and branding initiatives.
Additionally, Britt provides administrative support to the actuarial team.
Education
Texas State University, B.S. in Interior Design, minor in Technology
Job Titles:
- Compliance Analyst
- Finance & Marketing
Jenna joined Allen Bailey & Associates, Inc. in September of 2010. She serves as the Director of Finance and Resources for the firm and specializes in AB&A internal accounting as well as marketing. Prior to AB&A she worked as a marketing manager for a branch of PrimeLending.
Jenna has experience with The Complete Package (TCP) Software and statutory financial statement preparation. This includes annual and quarterly statement preparation, together with NAIC correspondence and submission. She is knowledgeable of NAIC requirements and procedures and provides financial statement preparation support to the actuaries in these areas.
In addition, Jenna serves as a compliance analyst with experience including: filing policy forms and rates, submitting rate increase request filings, as well as support preparing actuarial documents needed for policy form and rate filings.
Jenna received her Bachelor's Degree of Business Finance from the University of Texas, Austin in 2007.
Ms. Hefner's experience and involvement include: drafting both life and health policy forms, filing policy forms and rates with all 50 state insurance departments, submitting rate increase request filings, preparing the actuarial documents needed for policy form and rate filings, as well as researching policy filing and benefit requirements by state. Additionally, for over 30 years, she has provided actuarial examination support.
Kimbra Hefner received her Bachelor of Science Degree in Mathematics from the University of Texas in 1983.
Job Titles:
- CEO
- Founder
- FSA, MAAA - CEO & Founder
Allen Bailey is CEO & Founder of Allen Bailey & Associates, Inc. and is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. He has been the principal officer of the corporation since its inception in 1985.
Salem Hildebrandt joined Allen Bailey & Associates, Inc.'s actuarial team in January of 2021 as a Consultant. Salem is an Associate of the Society of Actuaries, attaining his credentials in 2019.
Sarah Cook joined the Allen Bailey & Associates, Inc. in October of 2020 as an Actuarial Assistant. Prior to joining AB&A, she worked as a life actuarial analyst for State Farm Insurance.
Susan Abbott is Software Project Manager for Allen Bailey & Associates, Inc. and is a Fellow of the Life Management Institute. She has been with the company since 1986. Prior to working for Allen Bailey & Associates, Ms. Abbott worked at Computer Sciences Corporation (CSC, formerly The Continuum Company).
Ms. Abbott's primary experience has been as project leader of the software division of the company. In this area, Ms. Abbott works with clients to define their software needs and acts as liaison with the programming staff and actuaries. She is responsible for overseeing all software development which includes Agent Illustration software for Life and Annuity products and UL-CRVM valuation software.
Susan also has experience with The Complete Package (TCP) Software and statutory financial statement preparation. This includes annual and quarterly statement preparation, together with NAIC correspondence and submission. She is knowledgeable of NAIC requirements and procedures and provides financial statement preparation support to the actuaries in these areas.
Susan Abbott received her Masters of Fine Arts Degree in 1981 from the University of South Dakota.