Highly motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Senior Account Analyst
Lockton Companies, Inc.
06.2019 - 07.2024
Ensure that commercial insurance programs negotiated on behalf of our clients have been correctly and accurately placed, and the exchange of premium dollar is managed properly.
Produce client proposals, analysis and client presentations.
Managing billing and receivable activity on assigned accounts.
Review policies and initiate draft recommendations for coverage.
Assisted in the preparation of year-end audits, ensuring compliance with accounting standards and regulatory requirements.
Maintained strong relationships with clients through effective communication, addressing concerns promptly to ensure satisfaction levels remained high.
Partnered with Account Manager to support preparation of client materials to educate, train and inform on benefits, services, and self-administration tools.
Client Representative II
MARSH USA, INC
12.1994 - 06.2019
Developed strong relationships with clients by establishing trust and understanding their unique requirements.
Streamlined internal processes for efficient client communication, reducing response time significantly.
Trained new hires on best practices for managing client accounts, contributing to improved team performance overall.
Produce client proposals, analysis and client presentations.
Manage billing and receivable activity on assigned accounts.
Education
High School Diploma -
Peabody High School
Pittsburgh, PA
06-1983
Skills
Time Management abilities
Self-Motivation
Organizational Skills
Interpersonal Skills
Accomplishments
Awarded for excellent client related support.
Certification
Property/Casualty license
Timeline
Senior Account Analyst
Lockton Companies, Inc.
06.2019 - 07.2024
Client Representative II
MARSH USA, INC
12.1994 - 06.2019
High School Diploma -
Peabody High School
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