• Stay up to date on industry trends and market conditions.• Research and analyze financial data.• Identify and evaluate potential M&A targets.• Conduct due diligence on target companies.• Prepare presentations and reports.• Negotiate terms of M&A transactions.• Close M&A transactions.• Manage post-merger integration.• Provide support to other members of the M&A team.• Develop and maintain relationships with potential M&A partners.

• Attending deal calls with clients to secure transaction information• Reviewing data room, financials, and other relevant materials and prepares submissions/coverage specifications• Analyzing, tracking, and preparing reports about deal activity• Maintaining strong relationships with key carriers• Managing tracking and timing of deliverables between the client and carriers• Coordinating Dealer Agreements, and other engagement materials• Assisting with processing billing, and follow-up with clients on past-due accounts• Creating databases and processes to track relevant deal-related information, client lists, and meetings• Complying with agency management system data standards and data integrity (enter and maintain complete and accurate information)

• Attended deal calls with clients to secure transaction information• Reviewed data, financials, legal documents, and other relevant materials and prepared submissions/coverage to specifications• Maintaining strong relationships with clients• Coordinating Confidentiality Agreements, Brokerage Agreements, client advisor non-reliance letters, and other engagement materials

• Foster productive b2c and b2b relationships to create a pool of prospective clients from various sources by networking, using referrals etc. Utilized Salesforce to configure price quotes, for new insureds.• Evaluated business or individual customers’ needs and financial status and propose protection plans that meet their criteria. Worked with clients to deliver risk management strategies that fit their risk profiles.• Reported the progress of monthly/quarterly initiatives to sales leaders Maintained bookkeeping systems, database and records.• Achieved customer acquisition and revenue growth objectives. Updated job knowledge and learned about new products and services.

• Managed all Amazon Fulfillment Center (FC) customer shipment workflows of 600+ employees by analyzing data provided by automated tools and web platforms. Communicated through slack workflow statuses with 10 other operations managers.• Developed and executed shift plans based on operational requirements and adjusted plans in real-time. Created new tools/systems and provided DPMO feedback on functionality.• Act as an advisor to FC Operations leaders, provide recommendations and guidance to ensure a strong partnership and achievement of common goals: delivering for customers.• Drove risk management strategies for Fulfillment Centers to ensure Service Level Agreements are met for customer shipments, through the use of data analysis and pivot tables.• Developed excel worksheets to increase entire trend production by cutting down input time by 50%.

• Conducted analysis of sales needs with new and prospective customers, including development of client-centric product solutions. Actively and consistently supported all efforts to simplify and enhance customer experience with a 35% closing ratio. • Designed, developed, and delivered sales proposals and product benefit presentations for regional, national, and international insurance brokerages. Including negotiation of marketing packages and commission rates. Exceeded monthly unit quota in phone sales.• Contacted prospective clients by telephone, networking, and industry events. Sales database management and reporting of sales activity/ customer information. • Partnered with other departments and business support services for sales support, training and marketing needs. Attended regular training sessions and sales meetings to maintain personal lines certification compliance.

• Maintained FedEx service standard for all contracted service needs, including handling life-saving medications and hazardous materials.• Prepared new hires to execute trainings on security measures, safety, and efficiency.• Acted as shift manager for warehouse duties including the physical loading, unloading, and/or sorting of packages of varying sizes and weight over 100 lbs by hand.