Brian Croteau Email & Phone Number

Portland, Ct, Us

Hartford, Connecticut, United States

Grounds-up rebuilding and constant evolution of immense reporting tools/suites for efficiency, ease-of-use, and accuracy, presenting the level of detail required by management. Scope of these rebuilds includes Customized DCS Reporting (Close/Forecast/Strategic Plan) and Regional Views. Maintained Small Group/Select Subsegment data set outside of financial systems and worked cross-functionally to bring in Actuarial requirements along with additional levels of details & accuracy (ex-MLR Rebates) to increase visibility into these smaller slices of the business, with the intent to improve performance. This required sourcing and properly digesting alternative data sources and increasing the capabilities of tools in their current state. Cross-trained team members on functionality as well as grew colleagues on new concepts of the businesses being introduced into reporting metrics. Additionally, Worked with Data Science team to create an approach to measure and forecast COVID-19 Membership impacts

Hartford, Connecticut

Became proficient in sourcing Private Exchange data from Hyperion to create accurate Monthly Close and Forecast reporting and lead the presentation of these results to business constituents. Charged with accurate and timely submission of forecast membership data, including working with the business to understand the membership trajectory, producing the most accurate forecast possible. Sourced ‘early read’ membership data from alternative databases to provide management with a preliminary 1/1 view, anticipating retroactivity that tended to proliferate through the PEX January cohort. Submitted Aon Exchange Risk Adjustment Journal Entries.Exposure to PEO arrangement and the uniqueness of that business.- Responsible for a book of over 420,000 members and $910M in Revenue- SG&A: Late Claim Interest Payment mapping correction [2017 P/L lift to PEOs: $12M ; Nat’l Accts: $11M]- Contributed to training / educating broader finance team [Risk Adjuster, Private Exchange Overview]

New York City

Hartford, Connecticut Area

Supervise an underwriting team performing New York and Northern New Jersey Select & Key renewal business functions in support of stated mission and key performance metrics. Develop strong team unity through dynamic supervision and sharing of expertise. Manage workflow within unit and direct changing priorities. Identify staffing needs and training issues as well as develop and administer training to address. Lead process improvement initiatives on productivity, accuracy, and/or customer service and influences tool development. Provide superior customer service and helps develop service excellence skills for the team. Understand, apply, and explain company services, product standards, underwriting policies, strategic direction, and new initiatives relative to unit's responsibilities. Grant underwriting exceptions and financial variances within prescribed limit. Participate in broker/customer meetings. Work across segments, markets, and functions to achieve goals. Utilize knowledge of competition and competitive position to evaluate risk and maximize profitability. Negotiate and explain rate development and application of underwriting policy. Help set case and market strategy. Ensure timely actions and deliverables are met by team. Coach others to maximize performance and is responsible for performance development and review. Build strong cross-functional relationships with sales force and other internal organizations.- Successfully managed and grew team of seven underwriters- Lead functional training for new hires- Responsible for a book of over 116,000 members and $420,000,000 in Revenue

Use actuarial data and business specific tools to produce renewal quotes for existing business and produce deliverable proposals for existing clients. Ratings involve attention to filings and state-specific regulation. Assist sales force in negotiations with external constituents to arrive at agreeable renewal rates. Through rating process and negotiations, must analyze risk, group-specific factors, and industry conditions to make business decisions with financial impact. Create tools to increase efficiency and consistency within the rating and analysis processes. Attend customer and broker meetings with key decision-makers to present financials and support field with financial guidance. Organize and lead training for the sales force on the technical aspects of factors applied in ratings and how the financial exhibits in proposals are derived so they can better articulate these components to customers and brokers. Mentor new hires and junior coworkers as they receive initial or additional functional training. Act as a subject matter expert on several topics, keeping up to date on material, and relaying relevant information back to the team. Manage multiple objectives concurrently while satisfying market demands and required turn-around times.- Silver Award Nomination for Operational Excellence/Profitability (Creation of ‘24mo Tool’)- Chosen to represent Northeast Middle Market Underwriting in implementation of workflows- Selected by management to be exclusive underwriter to work with especially challenging broker [$24M book of business] and aid in repairing a deteriorating external relationship

Mba, Finance

Activities and Societies: Beta Gamma Sigma

Bachelor Of Science, Busines Administration, Finance

Activities and Societies: Finance Society, UConn Underground (Treasurer)Dean's List Certificate of Professional Development Outsanding.