Brian L.

Brian L. Email and Phone Number

Senior Financial Analyst @ Lockton
Charlotte, NC, US
Brian L.'s Location
Charlotte, North Carolina, United States, United States
About Brian L.

Motivated analyst with a seasoned understanding in actuarial forecasting principles and benefits consulting. Organized and thorough project manager who has supported diverse projects to anticipate and meet client needs in a timely fashion. Team player who supports junior colleagues in their analytical capabilities and professional development. Devoted to the work needed in order to share actionable insights to clients and colleagues.

Brian L.'s Current Company Details
Lockton

Lockton

View
Senior Financial Analyst
Charlotte, NC, US
Website:
lockton.com
Employees:
13492
Brian L. Work Experience Details
  • Lockton
    Senior Financial Analyst
    Lockton
    Charlotte, Nc, Us
  • Propel Insurance
    Underwriting Analyst, Employee Benefits
    Propel Insurance Jan 2024 - Present
    Tacoma, Wa, Us
    • Leading production and delivery of client monthly benefit experience summaries, and client projection deliverables. • Conducting technical review of financial deliverables to ensure soundness of results and accuracy of in-force benefit contract terms for medical, pharmacy, and stop loss partnerships. • Customizing workbooks to map and track client claim analytics by carrier and region.• Evaluating financial projections, benefit partnerships, and funding arrangements to facilitate client understanding of their plan performance for reference in their annual renewals, strategy discussions, and benefits marketing.
  • Wtw
    Benefits Associate
    Wtw Mar 2019 - Jul 2023
    London, England, Gb
    • Conducting technical review of client financial analyses (IBNP projections, projected budget costs by benefit, general benefit budget monitoring) as well as ad-hoc analyses to support client benefit strategy considerations• Supporting client vendor management as relates to the annual benefits cycle for documentation and compliance, renewal, RFP, as well as ongoing data management for financial analyses• Joined Stop Loss Collaborative with responsibilities for releasing and coordinating RFP process, and summarizing proposals for client review• Servicing NY/metropolitan-area clients that have populations greater than 5,000 lives
  • Wtw
    Benefits Analyst
    Wtw Feb 2017 - Mar 2019
    London, England, Gb
    • Acquired an in-depth knowledge of each client’s benefits history and strategic goals, while serving as a point of contact with carrier partners for financial and strategy projects throughout the annual benefit cycle• Produced financial analyses relating to benefit liability calculation, underwriting self-insured medical rates, as well as regular summary of client financial monitoring• Gained routine familiarity with summarizing large data files, application of actuarial principles, determination of data reasonability, and coordinating with carriers on data-related issues as they arose
  • Glen Liquors And Fine Wines
    Clerk
    Glen Liquors And Fine Wines Aug 2016 - Feb 2017
    • Provided customer service and recommendations to shoppers, worked with associates to promote sales.• Received, verified, and maintained storage of deliveries.
  • Lindamood-Bell Learning Processes
    Clinician
    Lindamood-Bell Learning Processes May 2014 - Aug 2016
    Us
    • Facilitated students of varying ages and abilities in exercises serving to train literacy and comprehension in reading and in mathematics.• Coordinated with consultants in order to individually tailor session exercises according to student development.• Tutored 100+ students.
  • Trinity College Annual Fund
    Student Manager
    Trinity College Annual Fund Sep 2015 - May 2016
    Hartford, Ct, Us
    • Supervised and assisted student callers in alumni outreach for Trinity College Fundraising.• Coordinated campus news and management input with Assistant Director of Annual Giving in weekly meetings.• Followed weekly gift/pledge data to provide feedback to Assistant Director on caller yield and correlate to school news and decisions.
  • Trinity College Class Of 2016 Senior Gift Committee
    Committee Member
    Trinity College Class Of 2016 Senior Gift Committee Sep 2015 - May 2016
    • Motivated classmates for contribution to the 2016 senior gift.• Coordinated recruitment and outreach with committee chairs.• Over 91% participation from class of 2016.
  • Brown Brothers Harriman
    Investment Management Intern
    Brown Brothers Harriman Jun 2015 - Aug 2015
    New York, Ny, Us
    • Gathered and archived data on collateral from competing firms to present to senior staff and partners for suggestions on BBH materials and on remodeling BBH website.• Collaborated with investment management interns and a mentor to research, value, and present a target firm to BBH senior staff and partners using BBH investment principles.
  • Trinity College-Hartford
    Economic Research Assistant
    Trinity College-Hartford Jan 2015 - May 2015
    Hartford, Ct, Us
    • Analyzed and interpreted Connecticut education and economic data, using EViews software and Microsoft Excel, to discover new trends concerning school choice among Hartford residents.• Reported findings to team of researchers and professors in weekly meetings to coordinate findings with other research groups.• Co-head of Hartford resident data analysis for reports submitted to the state of Connecticut, seeking to improve education policy.
  • Trinity College-Hartford
    Student Caller
    Trinity College-Hartford Oct 2013 - May 2015
    Hartford, Ct, Us
    • Communicated with Trinity alumni to solicit school funding.• 2014-2015, Awarded for most funds acquired per hour among callers.
  • Selection Process Of Economics Professor
    Student Interviewer
    Selection Process Of Economics Professor Jan 2015 - Feb 2015
    • Interviewed candidates for Tenure Track position in the Economics Department, and provided recommendations to the hiring committee.
  • Trinity College
    Economics Tutor
    Trinity College Feb 2014 - May 2014
    • ECON-101 Basic Economic Principles• ECON-247 Introduction to Public Policy Analysis• ECON-301 Intermediate Microeconomic Theory
  • Downunder Ct
    Dockhand
    Downunder Ct Apr 2011 - Aug 2013
    • Maintained kayak and SUP paddle board equipment.• Provided assistance to clients of all ages and abilities.• Led and assisted children's paddling camps.• Guided for clients, of all abilities and in large groups, on busy waterways.

Brian L. Education Details

  • Trinity College-Hartford
    Trinity College-Hartford
    Philosophy (B.A.)
  • Darien High School
    Darien High School

Frequently Asked Questions about Brian L.

What company does Brian L. work for?

Brian L. works for Lockton

What is Brian L.'s role at the current company?

Brian L.'s current role is Senior Financial Analyst.

What schools did Brian L. attend?

Brian L. attended Trinity College-Hartford, Darien High School.

Who are Brian L.'s colleagues?

Brian L.'s colleagues are Vivian Neudeck, Rose-Marie Chagoya Bethke, Mike Lettin, Cory Eisenhower, Josue Moya, Jose Ramiro Paez Olarte, Gorsie Padilla.

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