Casey Pont Email & Phone Number

Founded in 1981, Marsh, Berry & Company, LLC (“MarshBerry”) provides consulting services (financial, operational, sales management, and M&A advisory) to insurance agencies/brokers and carriers within the financial services industry. MarshBerry’s clients include Insurance Agencies, Brokers, Wholesalers, Program Managers, Managing General Agencies, Credit Unions, Insurance Companies and Banks. MarshBerry’s primary objective is helping clients reach their full business potential. www.MarshBerry.comInvestment banking services offered by MarshBerry Capital LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., LLC

Cleveland/Akron, Ohio Area

New York, Ny

Led the budgeting and forecasting process for the Latin America region which was established in January 2015.Analyzed and assisted in the transition to new software programs used by underwriting, claims, reinsurance, and corporate reportingCompleted monthly trending analysis and narratives for the Crisis Management and Excess and Surplus Property businessDealt with internal underwriters on a day to day basis to determine proper booking into the claims and underwriting systemsActed as the Underwriting Steward for a company wide Data Governance Council

New York, Ny

Worked with brokers to submit renewal packages for nine 3rd Party Reinsurance contractsProduced and validated monthly premium and loss reports for senior managementCompleted monthly trending analysis and narratives for the Crisis Management and Excess and Surplus Property businessAssisted in the calculations and billings to reinsurers for all Excess of Loss and Facultative agreementsDealt with internal underwriters on a day to day basis to determine proper booking into the claims and underwriting systemsProvided information to reinsurance brokers for all issues reinsurers had with reports or upcoming renewal information requests

Greater New York City Area

Produced and validated daily/weekly/monthly Cognos reports as needed for revenue, expense, and budgeting purposesAnalyzed and recorded all revenue and expenses associated with Chartis Marine Adjusters. In 2009, Chartis Marine Adjusters earned 9M in fee revenueDealt with internal underwriters on a day to day basis to determine proper booking into the claims and underwriting systemsPrepared and entered a semi-annual forecast and budget for all 10 regional offices in Chartis Marine AdjustersAssisted in maintaining the Access database built for the claims department when first employedProduced the Board of Directors report including all graphs and exhibits on financials for the President of Chartis Marine AdjustersMonitored an 8M expense budget

Produced and validated daily/weekly/monthly reports as needed for premiums and losses on the reinsurance sidePrepared a daily report of all claims and losses incurred for the month, week, and yearDealt with internal underwriters on a day to day basis to determine proper reinsurance booking into the underwriting and claims systemsAssisted in the transition to new software programs used by underwriting, claims, reinsurance, and corporate reportingPrepared billings and invoices for Excess of Loss and FAC agreementsResponded to queries from our Reinsurance brokers

Created a schedule to analyze and track premium adjustments for excess of loss contracts on daily basis as well as preparing appropriate journal entriesManaged the accounting for the entire book of Global Marine business for both the international and domestic side of the houseAssisted in the training and development of new staff members

Rendered quota share accounts to reinsurers and reconcile multiple ledger accounts on a quarterly basisPrepared and recorded monthly transactionsHandled billings and assisted in cash application for the Global Marine business

Prepared monthly financial reports for non-profit organizationOrganized and recorded daily transactions into MAS-90 and Excel spreadsheetsReconciled bank activities for multiple accounts

Bachelor Of Science, Finance

Activities and Societies: Delta Zeta - Philanthropy Chair

Business

Semester at Sea Intensive international, educational, and cultural program with studies in Russia, France, Spain, Poland, Belgium.

Education record

Leadership development program sponsored by Young Presidents Organization (YPO) located in Leysin, Switzerland