● Consult and advise on life insurance portfolio construction and product selection based on the goals and risk-profiles of each respective client● Communicate and coordinate directly with wealth management firms and advisors to determine and assess clients’ needs for life insurance● Perform in-depth analysis on current life insurance policy performance and create solutions for clients when policies are not performing as intended● Provide customized high level service for ultra-high net worth clients, including but not limited to: compiling monthly financial statements of portfolios, corresponding with various banks for premium finance cases, communicating and following up with numerous life insurance carriers in order to assure smooth and efficient transactions for policy changes● Routinely update and manage Salesforce with client and policy information in order to run accurate reports for managers and producers

● Worked with Human Resources Consulting team by conducting first-round phone interviews, screening resumes, and performing company handbook audits● Assisted Data Analytics branch through filtering and analyzing data to perform statistical analysis on insurance rates● Streamlined Excel template all Personal Lines consultants use by developing macros to promote efficiency and uniformity ● Ran reports from online databases as well as researched benefit summary plans and creatively integrated the information to create Health & Benefits guides and deliverables for clients● Gained exposure from participating in client meetings and observing numerous vendor presentations

● Developed new forecasting tool via Excel to cross-reference department budgets for improved analysis ● Compared site-wide overtime hours to target budget for executives to review weekly● Engaged in professional development by working alongside senior analysts and attending financial meetings ● Collaborated with fellow interns on a philanthropy project to fundraise and educate students from low-income areas on future career opportunities within the nuclear sector