Jess Li Email & Phone Number

United States

Chicago, Illinois, United States

• Lead market competitive strategy to enhance market position in multiple divisions, including commercial P&C, employee benefits, wealth management, and wholesale P&C• Drive strategic roadmap development for key technological investments for each business unit• Foster cross-functional team collaboration between business and operations support• Develop investment theses for multi-year business engagements and provide strategicconsultation on enterprise-wide initiatives

Chicago, Illinois, United States

• Evaluate matters such as industry trends, competitive dynamics, expansion opportunities, and business performance enhancement to formulate strategic decisions around executive-level initiatives• Design and manage strategic content including board-level presentations, business-unit reviews, and various other strategic deliverables• Build fact-based and actionable growth and profit improvement strategies with senior leadership• Advise senior leadership in various business units on strategic thinking and make recommendations based on internal and external factors • Formulate plans to achieve the organization's long-term goals (e.g., operational planning, long-term strategy, budget planning)

Schaumburg, Illinois

• Developed market intelligence and strategy materials for executives and senior leaders• Reviewed and interpreted information from both internal and external stakeholders inorder to produce cohesive documents advising on various functions including regulatory,strategic, and financial decisions• Developed recommendations to support growth and business improvements to impactthe top/bottom line of business units long term• Cultivated meaningful relationships with senior leaders through effectivecommunication and interpersonal skills• Facilitated and guided junior analysts and interns through training sessions andon-the-job guidance to better arm them with the skills to succeed

Greater Chicago Area

• Reviewed and evaluated new business submissions, performed risk assessments, andmaintained all insurance documentation for book of business• Communicated with clients to build meaningful business relationships and growexisting book of business• Contribute to development of propositions by providing technical guidance, assistance,and training to agents when needed• Provide expertise on specific coverage issues and emerging risk with clients• Evaluate and monitor emerging market trends in cyber and technology E&O to betteradvise brokers and clients about potential emerging risks

Chicago, Illinois

• Complete the CLCS designation for commercial insurance underwriting• Attend 8-month long training program that is a mix of instructor led and self-study courses that teach the basics of commercial underwriting• Develop knowledge about multiple lines of insurance through a formal mentoring program• Assist main underwriters with renewals and new business processing• Learn about pricing and underwriting process for multiple lines of business• Will receive full book of business upon graduation from program in 2017.