Kc Baker Email & Phone Number

Schaumburg, Illinois, United States

Develop strong relationships with clientele and carrier partners to strengthen market knowledge and become an expert in the small market spaceIdentify, market, and implement strategic benefit offerings to small business clientele.

Naperville, IL

• I am responsible for developing new relationships with clients that are dedicated to strategically investing in their human capital. Our goal is to partner with these organizations to develop unique, data driven.
• Health and welfare strategy, marketing, plan design, implementation and support
• Healthcare analytic financial projections, vendor audits, informatics and benchmarking
• Retirement plan consulting and design, fiduciary risk management and actuarial services
• Human resource strategy, plan and compensation design, workforce planning and HR efficiency
• Executive benefits like individual investment, life insurance, wealth transfer and succession

Itasca, IL

• Arthur J. Gallagher & Co. is a leading employee benefits broker and consulting service in the U.S. Our full range of benefit services includes strategy, plan design and management, financial planning, data analysis and.
• Actively seek learning opportunities
• Direct involvement in the sales process including: developing marketing ideas, participate in the meeting, research prospective client
• Build professional network and develop circle of influence
• Shadow sales meetings and opportunities
• Complete and present projects as assigned

Naperville, IL

-Performed auditing procedures with team members for governmental clients-Tested and analyzed cash, accounts payable, investment, accounts receivable, and fixed asset accounts.-Performed fraud risk assessments and discussed preliminary auditing analytics with each client-Utilized CaseWare for data management and Microsoft Excel to perform the audit

Sycamore, IL

-Reported directly to the Chief Marketing Officer-Coordinated and created presentations for merger plans with Executive Team-Acted as Junior Project Manager for Grand Opening of a new bank branch-Assisted CFO with cost analysis plan for new branch opening-Shadowed Chief Credit Officer and attended loan committee-Wrote public relations articles and.

St. Charles, IL

-Coordinated the Young Investors Seminar, “Growing Your Money Tree”-Conducted audits on client’s estate accounts-Created PowerPoint presentations for marketing purposes

Geneva, IL

-Customer Service/Sales-Received award for top sales associate for the district-Completed customer service training and utilized skills to produce sales for the company