Lynn Martin Email & Phone Number

Dayton, Oh, Us

Responsible for the accuracy of spreadsheets created by Financial Analysts.Manage the team's spreadsheet templates.Audit the internal client database for accuracy.Train new Financial Analysts.Train new consultants, account managers and service reps on adding lines of coverage in the client database.Renewal SpecialistHandled all aspects of the renewal process including gathering information from clients, requesting quotes from carriers, preparing spreadsheets and reports, preparing final presentations.Handled all self-funded accounts and fully insured accounts over 300 employees.Prepared monthly utilization reporting for my book of business of groups over 100 employees.Ensured accuracy and timeliness of information regarding renewing lines of coverage in database.