Marc Elfering Email & Phone Number

Chicago, Il, Us

• Perform extensive pricing/data analysis to determine the optimal strategy for a new client offer orexisting client renewal • Utilize P&L modeling to assess the financial gain/loss during a bid, to mitigate and account for all risk variables during a proposal, and to provide a competitive pricing package for the client • Ensure contracts, amendments, and client-facing documentation meets the proposed offers andguarantees of the PBM services sold • Lead presentation of the pricing proposal to sales, internal account management teams, and/orexecutive leadership (large or strategic opportunities) • Assist with ad-hoc reporting or analysis for year-end budgeting or interdepartmental projects • Develop improved models, SOPs, and create process improvements to further streamline pricingdepartment operations

• Monitored transactional activity for a leading money service business and accurately assessed anysuspicious activity in order to mitigate risk to the company and its customers • Conducted extensive research on accounts using various software and open source websites • Authored concise reports for submission to FinCEN that incorporated relevant data for internal audit • Reviewed fellow analysts' work for errors and omissions prior to submission to ensure adherence tocompany and federal regulations • Exemplified excellent time management and multi-tasking skills by consistently meeting andexceeding productivity expectations

Cleveland/Akron, Ohio Area

• Analyzed clients' financial needs and goals • Proposed strategies for cash management and insurance coverage to help achieve financial goals • Recruited and maintained clients and business relationships

Cleveland/Akron, Ohio Area

• Managed Global Center for Health Innovation account; supervised valets, log book, billing • Supervised 1-20 valets and evaluated performance on a day-to-day basis • Engaged in customer service, addressed complaints and questions

Strongsville, Oh

• Performed lab tests on samples and organized the results • Interpreted data from tests, including data entry and calculations

Toledo, Ohio Area

• Marketed Bank Products and assisted clients with Bank setup and questions.• Led territory for Bank sales in the months of June and July.