Mark Mclaughlin Email & Phone Number

- Compare available life insurance and annuity products to design Bank Owned and Credit Union Owned Life Insurance (BOLI/CUOLI) and benefit plans for prospective clients.- Analyze clients’ financial information and regulatory filings to determine appropriate plan guidelines.- Manage multiple projects across various product lines simultaneously.- Coordinate with sales representatives, bank executives, insurance carriers, and Meyer-Chatfield upper management throughout the sales process and track ongoing progress.- Oversees the development of RFP’s, proposals, bids, quotations, or other documents describing organizational products and services in response to requests from prospective clients - Prepare and present materials for prospective clients, including financial reports, written documents, and carrier due diligence information.- Prepare pre and post-purchase compliance materials to ensure that all purchases and plan designs remain compliant with guidelines established by bank regulatory agencies (FDIC, OCC, and Federal Reserve).- Maintain up-to-date knowledge of life insurance and annuity carriers, as well as products in the marketplace, underwriting standards, compliance issues, and banking regulations.- Assist bank clients in the implementation and ongoing servicing of many types of benefit plans, including non-qualified deferred compensation plans, supplemental executive retirement plans, and endorsement split dollar plans.

West Chester, Pa

- Transacted customers' orders from start to completion with a smile on my face.- Provided friendly and attentive customer interactions with successful product upselling. - Maintained daily and weekly food and operational supply inventory.

Jenkintown, Pa

- Assisted Executive Vice President with miscellaneous research projects, financial models, and file organization.- Reviewed and edited Microsoft Excel, PowerPoint, and Word files for client presentations.

Hatboro, Pa

- Conducted surveys to document individuals' experiences at Six Flags amusement park.- Presented ways to improve park-goers experience based on surveyed research findings to company management.

West Chester, Pa

- Printed digital photos, film, holiday cards, frames, and other miscellaneous mediums using complex development machinery. - Restocked shelves and provided attentive customer service.- Counted cash drawers at the end of the night.

Jenkintown, Pa

- Stocked shelves and rotated products in grocery and dairy area- Trusted cashier- Voted top cart wrangler by my boss

Bs, Mathematics

Completed statistical and probability classes with a concentration in actuarial science.

Culinary Arts And Related Services

Activities and Societies: ServSafe CertifiedCompleted 37 credits towards Culinary Arts, Associate of Applied Science