Neal Wallace Email & Phone Number

United States

Philadelphia, Pennsylvania, United States

In my current role as a Professional Liability Placement Specialists in Marsh's national healthcare placement division, I'm responsible for evaluating, negotiating, and securing insurance coverage tailored to the unique needs of National Senior Living / Senior Care Providers. This role involves working closely with insurance carriers, fellow brokers, and.

Private Equity | Healthcare

Greater Philadelphia Area / National Platform

Greater Boston Area / National Platfor

• Promoted into a pivotal leadership role to boost corporate initiatives. Tasked with fostering current account relationships and expanding existing accounts. Drive new business opportunities while growing key partner.
• Collaborating with Executive Brokers to expand EPIC's value proposition;
• Train, mentor and coach less experienced colleagues on brokering techniques to expand terms and conditions and optimize trade partner service agreements to facilitate best in class service offering;
• Maintain key relationships with trading partners expanding and solidifying affiliatons;
• Actively participate in both defensive and offensive RFP opportunities.

Towson, MD

• Demonstrated client-centered account leadership through developing new accounts and driving client retention objectives within a competitive marketplace to increase revenue growth. Navigated complex sales cycles from.
• Assisting clients with program design, funding and administration
• Managing the client cycle and monitor timeframes and renewal deadlines
• Identifying cross-selling and additional revenue opportunities
• Keeping clients and prospects apprised of legislative issues
• Coordinating and conducting annual stewardship meetings

Greater Philadelphia Area

• ☑ I was responsible for the day-to-day management of the due diligence process including analysis of insurance programs, ultimate cost calculations, review of contractual risk transfer and utilization of solutions for.
• Developed marketing material relating to Risk Management Advisory Services
• Produced $60,000 of new revenue in nine months

Baltimore, Maryland Area

• ☑ I managed the insurance procurement process for a leading developer and operator of Continuing Care Retirement Communities. At the time, Erickson operated 16 communities, employed over 10,000 people and housed over.
• Reduced total number of policies from 60 to 48 through coverage consolidation
• Streamlined internal accounting procedures including invoice processing and allocations
• Developed umbrella program to reduce coverage gaps
• Served as inhouse risk mangager to corporately owned construction and development company
• Developed risk management procedures to ensure contractor and subcontractor insurance compliance

Greater Philadelphia Area

• ☑ I was responsible for a book of business with revenue in excess of $350,000. ☑ I was also responsible for working with sales staff, commercial lines service staff and senior management to negotiate and implement.
• Selected as Train-the-Trainer for new marketing initiative
• Successfully reviewed and transmitted over 150 insurance polices

Greater Philadelphia Area

I was the insurance manager for a $2.6 billion publicly traded company with a $65M insurance program which included self-insured programs, large retention programs and captive insurance components. I assisted the management of a wholly owned Bermuda based captive and coordinated the loss reimbursement programs and policies. I coordinated the corporate bond.