Patrick Wilson Email & Phone Number

Chicago, Illinois, United States

Chicago, Illinois

Chicago

• Serve as the key client liaison for corporate clients, including Microsoft, McDonald's, Jones Lang LaSalle, LaSalle Investment Management, Yanfeg and AbbVie, in the placement of their property, casualty, and specialty.
• Assist in the management of open items lists and responds to clients ad-hoc requests
• Support the renewal process and maintain tracking documentation for binders, policies, and endorsements
• Support the administration of certificates, auto IDs, invoices, allocations, premium financing agreements and policy transmittal
• Gather, analyze, and format data for client service plans, stewardship reports and other presentations tailored to the needs of the audience and the circumstances of the presentation
• Develop preliminary quotes and track quote activity

Chicago

• Assisted financial planning and analysis team in everyday business operations
• Accompanied team members in internal strategy meetings
• Worked extensively with revenue and expense reports in excel
• Helped coordinate efforts to clarify direct billing memos for internal and external auditors

Assisting account management team in all business operations Accompanying team members in internal business meetings to build strategies as well as in meetings with clients to present strategies Create Excel worksheets and PowerPoint presentations to organize policy statisticsComplete and run loss data stratification models and put together an aesthetic.

Shadowed a 30-year veteran trader in the S&P 500 pitLearned how to interpret, analyze, and predict market trends based on graphs and economic indicatorsExperienced trading on a simulated trading program