Ray Klein Email and Phone Number
Ray Klein work email
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Ray Klein personal email
I am excited to be part of a dynamic team at Lockton where I work with clients to providesolutions to complex risk management problems.As a global professional services firm, Lockton specializes in risk management, employee benefitsand retirement services. Through this expertise, we help clients protect their most valuable assets– their people, property and reputation. Being a part of the world’s largest privately owned,independent insurance broker and consultant provides me the opportunity to work with a team ofexperts to help you solve your most pressing business challenges.At Lockton, we have an intense focus on client service. We have a passion for understanding ourclients’ businesses and work to make them better. This passion is at the heart of what I do andwhat our team does. Lockton’s energy is hard to describe, but you feel it when you work with us.
Lockton Insurance Brokers
View- Website:
- lockton.com
- Employees:
- 6236
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Project CoordinatorLockton Insurance Brokers Mar 2018 - PresentGreater Los Angeles AreaResponsible for servicing 10-15 accounts nationwideProcess renewal binders, policies, and billingCoordinate system updates with other internal teamsPrepare client renewal proposalsPrepare, transmit and track submission materials to marketsWork with the client to maintain up-to-date client exposuresReview lease and vendor insurance requirements, and process Certificates of InsurancePrepare, track and process endorsement requests and related invoices/return premiumsReview policies for accuracyResearch client policy inquiriesPrepare Loss Summaries -
Executive AssistantM3 Physical Therapy Apr 2008 - PresentResponsible for all aspects of front office function plus medical billing and dynamic office support for 4 physical therapists in 2 office locationsPrepare, transmit, track and receive claims totaling approx. $800K+ annuallyVerify and communicate insurance eligibility and benefits for all patientsAct as patient advocate for all insurance and billing related inquiriesResolve any and all billing issues with insurance carriers and clientsPrepare weekly, monthly and yearly A/R reportsTrack and analyze client statistics to optimize business developmentLed full lifecycle implementation of scheduling and billing softwareTraining of front office staff and two billing assistant
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Director Of OperationsNorsement Entertainment, Llc Apr 2002 - Apr 2008Studio City, CaDirector of Operations for retail company with presence in 50 states and CanadaNew business development to grow company revenue from $5K to $250K annuallyDeveloped and managed company website, Yahoo! Store and Yahoo! Search Marketing to contribute $5K - $10K of revenue per yearHandled all customer related product inquiries, purchases and returnsPrepared Letters of Credit, Commissions, Purchase Orders, Invoices, EOM ReportsOverseas communication with manufacturer in China regarding product pricing, development, packaging, identification, import and warehousingCoordinated all trade show activities and participated in product sales at NY International Toy Fair
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Executive Assistant To Chief Executive OfficerFinancial & Estate Planning International, Inc. May 1995 - Apr 1999Scottsdale, AzExecutive Assistant to President/Principal of a top producing Estate Planning companySupported President/Principal in managing $500M+ in client investmentsResearched investments, prepared presentations and assisted in client meetingsDeveloped, advertised and managed investment product seminarsParticipated in continuing education to ensure up-to-date product knowledgeOpened satellite offices in Tucson, AZ, Albuquerque, NM and Las Vegas, NVManaged business and personal schedule of President/PrincipalContributed to office revenue and growth by developing my own book of clientsHeld Series 7 and Series 6 licenses
Ray Klein Education Details
Frequently Asked Questions about Ray Klein
What company does Ray Klein work for?
Ray Klein works for Lockton Insurance Brokers
What is Ray Klein's role at the current company?
Ray Klein's current role is Project Coordinator at Lockton Insurance Brokers.
What is Ray Klein's email address?
Ray Klein's email address is rk****@****ton.com
What schools did Ray Klein attend?
Ray Klein attended Arizona State University, University Of Missouri-Columbia.
Who are Ray Klein's colleagues?
Ray Klein's colleagues are Luke Selemir, Pam Vorman, Joseph Sanor, Olivia Cotton, Jack Welker, Joanne Porter, Mark Urich.
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