Ray Klein

Ray Klein Email and Phone Number

Project Coordinator at Lockton Insurance Brokers @ Lockton Insurance Brokers
kansas city, missouri, united states
Ray Klein's Location
Los Angeles, California, United States, United States
Ray Klein's Contact Details

Ray Klein work email

Ray Klein personal email

n/a
About Ray Klein

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.

Ray Klein's Current Company Details
Lockton Insurance Brokers

Lockton Insurance Brokers

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Project Coordinator at Lockton Insurance Brokers
kansas city, missouri, united states
Website:
lockton.com
Employees:
6236
Ray Klein Work Experience Details
  • Lockton Insurance Brokers
    Project Coordinator
    Lockton Insurance Brokers Mar 2018 - Present
    Greater Los Angeles Area
    Responsible 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
  • M3 Physical Therapy
    Executive Assistant
    M3 Physical Therapy Apr 2008 - Present
    Responsible 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
  • Norsement Entertainment, Llc
    Director Of Operations
    Norsement Entertainment, Llc Apr 2002 - Apr 2008
    Studio City, Ca
    Director 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
  • Financial & Estate Planning International, Inc.
    Executive Assistant To Chief Executive Officer
    Financial & Estate Planning International, Inc. May 1995 - Apr 1999
    Scottsdale, Az
    Executive 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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