Newport Ventures is a global, boutique advisory firm that helps clients close more deals and make more money - in less time. We deliver the expertise, resources, and connections you need to streamline your business and multiply your bottom line.Our areas of focus are:1. Business + Leadership Consulting2. Private Asset Group: Banking, Structured Finance, Gold Storage, Institutional-level Cryptocurrency Trading3. Concierge & Lifestyle4. Invitation-Only, Private Network for strategic connections to people, resources and services5. Insurance Deals & Partnerships6. Market Positioning, including pitch decks & websiteshttps://newportventuresgroup.com/

Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

Takes the lead role in risk evaluation, pricing, and underwriting. Utilizes extensive knowledge of internal programs, forms and services to solve for business issues, with emphasis on large to strategic accounts including the Public Sector. Manage and interpret data using underwriting tools and techniques to maintain business standards while renewing contracts. Use pricing models for appropriate risk selection/pricing and communicate rationale for underwriting decisions with internal and external stakeholders. Exhibits a commitment to finding ways to maintain and grow business without sacrificing quality by leveraging resources in all business lines and across the enterprise.

Generate renewal rates for existing, Large Groups – 51 - 5,000+ employees Validate data to ensure accurate rates; justify rate changes based on key drivers; present case review if required; Comply with practices that provide an auditable record of the decision process - Evaluate Account Management requests for alternate quotes and benefit and commission changes Verify that all necessary documents are submitted with request; confirm the appropriateness of the request; Communicate any errors in the request; provide completed quote according to the established guidelines - Provide support, mentoring, and training on general underwriting procedure to newly hired Underwriters (9 in 5yrs) Model the quoting process from beginning to end; facilitate questions on an ongoing basis; conduct peer review; Supply feedback when necessary; encourage the use of online trainings; support management in overall training - Develop and maintain relationships with Underwriting team members and the Account Management Team Participate in weekly convergence with Account Management; participate in weekly and periodic team meetings; Complete all cross-functional work in a timely fashion; provide updates when necessary- Participate in Cross-functional roles to model partnership and development for the entire Pricing Department Exchange Training Pilot Program with Labor & Trust Funds and National Accounts - 2010 Exchange Training Program with Labor & Trust Funds; Resource Sharing with Prospects Team and various geographic teams Workflow Process Improvement Team project member- Partner with Account Management to maintain and develop Broker Relationships Engage in discussions around Pricing updates with Brokers to prepare clients for upcoming renewals Deliver Renewals to Brokers and Clients via face to face meetings and Teleconference Prepare and deliver Periodic Utilization Reports to Brokers and Clients

Shape the future of the organization by mentoring and training newly initiated members, especially college men. Training and mentoring topics include transitioning from college to corporate life, characteristics of manhood, and sexual responsibility.

Developing Travel and Living Expenses Audit Process Identifying ad hoc procedures previously used through interview with finance managers Standardizing process map for selecting audit sample size and method - Conducting cost analysis for remote facilities/live shot booking Identifying trends in current ordering process and making suggestions for process improvements Using advanced excel tools to produce cost charts and tables - Modeling potential financial benefits Preparing and presenting the findings from the audit process and cost analysis to the FMP Board for approval