Adam Stevens

Collaborated with underwriters to interpret necessary documentation and clarify policy details for accurate risk evaluation

Formulated a research project addressing legal challenges in the insurance industry, presented findings and strategic recommendations to the CEO and C-suite executives

Analyzed and assessed renewable insurance policies to identify opportunities for premium adjustments, leading to an increase in company profits

Consulted financial advisors in preparing 20 financial plans for clients, utilizing the software program eMoney

Aided financial advisors in calculating RMDs for clients, ensuring compliance with IRS regulation

Developed customized Excel worksheets to streamline financial planning processes, resulting in improved efficiency and productivity for financial advisors

Collaborated in team meetings and training sessions to enhance knowledge of financial planning strategies and industry trends

Facilitated and educated high-school-aged students through an 8-week curriculum, focusing on the significance of saving and investing for long-term financial stability

Received Volunteer of the Year award for commitments toward supporting young teenagers through mentoring

Established an inclusive environment for adolescents to engage with peers and mentors, fostering meaningful relationships and personal development