Adam Yanik
Minneapolis,MN
Summary
Detail-oriented and results-driven Finance major with hands-on experience in a Financial industry. Currently serving as a Senior Account Representative at USI Insurance Services, where I manage key client relationships, handle complex financial accounts, and provide strategic support to ensure optimal financial performance. Proficient in Excel, using data analysis tools to streamline reporting and identify key trends. Adept at analyzing data, delivering actionable insights, and enhancing operational efficiency. Strong communication skills, with a proven ability to collaborate across teams and manage multiple priorities in fast-paced environments.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Account Representative
USI Insurance Services LLC
Bloomington, Minnesota
07.2024 - Current
- Assisted in developing Request for Proposal documents for new products or services from existing or potential vendors.
- Created detailed reports summarizing rating results and recommendations.
- Prepared presentations for prospective clients outlining services offered by the company.
Associate Employee Benefits Account Representative
USI Insurance Services LLC
Bloomington , MN
07.2023 - 07.2024
- Managed and maintained employee benefits programs including health insurance, retirement plans, and wellness programs.
- Assisted with audits by preparing accounts and providing information.
Employee Benefits and Risk Management Intern
Holmes Murphy
Minneapolis, Minnesota
05.2020 - 05.2022
- Performed daily, weekly, and monthly reviews and analyses of current processes using operational metrics and reports.
Education
Bachelor of Science - Finance
University of St. Thomas
Saint Paul, MN05-2023
Skills
- Data analytics
- Account audits
- Microsoft powerpoint, excel, and Word
- Client relations
- Market research
- Finance knowledge
Certification
- Minnesota life and Health Producer License
Timeline
Senior Account Representative
USI Insurance Services LLC
07.2024 - Current
Associate Employee Benefits Account Representative
USI Insurance Services LLC
07.2023 - 07.2024
Employee Benefits and Risk Management Intern
Holmes Murphy
05.2020 - 05.2022
- Minnesota life and Health Producer License
Bachelor of Science - Finance
University of St. Thomas
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