Allison Bartolone
Currently Living In Ohio, But Originally From Chicago And Willing To Relocate
Summary
Professional with 3 years of experience, currently managing nearly $2M in business. Excellent communicator with a strong track record in building client relationships and contributing to team success. Skilled at navigating complex situations in fast-paced environments to ensure client satisfaction and drive business growth.
Overview
4
4
years of professional experience
Work History
Associate Broker, Small Commercial
Aon
12.2023 - Current
- Sales - Partner with Account Executives to sell new lines of insurance to new and existing clients
- Negotiation - Ability to negotiate favorable terms for clients during transactions, maximizing their profits in both buying and selling scenarios
- Client Relationships - Developed strong relationships with clients through regular communication, understanding their needs, and offering suitable solutions
- New Business - Partner with Account Executives to book $500K of new business annually
- Renewals - Books $1M of renewals annually
New Business Analyst
Aon
06.2022 - 12.2023
- Prospecting - Conducted comprehensive market research to identify potential business opportunities and support sales initiatives
- Opportunity Management - Managed opportunities worth $5M+ for Account Executives and Producers
- Analytics - Analyzed financial data for the Dallas office in regards to New Business and Renewal trends
Financial Analyst Intern
White Oak Healthcare Partners
06.2021 - 08.2021
- Pricing Models - Built individual pricing models for clients to prepare them for their loan payments
- P&L Analysis - Analyzed clients' P&L statements to develop models that illustrate their financial position relative to their loan pricing
Education
Bachelor of Science - Economics, Minors: Mathematics & Theology
John Carroll University (Honors College Graduate)
05.2022
Skills
- Sales and Opportunity Mgt
- Commercial Insurance
- Account and Relationship Mgt
- Financial and P&L Analysis
- Customer Communication
- High Level Mathematics
- MS Office, SalesForce, Oracle
- Currently enrolled in Anatomy I and Microbiology
Timeline
Associate Broker, Small Commercial
Aon
12.2023 - Current
New Business Analyst
Aon
06.2022 - 12.2023
Financial Analyst Intern
White Oak Healthcare Partners
06.2021 - 08.2021
Bachelor of Science - Economics, Minors: Mathematics & Theology
John Carroll University (Honors College Graduate)