Bryan Boehm
Chicago,IL
Summary
Dedicated and driven insurance placement manager with a focus on delivering informed, customized, and competitive programs to clients. Committed to fostering growth within the practice and the company, constantly seeking improvement opportunities. Provides a constant resource and promotes a healthy work-life balance to ensure the team achieves optimal results.
Overview
13
13
years of professional experience
Work History
Environmental Placement Manager
Marsh & McLennan
11.2022 - Current
- Overseeing Marsh's Middle Market Environmental team and managing a book of 800+ annual transactions while still pushing on growing. Actively working with members of the team including training, allocating accounts, working alongside and escalating issues with various carrier's upper management through issues, and being a constant open resource. Working within Marsh's other coverage groups to cross-sell and create opportunities of existing Marsh clients to educate on their environmental footprint and exposure and create new business opportunities. Coordinating and working with management and teams at our partner carriers to create opportunities based on specific clients' operations and carrier preferences.
- National contact for anything considered a Middle Market Environmental risk
- Managing the national Middle Market book while coordinating and working with each regional team to assist and take in additional clients/ accounts
- Interviewing and seeking qualified candidates to promote our growth goals
Environmental Placement Specialist
Marsh & McLennan
04.2018 - 11.2022
- Working on behalf of our clients to asses their individual risks and develop environmental insurance programs to suite their operations. Coordinating with our clients to ensure they are compliant from a contracting basis, lease requirement, or are being required to carry from a regulatory requirement. Working within the environmental market consistently to keep up with partner markets' coverage offerings, capabilities and preferences as well as keeping up with regulatory trends and precedents. Working with the market to develop and building relationships with partner markets with engaging new business opportunities while working on behalf of our clients to obtain the most competitive and comprehensive coverage.
International Service Specialist
ZURICH NORTH AMERICA
02.2017 - 04.2018
- Act as an account representative by responding to customers' service issues and coordinating with appropriate business partner for resolution (i.e Claims adjusters, underwriters). Assist new and existing underwriting and International Service Consultants in documenting the service proposition including agreed service deliverable and standards. Enact and manage clients' international insurance programs. Problem solve issues related to the international aspects of services related to policy issuance, regulatory requirements, reporting, risk engineering, coordination of premium payment, processes claims flow issues and currency movement. Handles specific requests from Underwriting by reviewing service plan requests, determining feasibility of requests and implementing customer-focused service solutions. The contact point for coordination of services provided by the worldwide network for applicable line of business end to end which includes Evaluates loss potential due to catastrophe, severity and/or frequency, Rates policies and checks previously rated policies for proper rating, Assists in developing rates, Coordinates data entry submitted to the third party vendor and performs quality checks on the entry before information is sent to the network
- Actively participate and lead team trainings and presentations
- Appointed a main contact person for training and operations within the team both internally and through underwriting teams
International Underwriting Assistant
ZURICH NORTH AMERICA
10.2015 - 02.2017
- Specialize in processes and underwriting support of complex multi-national policies. Accompanied by assigned underwriters, conduct agency visits to gain external insight on business processes as well as educate agents on Zurich products. Provide support to members of the underwriting department in the areas of underwriting operations, compliance, policy issuance and midterm endorsements. Resolve billing discrepancies, manage tools that ensure regulatory compliance in various countries of risk, act as liaison between underwriters and internal business partners, train new staff members and facilitate various projects as requested by management
- Support multiple underwriters including the top grossing underwriter in the country
- Actively seek and contribute to projects in order to enhance team processes
- Mentor new hires and acclimate them to international support role
- Created training material and delivered training to educate team in producer appointment and licensing requirements and procedures
Business Development Team Intern
HUB INTERNATIONAL
05.2014 - 08.2014
- Engaged in newly formed broker training program onboarding potential brokers across the country
- Participated in regional sales meetings as well as the planning and implementation of sales training programs
- Led and contributed to numerous projects in order to enhance practices and streamline processes
- Operated within live sales environment, directly contacting potential clients
- First intern within the group, actively participated in creating work plans and processes
- Helped break record in sales training exercise, donating all profits to charity
- Developed, completed and presented a project highlighting value of instating a Business Development Team across all regional offices.
Personal Branch Manager
COLLEGE WORKS PAINTING
01.2012 - 06.2012
- Program designed for college students to create their own local house painting business
- Marketed door to door in order to build customer base
- Organized in person meetings with potential customers in order to demonstrate the business and provide personalized quotes
- Hand selected and trained staff as well as managed them onsite to ensure timely and efficient completion of jobs.
Education
BACHELOR OF SCIENCE (RISK MANAGEMENT) -
ILLINOIS STATE UNIVERSITY
NORMAL, IL05.2015
Timeline
Environmental Placement Manager
Marsh & McLennan
11.2022 - Current
Environmental Placement Specialist
Marsh & McLennan
04.2018 - 11.2022
International Service Specialist
ZURICH NORTH AMERICA
02.2017 - 04.2018
International Underwriting Assistant
ZURICH NORTH AMERICA
10.2015 - 02.2017
Business Development Team Intern
HUB INTERNATIONAL
05.2014 - 08.2014
Personal Branch Manager
COLLEGE WORKS PAINTING
01.2012 - 06.2012
BACHELOR OF SCIENCE (RISK MANAGEMENT) -
ILLINOIS STATE UNIVERSITY
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