Casey Clark
Santa Fe,TX
Summary
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Account Specialist
Aon Risk Services
Houston, TX
02.2024 - Current
- Dedicated client service rep for Bechtel Energy, Bechtel National, and BNSF.
- Resolved payroll discrepancies promptly, addressing Bechtel subcontractors concerns and maintaining satisfaction.
- Optimized workflow by creating detailed procedure manuals for each step in the payroll process, reducing errors and enhancing efficiency.
- Assisted in forecasting demand trends using historical loss data analysis and payroll insights.
- Enhanced project efficiency by effectively managing subcontractors CCIP enrollment.
- Delivered project reports and contract delinquencies to Bechtel Management.
- Assist with renewal submission for Bechtel Energy Master policies.
- Assisted in preparing detailed quarterly and annual reports for executive Bechtel leadership, showcasing key insurance program trends and project specific trends.
Account Representative
Marsh LLC
12.2021 - 02.2024
- Serve as primary point of contact for all coi request, invoicing, endorsements changes and renewal process documentation
- Worked with departments across the company, including marketing and project management, in developing new ideas, initiatives, products, and services
- Reviewed and verified invoices for accuracy, completeness, and compliance with company policies.
- Generated reports as requested for management review purposes.
- Documented all invoice processing activities in accordance with internal audit requirements.
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Created comprehensive reports on account performance and presented them to senior management.
Account Manager
Farmers Insurance
06.2020 - 12.2021
- Communicated with account holders to define and strategize needs, Business requirements and expectations.
- Met inbound customers needs while maintaining strict performance targets.
- Sold both common and specialized policies to clients.
- Customize insurance programs for individual customers to cover target risk types.
- Customer service, Computer literacy, Time management, Microsoft excel, Documentation review.
Skills
- Document Management
- Account Management
- Sales Expertise
- Customer Relationship Management
- Invoice Processing
- Flexible and Adaptable
- Multitasking
- Organizational Skills
- Advanced Microsoft Excel and PowerPoint skills
Certification
Texas Property & Casualty Insurance License.
Renewed 2023.
Timeline
Account Specialist
Aon Risk Services
02.2024 - Current
Account Representative
Marsh LLC
12.2021 - 02.2024
Account Manager
Farmers Insurance
06.2020 - 12.2021
Texas Property & Casualty Insurance License.
Renewed 2023.