Connor Rogers

• Analyzed financial statements, risk profiles, and operational metrics for specialty clients (golf courses, breweries, wineries, distilleries) to develop accurate pricing models and recommendations.

• Built and maintained strong B2B relationships with specialty business clients (golf courses, breweries, wineries, and distilleries), serving as a trusted advisor by analyzing their financials, operations, and risk profiles to deliver customized insurance solutions

• Conducted in-depth consultative reviews of client needs, providing strategic recommendations that optimized pricing, coverage, and business performance

• Evaluated business performance and product portfolios to assess financial risk and optimize pricing strategies

• Trained and mentored interns on financial evaluation techniques, risk assessment processes, and reporting tools

• Collaborated with cross-functional teams to improve workflow efficiency and data accuracy in a high-volume setting

• Collaborated with underwriters to review policy terms and conditions.
• Analyzed client data to determine underwriting guidelines and requirements.

• Processed and analyzed 200+ financial quotes and invoices per month with a perfect 100% accuracy rate

• Reviewed client financial documentation and supporting data to validate accuracy, ensure compliance, and mitigate risk

• Supported deal negotiation and closing by clearly communicating financial terms and risk assessments to brokers

• Managed binding orders for a team of nine underwriters, maintaining precise financial records and timelines

• Performed quality control and data validation to uphold integrity of financial outputs

• Managed daily operations to ensure efficient workflow across teams.
• Collaborated with departments to streamline communication and processes.
• Assisted in developing standard operating procedures for operational tasks.

• Performed financial tracking, cost analysis, and inventory management in Excel to improve operational efficiency

• Supported job bidding by preparing cost estimates, financial projections, and competitive analysis

• Assisted with vendor negotiations and contract reviews, contributing to better margins and cost savings

• Developed reports and documentation to help management make informed strategic and financial decisions

• Maintained cleanliness and organization of the bar area throughout shifts.
• Assisted in managing inventory and restocking supplies as needed.

• Managed high-volume cash transactions and nightly financial closeouts with 100% accuracy

• Built strong time-management and problem-solving skills while delivering exceptional service in a fast-paced environment

• Trained new hires on financial procedures and POS systems

•Applied strong risk assessment and decision-making skills to maintain safety in dynamic, high-pressure settings

• Documented incidents and supported operational protocols to minimize risk