Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Isaac McCann

Tysons Corner

Summary

Client-focused professional with experience in insurance and employee benefits strategy. Skilled in analyzing market data, creating tailored client solutions, and negotiating vendor relationships to drive cost-effective results. Reliable team player with expertise in benchmarking, risk management, and regulatory compliance, eager to apply these skills in the financial services environment.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Marketing Specialist

Marsh McLennan Agency
10.2023 - Current
  • Facilitate the end-to-end marketing of employee benefit structures by analyzing current plan designs, evaluating competitive carrier proposals, and harmonizing market results into client-ready deliverables
  • Navigate clients through pivotal benefit decisions, highlighting cost trends, funding strategies, and plan performance
  • Spearhead successful renewals, discovering cost-saving opportunities aligned with organizational goals
  • Foster strong relationships with carrier representatives to negotiate competitive rates and ensure favorable outcomes
  • Leverage benchmarking data segmented by industry, organization size, and location to deliver targeted strategic recommendations in executive-level discussions
  • Maintain renewal timelines and documentation to ensure efficient execution and proactive client communication
  • Engage regularly with HIPAA-sensitive data while ensuring full compliance with regulatory standards to protect client information and minimize risk

Senior Account Representative

USI Insurance Services
07.2022 - Current
  • Promoted from associate account representative within a year for building impactful relationships with clients and carriers as well as excelling in the USI Career Track Program
  • Collaborated cross-functionally with account managers, executives, and producers to provide comprehensive employee benefits brokerage services to clients
  • Supported the full renewal cycle by gathering and producing purposeful deliverables to optimize employee benefit options.

Assurance Intern

BDO USA, LLP
06.2021 - 08.2021
  • Collaborated with firm managers and partners to deliver assurance services to a diverse portfolio of non-profit organizations
  • Gained hands-on experience by analyzing a variety of financial documents, including balance sheets, income statements, customer confirmations, and aging reports
  • Participated actively in team meetings and training sessions, engaging in a collaborative work environment

Cashier

Wegmans
04.2020 - 08.2020
  • Executed in a fast-paced setting by demonstrating skills in POS operations, customer service, problem solving, and relationship building by communicating effectively and efficiently with customers and coworkers from diverse backgrounds during the pandemic

Sales Associate

Tommy Bahama
05.2019 - 07.2019
  • Assisted customers with personalized recommendations to meet their style preferences, while achieving individual sales goals and contributing to surpassing daily store targets

Education

Bachelor of Business Administration (B.B.A.) - Economics

James Madison University, College of Business
Harrisonburg, VA
05.2022

Skills

  • Cross-functional collaboration
  • Client relationship management
  • Consultative advisory
  • Presentation development and delivery
  • Risk assessment
  • Time management
  • Negotiation and vendor management
  • Strategic planning
  • Insurance market dynamics
  • Microsoft Excel

Certification

  • Licensed Insurance Producer (Health, Life, & Annuities) Virginia State Corporation Commission
  • Group Benefits Associate (GBA) Designation International Foundation of Employee Benefit Plans

Timeline

Marketing Specialist

Marsh McLennan Agency
10.2023 - Current

Senior Account Representative

USI Insurance Services
07.2022 - Current

Assurance Intern

BDO USA, LLP
06.2021 - 08.2021

Cashier

Wegmans
04.2020 - 08.2020

Sales Associate

Tommy Bahama
05.2019 - 07.2019

Bachelor of Business Administration (B.B.A.) - Economics

James Madison University, College of Business

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