Jacob Szymczak

Evaluated medical records to determine risk levels and coverage eligibility.
Collaborated with healthcare professionals to gather necessary information for assessments.
Provided training and mentorship to junior underwriters on best practices and compliance requirements.
Developed strategies to improve underwriting processes, enhancing overall workflow efficiency.

Analyzed investment opportunities to identify market trends and potential risks.
Assisted in preparing financial models for valuation and forecasting purposes.
Engaged with client to understand their investment goals and provide tailored solutions.
Conducted regular portfolio reviews, ensuring optimal alignment with clients'' financial goals and risk tolerance levels.

• Skilled in risk management and executing business in an orderly fashion.
• Collaborate with team members to properly respond and work with clients for their needs.
• Assist in analyzing markets such as foreign/U.S. Indexes, and hypothesize long term investment allocation advice.
• Check in and send out mail in a timely manner, no longer than 24 hours without communication.
• Keep up-to-date on everyday tasks and news released affecting current positions or finding potential effects/hazards in the market.