Summary
Overview
Work History
Education
Skills
Timeline
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Joseph Feist

Joseph Feist

San Antonio,TX

Summary

Seeking to apply strong problem-solving skills, business acumen, and a collaborative
mindset to support the strategic goals and operational excellence of USI.

Overview

9
9
years of professional experience

Work History

Commercial Insurance Producer

Higginbotham
San Antonio, TX
02.2023 - Current
  • Prospect for new business by identifying potential leads and improving employee benefits programs (health, dental, vision, etc.)
  • Work as a liaison between clients and insurance carriers to negotiate
    the best rates and plan options
  • Facilitate account management and annual renewals. Act as an extension of client's HR team to resolve any issues related to claims, payroll, or benefits administration
  • Build and maintain relationships with key decision makers (Owners, CFO/Controllers, HR Directors) to effectively retain business
  • Identify working relationships with internal partners through networking and cross-sell opportunities
  • Create and present custom proposals with various quotes and packages for prospects and clients

Financial Analyst

Accenture Federal Services
San Antonio, TX
09.2017 - 02.2023
  • Responsible for working a variety of projects through complex initiatives to meet monthly deadlines for Department of Defense and
    National Security portfolios
  • Working knowledge of Microsoft Excel, Salesforce, Cognos, Costpoint, and SAP Business Intel to create monthly reports and creation of invoices according to the specifics of each contract modification
  • Develop monthly forecasting estimates and accounts payable and unbilled receivables reports according to research analysis

Financial Advisor

Foresters Financial Services
San Antonio, TX
06.2016 - 09.2017
  • Prospect for new business leads through networking and cold calling
  • Educated clients on investment solutions and strategies (IRA's, mutual funds, Annuities) to grow wealth relative to risk tolerance, current assets, and goals
  • Advised clients regarding retirement, life insurance and estate transfer plans
  • Provided ongoing financial advice and adjustments in response to life changes, market fluctuations, and economic trends.

Education

Bachelor of Arts - Business Administration And Management

The University of Texas At San Antonio
San Antonio, TX
12-2016

Skills

  • Client relationship management
  • Employee benefits administration
  • Projects management
  • Financial and data analytics
  • Collaboration with cross functional teams
  • Problem solving
  • Creating and executing presentations

Timeline

Commercial Insurance Producer

Higginbotham
02.2023 - Current

Financial Analyst

Accenture Federal Services
09.2017 - 02.2023

Financial Advisor

Foresters Financial Services
06.2016 - 09.2017

Bachelor of Arts - Business Administration And Management

The University of Texas At San Antonio

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