Laura Swink
Chester Springs,PA
Summary
Results-oriented business leader with more than 31 years of experience in insurance brokerage industry. Effective liaison to Sales and Operation leaders, client service team, clients, and external business stakeholders. Streamlines processes for efficiency and productivity. Delivers unique perspective including financial and client service aspects.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Associate Director, Client Service - Middle Market
WTW
Radnor , PA
01.2016 - Current
- Lead Middle Market team of up to 25 colleagues, supervising daily performance as well as training and improvement plans
- Assisted in creation of COE's for Client Service and Broking including, interviewing, hiring, realigning all account assignments for CRB Middle Market Team
- Trained and developed department leaders and staff for to help meet client needs as well as ongoing operational needs
- Responsible for forecasting account revenue and managing pipeline to meet financial goals
- Collaborated effectively with Operations as well as Sales to achieve financial growth and meet corporation initiatives
Regional Financial Analyst
0
01.2002 - 12.2015
- Led monthly meetings with key leadership to analyze revenue results, spending and provide financial recommendations
- Responsible for forecasting and sales pipeline management to achieve financial growth goals
- Collected data and determined quarterly sales team incentives, and submitted timely for payment
- Created and maintained precise and accurate financial reports
- Analyzed revenues, costs and expenses to assist in staffing metrics
- Maintained successful relationships with leaders, and peers in all offices serviced within region
Regional Controller
WTW
Radnor, PA
01.1995 - 01.2002
- Prepared corporate business plans to help strategically direct business operations and strengthen controls.
- Worked with regional office leaders to create annual revenue and expense budgets and track results against projections.
- Assisted in upper-level decision making by creating comprehensive financial reports and collaborating with office leaders, and finance.
- Managed outstanding balance amounts by evaluating reports and determining collection statuses.
- Supervised billing and accounting services team including AR, AP, GL and Billing.
Accounting Manager
WTW
Radnor, PA
04.1992 - 12.1994
Education
Bachelor of Science - Accounting And Finance
Rutgers, The State University of New Jersey
New Brunswick, NJSkills
- Forecasting
- Employee Coaching and Motivation
- Data Collection
- Process Improvement
- Managing Operations and Efficiency
- Critical Thinking
- Team Leadership
- Hiring and Training
- Conflict Resolution
Certification
- Certified Public Accountant, State of New Jersey
- Property & Casualty Producer, Commonwealth of Pennsylvania
Timeline
Associate Director, Client Service - Middle Market
WTW
01.2016 - Current
Regional Financial Analyst
0
01.2002 - 12.2015
Regional Controller
WTW
01.1995 - 01.2002
Accounting Manager
WTW
04.1992 - 12.1994
Bachelor of Science - Accounting And Finance
Rutgers, The State University of New Jersey
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