Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic
Lucas Rojas

Lucas Rojas

Chicago,IL

Summary

Client-focused insurance professional with experience supporting mid- to large-market accounts through comprehensive servicing and policy management. Skilled in creating proposals, coordinating renewals, and handling day-to-day account tasks, such as endorsements and certificates. Known for proactive communication, strong client relationships, and delivering high-quality service in fast-paced environments.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Associate Account Executive

Aon
02.2023 - Current
  • Supported the management of multiple concurrent client accounts, coordinating day-to-day servicing needs to ensure seamless delivery of insurance solutions.
  • Contributed to client retention by delivering timely, high-touch service, and strengthening relationships through proactive communication.
  • Created and presented tailored proposals that addressed client-specific needs, helping to secure renewals, and upsell opportunities.
  • Resolved service issues efficiently and accurately, reinforcing client trust, and improving satisfaction across accounts.

Business Insurance Intern

M3 Insurance
05.2022 - 08.2022
  • Collaborated with Property and Casualty teams on renewal strategies and presentations.
  • Participated in renewal meetings, identifying opportunities, and offering solutions.
  • Assisted in creating renewal documents, and improving data systems.

Logistics Service Intern

KBX Logistics
05.2021 - 08.2021
  • Develop and maintain strong relationships with partners, agencies, and vendors to support marketing initiatives.
  • Monitor and maintain brand consistency across all marketing channels and materials.

Education

BBA - International Business

St. Norbert College
De Pere, WI
12-2022

Skills

  • Client proposal creation
  • Data analysis
  • Document preparation
  • Renewal strategy development
  • Account management
  • Problem solving
  • Effective communication
  • Time management

Certification

  • Illinois Property & Casualty License
  • Wisconsin Property & Casualty License
  • ARM 400 Completed

Languages

Spanish
Professional

Timeline

Associate Account Executive

Aon
02.2023 - Current

Business Insurance Intern

M3 Insurance
05.2022 - 08.2022

Logistics Service Intern

KBX Logistics
05.2021 - 08.2021

BBA - International Business

St. Norbert College

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