Marlen Paszkowski
Berlin,CT
Summary
Dedicated professional with a diverse background in financial analysis, medical underwriting, and client service. Proven track record of delivering insightful financial analysis, assessing risk in medical underwriting, and providing exceptional client support. Possess strong analytical skills, attention to detail, and the ability to communicate complex information effectively. Thrive in fast-paced environments and excel at collaborating with cross-functional teams to achieve organizational goals.
Overview
3
3
years of professional experience
Work History
Financial Analyst
University Of Connecticut
08.2023 - Current
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
Underwriter
United Healthcare
03.2022 - 08.2023
- Improved patient risk assessment accuracy by analyzing medical records and evaluating health histories.
- Optimized departmental procedures through continuous improvement efforts aimed at reducing errors and increasing productivity.
- Collaborated with sales teams to provide accurate quotes, ensuring customer satisfaction and retention.
- Managed an assigned book of business focused on attaining profitable growth, persistency, and earnings.
- Renewed health insurance policies containing medical, dental, vision, financial protection, and business travel medical.
Client Service Associate
Willis Towers Watson
06.2021 - 03.2022
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Managed a portfolio of clients, ensuring timely delivery of services and maintaining strong professional relationships.
Education
Bachelor of Arts - Economics
University of Connecticut
Storrs, CT05.2021
Languages
Polish
Native or Bilingual
Timeline
Financial Analyst
University Of Connecticut
08.2023 - Current
Underwriter
United Healthcare
03.2022 - 08.2023
Client Service Associate
Willis Towers Watson
06.2021 - 03.2022
Bachelor of Arts - Economics
University of Connecticut