Sarah Lynch
Philadelphia,PA
Summary
Dynamic Broker Analyst at Aon with a proven track record in strategic planning and tenacious problem solving. Expert in financial analysis and proficient in Excel, I successfully structured insurance coverage for over $9 billion in enterprise value, optimizing client outcomes while navigating complex M&A landscapes based on current market trends.
Overview
7
7
years of professional experience
Work History
Broker Analyst
Aon
New York, USA
02.2022 - Current
- Analyzed and interpreted multiple insurance carrier terms to identify the optimal and most competitive premiums, coverage, total cost, and overall compatibility for the client's benefit and in alliance with the current M&A market trends.
- Negotiated policy exclusions, transaction agreement language, and initial carrier terms to streamline deal processes.
- Conducted in-depth review of potential acquisitions for corporate buyers and private equity firms across various industries including carve-out transactions, assessed company's financials, assets and liabilities, and transaction risks to support RWI underwriting and deal positioning.
- Developed tower structures for primary and excess insurance coverage for over $9 billion in enterprise valued businesses, aligning interests of carriers, clients, and brokerage.
- Created proposal presentations detailing deal terms and pricing models for clients while maintaining regular communication with clients and counsel.
Retirement & Benefits Analyst
Jefferson University/Hospital
Philadelphia, USA
07.2020 - 02.2022
- Solely responsible for the compliance and administration of retirement and pension plans across five Thomas Jefferson Hospital and University Center City entities, including both for-profit and nonprofit plans.
- Calculated employee salary deferrals into retirement/pension accounts aligned with clients' saving plans and goals, advising on optimal contributions among defined benefit and defined contribution plans and determining matching percentages.
- Evaluated retirement plan documents for each entity, ensuring compliance with legal standards and accurate application for each client's case.
- Utilized PeopleSoft and Excel to create and run data queries, balancing payrolls and contribution adjustments while calculating accurate deferrals into employees' EE403(b) accounts.
Global Treaty Reporting Analyst (Co-op)
Chubb Insurance
Philadelphia, USA
04.2019 - 09.2019
- Managed cash flow data, regularly updating foreign currency rates and tracking inflows/outflows to ensure accuracy.
- Collaborated with financial analysts to issue and facilitate large international payments, enhancing transaction efficiency.
- Billed and communicated daily with large investment firms and portfolio managers, ensuring timely processing of transactions.
- Utilized financial software daily such as Genius, PeopleSoft and Excel.
Education
Bachelor of Science - Business Administration, Finance and Legal Studies
Drexel University
Philadelphia, PA06-2020
Skills
- Excellent communication
- Strategic planning
- Accelerated learning
- Tenacious problem solving
- Proficient in Excel
- Proficient in PowerPoint
- Proficient in Adobe
- Proficient in PeopleSoft
- Proficient in Genius
- Proficient in Tableau
Timeline
Broker Analyst
Aon
02.2022 - Current
Retirement & Benefits Analyst
Jefferson University/Hospital
07.2020 - 02.2022
Global Treaty Reporting Analyst (Co-op)
Chubb Insurance
04.2019 - 09.2019
Bachelor of Science - Business Administration, Finance and Legal Studies
Drexel University