Thomas McCauley
Kirkland
Summary
Professional Client Manager excelling in financial analysis and employee benefits optimization. Adept at fostering strong client relationships and driving measurable cost savings through data-driven decision-making. Skilled in advanced Excel modeling and committed to delivering exceptional service and strategic insights for client success.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Client Manager
Gallagher Benefits Services
Bellevue
06.2025 - Current
- Serve as the primary point of contact for clients, building and maintaining strong relationships to ensure client satisfaction and retention.
- Manage and oversee clients' health insurance programs, ensuring they are tailored to meet specific business needs and risk profiles.
- Collaborate with clients to identify risks and develop effective risk management strategies to mitigate potential exposures.
- Handle policy renewals, negotiate terms with insurers, and ensure clients receive the best coverage options at competitive rates.
- Provide clients with insights, updates, and education on market trends, policy changes, and risk management best practices to support informed decision-making.
Employee Benefits Analyst
USI Insurance Services
Seattle
06.2021 - 06.2025
- Oversaw employee benefits data for 30+ clients, optimizing plans to achieve measurable cost savings.
- Conducted analyses, forecasting, and scenario planning to support strategic decision-making.
- Collaborated with brokerage team to create quarterly performance reports ensuring proper client funding levels.
- Utilized software tools to enhance claims tracking and improve overall data visualization for clients.
- Participated in testing and feedback sessions for new software tools, including a user-friendly claims-tracking dashboard.
- Reviewed accuracy and formatting of associate deliverables to ensure seamless client reporting.
Financial Account Representative
RTS Financial
Overland Park
11.2019 - 06.2021
- Managed clients in the logistics industry's accounts receivables totaling $17 million+ while achieving consistent year-over-year revenue growth and enhancing customer satisfaction.
- Performed detailed assessments to ensure risk is minimized in front-end auditing of client invoices.
- Responsible for tracking payments on client deliveries and logging them into an internal database.
Senior Transaction Coordinator
Cushman & Wakefield
St. Louis
06.2019 - 11.2019
- Coordinated complex lease negotiations for major accounts, ensuring timely completion and client satisfaction.
- Conducted financial analyses, including annual rental cost estimation by using specific market trends and demographics.
- Ensured compliance by reviewing and redlining renewal lease terms for each client location.
Education
Bachelor of Science and Business Administration - Finance
University of Missouri - Columbia
Columbia, MO05.2019
Some College (No Degree) - Management and Multicultural Relationship Courses
University of Alicante
Alicante, Spain08-2017
Skills
- Financial analysis and forecasting
- Employee benefits analysis
- Budget preparation and management
- Data-driven decision making
- Budgeting software proficiency
- SQL proficiency
- Advanced Excel modeling
Certification
Life & Health Insurance Producer License
Timeline
Client Manager
Gallagher Benefits Services
06.2025 - Current
Employee Benefits Analyst
USI Insurance Services
06.2021 - 06.2025
Financial Account Representative
RTS Financial
11.2019 - 06.2021
Senior Transaction Coordinator
Cushman & Wakefield
06.2019 - 11.2019
Bachelor of Science and Business Administration - Finance
University of Missouri - Columbia
Some College (No Degree) - Management and Multicultural Relationship Courses
University of Alicante