Walt C. Maxwell
Tomball,TX
Summary
Account Representative at USI Insurance Services with expertise in client account management and policy audits. Proficient in financial analysis and team collaboration, enhancing service efficiency and ensuring compliance. Experienced in utilizing Excel for reporting in fast-paced environments, consistently delivering exceptional client presentations.
Overview
5
5
years of professional experience
Work History
Senior Client Associate
Arthur J. Gallagher
Houston, TX
02.2026 - Current
- Actively supported Annual Enrollment (AE) activities by participating in enrollment meetings, coordinating logistics, and providing timely follow‑up to ensure employees received clear and accurate benefits information.
- Assisted in developing Annual Enrollment Guides and supporting communication materials, contributing to clear and compliant client‑facing resources.
- Confirmed and validated plan updates following carrier or contract changes; partnered with senior team members to identify discrepancies, resolve configuration or documentation errors, and ensure accurate communication to carriers and clients.
- Reviewed and verified Summary of Benefits and Coverage (SBC) documents for accuracy after plan adjustments, coordinating with carriers to correct errors and finalize compliant deliverables.
- Coordinated completion of required paperwork and managed file transfers between clients and carriers under direct supervision to support smooth plan implementation.
- Utilized the Compliance Annual Planning Guide to identify potential compliance risks and began recommending initial corrective actions and process improvements.
- Demonstrated a solid understanding of the fully insured renewal process; compiled renewal presentation materials, exhibits, and supporting data with oversight.
- Conducted preliminary financial analysis and data analysis by reviewing quarterly financial monitoring reports, identifying trends or anomalies, and escalating key findings to senior team members.
- Supported financial monitoring activities by analyzing claims experience, plan performance metrics, and cost drivers, contributing to informed client recommendations.
- Began identifying cross‑selling and whitespace opportunities within client accounts and shared insights with Client Managers and the sales team to support business development efforts.
- Developed foundational knowledge of financial concepts, benefits pricing, and quarterly/experience reporting to support ongoing client strategy conversations.
Employee Benefit Analyst
USI Insurance Services
01.2025 - 01.2026
- Manage client accounts, policy renewals, and benefit audits using BenefitPoint.
- Conduct audits to ensure policy accuracy, compliance, and effective benefits administration.
- Utilize Excel, Word, and PowerPoint for reporting, presentations, and documentation.
- Assist with claims, policy changes, and maintaining accurate client records.
- Deliver client presentations and collaborate with internal teams to enhance service efficiency.
Manager/Server
Caffe Capri
College Station, Texas
08.2023 - 12.2024
- Work collaboratively with a team of servers during busy shifts.
- Managed multiple orders while supporting individual table needs.
- Multi-tasked in a fast-paced service-oriented position.
- Problem-solved difficult situations through a customer service mindset.
Missions Associate
CENTRAL BAPTIST CHURCH
College Station, Texas
08.2022 - 12.2023
- Served the church by working with the pastoral team and students of all ages.
- Interacted with different nationalities and cultures to establish a common vision.
- Coordinated mission trips and events throughout each year.
- Developed a positive rapport with the church community, including Texas A&M students.
- Managed and assisted with four various ministries to support the goals and vision of the church.
Finance Intern
HUMPHREY COMPANY
Houston, Texas
06.2023 - 08.2023
- Performed financial analysis and prepared financial statements for various projects.
- Conducted project finance and accounting tasks, including cost tracking and budgeting.
- Forecasted future revenue and potential losses for individual projects and overall company performance.
- Attended financial meetings with the CFO, President, and Vice Presidents.
- Reviewed project financials and supported the accounting team's daily financial planning.
- Developed entry-level skills in corporate financial budgeting.
- Supervised directly by the CFO as part of the finance department's summer internship program.
Camp Counselor
T BAR M CAMPS
Spicewood, Texas
05.2021 - 08.2022
Education
MBA - Accounting
Lamar University
Houston, TX05-2026
Bachelor of science degree - Agriculture Business and Finance
Texas A&M University
College Station, TexasSkills
- Applied analytical skills
- Microsoft Excel
- Team collaboration
- Communication and negotiations
- Accounting experience
- Financial analysis
- Financial statement experience
- Account management
- Goal oriented
Websites
www.linkedin.com/in/walt-maxwell
Timeline
Senior Client Associate
Arthur J. Gallagher
02.2026 - Current
Employee Benefit Analyst
USI Insurance Services
01.2025 - 01.2026
Manager/Server
Caffe Capri
08.2023 - 12.2024
Finance Intern
HUMPHREY COMPANY
06.2023 - 08.2023
Missions Associate
CENTRAL BAPTIST CHURCH
08.2022 - 12.2023
Camp Counselor
T BAR M CAMPS
05.2021 - 08.2022
Bachelor of science degree - Agriculture Business and Finance
Texas A&M University
MBA - Accounting
Lamar University