ZACHARY WALSH
Lombard,IL
Summary
As a graduate of Illinois Wesleyan, where I developed invaluable traits such as teamwork, resilience, and dedication through four years of football, I bring a unique blend of expertise and character to every professional endeavor. Driven by a passion and commitment to delivering tailored insurance solutions, I have developed into a season property and casualty insurance broker with a proven track record of success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Property & Casualty Insurance Broker
Thompson Flanagan / NFP
Chicago , IL
04.2022 - Current
- Actively manage a client portfolio comprising over 70 companies and $12M in premium spend across diverse industries, ensuring tailored insurance solutions that meet individual client needs and risk profiles.
- Successfully completed over 75 due diligence reports for Private Equity prospective portfolio companies, with a primary focus on analyzing property and casualty programs. Expertly guided PE firms through pre, at, and post-closing action items, facilitating smooth transitions and risk mitigation strategies.
- Proficiently place guaranteed cost and large deductible property and casualty insurance programs, optimizing coverage effectiveness while balancing cost considerations.
- Provide leadership and oversight to a team of 3 account coordinators.
Account Manager
Thompson Flanagan
Chicago, IL
06.2020 - 04.2022
- Supported 3 brokers by effectively servicing active client through an array of tasks including issuing certificates of insurance, reviewing client contracts, constructing client proposals, managing billings, assisting with due diligence projects, and back end data input.
- Successfully managed over 100 accounts of varying sizes and industries, ensuring prompt and effective resolution of client inquiries and requests.
- Facilitated information flow directly with private equity firms during the information gathering phase of due diligence projects, ensuring accurate and timely provision of requested information.
Summer Intern
Thompson Flanagan
Chicago, IL
06.2019 - 08.2019
- Completed a three month rotational period, spending 3 weeks with each the property and casualty, management liability, benefits, and lawyers professional liability divisions.
- Provided support to the management liability team in the preparation of documents used in the underwriting process.
- Presented a final project to the company executive team where I discussed the companies strengths, weaknesses, and pitched the company to enter the Architect and Engineer insurance space.
Co-Founder
Unity Threads Clothing
Bloomington, IL
05.2018 - 05.2019
- Co-founded Unity Threads, LLC with two friends to address the need for formal clothing designed specifically for children with developmental disabilities.
- Secured $5K in seed funding from investors to kickstart operations and product development.
- Conducted comprehensive market research to understand the needs and preferences of the target demographic.
- Demonstrated commitment to social responsibility by contributing to inclusivity and accessibility in the fashion industry.
Education
Bachelor of Arts - Business Administration
Illinois Wesleyan University
Bloomington, IL06-2020
Skills
- Client Relationship Management
- Risk Analysis Expert
- Market Trend Expertise
- Excellent Internal and External Communication
Certification
- Property & Casualty License
Affiliations
- Thompson Flanagan Mentor & Mentee Committee
Timeline
Property & Casualty Insurance Broker
Thompson Flanagan / NFP
04.2022 - Current
Account Manager
Thompson Flanagan
06.2020 - 04.2022
Summer Intern
Thompson Flanagan
06.2019 - 08.2019
Co-Founder
Unity Threads Clothing
05.2018 - 05.2019
Bachelor of Arts - Business Administration
Illinois Wesleyan University
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