Manager Account
Resume:
Michael J. Leibowitz
Waxhaw, North Carolina 28173
Phone: 704-***-**** (H); 704-***-**** (C)
Business: 704-***-****
Email: **********@********.**.***
EXPERIENCE: Chernoff Diamond & Co., LLC, Garden City, New York
Senior Consultant - Responsible for servicing a book of business,
inclusive of 11 accounts, generating approximately
$750,000 in annual revenue. Clients ranging in size
from 75 to 3,000 lives.
April 2006 to present
- Responsibilities include renewal and underwriting
analysis; rate negotiation; claims and premium
analysis; marketing; compliance will all federal and
state mandates, including Healthcare Reform;
development of plan designs to meet the client's
needs for all lines of coverage.
- Lead consultant on all M&A Due Diligence matters
for the firm. Developed reporting structure and
final analysis for PE firms.
- Provide mentoring and consulting advice for junior
members of the firm.
- Lead all client meetings including: annual
planning meeting; mid-year decision meeting on next
year changes/initiatives; annual renewal meeting; and
review of RFP market analysis.
JPMorgan Insurance Brokerage and Advisory Services,
New York, New York
Vice President/Team Leader - Manage a team of five Account Managers and
two clerical staff, inclusive of 75 accounts,
generating approximately $3.5 million in annual
revenue. Clients ranging in size from 10 to 15,000
lives.
September 2003 to April 2006
- Set strategic direction and leadership for Account
Managers, and serve as an internal consultant to the
team on all benefits related issues.
- Monitor work progress; meeting calendar deadlines;
assisting in planning of new/next projects and
events; and ensure that the team is meeting/exceeding
client expectations.
- Provide ongoing developmental feedback throughout
the year with each Account Manager and conduct mid-
year and annual performance reviews.
- Participate in all significant client meetings
including: annual planning meeting; mid-year
decision meeting on next year changes/initiatives;
annual renewal meeting.
Fitzmaurice Companies Inc., New York, New York
AVP/Senior Consultant - Responsible for servicing a book of business,
inclusive of 8 accounts, generating approximately
$1,000,000 in annual revenue. Clients ranging in
size from 100 to 8,000 lives.
February 2000 to Sept. 2003
- Responsibilities include renewal and underwriting analysis; rate
negotiation; claims and premium analysis; marketing;
development of plan designs to meet the client's
needs for all lines of coverage. Developed HIPAA
compliance materials for all company clients.
- Performed Health & Welfare Due Diligence analysis for buy-out firms
and mergers and acquisitions.
- Responsible for overseeing junior-level consultants in training and
client management. All junior level consultants were
promoted within one year as a result of training.
- Analysis and implementation of benefits plans for Fortune 100
Company (8,000 employees), generating savings of over
$2,500,000 for the client.
Michael Leibowitz, Page 2
Progressive Plan Administrators/USI, New York, New York
Senior Account Manager - Responsible for servicing a book of business,
inclusive of 10 accounts, generating approximately
$650,000 in annual revenue. Clients ranging in size
from 100 to 8,500 lives.
November 1998 to Feb. 2000
- Responsibilities include renewal and underwriting
analysis; rate negotiation; claims and premium
analysis; marketing; development of plan designs to
meet the client's needs for all lines of coverage.
- Analysis and implementation of benefits plans for
Fortune 100 Company (8,000 employees), generating
savings of over $250,000 for the client.
Kaye Insurance Associates, New York, New York
Account Executive - Responsible for servicing a book of business,
inclusive of over 35 accounts, generating over
$500,000 in annual revenue. Clients ranging in size
from 10 to 6,500 lives.
July 1993 to November 1998
- Responsibilities include renewal and underwriting
analysis; rate negotiation; claims and premium
analysis; marketing; development of plan designs to
meet the client's needs for all lines of coverage.
- Responsible for supervising and overseeing the Kaye
Student Internship Program.
Frenkel & Company, New York, New York
Marketing Analyst - Responsible for the marketing of the entire
employee benefits division, encompassing group
insurance clients ranging from 1 to 3,000 lives.
March 1991 to June 1993
- Assisted in presentations to clients of marketing results as well
as the cost impact of changing legislation and
benefit design alternatives.
- Provided detailed benefit and rate options received from insurance
carriers.
- Developed bidding/proposal procedures which streamlined the
marketing functions of the department.
Metropolitan Life Insurance Company, Hauppauge, New
York
Account Manager - Responsible for the day-to-day servicing of
national accounts. Accounts ranged in size from 1,000 to
30,000 lives.
September 1987 to March 1991
- Responsibilities included underwriting all lines
of coverage; annual financial accounting preparation and
analysis; 5500 preparation; claims reconciliation and analysis; day-
to-day liaison between Sales and customer.
EDUCATION: - Life and Health License held in over 40 states.
- Bachelor of Science in Communications and Natural
Sciences, 1987, The University of Charleston,
Charleston, West Virginia.
Contact this candidate