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Insurance Manager

Location:
Highland Park, IL, 60035
Posted:
September 20, 2017

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Resume:

I

Benjamin L. Rubin

*** ******* *******

Deerfield, IL 60015

773-***-****

ac2d4d@r.postjobfree.com

Objective: A challenging career opportunity with long-term upward growth potential in insurance related finance, banking, or an executive position within the insurance industry.

Experience: Integro Insurance Brokers

January 2016 - Present Managing Principal, Head of M&A July 2015 - December 2015 Principal, Head of Mergers & Acquisitions Lead Integro's mergers & acquisition process including sourcing of potential transactions, evaluation of the financials and operations of the business, coordination of internal discussions regarding operational integration and strategic intent. Managed the due diligence process, document negotiation, communication with capital sources, and board presentation of findings for all transactions considered and closed. Evaluated > 100 opportunities for Integro. Successfully closed 8 acquisitions from June 2015 through present from small group acquisitions to multinational UK/US Insurance brokerage with > $25m of revenues and nearly 100 employees.

Wintrust Financial - First Insurance Funding of Canada August 2012 - June 2015 Member, Board of Directors Wintrust Financial - Lake Forest Bank & Trust

Lake Forest, IL

January 2011 - June 2015 Senior Vice President Commercial Lending January 2010 – December 2010 AVP Commercial Lending May 2007 – December 2009 Commercial Loan Officer

December 2006 – May 2007 Senior Credit Analyst

May 2006 – December 2006 Credit Analyst

Transferred to Lake Forest Bank May 2006, part of the Wintrust Financial Corp. group of companies. Promoted to Senior Credit Analyst after 7 months. Responsibilities include: Assisting senior loan officers in evaluation of commercial loans, preparation of executive summaries and formal credit memorandum (including asset based, real estate and service industry lending). Further responsible for the coordination of insurance agency loans with FIRST Insurance Funding. Developd Insurance Agency lending portfolio into niche lending group of Lake Forest Bank with a portfolio of

$230m of committed loans. Assisted Wintrust in developing a foreign currency plan related to the First Insurance Funding of Canada premium finance company and became a member of that Company's board of directors.

Wintrust Financial - FIRST Insurance Funding Corp. Northbrook, IL

April 2006 – May 2006 Manager of Agency Lending

Selected for, and completed, Wintrust Financial Corporation commercial lending training. Responsibilities: Networking with existing clients and new prospects for financing opportunities, compilation and review of financial information, proposal of deal structure, basic loan underwriting and coordination with Lake Forest Bank & Trust to finalize documentation. January 2005 – March 2006 Manager of Loan Operations II

Additional responsibilities to previous position included managing 6 person data entry department, and ensuring appropriate loan documentation. Managed implementation of internet payment system and development of telephone IVR and payment system.

June 2003 – January 2005 Manager of Cash Management Managed AR & AP functions of the company with 8 direct report employees. Coordinated and maintained banking relationship including lockbox services, implemented automation of ACH funding process, coordinated audit preparation, involved with implementation and training on escheat processes.

February 2003 – June 2003 Asset Mgmt. Specialist

Selected for Company Management Training Program and assigned to the asset management department. Primarily handled intercompany collections for the West Coast Region.

August 2002 – February 2003 AP Specialist

Responsible for daily accounting of accounts payable and funding for all the loans of the company.

III

Volunteer: Bernie's Book Bank

October 2014 - August 2015 Finance Committee Chairperson July 2013 - October 2014 Board Chairperson

March 2011 - July 2013 Board Member

Heartland AIDS Ride

Chicago, IL

Summer 1999, 2000, & 2001

Base camp medical manager 2001

Responsible for the supervision of

13 professional volunteers providing medical care for bicycle riders traveling 500 miles in

six days.

Education: Washington University

St. Louis, MO

Bachelor of Arts Degree – May 1997

Major: English Literature

Minors: Business and Political Science

President AEPi fraternity & President of Rowing team



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