Project Insurance
Resume:
Robert P. Lopez
Wilmington, MA **887 *********@*******.***
Professional Summary & Objective
Financial Services professional with over 15 years of experience. Demonstrated managerial, organizational and excellent interpersonal skills. Proven leadership and training skills. Ability to pay attention to detail and to work independently and as part of a team. Proficient in prioritizing and completing tasks and maintaining efficiency and quality in a dynamic environment that often have multiple and competing demands. Excellent oral and written communication skills. An ability and willingness to acquire new skills. Work well under pressure and ability to think critically in the moment.
Seeking a Financial Services position where my professional experience, education and training will allow me to make an immediate contribution as an integral part of a progressive company.
Core Qualifications
Problem resolution Organizational skills Critical thinking
Administrative skills Client service oriented
Strong Analytical skills
Experience
MARSH & McLENNAN COMPANIES – MARSH, USA INC. – BOSTON, MA JAN 2007 – PRESENT
Assistant Vice President - Project Manager (2008-Present)
This position is within the Boston Wrap-Up Service Center which is part of the Construction Project Risk Department for Marsh. Responsibilities for this position include:
Daily Communication with clients, insurance brokers and carriers, and subcontractors.
Assisting in preparing and presenting sales presentations.
Overseeing daily operations of 10 various projects.
Supervising 5 Project Administrators.
Verifying contractor insurance credits and reviewing & calculating insurance costs for
high-deductible & self-insured insurance programs when necessary.
Act as Point-of-Contact for insurance carriers on daily basis & during program audits.
Analyzing, creating & presenting client stewardship/quarterly financial reports.
Responding to ad-hoc questions & requests from Risk Managers and/or Senior Financial Officers regarding their consolidated insurance program(s)
Processing billing requisitions from placement broker & using company's fiduciary
system to generate invoices.
Main Point-of-Contact for various insurance carriers regarding program billing &
payment discrepancies for various clients.
Analyzing, processing and coding claims/loss runs for various projects.
Analyzing & processing deductible billing invoices for various clients.
Assisting in analysis & formulation of Client Service Agreements and Engagement Letters.
Assisting in formulation of recommended enabling contract language specific to each project/program.
Creating, distributing & presenting Project Insurance Manual to clients and Construction Managers/General Contractors.
Leading Project “kick off” meetings and providing project administration specifics.
Training new project administrators on project administrative duties & using company's
Project Risk Management Information System.
Department Go-to-Person for using Project Risk Management Information System.
Invoicing Specialist (2007-2008)
This position was within the Centralized Invoicing Unit (CIU) for the Northeast Zone. It involved executing preventative controls to ensure invoices are processed in accordance with client compensation terms, Generally Accepted Accounting Principals, and within the framework of a strong internal control environment. Responsibilities for this position included:
Communicated with Client Executives, Client Advisors, Client Representatives and other internal contacts.
Reviewed Authorization to Bind (ATB) verifying client approval before or on the effective date of coverage and ensuring the transaction request conforms to the ATB terms.
Ensured commission compliance to the compensation terms of the engagement by comparing the
transaction request to the Client Service Agreement terms.
Reviewed evidence of written client confirmation of the fee engagement via the CSA, Statement of Work, or Fee Acknowledgement and ensures the transaction request conforms to the terms.
Processed invoices & direct commission tracking records within the prescribed process without deviation and within agreed accuracy & cycle time service levels.
Maintained BASYS policy administration and working with Client Advisory, Client Executive, Consulting, MSO, Internal Audit, and MUSA Revenue Review Team colleagues to ensure efficient implementation and unwavering execution of the Centralized Invoicing Unit (CIU) process.
METAVANTE TECHNOLOGIES – WALTHAM, MA DEC 2005 –JUNE 2007
Operations Support Coordinator
This position involved working with highly confidential information such as debit card numbers, cardholder personal information, and banking account & routing numbers. Responsibilities for this position included:
Communicated with Benefit Administrators, customers and various internal contacts.
Provided administrative support for MBI’s Technical Support team through data coordination and responding to cardholder and client requests via phone, email & fax.
Analyzed & processed MBI cardholder point-of-sale disputed transaction claims in accordance with MBI Dispute Policy & MasterCard Efficient Chargeback Processing.
Ensured compliance of SAS 70 & Service Level agreements established with MBI clients, and efficient & timely processing of new card generation requests received from clients.
ARNOLD WORLDWIDE – BOSTON, MA MAY 2003- DEC 2005
Production Biller
This position was within the Finance Department of a full-service advertising agency. Responsibilities for this position included:
Organized, prioritized and maintained client project folders. Monitored client project estimates, running monthly analysis reports for monitoring of projects and estimates.
Processed client production invoices on a monthly basis & professionally servicing the needs of all agency employees in relation to client requests and vendor invoice processing.
Ensured production billing practices were compliant with Sarbanes Oxley and internal Havas policies.
MASSACHUSETTS INSTITUTE OF TECHNOLOGY – CAMBRIDGE, MA JAN 2002-MAY 2003
Senior Staff Assistant
This position was held in MIT’s Publishing Services Bureau. This highly visible position provided administrative support for an internal procurement buyer and serviced requests from various departments within the University. The responsibilities for this position included:
Communicated with administration, faculty, and staff and outside vendors.
Assisted in the processing of requisitions and quotations, the preparation, placement, and administration of high dollar purchase agreements for publishing commodities using the SAP system.
General office supports for the PSB such as: answering telephones, greeting visitors, administration, faculty and students, directing inquires to appropriate PSB staff members, preparing correspondence, distributing mail, and other clerical duties.
OFFICE TEAM – DANVERS, MA SEPT 2001-JAN 2002
Office Assistant & Receptionist
I held positions as an office assistant and receptionist at various locations. These positions allowed me to work at various locations. Some of the office locations included: The Law Offices of Peter V. Kent, Alliant FoodService Corporation and Wells Fargo Home Mortgage. The responsibilities for both of these positions included:
General administrative duties such as answering telephones, greeting visitors, preparing correspondence, distributing mail, filing and data entry.
ARNOLD WORLDWIDE - BOSTON, MA JAN 2000-AUG 2001
Media Broadcast Assistant
This position was within the Media Department of a full-service advertising agency. I was the lead broadcast assistant for 3 clients: Stop & Shop Supermarkets, Universal Music Corporation and Citizens Bank. The responsibilities of this position included:
Organized, prioritized, multi-tasked and be exceptionally detail oriented.
Assisted Media Buyers with the ordering, maintaining and billing of media buys.
Exemplified leadership, strategic thinking, creativity and teamwork.
Prepared monthly period summary and competitive expenditure reports.
Formulated traffic lists for various artist campaigns.
Assisted in preparing quarterly client presentations.
Technical Skills
Proficient in Microsoft Office Suite, SAPR3, SQL Database, BASYS
Languages
Fluent in English & Spanish
Education
University of Massachusetts - Boston 2003
Bachelor of Arts – Major in Psychology
Licenses & Certifications
Commonwealth Of Massachusetts Division of Insurance - Casualty & Property Producer License
Commonwealth Of Massachusetts Division of Professional Licensure - Licensed Real Estate Salesperson
Construction Risk and Insurance Specialist (CRIS)
OSHA - 10-Hour Construction Safety Outreach
Contact this candidate