Account Management Customer Service

Jeremiah Polk

*** *. ****** *** ****, IL ***** 773-***-**** ********@*****.***

Dynamic, results-oriented professional with proven expertise in the areas of account management, sales, risk management and process improvement, seeking to secure a challenging position with a progressive company capitalizing on the ability to analyze, develop and implement tailored financial, risk, and accounting solutions.

PROFILE:

Financial Services: Possess experience in account management and risk/statistical analysis as well as various additional areas of financial/strategic planning, auditing, compliance, data mining, and cross functional team leadership.

Financial Operations: Utilize exceptional analytical skills to anticipate and counteract potential problem areas. Able to manage a variety of financial, accounting and customer service functions to maintain accurate operations.

Communication: Utilize expertise developed throughout career to educate clients. Able to convey even the most complex concepts in easily understood terms. Consistently translate big-picture vision into practical/strategic action plans.

PROFESSIONAL HIGHLIGHTS

Risk Analyst, National Equity Fund Chicago, IL Mar 2024 – Sept 2024

Knowledge of insurance: A clear understanding of the following property and casualty insurance coverages: general liability, excess liability, property, builder’s risk, crime, workers compensation, automobile and professional errors and omissions insurance.

Attention to Detail: The ability to carefully review and analyze insurance certificates for accuracy and compliance and identify any discrepancies or missing information.

Analytical Skills: The ability to analyze insurance certificates and coverages and determine if it meets NEF and investor insurance requirements.

Communication Skills: Ability to verbally and in writing address any issues or concerns related to the insurance certificates in a clear and concise manner.

Time Management: The ability to prioritize tasks and manage time effectively.

Work Style: The ability to work independently and in a team environment.

Risk Analyst, Cook County Illinois Chicago, IL Mar 2023 – Mar 2024

Make recommendations to reduce risk during the Insurance renewal process.

Use analytical software to calculate the risk of a decision.

Consult with business decision makers and understand their data needs.

Evaluate business and finance records and determine the level of risk.

Evaluate General Liability and Workers Comp claim trends to determine premium costs.

Create reports and anticipate the losses of certain business decisions.

Prepare Budget analysis to determine cost of the department for Cook County IL.

Manager of Certification and Compliance, City of Chicago Chicago, IL Oct 2022 – Feb 2023

Reviews reports and recommendations prepared by staff regarding the approval or disapproval of applications from business enterprises seeking certifications (e.g., MBE/WBE, DBE, BEPD), ensuring that approved businesses meet certification requirements.

Oversees and monitors staff conducting site visits of construction projects to monitor contract compliance with MBE/WBE requirements, EEO and CRO guidelines, and other federal, state, and local requirements.

Reviews reports submitted by staff conducting close-out audits to evaluate overall contract compliance by vendors.

Prepares comprehensive reports on work activities for management use; as part of management team, provides input on long term planning and policy development.

Insurance Consultant, Risk Management & Information Systems Chicago, IL June 2005 – Dec 2017

Partnered with various businesses, municipalities and insurance brokers to provide consulting services.

OCIP administrator for the City of Chicago O’Hare Conrac project valued at $500M.

Risk Manager Consultant for the O’Hare AOR transportation system (OATS).

Reduced client risk exposure by reviewing insurance policies, resolving coverage gaps and identifying any exclusion that would lead to a financial loss.

Client Service Manager, Arthur J. Gallagher, Rolling Meadows, IL Dec 2017 – August 2022

Maintain Client relationship and retention by managing over $1 million book of business.

Recommended and bound millions of dollars’ worth builders risk coverage resulting in 15-20% revenue for branch.

Was the lead on majority of the client renewal process, marketed all lines of coverage, billed the client, issued Auto ID cards, Certificates of Insurance, Policy check, and distribution of any information needed.

Helped generate revenue by marketing new lines of coverage to the client for complete coverage.

Prepared proposals for the client and presented during the renewal meetings. Helped with the RFP process.

During tenure recorded 98% retention rate from all clients.

Accountant, Enterprise Holdings, Lombard, IL June 2010 – May 2013

Conduct monthly financial statement reviews with branch managers to collaborate on cost accounting plans and implementation. Resulted in increased use of reports and increased Net Profit to $1.2 million in December 2013.

Created a cost control report that is used by 50 West Chicago and Suburban regional branches to identify trends and opportunities to improve profitability. Resulted in decreased Bad Debt Expense from $70,000 in July 2012 to $30,000 in September 2012.

Maintain and build strong rapport with Regional Managers and Branch Managers in 50 regional branches.

Conduct branch audits and work directly with Controller and Accounting Supervisor to oversee internal controls and implement best practices.

Lead financial statement analysis for month end close, which includes training and reviewing proper accounting of other Accountants to ensure the accuracy of general ledger transactions and reconciliations.

Create, maintain and delete fixed assets using an Asset Management platform.

EDUCATION

NORTHERN ILLINOIS UNIVERSITY DeKalb, IL

Bachelor of Science in Finance Conferred May 2010

SOFTWARE

Proficient in Microsoft Office Word, Excel, PowerPoint, Access, Quick Books, Oracle, Vue, Applied Epic, and PeopleSoft Financials.

CERTIFICATIONS & LICENSES

Illinois Property and Casualty Producer, Commercial Lines Coverage Specialist CLCS

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