Account Executive Risk Management

Gregory Luttrell

Centennial, CO ***** 206-***-****

*******.*.********@*****.*** https://www.linkedin.com/in/greg-luttrell RISK MANAGEMENT

Account Management Management & Professional Liability Customer Relationship Management Analytical, results-oriented, proven Account Executive. Ability to assess risk analytics and provide guidance on insurance structure to clients. Collaborates with internal stakeholders, underwriters, and adjusters. Assists with budgets, forecasts, and financial performance programs. Coordinates, analyzes and understands insurable risks. Intellectually strong and highly analytical with ability to analyze data to support intelligent risk-taking. Acts as a Subject Matter Expert in Insurance and Risk Industry. Professional Experience

Alliant Insurance Services Inc., Denver, CO 2021-2024 Top 10 Largest Broker in the world with $5 billion in revenue and $42 billion in written premium. Account Executive

Recruited as part of the Alliant Management & Professional Solutions Western Zone. Oversaw a book of business comprised of small to middle-market commercial clients located in the Western Zone of the United States. Consulted on the purchase of Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, Commercial Crime, Errors & Omissions, Employed Lawyers and Kidnap & Ransom. Assisted in the notice of claims to insurer in a timely manner and acted as the insurance expert working with client through the life cycle of the claim .

• Oversaw a book of business of $1.5M in revenu e

• Acted as coverage expert for clients. Ability to explain complex insurance concepts in clear and concise languag e

• Acted as coverage expert on claims for all client s

• Created renewal presentations for all client s

• Number one broker in placing business with Panel Underwriters TTEC Holdings, Inc., Denver, CO 2015 - 2019

Offers customer experience management in 24 countries with 50,000 employees. Director of Risk Management

Recruited to review and manage insurance policies for Management and Professional liability and Property & Casualty, Oversaw companies’ entire risk profile. Built relationships with insurance brokers, underwriters, and third-party adjusters who represented the company. Communicated with underwriters to ensure they understood the business, risks involved, and current risk mitigation policies. Contracted with third-party adjusters regarding claim policies. Collaborated with Chief Risk Officer and General Counsel to formalize the risk management policies and procedures. Presented results and provided options to CFO. Conducted periodic reviews of risk practices in health, safety, and financial aspects and addressed risks, exposures, compliance, and control weaknesses. Managed a

$4M budget.

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• Saved approximately $1M in premiums by changing entire insurance structure including coverage, terms, and conditions for all lines including management and professional liability, property, casualty, general liability, and cyber security.

• Negotiated additional language in policies resulting in increased coverage.

• Initiated Request for Proposals from insurance brokers and third-party adjusters.

• Evaluated all open claims and determined strategies to close claims in partnership with Senior Workman’s Compensation Analyst quarterly

• Reduced settlement offers and claims windows by retaining adjustors’ legal counsel in each state where facilities were located to make determinations and adjustments on Workman’s Compensation claims.

• Collaborated with an actuary to evaluate total losses over a 10-15 year period to create an actuarial and reserve analysis and make recommendations for possible reserve fund increases.

• Updated, amended, and refined internal publications of business continuity plans, emergency action procedures, and other disaster recovery procedures.

• Created policies and procedures regarding property insurance requirements and implemented all facilities’ maps for each location noting essential functions. Trained facilities’ employees in procedures for hazardous or dangerous situations.

JPMORGAN CHASE & CO., New York, NY 2008

-2015

VP, Risk Management

Invited to interview for VP, Risk Management position. Reviewed and managed insurance policies regarding Directors & Officers, Professional Liability, Errors & Omissions, Employment Practices Liability, Fiduciary Liability, and Financial Institution Bond/Crime Policy. Delivered renewals of all Private Equity Professional, Management Liability and ERISA policies. Partnered with internal counsel and broker legal advocates to settle claims.

• Selected, negotiated, and implemented Risk Console Information System to enable a real-time feed of all claims, create a database of all policies in place, and trained groups and individuals.

• Created quarterly reports regarding current third-party insurance companies’ rating and exposure risks and determine if changes need to be made collaborating with Treasury Senior Management.

• Collaborated with a broker to investigate and develop Cyber Insurance Program, a $500M policy, with a $25M retention due to Information Security finding a breach compromising 60M records.

• Evaluated third-party policy coverage according to locations, vendor contracts, and needs and implemented indemnification clauses if required.

Previous Positions

Risk Finance & Operations Manager, Washington Mutual, Inc., Seattle, WA Assistant Vice President, Finance & Professional Services, Marsh, USA, Seattle, WA Broker, Aon Financial Services, Denver, CO

Education & Training

Bachelor of Science, Business Administration in International Business, University of Denve r Licensed Property & Casualty Agent in Colorado and various additional states. 2

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