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Work Background
Walsh Insurance Brokerage, LLCPresident / Owner
Feb. 2020Greater Chicago AreaAn Independent insurance broker with the ability to work with multiple insurance carriers. Each insurance carrier tends to have a niche that will make them more favorable for any client situation. In essence, our goal is to find the best insurance carrier for our clients needs. Build and foster new and existing client relationships. Gathering customer insight by asking lots of questions and actively listening to their responses, then probing with more questions to uncover challenges to provide creative solutions to meet specific needs. Serve as the client’s point of contact for life, disability, long term care, voluntary benefits, home and auto insurance. Ensure client satisfaction and retention through effective, timely communication. This includes striving to understand our client’s personal and business strategies and providing consultative services that position Allstate as a solution to their needs. Partner with Allstate Agency Owners to do transfers of influence and to cross sell life and retirement plans. Our goal is to establish and maintain positive working relationships with internal teams through on-going support and coordination of client communications.
AllstateLife, Long Term Care, D.I. and Voluntary Insurance Consultant
Aug. 2018 - Feb. 2020Bartlett, IL• Build and foster new and existing client relationships. Gathering customer insight by asking lots of questions and actively listening to their responses, then probing with more questions to uncover challenges to provide creative solutions to meet specific needs. • Serve as the client’s point of contact for life, disability, long term care, voluntary benefits, home and auto insurance. Ensure client satisfaction and retention through effective, timely communication. This includes striving to understand our client’s personal and business strategies and providing consultative services that position Allstate as a solution to their needs. • Partner with Allstate Agency Owners to do transfers of influence and to cross sell life and retirement plans. Our goal is to establish and maintain positive working relationships with internal teams through on-going support and coordination of client communications.
Self-EmployedInsurance Broker
Jan. 2018 - Aug. 2018Greater Chicago AreaMarch 1987 to June 1999, I was an Insurance Broker in the State of Illinois. June 1999 to November 2017, I was with Northern Trust Bank and Blue Cross Blue Shield of Illinois. December 2017 to Present, I am an Insurance Broker in the State of Illinois. Licenses include: Life, Health, Property, Casualty, Long Term Care and Fixed Annuities.
Health Care Service CorporationSr. Client Technology Specialist - Infrastructure Planning Services
May. 2014 - Apr. 2017Chicago• Served as Lead Analyst for IT Division tracking obsolescence of hardware and software. Prepared contract negotiation points for internal Legal counsel. Negotiations resulted in significant cost savings. • Created Long Term Asset Management catalog for all IT teams. This effort tracked the asset model, version and number of items owned. Responsible for forecasting budgets to replace expired hardware and software. • Project Manager for the Linux Migration project. Replaced outdated storage with new storage hardware. Collaborated with key stakeholders, subject matter experts, in addition to Financial and Infrastructure teams to develop a solution.
Health Care Service CorporationSr. Client Technology Specialist - AV Collaboration
Sep. 2007 - May. 2014Chicago• Partnered with vendors, manufacturers and other department personnel to redesign, purchase, and supervise the building of video conference rooms and executive spaces. • Program Management Lead in the Chicago 15/16 Redesign project which created a blueprint for state of the art technology upgrades for Senior Executive office spaces in 10 major cities and other office locations. • Processed and received 65 overdue Peoplesoft invoices, on 22 projects, dating back 2 years costing $2.1 million. Created a positive year end budget for the AV Collaboration team, which allowed team to have a budget in the black, for 2015. • Project Manager, IT Business Lead, and Subject Matter Expert for over 400 projects. Procured $28 million in AV hardware, software, maintenance, and labor. • Purchased $2.5 million in hardware, software, maintenance and professional services using PeopleSoft. • Negotiated with Sourcing on a couple thousand Statement of Work contracts. • Received $11 million in hardware to pay vendors Purchase Orders. • Participated in RFIs and RFQs
HEALTH CARE SERVICE CORPORATIONSenior Telecom Analyst
Nov. 2003 - Sep. 2007Chicago• Acted as point of contact and lead support for video conference meetings. • Facilitated IT support functions covering up to 60 meeting per day within 14 video conference rooms. • Managed and tracked $8.9 million in purchase orders in 2004 and $6.9 million in 2005.
Northern TrustRegional Specialist, Trust Officer
Nov. 2002 - Nov. 2003Chicago• Solely supported Northern Trust’s only Third Party external wholesaler. • Considered Northern Trust’s first inside sales representative for managed accounts. • Supported four of nine managed account external wholesalers in 20 Eastern states.
Northern TrustSenior Funds Technician
Mar. 1999 - Jan. 2002Chicago• Maintained, educated and elicited new mutual fund business in the Northern Funds Mutual Fund call center. • Answered and responded to between 50 and 125 phone calls per day.
WALSH & ASSOCIATESInsurance Broker
Jan. 1992 - Feb. 1999Chicago• Worked with individuals and businesses to assist them with their Life, Disability and Health Insurance needs. • Responsible for activities regarding sales, marketing, information gathering, presentation preparation, relationship management, and all administrative activities to run a business and to maximize revenue.
FORTIS BENEFITS / MInside Sales Consultant
Jan. 1990 - Jan. 1992Greater Chicago Area• Presented Fortis benefit packages to Human Resource administrators at client sites. • Solicited new brokers to sell Mutual Benefit product line.
QUOTESMITH CORPORATIONManager
Jan. 1989 - Jan. 1990Greater Chicago Area• Added an additional 400 Term life insurance plans and 300 annuity plans from 50 plus insurance carriers, to the Quotesmith database in less than 6 months.
GUARDIAN LIFEInsurance Broker
Jan. 1988 - Jan. 1989Chicago• Initiated leads and maintained a network of business contacts and clients to consistently meet assigned sales quotas. • Ascertained client needs, developed appropriate product packages and communicated effective sales presentations.
Northwestern Mutual LifeInsurance Agent
Jan. 1987 - Jan. 1988Chicago• Initiated leads and maintained a network of business contacts and clients to consistently meet assigned sales quotas. • Ascertained client needs, developed appropriate product packages and communicated effective sales presentations.
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