Avery McNeil
Strategy @USI Insurance Services
- Role
- Corporate Strategy Analyst at USI Insurance Services
- Location
- Bronx, NY, US
- LinkedIn followers
- 500 followers
Experience
Corporate Strategy Analyst
Jun 2024 — Present · Valhalla, NY, US
Developed a proprietary premium savings forecast in Excel utilizing CRM data and industry databases, increasing first appointment advances by 30% in initial testing. Developed interactive sales solutions using Microsoft PowerApps software, integrating client data to model personalized customer outcomes.Collaborated with C-suite, Senior Management, and Business Units to advance producer success and account retention for USI.
Education
SEO (Sponsors for Educational Opportunity)
Finance
2023
Fordham Gabelli School of Business
Bachelor's degree
2025
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