Laurie Finkel

Experience

1. Senior Vice President

   WTW

   Oct 2013 — Present · CA

   Create and implement team service platforms including development of all team templates used in servicing. These include specifications, stewardship reports, renewal strategies, minimum insurance requirements for low/medium/high risks for client discussions, major uninsured exposures, procedure manuals, open item reports, etc. • Develop and expand existing client relationships by evaluating current services provided to clients, while continuing to identify opportunities to expand services and revenues. • Leverage relationships to deliver best solutions to clients in a highly competitive market. • Continue to serve as an ongoing resource to peers to provide input on complex coverage issues, questions related to contract reviews, and servicing. • Train colleagues new to insurance on property/casualty coverages, contract reviews, policy checking, policy transmittals, and servicing. • Complete stewardship reports, renewal strategies and execution of service delivery processes for clients. • Manage preparation of renewal specifications, select and negotiate with appropriate markets, complete analysis and comparison of options, and bind coverages. • Identify and analyze client exposures in order to recommend and design risk transfer programs. • Provide ongoing consultations with clients to identify business, insurance and emerging risks. • Support strategic and quality initiatives of the Firm. • Ensure compliance and exceed professional standards including company self audits. • Review and sign off of on policy checking, policy transmittals, and insurance summaries.

Education

• San Francisco State University

  Bachelor's Degree