
Timeline
About me
Assistant Account Manager at Stephens Financial Services
Education

Cabot high school
2016 - 2020
Ouachita baptist university
2020 - 2024Bachelors financeActivities and Societies: Eddie and Phyllis Ary Student Investment Fund management team, Dr. Jacks Coffee House financial team, BETA BETA men's social club, lead and organized service projects on and off campus.
Experience

Legacy termite and pest control
May 2021 - May 2023Termite and pest control salesmanWorked scheduling appointments with clients and fostering relationships with potential clients. Learned sales skills through calculating estimates and giving dynamic solutions to assist our clients with their pest control needs. Studied how to schedule and best strategize to maximize face-to-face client interactions. Learned how to understand and provide for unique situations for clients.

Aon
May 2023 - Aug 2023Commerical risk internStudied client relationships and the renewal process with account managers. Learned about the dynamic relationship between brokers and insurance companies to bring a great deal to our clients. Meet with producers to learn about their role in expanding and growing the business. Produced deliverables with other interns locally, nationally, and internationally on Word, PowerPoint, and Excel. Built skills to present to executives both in person and remotely (Webex and Teams).

Stephens
Aug 2023 - nowAssistant account managerAssist producers and account executives on a daily basis building loss summaries. Built models for proposals, as bounds, and stewardships to help with the renewal process. Studied the renewal process underneath multiple account executives to learn how to best help clients mitigate their commercial insurance needs. Created models to prepare for new clients on both PowerPoint and Excel.
Licenses & Certifications

Associate in general insurance (ains)
The institutes knowledge group.webp)
Transportation risk and insurance professional
International risk management institute, inc. (irmi)
Ar property and casualty producer
Arkansas insurance department
Associate in risk management (arm-p)
The institutes knowledge groupDec 2024
Bloomberg market concepts
BloombergSept 2023
Honors & Awards
- Awarded to Daniel McCarty2023 Intern Summer School: Insurance Industry The Council of Insurance Agents & Brokers Jul 2023 Successfully completed 6-week insurance course provided by Aon through The Council of Insurance Agents & Brokers. It was a mix of reading, videos, test and discussion questions. It broadened my knowledge of both property and casualty as well as health and benefits. We studied a wide range of topics from RRG's to insurtech. I grew a deeper understanding in the things about commercial insurance I already knew and was introduced to many new things about the industry.
- Awarded to Daniel McCartyHickingbotham School of Business Dean's List - May 2023 Selected to be on the Hickingbotham School of Business Dean's List 7 semesters. (3.5-3.99)
- Awarded to Daniel McCartyHickingbotham School of Business President's List - May 2022 Selected to be on the Hickingbotham School of Business President's List. (4.0)
Volunteer Experience
Philanthropy Coordinator
Issued by BETA BETA Social Club on Mar 2022
Associated with Daniel McCartyBusiness Development Specialist - Finance
Issued by Dr. Jacks Coffee house on Aug 2022
Associated with Daniel McCarty
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