Lucas Agent
Jackson
Overview
3
3
years of professional experience
Work History
Employee Health & Benefits Consultant
Marsh McLennan Agency
01.2025 - Current
- Built and manage a book of business consisting of 23 employer groups representing $3M+ in annual premium.
- Deliver high-impact presentations to HR leaders and executive teams across the Southeast, driving strong close rates and client engagement.
- Conduct comprehensive needs assessments to develop tailored health, dental, vision, life, disability, and voluntary benefits strategies.
- Collaborate with underwriting and product teams to design customized benefit solutions that align with organizational budget and objectives.
- Utilize CRM platforms to manage accounts, track opportunities, forecast sales, and maintain accurate, compliant documentation.
Commercial Marketing Manager – Employee Benefits
Fisher Brown Bottrell Insurance / Marsh McLennan Agency
04.2024 - 12.2024
- Led marketing strategy for medical and ancillary lines, maximizing market competitiveness and savings for clients and prospects.
- Managed and analyzed client data to produce year-over-year claims utilization reports and support renewal negotiations.
- Earned the Registered Employee Benefits Consultant (REBC) designation.
- Supported client meetings, prospecting efforts, and annual open enrollments.
Insurance Development Associate
Fisher Brown Bottrell Insurance
06.2023 - 03.2024
- Obtained Property & Casualty and Life, Accident & Health or Sickness licenses.
- Shadowed Property & Casualty and Employee Benefits consultants in new business sales, renewals, and client strategy meetings.
- Assisted with marketing renewals, organizing prospect data, building a pipeline for a captive program, and cleaning agency software data.
Intern
Fisher Brown Bottrell Insurance
06.2022 - 07.2022
- Rotated through all agency departments to gain comprehensive knowledge of operations and client service workflows.
- Attended client meetings to review renewal terms and premium changes.
- Completed a cross-selling project identifying opportunities to maximize revenue between P&C and Employee Benefits teams.
Education
Bachelor of Business Administration - Business Administration, Insurance & Risk Management
Mississippi State University
Starkville, MS05.2023
Skills
- Client Relationship Management
- RFP & Proposal Development
- Consultative Selling & Client Needs Analysis
- Client Retention & Account Growth
- Product Presentations
- CRM Software (Salesforce, etc)
- Group Health, Ancillary & Voluntary Benefits
- Data Analysis & Reporting
- Proficient in Microsoft Excel
- Forecasting & Strategic Planning
- Project & Workflow Management
Involvement
- Events Chairman & Member, Phoenix Club of Jackson
- Member, Make-A-Wish Tee it Up for Wishes Committee
- Member, Greater Jackson Chamber Partnership
- Past Recruitment Chair & Member, Sigma Chi Fraternity
Timeline
Employee Health & Benefits Consultant
Marsh McLennan Agency
01.2025 - Current
Commercial Marketing Manager – Employee Benefits
Fisher Brown Bottrell Insurance / Marsh McLennan Agency
04.2024 - 12.2024
Insurance Development Associate
Fisher Brown Bottrell Insurance
06.2023 - 03.2024
Intern
Fisher Brown Bottrell Insurance
06.2022 - 07.2022
Bachelor of Business Administration - Business Administration, Insurance & Risk Management
Mississippi State University