1. Georgia L. Flatt
Charlotte, NC | gflattuncc@gmail.com | (828) 553-4202
Education
The University of North Carolina at Charlotte December 2012
Belk College of Business
B.S.B.A. Finance with a concentration in Risk Management and Insurance
Professional Experience
Willis Towers Watson – Placement Advocate April 2015 - Current
• Financial Client Manager for block of 19 clients ranging in size from 75-2,000+ employees.
• Responsible for completion and delivery of monthly financial dashboards for 13 clients.
• Handles stop loss, pharmacy, and both self-funded and fully insured medical and dental renewals and marketing.
• Creates financial analysis including year-end claims reporting, network assessments, and disruption reports.
• Assists producers with calculation of premium equivalents, claim projections, and client annual budgets.
Willis Group – Human Capital Practice Assistant Client Manager September 2012 – April 2015
• Assistant Client Manager responsible for 24 clients ranging in size from 10-2,000+ employees. Client Manager
responsible for 6 clients ranging in size from 35-200 employees.
• Handled renewals, marketing and implementations of fully insured medical, dental, vision, COBRA, FSA, and
life and disability lines of coverage for clients year round.
• Created detailed employee communication pieces including benefit guides, open enrollment presentations and
online portals. Extensive use of PowerPoint, Flipbook, Adobe Presenter and Brainshark technologies.
• Responsible for compliance of clients including 5500 filings and transmittal of required annual notices.
PMA Insurance Group – Field Marketing Intern July 2012 - September 2012
• Worked independently on marketing research project, which includes on-line researching, analysis, and
cataloguing of over 5,000 Commercial Insurance renewal and new business prospects.
Willis Group – Human Capital Practice Intern June 2011 - February 2012
• Assisted in client financial reporting process including creation of coverage placement confirmation letters, quote
proposal letters, and branded year-end financial reports to be delivered to clients.
• Created and documented delivery of the Client Engagement Guide prior to beginning the marketing process,
documented request for, source, and receipt of renewal/exposure information, and requested loss runs and client
reporting from insurance carriers.
Leadership Experience
Alpha Kappa Psi Professional Business Fraternity
Regional Manager of Compliance January 2013 - Current
• Responsible for Risk Management and Compliance of 16 chapters in the Carolina Coastal Region.
• Attended Regional Officer Trainings, Chapter Installations, Principled Business Leadership Institute and National
Convention as a guest speaker or training presenter.
Queen City Alumni Chapter President March 2014 - Current
• Plans and conducts quarterly Chapter meetings and monthly Executive Committee Meetings.
Vice President of Corporate Affairs May 2011 - May 2012
• Responsible for attainment and management of all Rush and Corporate Sponsorships for the chapter, 3-5
professional guest speakers per semester, and coordination of University hosted professional events.
Gamma Iota Sigma - Risk Management and Insurance Society April 2011 - May 2012
• Attended 2011 SE RIMS Conference, 2011 GIS Management Conference, and worked as member of the
executive committee to plan and hold the 2012 Auto Insurance Symposium at UNCC.