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Aaron Koss, Mba

Senior Consultant at Risk Transfer Advisory (RTA) Group
Intro Book
Seasoned professional with MBA and experience in consulting, sales, and operations.
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Location
Milwaukee, Wisconsin, United States, US
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Bio

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Aaron Koss is a seasoned professional with a Master of Business Administration (MBA) from the University of Wisconsin-Milwaukee. He has 7+ years of experience in various roles, including Senior Consultant at Risk Transfer Advisory (RTA) Group and zizzl - ICHRA & Traditional Group Health Insurance. His expertise includes managing day-to-day relationships, strategic planning, and business development. He holds relevant certifications, including Wisconsin Health and Accident Insurance Licensed Agent and Wisconsin State Life Insurance Licensed Individual.

Credentials

  • Wisconsin Health and Accident Insurance Licensed Agent
    Wisconsin Office of the Commissioner of Insurance (OCI)
    Oct, 2021
    - Apr, 2026
  • Wisconsin State Life Insurance Licensed Individual
    Wisconsin Office of the Commissioner of Insurance (OCI)
    Oct, 2021
    - Apr, 2026
  • CRPC
    College for Financial Planning

Experience

  • Risk Transfer Advisory (RTA) Group
    • Senior Consultant
      • Aug 2023 - Feb 2024

  • zizzl - ICHRA & Traditional Group Health Insurance
    • United States
    • Insurance
    • 1 - 100 Employee
    • Senior Consultant
      • Jan 2023 - Dec 2023

    • Client Manager
      • Feb 2022 - Jan 2023

      Manage day to day and strategic relationship with zizzl's clients and vendors.-contributed to 100% increase in year over year NPS metric

    • Service Operations Analyst
      • Jun 2021 - Feb 2022

    • Research Intern
      • Nov 2020 - May 2021

  • Antigo Arborists
    • Arborist
      • Apr 2019 - Oct 2020

      Performed general labor duties associated with tree care industry.

  • Pax8
    • Greenwood Village, Colorado
    • Cloud Generation Specialist
      • Oct 2018 - Feb 2019
      • Greenwood Village, Colorado

      Developed new business via telephone, email, and social media• Started from bottom 5% monthly sales performance in October 2018• Achieved top 15% monthly sales performance in January 2019

  • Cornerstone Advisors of Ameriprise Financial
    • Wausau, Wisconsin Area
    • Financial Planning Specialist
      • Aug 2017 - Aug 2018
      • Wausau, Wisconsin Area

      Coordinated firm’s financial planning services,

  • Door County Sunglass Company - Seasonal
    • Egg Harbor, WI
    • Assistant Manager
      • May 2014 - Aug 2017
      • Egg Harbor, WI

      Ran daily operations of specialty retail store.

Education

  • 2019 - 2021
    University of Wisconsin-Milwaukee
    Master of Business Administration - MBA, Business Analytics
  • 2013 - 2017
    University of Wisconsin-Milwaukee
    Bachelor of Business Administration - BBA, Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

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