Jordan Victor

Senior Data Analyst | P&C Global Risk at Oswald Companies
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Contact Information
us****@****om
(386) 825-5501

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Credentials

  • Insurance Agent, Property & Casualty
    Ohio Department of Insurance
    Dec, 2019
    - Nov, 2024

Experience

    • United States
    • Insurance
    • 300 - 400 Employee
    • Senior Data Analyst | P&C Global Risk
      • Sep 2020 - Present

    • Data Analyst, Global Risk
      • Sep 2018 - Sep 2020

      Property & Casualty Data Analyst for Oswald Companies. Founded in 1893, Cleveland-based and employee-owned, Oswald is one of the nation's largest independent insurance brokerage firms. As a proud member of Assurex Global, the worlds' largest association of privately held insurance brokers, our risk management team can service and support the needs of our clients worldwide. Focus on conducting analyses to identify trends on current client’s liabilities and prepares projections of future outcomes. Learn more at www.OswaldCompanies.com.

    • United States
    • Investment Banking
    • 100 - 200 Employee
    • Data Consultant
      • Jan 2018 - Sep 2018

      •Produced financial benchmark report for 30+ clients on a quarterly basis.•Built hiring projection model. Helped agencies identify future hiring needs based on growth goals.•Built financial projection model. Helped agencies understand future growth and profit goals, and how this impacted the future value of their agency.•Key contributor to monthly magazine (Counterpoint) and recurring Research Reports. Gained experience in agency compensation best practices and market knowledge.•Assisted in interviewing and training of newly hired interns and full-time data analysts.•Worked closely with Sales Performance team. Gained experience in Organic Growth and Sales Performance best practices.

    • Data Analyst
      • May 2016 - Jan 2018

    • United States
    • Higher Education
    • 700 & Above Employee
    • Volunteer Bluestreak Concession worker
      • Sep 2012 - Nov 2015

      Calculated orders, balanced inventory sold, and prepared concession items. Calculated orders, balanced inventory sold, and prepared concession items.

    • United States
    • Investment Banking
    • 100 - 200 Employee
    • Financial Analyst Intern
      • Dec 2014 - Aug 2015

      •Assisted in data cleanup. •Key member in new database system implementation. Ensured calculations were accurately implemented in the new system to help test the system before the go-live date. •Research Reports - worked on pieces of various recurring research reports. Helped improve efficiencies in report production process while working through. •Assisted in data cleanup. •Key member in new database system implementation. Ensured calculations were accurately implemented in the new system to help test the system before the go-live date. •Research Reports - worked on pieces of various recurring research reports. Helped improve efficiencies in report production process while working through.

Education

  • John Carroll University
    Bachelor of Science - BS, Mathematics
    2013 - 2016
  • Mentor High School
    2008 - 2012

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