Dana Baker
Summary
Expert and compassionate producer-focused professional adept at handling high caseloads while providing superior support for clients, executives, and corporate officers. Insightful manager with expert team leadership and results-driven approach. Highly organized with exceptional attention to detail. Outstanding people skills, able to communicate well at all levels. Extremely flexible, with the ability to multi-task effectively in a fast paced environment.
Overview
27
27
years of professional experience
Work History
UNDERWRITING CASE MANAGER
Petersen International Underwriters
Valencia, CA
01.2020 - Current
- Manage caseload of approximately 150 Personal, Key Person, Business Overhead Expense, Loan Indemnification, Buy Sell and Loss of License disability cases for exclusive clientele of high-net-worth individuals through Lloyds of London
- Evaluate and assess financial and comprehensive medical requirements imperative to underwriters to review and approve potential coverage
- Consult and collaborate with underwriters to identify additional requirements and issues that could adversely effect the outcome and ultimately result in a declination of coverage
- Correspond directly with producers, agents and brokers throughout the underwriting process to efficiently streamline to policy issue
REGISTERED REPRESENTATIVE/LICENSED AGENT
New York Life Insurance Company
Woodland Hills, CA
08.2018 - 10.2019
- A company that helps families and business owners develop a sound financial strategy
- Conducted financial needs analysis and recommended appropriate product solutions to meet client needs and objectives
- Delivered informational sales presentations to potential prospecting groups
- Educated and sold clients on financial products including life insurance, long-term care, annuities and supplemental employee benefits
- Key Accomplishments:
- Passed the SIE, Series 6 and Series 63 Exams within a three month time frame
- Instrumental in ensuring the security of families with life insurance protection and income annuities
SENIOR ACCOUNT EXECUTIVE
Barbar, Inc
Valencia, CA
05.2008 - 05.2018
- A company providing salon professionals and everyday consumers with superior quality products while establishing itself as a leader in hair care product innovation
- Provide a full range of support services for Chief Executive Officer as well as establish and maintain long-lasting business relations with major retailers including Target, TJ Maxx, Marshalls, Amazon, and Burlington Coat Factory
- Create, maintain and organize reports, records, and documents; responsible for document preparation, confidential file management, and record maintenance
- Coordinate and carry out special events, projects, and communication plans and collaborate with team members to complete the tasks in an efficient and concise manner
- Ability to develop and implement sales and marketing campaigns and adept at attracting new clients and retaining existing customers by creating long lasting relationships
- Proficient in all platforms of social media, including Facebook, Twitter, Instagram, and Pinterest
- Increased new business by 35% since 2015 by designing and managing social media campaigns through multiple platforms
- Secured company sponsorship with NBC's The Ellen DeGeneres Show for Breast Cancer Awareness Month in October, 2014
- Boosted annual sales by over $500K through the negotiation of contract with ABC's Good Morning America
- Enhanced brand exposure and generated 20,000 new customers to company database in March, 2013
- Acquired new business of major retail account in 2012 which was the largest transaction for the year; resulted in $200K in annual revenue
PHOTO EDITOR/STUDIO MANAGER
Peter C. Borsari Photography
Los Angeles, CA
06.1995 - 04.2008
- Studio of high profile, Swiss photo journalist, Peter C Borsari
- Managed and oversaw all studio activities for renowned Swiss Photo Journalist with approximately 2M images
- Charged with overseeing customer database, maintained photographer's schedule, and ensured studio ran smoothly and with extreme proficiency
- Maintained positive customer relationships by delivering assignments on-time and within project deadlines
- Oversaw marketing and advertising design budgets, and acted as the liaison between editors, producers, and clients
- Provided excellent customer service to grow and maintain a loyal customer base and communicated frequently with clients to aid in problem-solving or advise of delays
- Worked closely with other editors and producers in selection, position, and editing of photographs to be used in publications of such prominent magazines as Vanity Fair, People Magazine, Sports Illustrated, and PBS; including over 200 notable worldwide photo layouts
- Instrumental in the 2013 sale of the photo archives based on knowledge gained by working with the contents for more than 10 years
Education
Bachelor of Arts - Dramatic Arts, English
EMPORIA STATE UNIVERSITY
Emporia, KSCA Lic. #0M56390 -
California Department of Insurance
08.2018
SIE - FINRA
03.2019
Series 6 -
FINRA
05.2019
Series 63 -
FINRA
07.2019
AHIP
12.2020
AHIP
01.2021
Skills
- Articulate and Well-Spoken
- Life, Disability and Business Insurance Industry Knowledge
- Medical and Financial Underwriting
- Client Relationship Management
- Team Management Understanding
- Problem Resolution
- Scheduling and Planning
- Internal and External Communications
- Organization
- Detail-Oriented
- Multi-Tasking
- Industry Trends
- Strategic Decision-Making
Timeline
UNDERWRITING CASE MANAGER
Petersen International Underwriters
01.2020 - Current
REGISTERED REPRESENTATIVE/LICENSED AGENT
New York Life Insurance Company
08.2018 - 10.2019
SENIOR ACCOUNT EXECUTIVE
Barbar, Inc
05.2008 - 05.2018
PHOTO EDITOR/STUDIO MANAGER
Peter C. Borsari Photography
06.1995 - 04.2008
Bachelor of Arts - Dramatic Arts, English
EMPORIA STATE UNIVERSITY
CA Lic. #0M56390 -
California Department of Insurance
SIE - FINRA
Series 6 -
FINRA
Series 63 -
FINRA
AHIP
AHIP
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