Summary
Overview
Work History
Education
References
Professionalmemberships
Timeline
Generic

Dana Moore

Parker,CO

Summary

Skilled Professional with 30 years’+ experience in the Insurance Industry, providing providing quality work in a high volume, deadline driven environment. Currently working in the Wholesale Arena, looking to expand knowledge in this area, and tailor my career in all levels of the Insurance Experience.

Overview

34
34
years of professional experience

Work History

Account Executive

McGowan Companies
Fairview , IL
07.2024 - Current
  • Assist Regional Sales Managers, nationwide.
  • Assist retail agents with inquiries about products, review submissions, and send them to the proper division for quotes.
  • Responsible for all Salesforce Updates, generating sales and revenue reports.

CEO / Owner

B&B Insurance Advisors
Parker , CO
06.2023 - Current
  • Retail Agency through TAG.
  • Commercial Lines Sales
  • Personal Lines Sales
  • All Service, Billing

Senior Account Executive

Stailey Insurance
Denver, CO
01.2020 - 05.2023
  • Managed a large real estate book, responsible for marketing, negotiating premiums, coverage, proposing, and retaining accounts.
  • Provided all customer service to book, including certificates, endorsements, discussions of coverage, and cross-selling.
  • New Business Sales.
  • Managed staff, training.

Client Relations / Senior Account Executive

Assured Partners of Colorado
Denver, CO
01.2016 - 01.2020
  • Company Overview: Peliton
  • New Business Sales, with a strong focus on Client Relations and Retention.
  • Account Management, Assists with Training within a specialized insurance unit
  • Client Insurance 101 Classes.

Account Executive

Insurance Office of America
Denver, CO
01.2013 - 01.2016
  • New Business Sales, grew the Denver Book of Business by $385,000 in Revenue within 1st year
  • Responsible for Account Management and Retention
  • Responsible for training new Sales Representatives, Office Manager responsibilities, Accounts Receivable, Daily Operations of Denver Office

Senior Commercial Account Manager

Peliton Insurance
Denver, CO
01.1997 - 01.2013
  • Risk Qualification and Analysis, Marketing, New Business Sales, Renewal Account Management and Retention, Premium and Coverage Negotiation, Claims Counseling, All aspects of servicing and maintaining accounts, Billing and Collections, Problem Solving, Maintained long time client relationships

Commercial Account Manager

Riedman Insurance
Denver, CO
01.1995 - 01.1997
  • Renewal Account Management and Retention, Premium and Coverage Negotiation, Claims Counseling, All aspects of servicing and maintaining accounts, Billing and Collections, Problem Solving, Maintaining client relationships

Personal Lines Account Manager

Remax Insurance Consultants
Denver, CO
01.1991 - 01.1995
  • New Business Sales, Personal and Life Insurance, Marketing, Renewal Retention, All aspects of servicing and maintaining accounts, Billing and Collections, Problem Solving, Maintaining client relationships

Education

Insurance License - Property, Casualty, Life, Health

01.1991

Associates Degree -

01.1990

References

Available upon request

Professionalmemberships

  • Certified Insurance Counselor, 2001
  • Certified Insurance Service Representative, 1997

Timeline

Account Executive

McGowan Companies
07.2024 - Current

CEO / Owner

B&B Insurance Advisors
06.2023 - Current

Senior Account Executive

Stailey Insurance
01.2020 - 05.2023

Client Relations / Senior Account Executive

Assured Partners of Colorado
01.2016 - 01.2020

Account Executive

Insurance Office of America
01.2013 - 01.2016

Senior Commercial Account Manager

Peliton Insurance
01.1997 - 01.2013

Commercial Account Manager

Riedman Insurance
01.1995 - 01.1997

Personal Lines Account Manager

Remax Insurance Consultants
01.1991 - 01.1995

Insurance License - Property, Casualty, Life, Health

Associates Degree -

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Dana Moore