Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Daniel Goodman

Birmingham,AL

Summary

Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.

Overview

12
12
years of professional experience

Work History

Commercial Insurance Broker

The MIB Agency
03.2024 - Current
  • Offered detailed information about products and binding coverage.
  • Expanded business opportunities by actively participating in industry events and networking functions.
  • Coordinated with other departments to ensure seamless policy implementation and ongoing account management activities.
  • Negotiated competitive premiums for clients with a focus on comprehensive coverage tailored to individual needs.

Sales Development Representative

Coalition Inc.
11.2022 - 11.2023
  • Assisted customer success team and renewals team with Aon clients
  • Outbound calling along with inbound sales calls averaging monthly quota goals of 110%
  • International business sales, overseeing Unites States and Canada regions
  • Sold commercial cyber insurance directly to business owners.

Insurance Consultant

Patra Corporation
02.2021 - 06.2022
  • Assisted clients in getting the correct insurance policies, using tools such as Sales Force, Five/9 and company CRM
  • Outbound calling along with inbound sales calls averaging monthly 75k-100k (250%+ above quota) in premium
  • After one year, became member of the Gold Club ($1 million in premium)
  • Led team with manager, assisting fellow teammates to ensure monthly goals were met.

Producer

State Farm
03.2020 - 11.2020
  • Advised clients with the proper insurance policies using tools such as Sales Force, Cisco, and other State Farm CRM's
  • Cross sold life, health, home, and auto insurance products
  • 150 cold-calls a day averaging 15k (150%+ above quota) in premium a month
  • Built rapport through internet leads and warm leads, friends and family (Hunter style selling).

Farm Manager

KBS Farms
03.2012 - 03.2019
  • Exercised management skills in day-to-day operations
  • Operated large agriculture equipment.

Education

Business Management

University of Mississippi
Oxford, MS
05.2018

Skills

  • Managing high volume of daily outbound emails and calls to targeted accounts, developing targeted call lists, creating personalized emails to engage targeted accounts, utilizing social selling techniques to expand network and open up new opportunities
  • Providing exceptional customer service
  • Exceptional verbal and written communication skills
  • Quick-thinking and creative problem-solving

Timeline

Commercial Insurance Broker

The MIB Agency
03.2024 - Current

Sales Development Representative

Coalition Inc.
11.2022 - 11.2023

Insurance Consultant

Patra Corporation
02.2021 - 06.2022

Producer

State Farm
03.2020 - 11.2020

Farm Manager

KBS Farms
03.2012 - 03.2019

Business Management

University of Mississippi
Daniel Goodman