Daniel McCormack
Toms River,NJ
Summary
Dynamic and results-driven professional with extensive experience at New York Life Insurance Co. Excelled in leveraging problem-solving skills and a positive attitude to enhance client satisfaction and drive sales. Skilled in professional networking and customer service, consistently meeting compliance requirements and leading projects to successful completion.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Agent /Financial Services Professional
New York Life Insurance Co
07.2024 - Current
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
- Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
- Assisted clients in navigating the claims process, ensuring timely resolution of issues and optimal outcomes.
- Consistently met compliance requirements for the agency by promptly completing mandatory continuing education courses and staying current on industry regulations.
- Leveraged CRM software to track client interactions and identify sales opportunities.
- Conducted market analysis to pinpoint client needs, leading to tailored service offerings.
- Coordinated with cross-functional teams to ensure seamless service delivery.
- Developed and implemented marketing strategies to maximize sales and attract new clients.
- Leveraged market knowledge and analysis to provide guidance and advice on best options for clients.
Project Surveyor
Dynamic Survey, LLC
05.2023 - 07.2024
- Conducted topographic and boundary surveys for land development projects, ensuring accurate data for planning purposes.
- Managed multiple projects simultaneously, prioritizing tasks to meet all deadlines and maintain high-quality outputs.
- Coordinated with local authorities to obtain necessary permits for conducting surveys, streamlining the process for timely project completion.
- Trained junior team members on surveying best practices, fostering a culture of continuous learning within the organization.
- Coordinated surveys to establish accurate legal boundaries for properties.
- Reviewed and checked survey, subdivision and parcel maps to verify compliance with laws.
Surveyor
Port Authority of New York and New Jersey
07.2018 - 03.2023
- Performed field calculations to complete assessments.
- Provided Survey support to the Resident Engineer's office on all construction project both on the airfield and street side. Support included the setting of survey control, as-built tolerance checks on pier locations, as-built topographic surveys on rough grade and final pavement of runways and taxiways.
- Worked closely with the Port Authority Aviation group and performed as-built surveys on runway/taxiway striping and hardstand locations.
- Coordinated with PA Operations on a daily basis for access to any secure areas for Survey Consultants to gain access to their job sites.
- Performed "hot shot" checks on newly poured runway concrete to be sure that the % of grade was within tolerance.
- Adapted quickly to changing conditions on job sites, efficiently adjusting plans as needed while maintaining overall project goals.
- Reduced costly errors by meticulously reviewing survey data and ensuring proper documentation.
- Established and maintained all of the Survey control on the airport that looped the perimeter of the airfield, within the aircraft ramp areas and on the street side for construction. The survey control map consisted of 110's of survey control points to maintain.
- Coordinated survey crew activities and oversaw field operations.
- Measured and marked property lines and key topographic features.
- Developed strong relationships with clients through consistent communication and timely delivery of results.
- Provided critical data for infrastructure projects, enabling accurate planning and execution by engineering teams.
- Coordinated with government agencies to secure necessary permits and ensure compliance with all surveying regulations.
Education
Bachelor of Science - Finance / Financial Markets
Capella University
Minnesota City, MN05-2012
Associate of Science - Architectural Technology
City College of New York
New York, NY06-1994
Skills
- Problem-solving skills
- Positive attitude
- Customer service and care
- Problem-solving
- Polite communication skills
- Product sales
- Professional networking
- Lead prospecting
Certification
- OSHA Certified
- Securities Industry Essentials (SIE)
- Series 6
Timeline
Agent /Financial Services Professional
New York Life Insurance Co
07.2024 - Current
Project Surveyor
Dynamic Survey, LLC
05.2023 - 07.2024
Surveyor
Port Authority of New York and New Jersey
07.2018 - 03.2023
- OSHA Certified
- Securities Industry Essentials (SIE)
- Series 6
Bachelor of Science - Finance / Financial Markets
Capella University
Associate of Science - Architectural Technology
City College of New York
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