Daniel Plunkett, TRA
Lake Placid,NY
Summary
Results-driven Account Executive with a proven ability to build strong client relationships, drive successful sales campaigns, and lead teams of account managers. Highly organized and motivated, excels in risk management & insurance, customer service, and problem-solving. Track record of coordinating activities across departments to achieve strategic objectives. Seeking an A+ position in a fast-growing organization that can leverage unique drive and determination to generate revenues and expand the client base.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Account Executive - Commercial Lines
Associates of Glens Falls Insurance
01.2023 - 04.2025
- Commercial Insurance Producer specializing in hospitality, amusement, construction, non-profit & towing & recovery organizations
- Responsible for generating new business while overseeing renewal book of business
- Booked $172,386 in new business revenue as of 3/1/2025
- 2024 Revenue goal $60,000, total new business revenue goal from May 2023-December 2024 $90,000
- Absorbed house accounts totaling $31,654 in revenue.
- Lead generation through various channels including cold calls, direct mail, email marketing, association affiliation and word of mouth
- Develop and maintain close relationships with carrier partners across standard, excess & surplus lines as well as niche MGA's.
Underwriter/Broker - Public Entity/Non-Profit
Risk Placement Services
01.2020 - 01.2023
- Specializing in general liability, large fleet auto liability, public officials management liability & property
- Oversaw book of $789,314 in revenue as of 12/31/2022 (70% retained limits, 30% first dollar)
- 2022 new business revenue of $234,211
- (Budgeted for $205,000)
- 2021 new business revenue of $181,784
- (Budgeted for $165,000)
- 2020 new business revenue of $146,017
- (Budgeted for $120,000)
- Absorbed $227,302 in revenue from retiring underwriter in January of 2022
- 94% Retention from 2020-2023
- Developed relationships with agents to drive new business submissions and hit revenue targets through cold calling, email marketing and associations
- Developed and maintained relationships with carrier partners to maximize commission & fees as well as contingent revenue
- Underwrite within authority for exclusive to RPS Munich RE first dollar and retained limits programs
- Managed renewal underwriter and CSR to maximize retention, retain business and enhance overall retailer experience.
Producer
Arthur J. Gallagher Risk Management Services
01.2016 - 01.2019
- Lead Generation; actively pursue sales appointments through phone calls, email correspondence and networking
- Developed and successfully acquired new business revenue from potential prospects and existing clients
- Oversaw and maintained book of business totaling $525,000 in revenue
- Analyzed prospective clients' existing insurance programs, identifying their insurance needs, developing, and proposing comprehensive insurance programs to satisfy their needs
- Developed long-term relationships with clients
- Conducting large client coverage reviews and determining insurance coverage requirements based on sound principles and carrier rulings
- Maintained acceptable levels of professionalism and adhering to corporate procedures and guidelines
- Attended monthly and quarterly meetings of regulatory agencies and associations to develop expertise within the business sector
- Achieved quarterly sales goals.
Account Executive
Townsquare Interactive
01.2015
- Consistently exceeding monthly sales quota each month
- Top 5 out of 89 in average number of deals per month, a leader in overall revenue generated
- Consistently at top percentage of the stack rank
- Work diligently to prospect businesses to call
- Close pre-set appointments from over 600 radio reps in assigned markets
- Work with Account Managers to ensure customer satisfaction.
Commercial Lines Sales Assistant
Brown & Brown Insurance Brokers
01.2014 - 01.2015
- Assist producers in serving commercial accounts (primarily Venture Capital & Private Equity accounts)
- Facilitate communication between the client and the insurance carrier
- Generate new business leads via outbound calls
- Use Word and Excel including complex formulas to edit proposals and schedules of insurance.
Administrative Assistant
Feehan Insurance Agency
01.2010 - 01.2014
- Assisted licensed insurance agents with private client service
- Recorded client policy data into firm's proprietary database
- Relayed client applications to insurance companies for Life, Auto and Homeowners insurance coverage
- Managed processing of firm's Commercial Insurance department policy applications, amendments, and audits
- Worked with producers, developing client specific proposals.
Intern
UBS Financial Services
01.2012
- Built Financial Goal Analysis plans for private clients
- Scheduled onsite product vendor meetings to drive attendance among Advisors
- Coordinated new issue announcements and material for Advisors
- Performed all CSA functions, including new account opening and disbursements.
Education
B.S. in Finance -
SUNY Oswego School of Business
Oswego, NY01.2013
Skills
- Highly proficient in Microsoft Office, Applied Epic, TAM, Salesforce, Business to Business Sales, & Client Services & Retention
Certification
- New York State Property & Casualty Insurance Broker
- New York State Life Accident & Health Insurance Broker
- TRA - Trusted Risk Advisor Designation
Volunteer Experience
- Career Coach, Arrupe Jesuit High School , Denver, CO | 2016-2020
Work with 9-12 work study program students to develop professional skills such as conversing with clients via phone and email, how to conduct oneself in a professional environment and basic sales skills.
- Giant Kids Foundation, Mahopac, NY | 2008-2013,
Organized and participated in fundraisers for pediatric cancer treatment and awareness.
- Basketball Coach, Mahopac Sports Association, Mahopac, NY 2005-2014
Coached multiple recreational league teams for middle school students., Organized practice drills to improve skills, camaraderie, and strategy.
Timeline
Account Executive - Commercial Lines
Associates of Glens Falls Insurance
01.2023 - 04.2025
Underwriter/Broker - Public Entity/Non-Profit
Risk Placement Services
01.2020 - 01.2023
Producer
Arthur J. Gallagher Risk Management Services
01.2016 - 01.2019
Account Executive
Townsquare Interactive
01.2015
Commercial Lines Sales Assistant
Brown & Brown Insurance Brokers
01.2014 - 01.2015
Intern
UBS Financial Services
01.2012
Administrative Assistant
Feehan Insurance Agency
01.2010 - 01.2014
B.S. in Finance -
SUNY Oswego School of Business
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