DANIEL SMITH
HOUSTON
Summary
Dynamic Senior Insurance Agent with a proven track record at AWL Insurance Agency, excelling in strategic planning and cross-selling to enhance revenue. Demonstrated strong salesmanship and effective communication skills, leading to significant market share growth and streamlined workflows. Recognized for conducting thorough risk assessments and fostering team collaboration to achieve organizational goals.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Insurance Agent
AWL INSURANCE AGENCY
06.2017 - Current
- Identified cross-selling opportunities within existing client base, maximizing revenue potential.
- Collaborated with other departments to develop new insurance products, increasing market share and revenue growth.
- Implemented efficient workflow processes, significantly reducing administrative tasks for the team.
- Conducted comprehensive risk assessments, recommending appropriate coverage levels to mitigate potential losses.
- Reviewed policy applications for accuracy and completeness before submission, minimizing delays in processing time
- Lead underwriting consultant heading the team to oversee underwriting approvals
SHOMER
HOUSTON JEWISH FUNERALS
08.2014 - Current
- Demonstrated respect, friendliness and willingness to help wherever needed.
Assistant Funeral Director
LEVY FUNERAL DIRECTORS
06.2018 - 04.2020
- Ensured legal compliance with state regulations governing mortuary practices by staying up-to-date with changes or updates in legislation.
- Enhanced workplace safety by maintaining clean and organized preparation areas, reducing potential hazards.
- Improved client satisfaction by providing compassionate and timely assistance during funeral arrangements.
Substitute Teacher
BETH YESHURUN DAY SCHOOL
01.2018 - 01.2019
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Upheld classroom routines to support student environments and maintain consistent schedules.
- Developed strong rapport with students through consistent encouragement and support, fostering a positive learning atmosphere conducive to academic growth.
- Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
Account Executive
Bradmark Technologies
05.2013 - 08.2013
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
Education
Bachelor of Arts - Philosophy
University of Houston
Houston, TX12-2017
Skills
- Strong salesmanship
- Effective time management
- Data analysis capabilities
- Regulatory compliance awareness
- Strategic planning
- Conflict resolution techniques
- Time management
- Multitasking
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Critical thinking
- Organizational skills
- Team collaboration
- Team leadership
- Verbal and written communication
- Adaptability and flexibility
- Effective communication
- Active listening
Accomplishments
EAGLE SCOUT 2012
Certification
CERTIFICATION OF ISRAEL EDUCATION THROUGH ISRAEL LINKS 2024
Timeline
Assistant Funeral Director
LEVY FUNERAL DIRECTORS
06.2018 - 04.2020
Substitute Teacher
BETH YESHURUN DAY SCHOOL
01.2018 - 01.2019
Senior Insurance Agent
AWL INSURANCE AGENCY
06.2017 - Current
SHOMER
HOUSTON JEWISH FUNERALS
08.2014 - Current
Account Executive
Bradmark Technologies
05.2013 - 08.2013
Bachelor of Arts - Philosophy
University of Houston
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