Summary
Overview
Work History
Education
Skills
Websites
Projects
Key Highlights
Timeline
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DANIEL VENTRESCA

Point Pleasant Beach

Summary

Dynamic Executive with over 20 years of proven success driving business growth, operational efficiency, and agent performance in the insurance and service industries. Steered large books of business, implemented M&A integrations, and led expansive development initiatives. Surpassed revenue targets and generated multi-million-dollar worth of new business and annual agency production. Developed innovative training platforms that significantly improve agent performance, and reduce operational inefficiencies for bottom-line results. Led business development teams, scaled businesses, and achieved industry-leading KPIs.

Overview

22
22
years of professional experience

Work History

AM - Comm Mid/LRG Market

Acrisure
Belmar
03.2025 - Current
  • Manage a $7.6 million portfolio of Mid, Large, and VIP clients.
    Focused on Construction, Commercial Trades, Manufacturing, and Habitational sectors.
    Cultivated strong relationships with clients to ensure satisfaction and retention.
    Developed strategies to address client needs across diverse sectors.
  • Work successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

Account Executive II - Comm Mid/LRG Market

World Insurance Associates
Worcester
01.2024 - Current
  • Managed insurance needs for diverse clients, including hospitals and rehab centers.
  • Oversaw sales, service, renewals, and billing processes to enhance client satisfaction.
  • Maintained a 91% client retention rate across 100+ Mid and Large Market Accounts.
  • Partnered with underwriters to negotiate competitive insurance terms for various industries.
  • Performed risk assessments to develop customized insurance solutions for optimal coverage.
  • Delivered exceptional support through proactive communication and tailored account management.

Head of Service Operations

Renegade Insurance
Atlanta
08.2022 - 04.2023
  • Devised workforce strategies, curated training programs, and interpreted productivity metrics to amplify organizational performance.
  • Sustained synergy among internal and external stakeholders to refine the resolution of complex operational issues.
  • Conceptualized and rolled out cutting-edge SOPs, playbooks, workflows, and activities to transform service department efficiency.
  • Delivered $2M+ in monthly new business through the integration, onboarding, and coaching of 16 acquired agencies.
  • Revamped service delivery and strengthened client engagement for a network of 250+ retail agents via direct/retail solutions.
  • Coordinated cross-functional teams to streamline service delivery processes.
  • Managed daily operations to ensure service excellence and client satisfaction.
  • Developed training programs to enhance staff competencies and performance.
  • Oversaw implementation of technology solutions to improve operational efficiency.
  • Analyzed service metrics to identify areas for process improvement and optimization.
  • Led initiatives to enhance communication between departments and stakeholders.
  • Facilitated problem-solving sessions to address client concerns and service issues.
  • Achieved a 50% reduction in indexing turnaround times by pioneering the adoption of a Virtual Mail Solution.

Senior Business Development Manager

Renegade Insurance
Atlanta
08.2021 - 08.2022
  • Directed the lead mining process for Business Development Representatives (BDRs) to accelerate new business growth via cutting-edge proprietary technology.
  • Deployed multi-channel sales strategies to engage and convert prospective clients, cultivate client relationships, and expand revenue streams.
  • Mentored assigned agents in their inaugural year while providing insights into managerial, operational, and philosophical agency processes.
  • Surpassed a $1M revenue goal by securing $1.56M in annual sales and upfront fees through coordination of agency appointments and a high-performing team.
  • Earned recognition as a top sales producer by shattering sales targets month-over-month, becoming the first $50K agent.
  • Drove BDR team performance by crafting a personalized approach that generated SQOs and maximized conversion rates.
  • Worked with the Marketing Department to create content for agent recruitment.
  • Trainer: filled in as agency trainer for new Agency Cohorts, all phases.

AGENT/Agent Trainer

Couch Braunsdorf Insurance Group
Liberty Corner
09.2014 - 08.2021
  • Trained 1100 agents on CRM systems, communicated commission structures, and extracted insights into product offerings.
  • Implemented marketing strategies to attract new clients.
  • Led training sessions for junior agents to enhance team capabilities.
  • Deployed multi-channel sales strategies to convert prospective clients, cultivating client relationships and expanding revenue streams.
  • Executed a referral-driven strategy and leveraged multiple channels to expand the client base and significant business growth.
  • Achieved a 74% close rate across all lines by executing effective sales strategies and converting prospect into clients.
  • Expanded agent network by onboarding 1,100 Farmers' agents nationwide to Couch's independent brokerage platform.
  • Safeguarded clients' operations, assets, and financial exposures, managing a large book of business that included personal lines, mid-to-large market commercial, transportation, and professional lines.

Agency Distribution Manager

Farmers Insurance
Cherry Hill
02.2013 - 09.2014
  • Evaluated and analyzed business objectives at state and national levels to shape senior leadership decisions.
  • Created and launched a retail training platform that revolutionized operational standards and elevated agent performance across NJ.
  • Redefined recruitment success by securing five retail appointments in a single month, shattering Farmers' national agent hiring record.
  • Drove revenue growth by architecting and executing sales strategies, while refining P&L areas for maximum profitability.
  • Exceeded zone targets by recruiting, mentoring, and leading a high-performing team of agents and agency producers in NJ.

Office Manager

State Farm Insurance
Franklin Park
07.2004 - 02.2013
  • Implemented SEO strategies during early stages in the insurance industry, boosting web presence, elevating lead generation, and positioning the company as a digital frontrunner.
  • Mentored, motivated, and championed career growth to foster a culture of reliability and cultivate a high-performance administrative team.
  • Led office functions across marketing, service, sales, and staffing, improving productivity and seamless workflows.
  • Generated an average of $1.5M in new business premium year over year, consistently surpassing life sales targets and maintaining an impeccable nine-year track record via innovative sales strategies.
  • Secured a top 100 national home/auto production ranking by leading a high-performing team of 6 producers and 2 CSRs.
  • Managed daily office operations and staff schedules for efficiency.
  • Coordinated communication between teams and clients to ensure clarity.
  • Trained new employees on office procedures and software usage.
  • Implemented process improvements to streamline administrative tasks.
  • Facilitated meetings and prepared agendas to support team collaboration.

Education

Bachelor of Science (BS) - Business Management

Widener University
Chester, PA

High School Diploma -

The Peddie School
Hightstown, NJ

Skills

  • Agent onboarding and training
  • Service operations
  • Negotiation skills
  • Team leadership
  • Teamwork and collaboration
  • M&A integration
  • Transition management
  • Customer retention strategies
  • Cross-functional collaboration
  • Account management
  • Training program design
  • Marketing alignment
  • Change management processes
  • Data-driven decision making
  • Retail and field operations
  • SOPs and process documentation
  • Operational efficiency enhancement
  • Applied Epic software
  • Salesforce platform proficiency
  • Microsoft Office Suite expertise
  • Microsoft Teams collaboration
  • SharePoint utilization
  • ZOHO CRM experience
  • Avoma tool proficiency
  • EZLynx application knowledge
  • ITC Turbo Rater familiarity
  • Sagitta software skills
  • Miro collaboration tool usage
  • IVANS integration expertise
  • Streamyard platform knowledge
  • CRM systems management

Projects

Farmers Insurance, Identified a lack of formal training for new agents and created a comprehensive onboarding program, including a detailed playbook and SOPs for all agency functions, which was successfully adopted by the training team. Led bi-weekly training sessions for cohorts of 20–30 agents, focusing on operational systems, insurance basics, and Farmers-specific processes, while ensuring agents remained motivated and engaged. Achieved $39M in sales on a $35M goal and appointed 29 new agency locations, setting a record for agent appointments. Leveraged 30+ years of coaching experience to create a dynamic training environment, emphasizing process execution. Couch Braunsdorf, Onboarded and trained 1,100 Farmers agents onto Couch Braunsdorf's agency dashboard and operating system. Achieved a 73% close rate, becoming Couch Braunsdorf's top-performing salesperson while managing a full sales pipeline. Delivered ongoing IT support and training to new agents post-onboarding, resolving technical issues and ensuring smooth integration into the platform, while also writing nearly $1M in new business. Renegade, Spearheaded a comprehensive audit of service operations to identify and resolve critical process flaws, including a disorganized mail system with thousands of unopened premium payments and underwriting letters. Designed and implemented a virtual mail solution, consolidating mail to a single location and establishing an efficient indexing team, drastically improving mail processing and reducing E&O risks.

Key Highlights

  • Steered a $150M book of business, M&A transitions, integrations, service operations, and new business outlet expansion.
  • Surpassed the $39M premium target and exceeded the new agent hire goal by onboarding 29 agents in the first year, leading the Atlantic Zone in both metrics.
  • Drove $500K+ in new business sales and achieved $1.5M+ in agency production YOY, with a 74% close ratio across all lines.
  • Established a new Farmers' record by appointing/opening five retail agencies in a single month.
  • Built and deployed Farmers retail training platform in New Jersey to elevate agents’ operational standards.
  • Developed and hosted the 'Renegades Premium Podcast' via industry insights and thought leadership to a broad audience.

Timeline

AM - Comm Mid/LRG Market

Acrisure
03.2025 - Current

Account Executive II - Comm Mid/LRG Market

World Insurance Associates
01.2024 - Current

Head of Service Operations

Renegade Insurance
08.2022 - 04.2023

Senior Business Development Manager

Renegade Insurance
08.2021 - 08.2022

AGENT/Agent Trainer

Couch Braunsdorf Insurance Group
09.2014 - 08.2021

Agency Distribution Manager

Farmers Insurance
02.2013 - 09.2014

Office Manager

State Farm Insurance
07.2004 - 02.2013

Bachelor of Science (BS) - Business Management

Widener University

High School Diploma -

The Peddie School
DANIEL VENTRESCA