Hi, I’m
Danielle Pangburn
Babylon,New York
Summary
Over the last 20+ years, I have been a personal insurance broker. I began my career in middle market and working in a sales and underwriting environment. The majority of my career has been spent handling a book of business which services High Net Worth and Family Office clientele. I have built strong relationships with both my clients and my insurance carrier partners as well as my colleagues.
Overview
29
years of professional experience
Work History
RSC Brokerage, Inc.New York, NY
AVP-Senior Account Executive
08.2016 - Current
Job overview
- Handle a large book of High Net Worth and Family Office clients.
- Managed projects efficiently, ensuring timely delivery and high-quality results.
- Developed and maintained strong relationships with clients, resulting in increased business.
- Negotiated new business and renewal terms with our carrier partner’s, securing favorable terms and conditions for my clients..
- Mentored junior account executives, fostering a positive work environment and encouraging personal growth.
- Conducted regular client reviews to identify areas for improvement and implementing necessary changes.
- Delivered tailored solutions based on individual client needs by thoroughly understanding their comfort level and pain points.
CRYSTAL & COMPANYNew York, NY
Senior Account Executive
04.2008 - 08.2016
Job overview
- Responsible for a High Net Worth book of business of approximately $2 million in premium.
- Prepare Schedules of Insurance as well as New Business & Renewal Re-market Proposals.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Perform administrative tasks, such as maintaining records and handling policy renewals
- Develop marketing strategies to compete with other individuals or companies who sell insurance.
MARSH
Steward
10.2001 - 04.2008
Job overview
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, home, flood, excess flood, workers compensation, and disability
- Met with clients to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change their company
- Customize insurance programs to suit individual client, often covering a variety of risks
- Perform administrative tasks, such as maintaining records and handling policy renewals
- Select company that offers type of coverage requested by client to underwrite policy
- Develop marketing strategies to compete with other individuals or companies who sell insurance.
DCAP INSURANCE
Underwriter
10.1995 - 10.2001
Job overview
- Underwrite new business and accept or decline the risk as necessary.
- Review company records to determine amount of insurance in force on single risk or group of closely related risks
- Examine documents to determine degree of risk from such factors as applicant financial standing and value and condition of property
- Evaluate possibility of losses due to catastrophe or excessive insurance.
Education
Pohs InstituteWestbury, New York
Obtained P&C Brokers License
East Meadow H.SEast Meadow, New York
General Studies
PRMA/St. Johns UniversityNew York, NY
Advanced CPIRA
09.2022
PRMA/St. Johns UniversityNew York, NY
CPIRA
07.2019
Skills
- Customer Service
- Policy analysis
- Product Knowledge
- Team training and development
- Customer Needs Assessment
- Risk Management
- Account Management
- Rapport Building
- Client Retention
- Client Account Management
Accomplishments
2023 Power Broker of the Year
Completed an Emerging Leader Program
Earned the CPIRA certification
Earned the Advanced CPIRA certification
Timeline
AVP-Senior Account Executive
RSC Brokerage, Inc.
08.2016 - Current
Senior Account Executive
CRYSTAL & COMPANY
04.2008 - 08.2016
Steward
MARSH
10.2001 - 04.2008
Underwriter
DCAP INSURANCE
10.1995 - 10.2001
Pohs Institute
Obtained P&C Brokers License
East Meadow H.S
General Studies
PRMA/St. Johns University
Advanced CPIRA
PRMA/St. Johns University
CPIRA