Danika Bates
Vienna
Summary
Dynamic agency manager with a strong track record in leading teams and streamlining processes. Skilled in strategic planning and enhancing client satisfaction, driving operational excellence and measurable improvements in service delivery.
Overview
12
12
years of professional experience
3
3
Certifications
Work History
Agency & Small Business Service Center Manager
United Insurance Group
Farmington
09.2017 - Current
- Managed daily operations and workflow of agency & department activities for optimal efficiency.
- Supervised 21 employees across 3 departments, providing direction, training, and feedback to enhance performance.
- Coordinated schedules and appointments for staff and clients to streamline processes.
- Organized files and maintained accurate client records ensuring data integrity.
- Collaborated with colleagues to facilitate smooth operation and project alignment.
- Participated in team meetings to discuss strategies and project updates regularly.
- Developed detailed project plans outlining scope, resources, and milestones for clarity.
- Forecasted timelines, monitored personnel performance, and ensured cost efficiency across projects.
Foreclosure Mitigation Specialist
Western Maine Community Action
Wilton
11.2016 - 09.2017
- Advocated for client needs within community organizations to ensure better representation.
- Conducted workshops to increase awareness of available community services.
- Coordinated with community partners to enhance service delivery efficiency.
- Assessed client needs and identified resource gaps for improved support.
- Collaborated with team members to refine service strategies and approaches.
- Documented client interactions and progress within case management systems for accountability.
Commercial Lines Account Manager
Kyes Insurance
Farmington
04.2014 - 11.2016
- Managed client relationships to enhance retention and satisfaction.
- Coordinated with underwriters for efficient policy issuance and renewals.
- Reviewed insurance policies for regulatory compliance and identified risk exposures.
- Resolved client inquiries promptly, ensuring high-quality service delivery.
- Identified cross-selling opportunities through comprehensive analysis of client portfolios.
- Drafted renewal letters detailing policy changes to clients.
- Negotiated terms with carriers to secure optimal pricing and conditions for clients.
- Prepared proposals for new business, renewals, and endorsements, driving growth.
Education
Associate of Applied Science - Business Administration And Management
University of Arizona
Tucson, AZ05-2022
Skills
- Project management
- Team collaboration
- Operational excellence
- Client relations
- Policy compliance
- Data organization
- Workflow optimization
Certification
Property & Casualty Insurance Producer License - Maine
Timeline
Agency & Small Business Service Center Manager
United Insurance Group
09.2017 - Current
Foreclosure Mitigation Specialist
Western Maine Community Action
11.2016 - 09.2017
Commercial Lines Account Manager
Kyes Insurance
04.2014 - 11.2016
Associate of Applied Science - Business Administration And Management
University of Arizona