Daria Cahoon
Currituck,NC
Summary
Dynamic Account Executive with a proven track record at NFP Property & Casualty, excelling in client engagement strategies and relationship management. Skilled in delivering impactful presentations and negotiating favorable terms, resulting in enhanced client retention and satisfaction. Committed to fostering collaboration and continuous improvement within teams.
Overview
35
35
years of professional experience
Work History
Account Executive
NFP Property & Casualty
07.2024 - Current
- Develop and maintain strong client relationships, ensuring high satisfaction levels.
- Establish long-lasting relationships with key decision makers within client organizations, solidifying the company's reputation as a trusted partner in their respective industries.
- Analyze client needs and provide customized policy recommendations.
- Manage account renewals and negotiate terms to optimize client retention.
- Conduct presentations to educate clients on coverage options and risk management strategies.
- Prepare detailed reports on market trends and competitor activities for strategic planning.
- Lead negotiations with carriers, securing offers that align with both client expectations and company goals.
- Manage multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Enhance team performance by training, sharing best practices, and mentoring junior team members
Account Executive
GHT Insurance Services
05.2019 - 10.2023
- Developed and maintained strong client relationships through regular communication and follow-ups.
- Analyzed client needs to recommend appropriate insurance solutions and coverage options.
- Managed account renewals and negotiated terms to optimize client retention.
- Collaborated with underwriting teams to ensure timely processing of policy applications.
- Conducted market research to identify trends and inform sales strategies for property and casualty insurance products.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Guided clients through buying process, from initial contact to post-sale support, ensuring smooth and positive experience.
- Trained junior team members on best practices for account management responsibilities, fostering a collaborative work environment focused on continuous improvement.
Senior Account Manager
Friedman Associates
07.2017 - 05.2019
- Developed and maintained strong client relationships to enhance account retention.
- Analyzed client needs and provided customized policy recommendations.
- Analyzed market trends to inform client strategies and drive revenue growth.
- Managed account renewals and negotiated terms to optimize client retention.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Mentored junior account managers, fostering skill development and team collaboration.
Commercial Lines Manager / Office Manager
Becker Financial
01.2014 - 07.2017
- Managed a diverse portfolio of commercial lines accounts while maintaining high levels of retention and client satisfaction.
- Collaborated with sales teams to identify cross-selling opportunities and expand existing client relationships.
- Fostered a positive work environment through effective communication and collaboration among team members.
- Implemented new business development strategies, resulting in consistent growth of the commercial lines book of business.
- Increased renewal retention rates by proactively addressing client concerns, maintaining open lines of communication, and demonstrating a commitment to exceptional service.
- Negotiated favorable renewal terms, securing optimal coverage at the best possible rates for clients.
- Prepared customer presentations and demonstrations of products to solicit new business.
- Educated clients on insurance policies and procedures.
- Streamlined office operations to enhance workflow efficiency and reduce administrative bottlenecks.
- Led training sessions for new staff on office procedures, enhancing team productivity and cohesion.
- Developed employee onboarding processes, ensuring compliance with company policies and smooth transitions.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Account Manager
Towne Insurance
05.2012 - 01.2014
- Developed strong client relationships to enhance customer satisfaction and retention.
- Conducted regular account reviews, proactively addressing client concerns and feedback.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Managed account renewals and negotiated terms to optimize client retention.
- Analyzed client needs and provided customized policy recommendations.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Contributed to team objectives in fast-paced environment.
Small Business Co-Owner
DAER PC
01.2000 - 05.2012
- Developed and implemented marketing strategies to increase brand visibility and customer engagement.
- Streamlined financial processes, resulting in improved cash flow management and expense tracking.
- Mentored team members on operational best practices, enhancing overall productivity and service quality.
- Established vendor relationships, negotiating terms to optimize supply chain efficiency and cost-effectiveness.
- Collaborated with co-owner on critical decision-making regarding business growth opportunities and strategic partnerships.
- Managed day-to-day operations of the small business, overseeing personnel schedules and handling customer inquiries as needed.
Corporate Trainer
USAA Insurance
09.1990 - 09.2000
- Developed and delivered training programs to enhance employee performance and engagement.
- Facilitated workshops on corporate policies, compliance, and best practices for diverse teams.
- Assessed training needs through surveys and interviews to tailor content effectively.
- Collaborated with leadership to align training initiatives with organizational goals.
- Fostered a culture of learning by promoting ongoing professional development opportunities across departments.
- Conducted evaluations and observed employee performance to identify areas of needed improvement.
- Monitored employee progress and gave feedback to management and additional training requirements.
Education
Bachelor of Science - Interdisciplinary Studies
Liberty University
Lynchburg, VA 08-2021
Skills
- Client engagement strategies
- Client account management
- Relationship management
- Client presentations
- Effective communication skills
Accomplishments
Designations:
Certified Insurance Counselor (CIC)
Construction Risk Insurance Specialist (CRIS)
Certified Builders Insurance Agent (CBIA)
Accredited Advisor in Insurance (AAI)
Associate in Insurance Services (AIS)
Associate in Insurance Management (AIM)
LinkedIn Course:
Prepare to Lead
Licenses:
State of North Carolina Resident Property & Casualty License
State of Virginia Non-Resident Property & Casualty License
State of Florida Non-Resident Property & Casualty License
State of Connecticut Non-Resident Property & Casualty License
Timeline
Account Executive
NFP Property & Casualty
07.2024 - Current
Account Executive
GHT Insurance Services
05.2019 - 10.2023
Senior Account Manager
Friedman Associates
07.2017 - 05.2019
Commercial Lines Manager / Office Manager
Becker Financial
01.2014 - 07.2017
Account Manager
Towne Insurance
05.2012 - 01.2014
Small Business Co-Owner
DAER PC
01.2000 - 05.2012
Corporate Trainer
USAA Insurance
09.1990 - 09.2000
Bachelor of Science - Interdisciplinary Studies
Liberty University