David Coleman
Richmond,VA
Summary
Dynamic Insurance Executive Director with a robust background in distribution management, underwriting, and team leadership, complemented by specialized expertise in Professional Liability Insurance, Property and Casualty Insurance, and financial analysis. Recognized for developing and implementing innovative sales strategies that significantly enhance new business opportunities and retention of current accounts. Exceptional relationship-building skills which cultivate long-term agency partnerships and loyalty. A consistent track record of managing high-performing teams while surpassing sales targets underscores a steadfast commitment to excellence and results-driven performance.
Overview
20
20
years of professional experience
Work History
Account Executive Director
Travelers
11.2016 - Current
- Executed profitable growth in Management Liability and Cyber insurance through acquisition of new business and maintenance of current client relationships.
- Achieved and surpassed annual targets for new business and gross written premium to enhance overall profitability: Achieved recognition as a top 10 and 25 national performer for multiple consecutive years.
- Chosen to participate in a comprehensive two-year leadership development program focused on enhancing leadership capabilities and fostering valuable networking and mentoring relationships.
- Served as a Relationship Manager for key agents to facilitate enterprise collaboration and strengthen partnerships
- Mentored new team members on underwriting best practices, fostering a culture of continuous learning and improvement.
Underwriting Specialist
CNA Insurance
03.2015 - 11.2016
- Analyzed and underwrote management liability for a broad spectrum of industries, demonstrating proficiency in risk evaluation for both private and non-profit sectors.
- Implemented strategies for profitable growth by managing book effectively, focusing on new business acquisition and account retention.
- Analyzed complex financial data to assess client eligibility for coverage options and pricing.
- Led client visits to strengthen broker relationships in Louisiana and Mississippi while expanding operational territory to include Tennessee, Alabama, and Georgia.
Underwriting Specialist
CNA Insurance
05.2016 - 11.2016
- Continues responsibilities as Underwriter while expanding territory to include Tennessee, Alabama, and Georgia
Account Specialist II
Aon Association Services
03.2009 - 03.2015
- Provided Management Liability underwriting and brokerage services for new business accounts as Managing General Agent for The Hartford and Arch nonprofit programs. (Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, Crime Coverage)
- Evaluated financial exposures and market positions of applicants to establish suitability for underwriting risk.
- Achieved and exceeded yearly revenue objectives set by management to drive business growth.
- Participated in Aon Affinity Early Leadership Program to enhance leadership skills and foster collaboration with colleagues across the country.
Account Specialist I
Aon Association Services
07.2011 - 12.2012
- Responsible for the Arch LeadingAge (nonprofit nursing home association) D&O program in maintaining renewal book and increasing new business
- Worked directly with nonprofit nursing homes and brokerage firms to obtain coverage
- Attended conferences throughout the year to inform current clients about their coverage and encourage new business
- Reached and exceeded annual revenue goal that was set by management in each year at this position
Account Manager
Aon Association Services
03.2009 - 07.2011
- Handled book of The Hartford nonprofit D&O renewal accounts. Collected applications and financials for review to decide if any alterations should be made to coverage
- Regularly communicate with team members on most efficient methods of retaining accounts
Associate Underwriter
Zenith Insurance Company
08.2008 - 02.2009
- Analyzed client business operations to identify risks and ensure compliance with workers compensation insurance requirements.
- Supported safety and health department initiatives by assigning appropriate risk control measures to enhance workplace safety.
- Conducted comprehensive policy reviews and updates to support sustained profitability.
Underwriter Assistant
American International Group, AIG
03.2008 - 07.2008
- Streamlined submission information consolidation and preparation for senior underwriters.
- Reviewed classified exposures to ensure accuracy and partnered with claims department for account updates.
- Collaborated with brokers to clarify details about general liability insurance and assist with client-related inquiries.
Summer Intern, Sales Manager
Hlib, Ropal, and Hobbs, HRH
06.2006 - 08.2006
- Prepared insurance quotes for small business Property and Casualty clients
- Conducted thorough inspections of property locations to ensure compliance with insurance requirements.
- Supported sales managers by maintaining and updating financial records for existing clients.
Education
BBA - Insurance And Risk Management
The University of Mississippi
05-2007
Skills
- Agency Relationship Management
- Product knowledge
- Product demonstration
- Territory management
- Competitor analysis
- Consultative selling techniques
- Strategic planning
- Distribution Leadership
Accomplishments
- CPCU Designation- Chartered Property Casualty Underwriter- September 2013
- ARM Designation- Associate Risk Manager- January 2014
- MLIS Designation- Management Liability Insurance Specialist- September 2016
- RPLU Designation- Registered Professional Liability Underwriter- May 2012
Timeline
Account Executive Director
Travelers
11.2016 - Current
Underwriting Specialist
CNA Insurance
05.2016 - 11.2016
Underwriting Specialist
CNA Insurance
03.2015 - 11.2016
Account Specialist I
Aon Association Services
07.2011 - 12.2012
Account Specialist II
Aon Association Services
03.2009 - 03.2015
Account Manager
Aon Association Services
03.2009 - 07.2011
Associate Underwriter
Zenith Insurance Company
08.2008 - 02.2009
Underwriter Assistant
American International Group, AIG
03.2008 - 07.2008
Summer Intern, Sales Manager
Hlib, Ropal, and Hobbs, HRH
06.2006 - 08.2006
BBA - Insurance And Risk Management
The University of Mississippi