David Grafton
Poplar Grove,United States
Summary
Goal-driven professional with a solid background in production and client management. Experienced senior leader successful in new division creation and maintaining profitable margins. Adept at industry changing technology with a hands-on style, excellent attention to detail, and in-depth understanding of company and customer relationships.
Overview
16
16
years of professional experience
Work History
Director of New Construction and Remodeling
First Class General Contracting
09.2022 - Current
- Created new company division for remodeling and new construction
- Streamlined workflows, budgets, and staffing
- Established relationship with clients through design, production management, and contract requirements
- Managed relationships with sub-contractors and supply vendors for accuracy and efficiency
- Responsible for $988,400 in gross sales.
Project Manager
New Leaf Remodeling
09.2021 - 09.2022
- Maintained successful relationships with clients throughout their remodeling contract
- Coordinated sub-contractor and vendor timelines
- Managed budgeting for all project aspects to ensure efficiency
- Responsible for $875,200 in gross sales.
Senior Financial Consultant
Paro
01.2021 - 09.2021
- Cold call and create net new accounts with small to mid level growing businesses
- Match new accounts with freelancer in our network based off of needs, goals and growth abilities
- Create 12 month contracts with the ability to cross sell based off of growth
- Use LinkedIn, phone and email to reach prospects
- 60% YTD on final SOW.
Financial Advisor
Edward Jones
12.2019 - 11.2020
- 366,000 new assets from can serve date of July 16th
- Developed personalized financial plan for each client
- 25% conversion rate of cold 'calling' on LinkedIn into appointments
- Created solid network of product partners to serve clients best possible choices to achieve their financial goals
- Built new network of 500+ potential investors in new territory.
Account Executive
Horace Mann
03.2017 - 12.2019
- Created partnerships in 3 school districts that had no Horace Mann presence
- 69% conversion rate of schools in these districts to participate in partnership
- 2019 37% above property and casualty insurance goal
- 2019 23% above life insurance goal
- 2019 8% above annuity goal
- Lead state retirement, loan forgiveness and financial success workshops in group settings to explain common risks and liability concerns that educators have.
Claims-Support & Process Design Senior Consultant II
Allstate
03.2008 - 03.2017
- Managed team from various departments to implement a control for communication error in ISO reporting between Encompass and Clue
- Developed an analysis of current contract with LexisNexis police report invoicing and providing recommendation of possible refund of $5.3M
- Developed a strategic police report ordering process to insure a maximum 4% error rate
- Created ORM Term State Reporting Guide for company underwriters
- Implemented data-driven approaches for assessing project success, continuously refining processes based
- Lead and mentor inside adjusters to develop skill sets of customer experience, material and damage identification, scope and proper estimate writing
- Maintained various inside operation metrics on individual adjuster and team level to achieve overall 80% success rate
- Led entry level team with 5 out of 9 adjusters becoming promoted to next level of adjusting, lead office trainer or new departments within company
- Implemented quality control measures to improve accuracy of claim evaluations and payments.
- Reduced claim resolution times by effectively prioritizing tasks and delegating responsibilities among team members on insights gained over time.
- Manage, track and present figure review metrics of 100 adjusters and 10 teams to director of resource
- 18 of 20 successful action plans fulfilled
- Established share-point site for all 400 adjusters plus leaders to access for state documents and training/resource information.
Education
Bachelor of Electronic Engineering -
ITT Technical Institute - Indianapolis
Mt Prospect, Illinois05.2005
Skills
- Xactimate
- Fire Restoration
- Water Damage Restoration
- Strategic Leadership
- Cross-functional Team Leadership
- Team Building
- Project Estimation
- Construction Management
- Customer Experience
- Financial Analysis
Honors Awards
Horace Mann Awards
2019 National Sales Kick-Off meeting qualifier, 2019 top 3 account executive in first 3 quarters, 2018 Placed 6th out of 123 account executive/exclusive agent for Rookie of the Year, 2018 top 3 account executive in all 4 quarters,
Allstate Awards
2015 Quality Development Technician of the Year, 2014 Adjuster of the Year, 2012 Adjuster of the Year
Timeline
Director of New Construction and Remodeling
First Class General Contracting
09.2022 - Current
Project Manager
New Leaf Remodeling
09.2021 - 09.2022
Senior Financial Consultant
Paro
01.2021 - 09.2021
Financial Advisor
Edward Jones
12.2019 - 11.2020
Account Executive
Horace Mann
03.2017 - 12.2019
Claims-Support & Process Design Senior Consultant II
Allstate
03.2008 - 03.2017
Bachelor of Electronic Engineering -
ITT Technical Institute - Indianapolis
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