Jason Daniel
Sterling Heights,MI
Summary
Commercial Lines leader with a $1.69M book of business, 43% YoY growth, and nearly 500 clients. Recognized internally as a reliable escalation point for underwriting, training, and complex account resolution. Strong ability to elevate team performance, improve workflows, and strengthen carrier collaboration. Prepared to excel as a Small/Mid Commercial Lines Supervisor with a focus on operational efficiency, team development, and strategic growth.
Professional client service expert, adept in delivering tailored solutions and fostering strong client relationships. Known for exceptional team collaboration, adaptability, and driving impactful results. Strong skills in communication, problem-solving, and understanding client needs. Highly reliable and ready to thrive in dynamic environments.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Advisor
Acrisure
01.2022 - Current
- Manage a $1.69M book with 43% YoY growth and nearly 500 clients.
- Self-taught commercial lines and grew the commercial book from $300K to $750K in under two years.
- Own full account lifecycle: quoting, marketing, underwriting submissions, renewals, endorsements, COIs, loss runs, and retention strategy.
- Recognized by leadership as a reliable internal resource for guidance, training, and complex account troubleshooting.
- Train new employees in underwriting concepts, EPIC workflows, and Tarmika utilization.
- Serve as escalation point for difficult commercial and personal lines accounts.
- Maintain strong relationships with underwriting partners, improving pricing and placement.
- Enhanced internal workflows that improved operational efficiency and reduced delays.
- Conducted thorough market research to identify trends and opportunities for client growth.
- Developed tailored insurance solutions to meet client needs and enhance satisfaction.
Customer Service Representative / Licensed Agent
Signature Insurance Agency
01.2020 - 01.2022
- Serviced high-net-worth households across multi-line accounts.
- Improved agency retention and contributed directly to revenue growth post-licensing.
- Trained and onboarded multiple employees prior to acquisition.
- Built strong relationships with underwriters and carrier reps for optimized placements.
- Resolved customer inquiries and complaints to enhance satisfaction and retention.
- Collaborated with team to streamline claims processing, improving efficiency across departments.
- Responded to customer calls immediately so that issues were resolved swiftly.
Manager
Wireless Advocates
01.2018 - 01.2020
- Managed a team of 5 and elevated performance from 15th to #1 statewide.
- Maintained top 3 statewide ranking through strong coaching and leadership.
- Recruited and trained all team members, each ranking in top 10 statewide.
- Led statewide sales performance in device protection across major carriers.
- Ranked #1 in Michigan for Sprint new-line activations.
- Created sales strategies adopted at the statewide level.
- Youngest manager in Michigan, outperforming veteran leadership groups.
Education
High School Diploma -
Sterling Heights High School
Sterling Heights, MI06.2018
Skills
- Lead escalation point for complex accounts
- Enhanced team efficiency through training
- Accelerated approval processes
- Supported workflow restructuring that reduced internal delays and improved communication
- Trusted resource to leadership for decisions, problem-solving, and operational consistency
- Leadership & Mentorship
- Commercial Lines Risk Analysis
- Carrier Relationship Management
- Renewal Strategy & Retention
- Workflow & Process Improvement
- Conflict Resolution & High EQ Communication
- Underwriting Collaboration
- EPIC
- Tarmika
- HubSpot
- Time Management & Prioritization
- Client interaction
- Cross-selling techniques
- Client retention strategies
Certification
Michigan Property & Casualty Insurance License — 2022
Languages
Arabic
Native or Bilingual
Chaldean
Native or Bilingual
Timeline
Client Advisor
Acrisure
01.2022 - Current
Customer Service Representative / Licensed Agent
Signature Insurance Agency
01.2020 - 01.2022
Manager
Wireless Advocates
01.2018 - 01.2020
High School Diploma -
Sterling Heights High School