WILLIAM CHASE DANIELS
Business Developement Manager
Georgetown,TX
Summary
- Offering more than 10 years of Business Development & Relationship Management experience. Expertise Includes: Product/Program knowledge, Agency Development, Digital Marketing, Competitor Knowledge, New Product Launches & Integration, and more. Expertise
- Agency Management & Development
- Product, Program & Services
- Sales
- Relationship Management
- Digital Marketing Creation & Implementation
- Revenue/Profit Generation
- Business Development
- Budget Compliance
- Business Intelligence
- Teamwork
- Salesforce
- Microsoft Dynamics 365
- LinkedIn Sales Navigator
- HubSpot
- Federato
- Underwriting
- Claims Business Development/Relationship Management
Overview
11
11
years of professional experience
Work History
Independent Retail Agent
ETLER-KETNACKER INSURANCE AGENCY
Cincinnati, OH
01.2013 - 08.2013
- Sold personal and commercial lines insurance products to prospective clients
- Agent for selling specific to market for property and casualty insurance
- Received Property and Casualty License to provide additional knowledge to team
- First step into the insurance industry
- Key Accomplishments
- Sold first insurance products.
Business Developement Manager
HIIGH DEFINITION VEHICLE INSURANCE, HDVI
Chicago, IL.
10.2022 - Current
- Responsible for the sale of products, programs, and services specific to transportation retail agencies across the country to enable specific insurance coverages to commercial motor carriers. There is also a focus on relationship management and development of clients to maximize the number of accounts brought in and revenue produced. For this roll travel was 28-30 weeks a year. The scheduling of most meetings and travel takes place with the help of establishing a 90-day schedule to consistently stay in front of clients to drive sales.
Sales Expertise: As HDVI develops products, programs, and services the development team would pursue opportunities for long-term growth and revenue from our agents. The team would leverage those relationships to generate both a stream of submissions and continuous revenue. There would then be a development plan put in place to generate continued growth of both new and recurring business from the agency. It is vital to understand the company’s offering and how it applies to the agency’s needs/pain-points so that we can offer the right product, program, and service. The relationship is again vital to sales as it allows a representative to bring accounts across the finish line even when competing against other entities that have similar offerings. The client and product offering can dictate what required actions are needed to bring an account across the finish line.
Agency Management: Management of each agency requires knowledge of their book of business, what type of market share they were pursuing in the trucking industry and how HDVI’s offering would best support their goals. It also requires detailed analysis of the premium they are bringing in and how that corresponds with the goals that were set at the beginning of the year or at the onset of their appointment with HDVI.
Commercial Director
INFOTECH RESEARCH GROUP
Las Vegas, NV
04.2022 - 10.2022
- Produces unbiased and highly relevant IT research to help CIOs and IT leaders make strategic, timely, and well-informed decisions
- Info-Tech partners closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations
- Generates new revenue and drives sales growth through the identification, engagement, and acquisition of prospective clients within an assigned territory by (a) developing new business through prospecting, lead generation, cold calling, scheduling, and leading sales presentations, (b) aligning the company's products, services, and value proposition through meaningful cold calls to senior IT executives within an assigned territory, and (c) delivering against set goals and metrics
- Is responsible for sales to the financial sector: Insurance companies, banks, and investment facilities.
Claims Adjuster & Subrogation Specialist
Avant Specialty Claims
Brentwood, TN
07.2020 - 04.2022
- As a licensed adjuster it was my responsibility to evaluate the claims that came in from our insureds and make sure there was coverage under their policy
- If there was, the claim would then be worked within the guidelines of the policy to restore the insured to what they were before the incident happened
- As a subrogation adjuster I would review claims that had been paid out to identify, evaluate, analyze, and interpret subrogation potential; coordinates appropriate steps to secure evidence and ensure pursuit, development and recovery of claims; evaluates completeness and accuracy of documentary evidence; records and processes all recovery payments; prepares and issues.
Business Developement & Relationship Manager
AVANT UNDERWRITERS
Brentwood, TN
08.2013 - 07.2020
- Responsible for the sale of products, programs, and services specific to transportation retail agencies across the country to enable specific insurance coverages to commercial motor carriers. There is also a focus on relationship management and development of clients to maximize the number of accounts brought in and revenue produced. For this roll travel was 40-45 weeks a year. The scheduling of most meetings and travel takes place with the help of establishing a 90-day schedule to consistently stay in front of clients to drive sales. This territory would span the whole lower 48 states.
- Sales Expertise: Avant develops products, programs, and services the development team would pursue opportunities for long-term growth and revenue from our agents. The team would leverage those relationships to generate both a stream of submissions and continuous revenue. There would then be a development plan put in place to generate continued growth of both new and recurring business from the agency. It is vital to understand the company’s offering and how it applies to the agency’s needs/pain-points so that we can offer the right product, program, and service. The relationship is again vital to sales as it allows a representative to bring accounts across the finish line even when competing against other entities that have similar offerings. The client and product offering can dictate what required actions are needed to bring an account across the finish line.
- Agency Management: Management of each agency requires knowledge of their book of business, what type of market share they were pursuing in the trucking industry and how Avant's offering would best support their goals. It also requires detailed analysis of the premium they are bringing in and how that corresponds with the goals that were set at the beginning of the year or at the onset of their appointment with Avant.
Underwriting Assistant & Business Developer
TIS Nashville (Avant)
Brentwood, TN
08.2013 - 01.2015
- Working accounts that came in the door to produce a profitable quote as to bind the piece of business
- BRD: Is responsible for the sale of products, programs, and services specific to transportation retail agencies across the country to enable specific insurance coverages to commercial motor carriers
- Underwriting for transportation programs that includes Non-trucking Liability, Vehicle Physical Damage, Occupational Accident, Contingent Liability, and additional requirements needed for underwriting success
- Excelled in learning the base knowledge needed for the transportation insurance industry to successfully sign 200+ producer agreements between TIS Nashville and the retail agencies
- Transfer of knowledge and skills to new underwriters, designated trainer
- Assisted our Senior underwriters in processing Renewals and New business for large accountants
- Key Accomplishment: Avant
- Successfully achieved the signing of over two hundred producer agreements with agency partners
- Refined agency network from three hundred retail agencies down to seventy-eight while still increasing overall growth
- Specific retail agent growth of 382% in 2 years
- Book of profitable business went $340k in 2017 to $1.3 million by the end of 2019
- 2019 territory production goal surpassed by 7.1%
- 2 million Vehicle Physical Damage Account bound with Avant in 2019.
Education
Commercial Adjusters License - undefined
2020
BA - Arts (History, Political Science
GEORGETOWN COLLEGE
Certified Insurance Counselor (CIC), 2018| Business Communications, 2017 - undefined
Skills
- Computer Skills:
- Microsoft Office, Adobe Acrobat
- Product and Service Sales
- Goals and Performance
- Event Planning
- Contract Negotiation Expertise
- Account Management
- Cold Calling
- Sales Expertise
- Verbal and Written Communication
- Performance Goals
- Territory Management
- Sales Tracking
- Strategic Business Planning
- Client Relationship-Building
- Prospect Targeting
- Revenue Generation
- Territory and Account Penetration
- Cross-Functional Collaboration
- Growth Management
- Account Development
- Team Collaboration
- New Business Development
- Competitor Monitoring
- Budgeting and Expenditures
- Strategic Networking
- Plan Sales
- Lead Qualification
- Territory Expansion
- Lead Identification and Generation
- Salesforce Software
- Strategic Negotiations
- Profitability Assessments
- Sales Quota Management
- Partnering and Relationships
Timeline
Business Developement Manager
HIIGH DEFINITION VEHICLE INSURANCE, HDVI
10.2022 - Current
Commercial Director
INFOTECH RESEARCH GROUP
04.2022 - 10.2022
Claims Adjuster & Subrogation Specialist
Avant Specialty Claims
07.2020 - 04.2022
Business Developement & Relationship Manager
AVANT UNDERWRITERS
08.2013 - 07.2020
Underwriting Assistant & Business Developer
TIS Nashville (Avant)
08.2013 - 01.2015
Independent Retail Agent
ETLER-KETNACKER INSURANCE AGENCY
01.2013 - 08.2013
Commercial Adjusters License - undefined
BA - Arts (History, Political Science
GEORGETOWN COLLEGE
Certified Insurance Counselor (CIC), 2018| Business Communications, 2017 - undefined
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