Steadily

Identified and pursued new business partnership opportunities, helping to expand the company's network from 80 to over 200 partners within a 10-month window.
Independently conducted partner meetings and onboarded new partners, significantly contributing to a growth in premium.
Represented the company at industry conferences, networking to identify potential partner leads.
Managed partner accounts, helping to drive the growth in partner premium from $150k to over $1 million per month within 10 months.
Identified and secured high-value partnerships within the real estate, property management, and mortgage lending industries.
Developed and implemented SQL reports within Metabase to automate partner payment reporting and calculations, enhancing efficiency.

Strategic Partnership Account Manager

Initiated and led pipeline-creation activities, including targeted outreach campaigns, resulting in significant business growth.
Established comprehensive quality assurance policies, conducting audits and inspections that improved operational excellence and reduced risk.
Developed training materials and operational manuals, and provided monthly training to sales managers and agents to improve team efficiency and reduce error trends.
Created a systematic monthly report to identify and address repeat issues, enhancing operational efficiency and team performance.
Managed premium accounting functions and customer communication channels, maintaining high customer satisfaction.
Conducted successful audits on Arcana and Travelers policies, ensuring compliance and retaining key appointments.
Analyzed operational data to identify and rectify recurring issues, improving processes and efficiency.
Provided coaching and guidance to agents, enhancing team competence in complex policy management.

Client Experience Specialist - Sales

AssuredPartners

Facilitates the reporting and monitoring of all personal and commercial lines claims for agency clients. This includes handling initial loss notices, ensuring efficient communication with the appropriate insurance company, tracking claim payments, and overseeing the claim until closure.
Conducts preliminary claim reviews to identify any potential coverage issues, scrutinizes any denial of coverage for accuracy, and acts as a vital liaison between the insured and the insurance company adjuster.
Refers complex coverage questions to the Claims Manager, demonstrating a clear understanding of when to escalate issues.
Prepares and presents detailed claims information as requested, exhibiting strong data management and presentation skills.
Collaborates with Account Executives and Sales Executives to address customer claim issues, helping to reduce Errors and Omissions (E&O) exposure and ensure customer satisfaction.

Claims Account Representative

SelectQuote Auto & Home Insurance Services

Property & Casualty Underwriter

Retention/Sales Specialist

Customer Service Representative II

Customer Service Representative

With 7+ years in the insurance game, I'm now at the heart of strategic partnerships for an insurtech startup. Excited about what's next in our industry and keen to connect with fellow enthusiasts. Let's chat! 🚀 #Insurtech #Networking

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Sydney Daniels's Linkedin Analytics

Sydney Daniels

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Sydney Daniels

Want to drive more opportunities from LinkedIn?

Sydney Daniels's Linkedin Analytics