Dan Calabrese Email & Phone Number

• Grow and maintain client accounts that include insurance lines of group medical, dental, life, disability, cafeteria plans (FSA, HRA, HSA), and COBRA administration.• Develop strong account relationships and promote products by providing clients with detailed product information and cost-benefit analysis.• Follow up with potential clients on sales leads.• Provide account information by collecting, analyzing, and summarizing customer sales and industry trends.• Increase revenue by recommending new and additional services to clients, including: payroll, workers compensation, and ancillary lines.• Resolve issues by answering questions and responding to requests of clients.• Update job knowledge by tracking and understanding emerging industry trends, learning current products, and following current industry legislation.• Accomplish sales and organization goals by completing related duties as needed.

• Successfully completed a fast-track program consisting of comprehensive management training.• Supervised a team of 11 agents while responsible for administrative duties, driving results, career coaching and general management. • Worked as a member of a team and individually on a variety of projects assigned by upper management. • Served as a mentor and assisted in the training and coaching of associates. • Mastered the duties of a licensed insurance agent while providing excellent customer service and consistently performing as one of the top agents.