Cara Mcdaniel
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Cara Mcdaniel Email & Phone Number

Senior Field Underwriter and Agency Builder at Equis Financial
Location: Dayton, Ohio, United States 6 work roles 2 schools
1 work email found @equisfinancial.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email c****@equisfinancial.com
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Current company
Role
Senior Field Underwriter and Agency Builder
Location
Dayton, Ohio, United States
Company size

Who is Cara Mcdaniel? Overview

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Quick answer

Cara Mcdaniel is listed as Senior Field Underwriter and Agency Builder at Equis Financial, a with 1022 employees, based in Dayton, Ohio, United States. AeroLeads shows a work email signal at equisfinancial.com and a matched LinkedIn profile for Cara Mcdaniel.

Cara Mcdaniel previously worked as Senior Field Underwriter & Agency Builder at Equis Financial and Practice Manager ​ at Vein Clinics Of America. Cara Mcdaniel holds Masters Business Administration from Grand Canyon University.

Company email context

Email format at Equis Financial

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{first_initial}{last}@equisfinancial.com
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AeroLeads found 1 current-domain work email signal for Cara Mcdaniel. Compare company email patterns before reaching out.

Profile bio

About Cara Mcdaniel

*MORTGAGE PROTECTION * FINAL EXPENSE * TERM LIFE * ANNUITIES * IULS * TEAM BUILDING *We are HIRING part & full time, $50,000-$250,000 first-year potential, in most cities.We have assembled the best leadership, program, and products in the financial services industry in one complete turn-key package. We are backed by one of the most highly reputable leaders in the industry, Barry Clarkson, with 35 years experience, in the insurance industry. We offer the most competitive, high value products from the industry's highest rated carriers: Mutual of Omaha, Foresters, Columbian Financial, Great Western, and access to over 20 more who strive for excellence in customer service, but more importantly emphasize issuing your business quickly so that you can get paid daily.We have the ability to offer HIGHER entry level new agent commission contracts as well as earning renewals on the business you write. Our renewals range from 5%-12% for a period of 5-10 years depending on insurance carrier and product. We are NOT an IMO that pockets the renewals.The best in-house qualified lead program in the business, generated by the most experienced lead generation team assembled anywhere. This means you get qualified leads in your hands right away so you can start doing the thing you're best at - selling. Our lead program differs than any other in the industry in that we have wide open territories, that target personal mailing down to specific zip codes.The best sales system that further qualifies leads so that you only go on appointments that you know you will close. The best support staff around to help you resolve issues and make your life easier. We are committed to helping you close your own appointments, for 6 weeks, with no commission split.Let Equis Financial show YOU, how to get out of your JOB, and help your create a long lasting career with unlimited financial rewards.

Listed skills include Customer Service and Management.

Current workplace

Cara Mcdaniel's current company

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Equis Financial
Equis Financial
Senior Field Underwriter and Agency Builder
asheville, north carolina, united states
Employees
1022
AeroLeads page
6 roles

Cara Mcdaniel work experience

A career timeline built from the work history available for this profile.

Senior Field Underwriter And Agency Builder

Dayton, Oh, Us

Practice Manager ​

Facilitates clinic growth by means of consultative sales efforts through consult conversions ❖ Develops acceptable financial cost estimates for patient’s protocols in efforts to provide new and continuing patients with an excellent administrative experience ❖ Collaborates with colleagues in Marketing and Sales in lieu of support and the retention of programs which will drive clinic growth ❖ Ensures smooth execution of the day­to­day operational aspects of the clinic including staff meetings, schedule management, material management, pre­authorizations, electronic medical record maintenance, productivity, metrics, and conversion rates ❖ Acts as a supporting role for the transition and implementation process of the new electronic medical record ❖ Oversees processes applications such as the proper management of payments, patient data, and financial procedures are correctly executed such as daily close, timely collections of accounts receivables, and management of ages receivables ❖ Assists annual budget planning for clinic ❖ Increased clinic gross revenue sales from $300,000 per month to $500,000 per month in six months ❖ Utilized deficit diversion in developing and executing specific strategic plans that ensured profitability during a time of projected loss ❖ Retained, developed, and coached employees to ensure the clinic has a high­performance team where employees are engaged and patient satisfaction is high ❖ Established individual performance objectives for the clinic staff that aligned with the clinic plan ❖ Monitored performance of staff and clinic on a weekly basis; provided feedback, coaching and direction where course correction is required

Dec 2015 - Feb 2017

Front Office Coordinator

❖ Facilitates revenue growth and prevents clinic losses through strategic schedule management❖ Obtaining eligibility and benefits verification, authorizations, codes for accuratereimbursements, initiating peer to peers, appeal denials, as well as post payments❖ Maintains and adheres to all OSHA and HIPAA compliance regulations❖ Developed, and retained solid employee/patient relations to ensure that the clinic receiveshighperformancereviews in lieu of excellent patient satisfaction for new and continuingpatients❖ Sought after and called upon by upper management on several occasions to perform at thepractice manager level asa result, was able to improve metrics at the Irving location,facilitating a 19% conversion growth rate in consult to initial treatment during the specifictime span there❖ Consistently demonstrates leadership abilities by remaining resilient through challenges❖ Proven flexibility, and teamwork by providing support to five clinics throughout the DFWmetropolitan as needed for short staffing situations❖ Worked collaboratively with other colleagues to increase clinical monthly gross revenue

Jul 2015 - Dec 2015

Contract Office Assistant

Originally hired on for the VCA Southlake location as a contractor. All experience and job duties performed through the VCA policies and procedures, fulfilling the office assistant role. ❖ Temporary contract was bought out based on excellent performance.

Feb 2015 - Jul 2015

Administrative Assistant

Bealls Corporation, D.B.A. Home Instead Senior Care

Comprised and presented daily, weekly, and monthly financial reports for further evaluation by the owner, as well as leading company investors ❖ Maintained positive public relations through social media, brand building, and local media networking ❖ Managed billing, accounts receivable, accounts payable, and payroll ❖ Tracked client information in order to expand and improve patient convenience, satisfaction, and ensure return business ❖ Collaborated with project manager on budget development and analysis ❖ Employee scheduling management coordinating weekly care team scheduling and daily in home dispatching ❖ Conducted all collection operations reducing outstanding bad debt significantly ❖ Ensure the proper management of payments, timely collections of accounts receivables, and other operational expenditures. ❖ Maintained current patient profiles ❖ Researched and developed industry profiles within a 70 mile radius ❖ Worked with sales team to maintain and grow client base ❖ Assisted in the completion of various business development projects ❖ Developed excellent rapport with client base and maintained solid patient relations

Aug 2011 - Jun 2014
Team & coworkers

Colleagues at Equis Financial

Other employees you can reach at equisfinancial.com. View company contacts for 1022 employees →

2 education records

Cara Mcdaniel education

Masters Business Administration

Grand Canyon University

Bachelors Of Science, Healthcare Administration ​

Grand Canyon University
FAQ

Frequently asked questions about Cara Mcdaniel

Quick answers generated from the profile data available on this page.

What company does Cara Mcdaniel work for?

Cara Mcdaniel works for Equis Financial.

What is Cara Mcdaniel's role at Equis Financial?

Cara Mcdaniel is listed as Senior Field Underwriter and Agency Builder at Equis Financial.

What is Cara Mcdaniel's email address?

AeroLeads has found 1 work email signal at @equisfinancial.com for Cara Mcdaniel at Equis Financial.

Where is Cara Mcdaniel based?

Cara Mcdaniel is based in Dayton, Ohio, United States while working with Equis Financial.

What companies has Cara Mcdaniel worked for?

Cara Mcdaniel has worked for Equis Financial, Vein Clinics Of America, Medix™, and Bealls Corporation, D.B.A. Home Instead Senior Care.

Who are Cara Mcdaniel's colleagues at Equis Financial?

Cara Mcdaniel's colleagues at Equis Financial include Samantha Taylor, Colton Joyner, Paula Sullivan, Kelsi Mitchell, and Brandon Hardy.

How can I contact Cara Mcdaniel?

You can use AeroLeads to view verified contact signals for Cara Mcdaniel at Equis Financial, including work email, phone, and LinkedIn data when available.

What schools did Cara Mcdaniel attend?

Cara Mcdaniel holds Masters Business Administration from Grand Canyon University.

What skills is Cara Mcdaniel known for?

Cara Mcdaniel is listed with skills including Customer Service and Management.

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