Dan Grey Email & Phone Number

Greater Boston Area

Focused on addressing my (financial services) clients' regulatory compliance & risk management challenges through a combination of actionable content, user friendly technology, and Professional Services.

Waltham, MA

Sales leadership position responsible for driving sales growth through new account development, upselling, and client retention activities for the Insurance Compliance business. The group I led comprised of a national team of 8 Account Managers and a Product Specialist. Engaged in a number of activities including:* Recruitment and Development of new.

Responsible for new business growth of assigned group of products. Worked with Account Management Team & Marketing to develop consultative sales strategy, value proposition, positioning, and marketing strategies. Exceeded goals 4 of the 6 years I was eligible.

Acton, Massachusetts

P&L responsibilities for Insurance Compliance Forms Unit. Oversaw all aspects of operation including budgets, production, customer service, product development, business development, marketing, sales, alliances, and personnel decisions. Reported directly to company CEO.

Quincy, MA

Responsible for premium growth, profitability, and development of an assigned territory.

Syracuse, New York Area; Boston, MA

Worked as Casualty Underwriter in Syracuse, NY office before transferring to Boston, MA office as a Field Representative. As a casualty underwriter I was responsible for risk selection and pricing for assigned territory of agents. As a Field Representative I was responsible for the overall growth and development of an assigned territory of independent.