Dan Krause Email & Phone Number

Lake Forest, IL

- Act as first point of contact for assigned accounts to resolve issues- Participate in account meetings to provide updates on markets and provide product and sales training- Assist National Sales Leader with new account onboarding - Onboard independent advisors and negotiate commission contracts- Regularly reach out to account contacts to “check in” and.

- Leverage cross departmental knowledge to provide an efficient experience including assisting advisors with sales, licensing, and underwriting- Acquire and understanding for the client’s needs in order to provide product and benefit recommendations to the advisor- Assist advisors with thorough pre-underwriting to help ensure client eligibility- Conduct.

- Reconciled incoming commission statements with payments received from the carriers- Assisted in report development to audit commission payments to accounts and ensure data integrity.- Acted as liaison between advisors and carriers to resolve commission payout issues or inaccuracies- Generated and processed carrier contracting paperwork to contract.

- Concurrently managed between 150 and 200 cases through the underwriting process- Audited applications for accuracy prior to submission to the carrier- Conducted pre-underwriting review of applicants prior to application submission- Provided support to agents by acting as liaison between advisor and carrier to troubleshoot issues- Worked directly with.

Bachelor'S Degree, Sports Management And Economics

Studied Sports Management and Economics.

Education record

Studied Engineering Technology.