Dan Tran Email & Phone Number

Suwanee, Ga, Us

Buford, Georgia, United States

Suwanee, Georgia

Calculated prospecting & canvasing in territories for potential leads/opportunitiesCommercial and residential client’s trusted advisor and served as a liaison between policyholders and insurance companies to mitigate losses, settle disputes, and ensure best possible customer experience Design a roofing system to meet needs, contract with clients to perform work, finance job orders if needed, oversee all onsite labor, and collect accounts receivableQualified for Alpha Club generating $1,500,000 in revenue by establishing strong customer base in territories throughout Northwest Georgia within a year

Alpharetta, Georgia

Accomplished and consistently exceeding sales goals and quotas, bringing in over $10 million in customer sales and producing nearly $2.3 million in margin for 2019Established and maintained strong relationships with our customer carrier base by conducting account reviews and identifying opportunities for additional collaborationActively participating in identifying new prospective clients, while developing and strengthening relationships with internal brokersNegotiated daily shipping rates in spot markets and secure fixed contract pricing with consistent project lanes to lock in volume commitmentsEffectively maintained accurate detailed records of all current clients and prospects with reported weekly sales activities through CRM systemTrained and managed an efficient team of 4 operational service personnels by providing daily duties/tasks to carry out day to day operations, which includes servicing and growing existing accounts, determine the best course of action resolving issues, and managed company load board to match freight with carrier current/future capacity

Alpharetta, Georgia

Conducted cold calls with our partner carriers to determine carrier availability, negotiate rates and closingDeveloped capacity solutions in order to effectively support our customer go-to market strategyStudied market trends and seasonality to utilized carrier analytics and other internal resources to make informed buying decisionsResolved problems, including identifying issues, thinking critically, seeking input to determine the best course of action, and implementing solutions- Managed enterprise load boards to match freight with carrier capacityResearched and qualified new carrier relationships to specific markets for our enterprise team Provided consistent and exceptional service levels to our enterprise customers and contracted carriersPromoted to Senior level position within 6-7 months after achieving & exceeding performance metrics

Sandy Springs, Georgia

Managed existing and new accounts to ensure high level of customer satisfactionCommunicated with clients, sales representatives, and other business partners to maintain high client retention rateProvided solutions to independent client logistic needs and coordinated LTL shipments for our customersAnalyzed outside companies existing logistics operations to understand their business models

Grayson, Georgia

Customize insurance programs to suit individual customers, often covering a variety of risksEnsure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate formsCalculate premiums and establish payment methodInterview prospective clients to obtain data about their financial situation and needs, the physical condition of the person or property to be insured, and to discuss any existing coverageSell various types of insurance policies to businesses and individuals including automobiles, fire, life, and propertyInspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance riskSeek out new clients and develop clientele by networking to find new customers and generate lists of prospective clientsPerform administrative tasks, such as maintaining records and handling policy renewalsExplained features, advantages and disadvantages of various policies to promote sale of insurance plansCall on policyholders to deliver and explain policy, to analyze insurance programs and suggest additions or changes, or to change beneficiariesConfer with clients to obtain and provide information when claims are made on a policyContact underwriter and submit forms to obtain binder coverage

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General, 3.5

Activities and Societies: Ascend, National Society of Leadership & Success, GSU Rugby Football ClubCum Laude graduate from J. Mack.

Education record

Activities and Societies: North Gwinnett JV/Varsity Basketball