Daniel Berger Email & Phone Number

Madison, Wisconsin, United States

Madison, Wisconsin

Madison, Wisconsin

Madison, Wisconsin

Madison, Wisconsin

Greater Chicago Area

Monitor key business results in 51 jurisdictions and make adjustments to existing rating plans and risk management policies to maximize growth of a $120 million book of business reporting directly to a Vice President of Commercial Insurance.Lead internal and external research for product benchmarking, market competitiveness, and product process. Manage the line of business by analyzing key operating measures and implementing changes as appropriate - quotes, sales, exposure distributions, classification, premium trends, loss trends, and rate indications.Design and implement multivariate rating and underwriting programs to achieve competitive advantage and comply with all state and federal laws.Design and implement integrated state strategies including all aspects of competing in the marketplace including product, price, promotion, and distribution.Partner with operations to coordinate product roll-out and monitor to ensure achievement of planned results.Influence policy and process design including technology efforts supporting strategic vision for the line of business.Develop pro forma cost benefit analysis for projects relating to the product.

Greater Chicago Area

Managed all ABC Small Business, Farm & Ranch and Commercial Property compliance projects countrywide.Reviewed ISO circulars, bulletins and statutory changes: evaluate rules, rates, coverage forms and endorsements for potential impact to business.Built partnership with General Counsel Office - Monitor and track regulatory and statutory changes by state and line of business.Coordinated with product managers to develop approach and action plans; work with business partners to adhere to determined timelines.Created and manage IT work requests for systems implementation and maintenance to adhere to determined timelines, including inclusion in applicable information repositories. Support testing when needed.Coordinated with product group members to support filings. Monitored and coordinate needed work on all open filings: objections, inquiries, approvals, etc. Maintained Compliance Tracking tools. Coordinated communication strategies for all business partners.Coordinated underwriting/product piece of Market Conduct Exams for responsible lines of business.

Peoria, Illinois Area

Worked with Product Director to develop the RLIPack/RLIComp Small Business Underwriting Manual and Guidelines.Researched and reviewed competitor filings to analyze impact to product.Researched and analyzed state laws and regulations for the RLIPack/RLIComp Small Business product.Reviewed ISO circulars, bulletins and statutory changes: evaluate rules, rates, coverage forms and endorsements for potential impact to business.Composed product filings for submission to the state department(s) for various lines of insurance including BOP, commercial auto, workers’ compensation, and commercial excess liability.Monitored and coordinated responses on all open filings: objections, inquiries, approvals, etc. Responsible for implementing and testing any product changes into policy issuance systems including rate, rule, or form changes.Created and managed IT work tickets for systems implementation and maintenance to adhere to determined timelines, including inclusion in applicable information repositories.Responsible for product documentation and updating licensing agreements with various product vendors.Assisted Product Director by pulling and analyzing various product data to be used in product reports and development.Created and maintained a workers’ compensation rater to test system rating and analyze rate changes.Developed and implemented a workers’ compensation virtual claim kit website for the use of policyholders.Responsible for maintaining compliance with workers’ compensation bureaus through pulling, analyzing and reporting financial, policy, and statistical data.

Bloomington/Normal, Illinois Area

Trained and instructed employees on changes to bank policies and procedures.Assisted the compliance specialists to complete the Bank Secrecy Act review.Worked for the Compliance department to assure that the Bank is following banking laws and regulations.Completed transaction testing and produced quarterly reviews to be presented to the board of directors.Assessed the bank’s level of risk for various bank products and customers.

Champaign, Illinois

Worked with the finance department to assist in completing the 2007 and 2008 city budget.Input and analyzed the city’s monthly revenue data to complete the monthly and quarterly revenue report.Recorded the city’s public library accounts payables for the new building construction. Recorded budget transfers above $10,000, and completed a quarterly report for the city council.Researched and analyzed energy data to help start the sustainability report for the city of Champaign.

Urbana-Champaign, Illinois Area

Actively interacted and listened to customers to assure that we completed all their banking needs.Handled cash transactions and recorded details of each transaction to maintain a balanced cash drawer.Extensively researched banking products as well as banking laws and regulations.Maintained balanced vault and complied with documenting procedures.

B.S., Finance

Activities and Societies: Pi Sigma Epsilon

Bachelor Of Science (Bs), Finance, Insurance