Dan Lutz Email & Phone Number

Madison, WI, US

• Manage portfolio of 120+ corporate partners raising more than $3.1M.
• Secured over $250,000 in sponsorships increasing impact of our community-wide events (includes PM results).
• Manage five Campaign Cabinet volunteers in Insurance-Finance and Hi-Tech Divisions. Volunteers are VPs providing industry expertise for effective fundraising strategies and gaining CEO/leadership support.
• Lead New Business efforts by managing a volunteer committee and meeting with leadership at prospects to discuss the mutual and community benefits of a United Way partnership.
• Manage LINC, our community engagement affinity group, through post-covid transitional period and set new goals and strategies for greater short-term and long-term community impact.
• Understand the role businesses play in philanthropy by going beyond my job fundraising duties to connect corporations with our Community Impact and Marketing teams to develop new collaborations.

Madison, Wisconsin, United States

• Directed fundraising for Insurance-Finance and Hi-Tech Divisions. Raised $2,736,663 in 2022 Campaign, an increase of 18% from 2021.
• Led team of three limited-term employees to achieve fundraising goals and gain greater understanding of United Way’s role in the community.
• Managed and collaborated with Campaign Cabinet volunteers to gain support from CEOs and business leaders.
• Strategized with Resource Development team to determine effective operational methods.
• Provided exceptional customer service to internal and external stakeholders to ensure I’m always providing everyone the opportunity to deliver their best work.

• Managed diverse portfolio raising $925,026 on $894,515 goal. Portfolio included nonprofits, corporations, communities, school districts, and combined campaigns.
• Collaborated with Employee Campaign Managers to plan campaigns and provide support.
• Presented at kickoffs focusing on United Way’s impact, impact of donations, and making customized asks.
• Coordinated informative presentations from partner agency speakers.
• Volunteered at and attend United Way events to help achieve overall campaign goals.
• Conducted lapsed donor follow up giving previous donors the opportunity to ask questions and give again.

• Led a team of nine young adults (ages 18-26) through four community service projects.
• Coordinated with sponsor organizations to ensure daily and weekly goals are accomplished.
• Balanced the needs and personalities of each member to promote positive team dynamics.
• Selected by peers as the Team Leader Motivator of the Year.
• Managed a budget totaling over $27,000 to purchase food, lodging, transportation, supplies, and laundry.
• Completed weekly progress reports to provide qualitative and quantitative data on each week’s accomplishments and a final debrief to provide accomplishments for each round.

• Reviewed 75 property claims per month for quality assurance and training purposes.
• Created Estimating Guidelines to provide structure and consistency for the Property Claims department.
• Developed a monthly report for adjusters and management with a comprehensive breakdown of how each audit question affected the overall department score including actionable solutions to negative trends.
• Chosen as one of two audit specialists to train field adjusters for improvement on individual inefficiencies.
• Created awareness for and developed a job aid to use YourCause, a program which allowed employees to log volunteer hours and earn donations for the charity of their choice.

Madison, Wisconsin Area

• Established myself as a self-starter with great organizational skills by consistently exceeding productivity, quality, and customer service goals with minimal manager supervision.
• Served as primary mentor for new adjusters providing coaching and feedback.
• Teamed with other adjusters and analysts in a project redesigning standard work.
• Identified inefficiencies in field territories and created a solution for more effective claim assignments.
• Created claims system training guide to help Safeco adjusters learn the system after merger.
• Acted as claims system expert within my zone of 21 states.

Sacramento, California Area

• Completed rotations in Auto Physical Damage, Property Fast Path, and Bodily Injury.
• Participated in pilot group to roll out claims system to auto department.
• Assessed insurance policy language, case law, and state statutes to determine applicable coverage.
• Developed negotiation skills necessary to reach settlements with attorneys, medical providers, and contractors.
• Analyzed customer satisfaction surveys for a project and recommended best practices to the entire unit.

Bloomington/Normal, Illinois Area

Bloomington/Normal, Illinois Area