Daniel Messier Email & Phone Number

Built a profitable book of business through customized financial planning solutions. Utilized a product portfolio of term & whole life insurance options, annuities, and long term care products to meet the needs of clients. Regularly meet with existing clients to realign their insurance products to meet their current and future insurance needs. Provide a product selection to clients that maintains a competitive advantage within the insurance marketplace to provide the ideal position for clients. Manage assessments of customer targets and opportunities by tracking new business developments, industry fluctuations, engagement, and account management within CRM software. Ensure products are poised to drive increases in sales performance by understanding current positions, risks & benefits, and competitor differentiation.  Prepare detailed and accurate presentations, quotes, estimates, and sales contracts based upon agreed-upon terms to guide clients throughout the sales process and formalized binding of coverage. Built a solid reputation within the insurance industry as an agent who positions the company as the provider of choice for all life, annuity, and long-term care needs. Respond to high-volume customer communications to promote additional lines of coverage according to product strengths/benefits and the unique needs of each client. Manage account documentation and follow submissions throughout the process to ensure equitable and accurate quotes are provided and trailing documents are documented and submitted for underwriting. Fully utilize the capabilities of insurance software and other sources to track, navigate, and document decisions within the customer’s account. Increase agency year-over-year revenue by 205% by implementing new sales strategies, processes, and methods of tracking prospects and clients.

Northbrook, Il, Us

Hold accountability for market identification/execution, new business development, coaching the sales team 8 on life, long-term care, and annuities products/sales, and managing B2B and B2C relationships to drive revenue momentum of the company’s life and health divisions. Lead the sales team on implementation and execution of customer engagement strategies, refinement of sales process, and conduct business reviews for analysis on areas of success and areas of improvement. Train sales team to track, manage, and close opportunities while delivering a focused sales presentation to clients. Review a cascade of sales data to maintain a constant pulse on the company’s sales metrics, measure/set goals for each quarter/year, analyze value and impact of marketing/lead generation spent.  Prospect new opportunities, execute marketing campaigns, and manage both new and existing client relationships to ensure implementation/customer success and satisfaction. Ensure B2B/B2C inbound and outbound engagement is documented, followed-up on, and working in unison with one another to deliver a seamless experience for prospects/clients. Analyze/deliver quarterly and annual business reviews and previous sales recaps to facilitate value-based decisions on penetrating new/existing markets and develop new processes to enhance client experience. Rebalance strategies and priorities as the customer experience evolves by acquiring a deeper understanding of their personal/business drivers/targets. Drove sales by evaluation of current sales data and metrics to drive up life, health, property, and casualty line sales by 18% first quarter, 45% by end of year, becoming the 3rd highest grossing agent in the state of North Carolina. Drove agency-wide close rates from 5% to over 20% and increased monthly premium by over 40% utilizing a value-added method.

Bloomington, Illinois, Us

Worked alongside a highly driven entrepreneur to serve as a principal life & health agent behind operations for several agent-owned businesses. Held full accountability for the financial health, stability, and profitable direction of the company life & health verticals by directly supervising agents & leadership teams and maintaining dotted-line accountability over front-line staff with a mix of sales, administrative, and customer service responsibilities. Ensured the proper blend of operational controls, sales/service protocols, and reporting mechanisms were in place to propel growth. Architected staffing plans by actively participating in the coaching, mentoring, and developing of teams and customer service teams. Translated operational needs from numerous perspectives to lead sales activities centered around evolving business plans, strategies, and initiatives. Ensured key sales and performance criteria were clearly communicated and cascaded down to front-line personnel to keep business moving in the right direction and achieved specified sales goals. Developed an annual operating plan that included forecasts, special projects, resource allocation, and KPIs to keep operations centered on growth and continuous improvement.

Swannanoa, Nc, Us

Drove net new B2C sales of the company’s vast catalog of life & health products by positioning the product mix with targeted marketing material. Built a strong business presence among legal, business/B2B, and accounting firms by establishing a referral relationship for multi-year sales success by setting a regular rhythm of client-facing meetings to present new products, gather consumer insights, conduct business reviews, and facilitate valued discussions on moving sales forward. Evaluated individual product sales vs. overall portfolio to apply this information to critical sales planning, and product/service positioning. Strengthened the brand at relevant touchpoints within the customer’s buying journey to align business impact and new product developments with customer expectations. Managed account documentation and followed submissions throughout the process to ensure equitable quotes were provided and trailing documents were submitted for underwriting. Built a solid reputation with new and existing clients to position the company as the provider of choice for all life insurance products. Trained a team of 35 agents on sales strategies/methods to increase closing ratio/sales retention, effective marketing of annuities/long-term care products, and how to increase target life premium by as much as 30%. Assisted agents in building successful business plans, deciphering market data, methods of marketing implementation, proper client follow-up and acquisition, and system for maintaining 90% of written business 13 months in. Became top annuity and long-term care sales agent in region, among 700 other agents.

• Supervise stockroom activities and supply utilization• Prepare all needed stock solutions and maintain adequate amounts• Perform general maintenance and cleaning on all lab stations and other indicated areas• Assist in helping students use of specialized lab equipment and materials• Maintain a safe working environment for all staff and students involved and take an active role in addressing all safety concerns immediately as outlined by OSHA and the university• Assist in making sure students work in the lab follow all appropriate safety guidelines• Appropriately dispose of organic and inorganic chemical waste products• Administer homework and exams to students and evaluate performance• In addition to work responsibilities, free tutoring services were offered to students for 10 hours a week to increase their personal success

• Arrive to a classroom before the start of class to meet with all disabled students and address all concerns before the class begins• Act as an intermediate between the student and faculty and staff members to ensure all disability-related needs are addressed• Assist the students during the class by taking supplemental notes for them, then providing the students with a copy and filing away another copy• Keep an eye on the overall health of the student and act accordingly should issues arise• Maintain the honor of the institution and discourage any form of academic dishonesty• Follow all HIPPA policies as they pertain to the students’ rights and privacy

• Provide technical support in preparation of classroom and lab for student and faculty use• Assist in the setup, maintenance, security, and safety of instructional labs• Troubleshoot any technical difficulties that may arise and address them promptly, specifically regarding Windows 7-based computers, printers, peripherals, and supplies• Provide system maintenance and cleanliness

• Quickly and correctly calculate dosages, dispense medications, prepare prescription labels, and fill prescriptions for approval by pharmacist• Use the pharmacy’s proprietary computer program to access prescription information including patient and prescriber information, drug selection, prescription interpretation, and insurance billing• Research and resolve dosage conflicts, potentially harmful drug interactions, insurance issues, and other matters to ensure patient safety and wellbeing• Facilitate a constant and efficient communication between patients, healthcare professionals, and insurance companies.• Directly assist an average of over 100 customers per shift, responding to their unique needs and addressing them quickly and respectfully• Follow all rules and policies set forth by HIPPA to protect patient privacy• Accurately utilize a cash till to complete sales after filling all patient prescriptions

Associate Of Arts - Aa, Business Administration And Management, General

Associate'S Degree, Finance And Financial Management Services