Daniel Schultz Email & Phone Number

Providing high-level support in preparing new business and renewal submissions for various casualty products, ensuring efficiency and accuracy. Collaborating with internal and external stakeholders on underwriting processes, including rating, loss trending, analysis, proposals, and documentation of material risk factors. Managing post-binding responsibilities, including account setup, issuance, proof of coverage filings, and compliance, while meeting timeliness goals.

Greater Los Angeles Area

Specialized in processing and underwriting support of the Large Casualty line of business including Worker’s Compensation, Automobile and General Liability with account premiums beginning at $100k/yr. and exceeding $1M/yr. Supported between 5-8 underwriters in the areas of underwriting operations, billing, procedures, and issuing policies. Responsible for monthly activity log and clearing applicant submissions after underwriters' review. Computes rates and premiums for policies, compiles appropriate declarations, coverage forms, national/local forms, and endorsements to complete a policy. Handled 4-6 renewal accounts each month with multiple accounts over $1M in premiums. Worked with Fortune 500 companies in a variety of industries which required specific risk and data analysis. Maintained 95% policy issuance within 14 days which included largest national account of over 40 policies for renewal. Involved with Make a Wish and Habitat for Humanity Zurich volunteer partnerships.

Greater Los Angeles Area

Digital Realty - Corporate Accounts Receivable accountable for reducing delinquency and exposure for 150 assigned customer accounts. Requires communication and effective follow up on a daily basis regarding account and billing inquiries using Yardi 7. Reconcile customer disputes as they pertain to payment of outstanding balances due.C&F Foods - Staff Accountant who helped convert new acquisition from cash basis to accrual method. Reconciliation of 15-20 object accounts and journal entries using DBA software. ABM Industries - Staff Accountant handling full cycle duties, including posting journal entries, month end closing, GL reconciliation and profit and loss analysis using systems such as JD Edwards and Insight.

Covina

Researched over 600 credits totaling over $450,000 in outstanding accounts receivable which were past due for year-end project. Initiated contact with various departments to ensure timely process of refunds. Account reconciliation of cash and clearing general ledgers using MAS 200.

Anaheim, Ca

Conducted research of assorted vehicles to distribute marketing reports to validate the pricing of future purchases in commission only environment. Managed 8-10 coworkers to negotiate pricing, obtain documentation and arrange transport. Exceeded monthly goals by 33% by averaging over 80 car purchases and approximately 500k revenue, monthly with over half purchases achieving a 20% profit. Assisted coworkers with clerical data including posting transactions, copying and management of files.

Orange County, California Area

Direct Sales Insurance Agent - Sold 35 auto, 25 home and 4 umbrella insurance policies monthly. Packaged required documents to finalize submittal process. Consulted with underwriting department to maintain accuracy standards.Clerk Processing II - Clerical and accounting duties including chargebacks, billing, invoicing, research history and data entry. Provided district office support for multiple states.Member Service Consultant - Advised members on various travel, DMV and automotive services in call center setting. Solved a variety of member issues using multiple software systems. Volunteer work in mail room and insurance verification.

Bachelor Of Arts (B.A.), Business Administration, Accounting And Finance Concentration

Associate Of Arts (A.A.), Business Administration