Daniel Ward Email and Phone Number
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With a 15-year tenure in the insurance industry, I am a seasoned professional specializing in operations management, growth strategy, revenue generation, and client advisory services. My expertise encompasses individual needs and operational considerations, reflecting a comprehensive approach to insurance services.I have established a proven track record of successful collaboration with C-Suite executives, delivering process management and efficiency enhancements. This collaborative effort has consistently resulted in heightened growth and improved margins for the organizations I have been associated with.My professional profile is characterized by self-motivation and leadership acumen. I excel in cultivating relationships with professionals at all levels, demonstrating the ability to connect with diverse teams. I bring to the table a goal-oriented, results-driven leadership style, thriving on relationship building, identifying growth opportunities, and maintaining composure under pressure.My strengths lie in navigating deadline-driven environments with ease. I am adept at not only meeting but exceeding expectations in high-pressure situations. Overall, my leadership style is characterized by a focus on goals, a commitment to results, and an unwavering dedication to fostering positive relationships in the professional realm.
Resource Pro
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Partnership ExecutiveResource Pro Jul 2024 - PresentNew York, New York, Us• Customer Relationship Management: I am the primary point of contact for several Tier 1 clients. I lead all operational efforts to build and maintain strong, trusted partnerships. I work closely with key stakeholders to deliver on strategic goals, ensure expectations are met, address escalations, and consistently deliver value.• Cross-Functional Collaboration: I collaborate with Client Leadership, Service Delivery, and Revenue, to identify opportunities for process efficiencies, cross-selling, task expansions, and automation. I focus on fostering an environment to drive continuous improvement and growth.• Delivery Oversight: I partner with delivery teams to refine and optimize the customer onboarding, training, and engagement processes, ensuring a seamless and positive experience. By identifying opportunities for efficiency and growth, I help maximize customer adoption and overall satisfaction.• Strategic Reviews & Growth Initiatives: I lead Monthly, Quarterly, and Annual Business Reviews to track account performance and identify new growth opportunities. Through collaboration with the Revenue team, I have successfully driven a 14% YOY increase in revenue across assigned accounts. Together, we develop and implement strategic account plans designed to promote long-term customer success while sustaining revenue growth.• Data-Driven Insights: Working alongside the Service Delivery team, I monitor customer data, usage patterns, and feedback to identify trends that inform decision-making. I present key insights and performance metrics to the executive team, providing visibility into the current state of customer health and team KPIs.• Escalation Management: I am responsible for overseeing and managing critical customer escalations and service recovery issues, ensuring they are resolved swiftly and effectively while maintaining strong, positive relationships with customers. My goal is always to uphold a high standard of service excellence and customer satisfaction.
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Operations ConsultantResource Pro Jan 2023 - Jul 2024New York, New York, UsCurrently leads large onboarding efforts for multiple Tier 1 clients to grow their overall utilization. Supports Technological, Automation, and Change Leadership initiatives amongst the client locations.Creates effective project plans, sprints, and obtains alignment on said plans between Client Leadership, Service Delivery, and Revenue Team. Coordinates the onboarding of remote staff from IT set-up through Implementation, serving in a relationship management liaison between the client and offshore teams to ensure an effective transition.Effectively navigate clients through the Change Management process.Leverages Lean Six Sigma methodologies to maximize process efficiency and engage associates by creating alignment.Consults business owners on ways to improve production as well as revenue goals by identifying potential opportunities for workflow refinement and profitability growth.Conducts virtual and physical procedure documentation sessions to assist clients with expanding both internal and external efficienciesCollaborates with Client, Service Delivery and Revenue teams on account expansion opportunities for both internal and external staff to ensure alignment across all verticals.
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Implementation ConsultantResource Pro Jan 2022 - Mar 2023New York, New York, UsLead and facilitate the new client onboarding process, maintain and develop large strategic accounts.Assist the client with determining which processes are most suitable to delegate to ReSource Pro.Build trusted partner relationships with clients.Collaborate with the Service Delivery team to ensure smooth transitions of work.Document client processes to ensure workflows align and support identified outcomes.Serve as a subject matter expert on insurance operations and efficiency.Identify opportunities for revenue growth and retention.Support the Service Delivery team with execution and identify areas of opportunity to increase scope of client engagements.Provide guidance and input to the Service Delivery team in client communications, process implementation, and workflow stabilization.
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Operations LeaderTata Consultancy Services Sep 2019 - Jan 2022Mumbai, Maharashtra, InResponsible for all third party voice and back office operations for client in P&C siloDirect client liaison for multiple contact center operationsDirectly responsible for a $6M revenue increase due to process improvementsSuccessfully started outbound contact center from ground up for client in the P&C siloKey Stakeholder in infrastructure and developing of outbound operationsResponsible for P&L across multiple locations Responsible for 150+ FTE at two different locations -
Sr. Sales BrokerMetlife May 2018 - Sep 2019New York, Ny, Us -
Sr. Sales ConsultantMetlife Jan 2010 - May 2018New York, Ny, Us2015 Sales Leaders Conference WinnerRanked top 10% nationallyNational Group Account SalesExtensive use of Salesforce.com1.3 Million plus Sales with a goal of 740,000 from 2012-2015
Daniel Ward Skills
Daniel Ward Education Details
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Hondros CollegeInsurance
Frequently Asked Questions about Daniel Ward
What company does Daniel Ward work for?
Daniel Ward works for Resource Pro
What is Daniel Ward's role at the current company?
Daniel Ward's current role is Partnership Executive | Client Partner | Customer Success | Insurance Leader | Strategy Developer | Servant Leader | Business Process Management.
What is Daniel Ward's email address?
Daniel Ward's email address is dw****@****ife.com
What is Daniel Ward's direct phone number?
Daniel Ward's direct phone number is +193737*****
What schools did Daniel Ward attend?
Daniel Ward attended Hondros College.
What skills is Daniel Ward known for?
Daniel Ward has skills like Sales, Insurance, Customer Service, Sales Management, Account Management, New Business Development, Sales Operations, Selling, Management, Team Building, Marketing, Training.
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