Daniel Oldham, Cpcu Email & Phone Number

Kennesaw, GA, US

22 Bishopsgate, London, GB

22 Bishopsgate, London, GB

Strategic development of the Canopius US Insurance Commercial Transportation book of business including for-hire trucking and transportation within cannabis operations.

22 Bishopsgate, London, GB

• Desk quote individual submissions to MGA’s for policies that fall outside of their assigned authority levels.
• Develop and maintain relationships with brokers and clients.
• Comply with company policies and risk appetite.
• Conduct Portfolio Management on assigned MGA contracts ensuring adherence to Underwriting guidelines and contract terms such as GWPI, risk limits, rates and aggregate limits.
• Conduct regular portfolio reviews of MGA contracts using company pricing models to ensure target loss ratios are achieved.
• Compile statistics and analyze performance of all risks and accounts.

Business consulting specializing in small business strategic management, risk analysis, evaluation, and operational support.

Atlanta, GA, US

• Examined new and renewal applications for specialty lines of business including crane and rigging, specialized transportation, concrete pumping, and equipment dealers.
• Solicited information needed to write appropriate lines of business including Commercial General Liability, Auto Liability, Workers’ Compensation, Inland Marine, and Excess/Umbrella.
• Set appropriate premium rates, coverages, and terms & conditions to ensure underwriting integrity and profitability.
• Placed business with appropriate market and risk companies.
• Operated as Insurance Broker on an as needed basis for specialty and advanced risks.
• Worked with business development, loss control, and product line managers to create strategies for new business and retention of accounts.

South Sioux City, NE, US

• Built and maintained relationships with a diverse group of agents and agency staff in a wide geographic region covering the Contingent Western United States.
• Worked with the assigned agents to build and maintain profitable and growing book of business that met company standards.
• Analyzed new and renewal applications and based on the merit of the risk and company standards rated, non-renewed, declined, bound or renewed the risk.
• Placed Facultative Reinsurance as necessary.
• Worked with new and existing agents and agency staff to train in underwriting standards and the risk appetite.
• Analyzed the assigned book of business based on profit, loss frequency and severity, net growth, retention, and quote to bound success rate.

• Managed multimillion-dollar book of business consisting of over 1,200 policies.
• Analyzed new risk applications and based on merits of the risk offered coverage or denied the application.
• Provided customer service to all stakeholders in insurance process including: applicants, policy holders, agents, and claimants.
• Chaired committee that was charged with developing and maintaining the Policy and Procedures for Underwriting Department.

• Analyzed personal and business insurance risks to place with appropriate coverage and carrier.

Master Of Science - Ms, Enterprise Risk Management

Master'S Degree, Educational Technology

Bba, General Business Management

Diploma, High School/Secondary Diploma Programs