Agency Manager
Current
Jun 2024 - Present
AeroLeads people directory · profile
Dan M. Email & Phone Number
I manage teams and hone producers into rockstars who supercharge growth for Insurance and Tax businesses.
at
Allison Scheier Insurance Agency
1 work email found
@farmers.com
1 phone found area 800
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
I manage teams and hone producers into rockstars who supercharge growth for Insurance and Tax businesses.
Location
Fair Oaks, California, United States
Who is Dan M.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dan M. is listed as I manage teams and hone producers into rockstars who supercharge growth for Insurance and Tax businesses. at Allison Scheier Insurance Agency, based in Fair Oaks, California, United States. AeroLeads shows a work email signal at farmers.com, phone signal with area code 800, and a matched LinkedIn profile for Dan M..
Dan M. previously worked as Agency Manager at Allison Scheier Insurance Agency and Agency Business Consultant at Farmers Insurance. Dan M. holds Bachelor Of Arts (Ba), Psychology from California State University-Sacramento.
Company email context
Email format at Allison Scheier Insurance Agency
This section adds company-level context without repeating Dan M.'s masked contact details.
*@farmers.com
68% confidence
AeroLeads found 1 current-domain work email signal for Dan M.. Compare company email patterns before reaching out.
Profile bio
About Dan M.
Dynamic, positive and competitive Senior Level professional who is comfortable working independently and focusing on the ultimate success and goals of the company. Financially educated and savvy, I’m confident and poised in any situation and can evaluate outcomes equally from the sales, compliance, supervisory and retail customer viewpoints to make the best decisions. My knowledge, skill and passion for building cohesive and highly achieving teams sets me apart as a leader, who both supports and challenges team members to reach their best.
Listed skills include Insurance, Leadership, Retirement Planning, Fixed Annuities, and 30 others.
Current workplace
Dan M.'s current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
Dan M. work experience
A career timeline built from the work history available for this profile.
Agency Business Consultant
Deliver Farmers product knowledge, sales processes, operations, underwriting and technology via agency visits, classroom, and web conference for new and existing Agents. Develop business, marketing and sales plans and assist with implementation of the Plans for Growth and Profitability. Recruit new Agents, producers and client service personnel. Produce.
Jun 2021 - May 2024
General Manager
Skyles Insurance An Nfp Company
- Leader for mid-sized Commercial Insurance Agency. Transitioned business from single owner to being sold to Multi-National Corp. Responsible for P&L, sales, marketing, accounting, underwriting, hiring, training and.
- Grew top line revenue from $10 million to $11.5 million in 2 years
- Grew bottom line by 7.5% year over year through increased sales, aggressive cost cutting and role realignment
Sep 2018 - May 2020
Multi Office Manager
Manage multiple retail tax offices, including sales, marketing, recruiting, hiring, coaching and mentoring of tax associates, receptionists and bookkeeping staff. Achieved Max Revenue, Client Growth and Service targets in 2018. Responsible for all P&L, supplies, and staffing hours. Extensive community involvement via local events and relationship building..
Oct 2016 - May 2018
Office Manager
Block Advisors is an exciting and new brand dedicated to servicing the total tax and business services needs of our complex clients. While we are a full service tax firm, we focus on those clients who have more advanced tax situations, such as business owners, estates, trusts, fiduciaries, and corporations. We not only do tax preparation, but also advanced.
Oct 2015 - Jun 2016
Business & Tax Consultant And Registered Tax Preparer
Business & Tax Consultant
Act as CTEC Registered and Bonded Tax Preparer to produce Personal and Business tax returns. Use knowledge and experience to consult with businesses on growth, profitability, marketing, sales, personnel, and all areas of running a successful business.
Sep 2013 - Oct 2015
Field Sales Leader
Responsible for consulting, development and onboarding of all agents in the San Diego District in California. Work with Exclusive Agents and Employee Agents to develop a successful book of business consisting of Auto, Home, and Life policies, as well as Annuity and Retirement accounts. Assist with all areas of the business, including marketing, sales.
Jul 2011 - Aug 2013
Senior Financial Coach
Clc Incorporated
Use financial experience to provide over 3500 clients with education, guidance and counseling in all areas of their financial life, including investments, retirement planning, debt counseling, spending plans, tax issues, college funding, mortgages, small business planning, credit restoration and other financial issues. Within weeks raised productivity by.
Aug 2009 - Jul 2011
District Sales Manager
Build and manage a team of field Insurance Consultants based in Greater Sacramento Area. Recruit and hire new team members. Train and coach in all aspects of prospecting, selling and closing for Home and Auto sales as well as referrals to Life and Mortgage divisions. Developed marketing opportunities including use of Farmer’s Market, direct mail and.
Nov 2007 - Nov 2008
3 education records
Dan M. education
Bachelor Of Arts (Ba), Psychology
California State University-Sacramento
Aerospace, Aeronautical And Astronautical/Space Engineering
Ucla
Education record
Jesuit High Sacramento
FAQ
Frequently asked questions about Dan M.
Quick answers generated from the profile data available on this page.
What company does Dan M. work for?
Dan M. works for Allison Scheier Insurance Agency.
What is Dan M.'s role at Allison Scheier Insurance Agency?
Dan M. is listed as I manage teams and hone producers into rockstars who supercharge growth for Insurance and Tax businesses. at Allison Scheier Insurance Agency.
What is Dan M.'s email address?
AeroLeads has found 1 work email signal at @farmers.com for Dan M. at Allison Scheier Insurance Agency.
What is Dan M.'s phone number?
AeroLeads has found 1 phone signal(s) with area code 800 for Dan M. at Allison Scheier Insurance Agency.
Where is Dan M. based?
Dan M. is based in Fair Oaks, California, United States while working with Allison Scheier Insurance Agency.
What companies has Dan M. worked for?
Dan M. has worked for Allison Scheier Insurance Agency, Farmers Insurance, Skyles Insurance An Nfp Company, H&R Block, and Block Advisors.
How can I contact Dan M.?
You can use AeroLeads to view verified contact signals for Dan M. at Allison Scheier Insurance Agency, including work email, phone, and LinkedIn data when available.
What schools did Dan M. attend?
Dan M. holds Bachelor Of Arts (Ba), Psychology from California State University-Sacramento.
What skills is Dan M. known for?
Dan M. is listed with skills including Insurance, Leadership, Retirement Planning, Fixed Annuities, Sales, Life Insurance, Team Building, and Financial Services.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial