Dan Rich

Dan Rich Email and Phone Number

Chief Operations Officer at Ash Brokerage @ Ash Brokerage
Dan Rich's Location
Fort Wayne, Indiana, United States, United States
Dan Rich's Contact Details

Dan Rich personal email

n/a

Dan Rich phone numbers

About Dan Rich

As Chief Operations Officer at Ash Brokerage, I lead our integration efforts within our operational areas to optimize the sales process. In addition, I lead our National Account Management area. Our mission is to grow and strengthen the business to business relationship while developing and enhancing strategies to achieve sales and revenue growth goals. At Ash, we come to work because we care – deeply. Life insurance, annuities, long-term care, disability income – these products come with questions. We bring answers. We see opportunities, not obstacles. We solve problems. And we do more than is expected. Every. Single. Time. Whatever the question, whatever the need. Ash Answers.[The views expressed on this website are mine alone and do not necessarily reflect the views of my employer.]

Dan Rich's Current Company Details
Ash Brokerage

Ash Brokerage

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Chief Operations Officer at Ash Brokerage
Dan Rich Work Experience Details
  • Ash Brokerage
    Chief Operations Officer
    Ash Brokerage Apr 2022 - Present
    Fort Wayne, Indiana, Us
  • Ash Brokerage
    Senior Vice President, National Accounts And Sales Operations
    Ash Brokerage Nov 2019 - Apr 2022
    Fort Wayne, Indiana, Us
  • Ash Brokerage
    Vice President, Strategic Accounts
    Ash Brokerage Jan 2017 - Sep 2019
    Fort Wayne, Indiana, Us
    As the Vice President of Strategic Accounts at Ash Brokerage, I lead our business development team focused on key accounts. Our mission is to grow and strengthen the business to business relationship while developing and enhancing strategies to achieve sales and revenue growth goals.In this role I am responsible for:- Retaining existing business, while pursuing profitable growth opportunities- Leading the Request for Proposal (RFP) process for the organization- Metrics and reporting on business development initiatives - Onboarding of new accounts within our National Account Management (NAM) groupAsh Brokerage’s team of more than 350 industry experts are committed to investigating, analyzing and comparing products and sales concepts to ensure the advisor has all the right solutions. We provide advisors with hands-on expertise as well as an unbiased and objective analysis of their clients’ insurance needs. Helping advisors choose what options best fit their client needs looking at all potential options.
  • Ash Brokerage
    Assistant Vice President-Producer Services And Business Development Operations
    Ash Brokerage Oct 2014 - Dec 2016
    Fort Wayne, Indiana, Us
    As the Assistant Vice President of Producer Services and Business Development Operations at Ash Brokerage, I continued to be responsible for the Producer Services area while also making business development an area of focus and attention. Specifically:-Coordinated monthly organizational metric reporting for all operational areas within Ash including Producer Services, New Business, Sales Desk, and Agent Retention.-Led the operational activities associated with all Business Development Opportunities, (including the onboarding of new accounts). I ensured we identified individuals during the Business Development Process to assist the team would ensure a positive experience. -Led the RFP (Request for Proposal) process for potential new accounts as well as existing accounts.
  • Ash Brokerage
    Director - Contracting & Compensation
    Ash Brokerage Dec 2002 - Sep 2014
    Fort Wayne, Indiana, Us
    As the Director of Contracting and Compensation at Ash Brokerage, I had the pleasure of overseeing the Producer Services Department which handles advisor licensing, commissions and producer onboarding. I was directly responsible for developing strong working relationships by providing outstanding service and ongoing communication with advisors and insurance providers. In addition, my duties included:• Providing organizational leadership by establishing and communicating expectations and providing a clear vision• Managing and directing the financial/strategic needs and goals of our department's contribution to the organization• Ensuring continuous improvement of the organization and its services• Developing and evaluating the efficiency of all standard operating procedures, timelines and schedules• Managing and training employees• Providing technical support and development related to computer software and hardware• Updating and maintaining the Ash Brokerage contracts and licensing software (ACE 2.0)• Overseeing payment of commission to agents
  • National City Bank
    Credit Analyst
    National City Bank Jun 2000 - Jun 2002
    Us

Dan Rich Skills

Insurance Term Life Insurance Analysis Life Insurance Disability Insurance Management Financial Advisory Retirement Planning Retirement Whole Life Fixed Annuities Underwriting Employee Benefits Long Term Care 401k

Dan Rich Education Details

  • Purdue University Fort Wayne
    Purdue University Fort Wayne
    General

Frequently Asked Questions about Dan Rich

What company does Dan Rich work for?

Dan Rich works for Ash Brokerage

What is Dan Rich's role at the current company?

Dan Rich's current role is Chief Operations Officer at Ash Brokerage.

What is Dan Rich's email address?

Dan Rich's email address is da****@****age.com

What is Dan Rich's direct phone number?

Dan Rich's direct phone number is (800) 589*****

What schools did Dan Rich attend?

Dan Rich attended Purdue University Fort Wayne.

What are some of Dan Rich's interests?

Dan Rich has interest in Football, Running, Spending Time With Family And Friends, Cooking.

What skills is Dan Rich known for?

Dan Rich has skills like Insurance, Term Life Insurance, Analysis, Life Insurance, Disability Insurance, Management, Financial Advisory, Retirement Planning, Retirement, Whole Life, Fixed Annuities, Underwriting.

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