Dan Lee Email & Phone Number

Greater Atlanta Area

Greater Atlanta Area

Consultant hired to assist with the design and management of a software RFP for UPS’s primary Safety, Health, and Risk Management information system. The system is the single global enterprise solution for all risk and safety data, including managing their large claim/exposure base for WC, GL, and AL.• Led the stakeholders through the process of drafting a project charter and goals• Provide consultation and advice on overall RFP approach and strategy to the stakeholders• Partner with UPS IT and procurement in developing RFP content that yielded meaningful results• Provide guidance and feedback on the vendors that should participate• Delivered a consultative and objective review of the proposals along with guidance on the proposal to accept• Advised UPS on vendor negotiation and contract design & terms

Greater Atlanta Area

AVP responsible for Client Service team of 25, managing 200 clients representing +$50million in ARR• Established the foundation for client profitability tracking and compliance• Utilization increased by 40 points, Realization increased by 30 points• Elevated the roll of Account Manager to be the strategic owner of the client relationship• Developed streamlined, documented processes that improved the overall efficiency of client service• Initiated a cultural shift, empowering account managers to take a leadership role in client outcomes

Greater Atlanta Area

Atlanta Ga

Senior manager responsible for Eastern third of the US with a team of 12 account managers. Eighty clients with a combined annual revenue of $30 million. Respected leader with a reputation for developing and nurturing partnerships with enterprise level clients.Senior Manager, Account Management 2011-2017• Implemented new renewal strategy designed to take control of the timeline and improve on-time renewals.• Year over year success in meeting and exceeding team organic growth targets.• Defined the account management metrics and KPI’s for Ventiv’s CRM• Collaborate with other teams to develop and implement recommendations for service improvement• Developed organization-wide plan to improve client travel expense cost reimbursement

Atlanta Ga

Various client-facing positions within account management. Consistent leader in client satisfaction, client retention, and organic growth.• Sold, implemented, and supported many custom solutions for risk management clients.• Assist large telecom with quantifying and allocating their $40 billion dollar property insurance program• Worked with large retailer to implement in-store claim reporting, resulting in savings and data quality• Developed a predictive analytics data integration solution for a large retailer, in conjunction with Deloitte and Sedgwick. The project led to more efficient claims management, cost savings, and improved claim closure.• Worked with global logistics giant to automate their return to work and claim cost allocation programs