David Dodds Email & Phone Number

Pittsburgh, PA, US

New York, NY, US

Pittsburgh, Pennsylvania, US

-Understand and analyze market conditions, WorkPartners product offerings, and agency distribution to develop and implement strategies to drive revenue in alignment with senior management financial goals-Lead in Workpartners Workers’ Compensation state expansion initiative, identifying new geographic regions to expand product footprint and revenue.

Pittsburgh, Pennsylvania, US

• Leads the development and execution of regional growth, expansion, business and product development strategies to achieve profitable growth and other key metrics across PA, DE, NJ, MD, and WV territory.
• Identify, recruit, and retain agency and broker relationships across all territories to align distribution strategies with revenue targets.
• Recognize and analyze market conditions to leverage Workpartners products and services in the marketplace, creating revenue opportunities and product differentiation.
• Collaborate with underwriting on risk identification, analysis, and pricing of accounts to maximize new business opportunities and retain existing clients.
• Develop and monitor operational plans and initiatives across all functional areas including claims, risk control, underwriting, and medical management. Includes ongoing technical review of processes and services.
• Streamline distribution channel by reducing the number of contracted brokers while exceeding growth goals. Achieved by executing effective relationship management strategies to identify and optimize growth.

Pittsburgh, Pennsylvania, US

• Developed and maintained relationships with 50+ broker offices, achieving 8-10% growth in assigned agencies annually. Assigned territory achieved an average of $8 million in new business written premium each year while.
• Actively participated in the underwriting of risks and worked as a liaison between underwriting department and broker community to achieve the best possible outcome for market competitiveness as well as profitable.
• Responsible for the execution of annual production goals and sales plans for brokers within assigned territory to align with departmental financial projections.
• Worked closely with claims and loss/risk control departments to create a positive impact on our clients’ Workers’ Compensation program and deliver high quality service to our brokers and insured clients.
• Created and implemented Commercial Workers’ Compensation marketing campaigns, webinars, and materials to help increase and promote product/brand awareness and build out for growth/expansion plans.

Newark, New Jersey, US

• Cultivated and maintained relationships with clients by utilizing various marketing and networking outreach strategies to build interest and educate clients on the benefits of working with an Advisor.
• Managed client book of business of 400+ households and $7 million in assets under management.
• Developed individual financial investment and risk management strategies based on client’s needs and goals. Leveraged research and analysis to match them with appropriate financial products and services, including.
• Reviewed field underwriting guidelines to match client risk profile to appropriate carrier appetite.
• Held various leadership roles including completion of Management Development Program, responsible recruiting process, and training and development to launch new hires into their Financial Services career
• Interacted with sales professionals to build and implement marketing and business plans, and complete demographic and market research.