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 opportunities.-Implement sales and broker strategy across all territories including networking, recruitment, and selection of new distribution partners as well as research and changes to product and service delivery.-Direct agency distribution strategy to ensure agency management actions and plans facilitate growth and profitability; this includes creating and monitoring the Annual growth and production plan to communicate Workers’ Comp business growth strategy-Develop and execute best practices approach for Worker’s Compensation account management -Initiate long and short-term business strategies for respective functional areas (i.e., claims, medical management, underwriting, risk control, administrative) to continually enhance operational effectiveness enabling a competitive edge.-Assess current technology, best practices, quality, service, and staff adjusting to ensure Workers’ Compensation Operations align with marketing, sales, underwriting, claims, and product initiatives.-Partner with Workers’ Compensation functional areas to develop and implement operational and service strategies, policies, and best practices. Ensure effective utilization of these strategies, policies, protocols, and procedures.-Review and analyze financial and operational results to monitor operational effectiveness (i.e., financial metrics, claims metrics, underwriting metrics, medical management metrics, etc.) taking corrective actions as necessary.-Deploy systems, workflow, best practices as well as changes and enhancements throughout the WorkPartners Workers’ Compensation business unit.

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 offerings to identify and address gaps.•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 opportunities that lead to productive agency partnerships. •Achieve more than 10% client growth year-over-year by implementing and managing strategic business development and account servicing strategy. This includes the formalization of client pre-sales and onboarding meeting strategy performed in conjunction with broker partners.•Spearhead virtual engagement approach to engage and deliver client and broker marketing and services materials across multiple mediums and resources.•Drive business innovation by exploring and integrating technology and vendor solutions to drive efficiencies and product differentiation.

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 retaining 91% of existing accounts.•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 growth.•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 life, health & disability, investment, and property & casualty insurance products.•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.•Develop training programs to increase agency effectiveness and productivity.