David Santucci Email & Phone Number

Camden, NJ

Responsible for managing the overall Private Client Group Team and book of business. Oversee the Profit and Loss of Private Client Group including the maintaining of Major Account Goals as they relate to Corporate Budget Goals. Provide leadership and expertise to Private Client Group Team in client strategy and retention and give direction for appropriate.

Camden, New Jersey, United States

Responsible for managing the overall Private Client Group Team and book of business. Oversee the Profit and Loss of Private Client Group including the maintaining of Major Account Goals as they relate to Corporate Budget Goals. Provide leadership and expertise to Private Client Group Team in client strategy and retention and give direction for appropriate.

Camden, New Jersey, United States

Responsible for managing and account servicing the High Net Worth client relationship including new and renewal business processes and rounding of accounts. Included preparation of new business and renewal submissions including marketing, rating and proposals as well as the applications and binder process through to policy issuance.

Newark, Delaware

Serviced a $5.5M personal lines book of business of affluent clients where the average account size exceeded $20,000 in premium. Duties included reviewing coverage, designing summaries of coverage, processing renewals and endorsements, taking first report of claims. Cross selling additional lines of coverage that included: Homeowners, Auto, Collections.

Cherry Hill, New Jersey

Hired, trained and directly supervised a 30+ agent call center.Audited calls on a regular basis & provided feedback & recommendations to respective managers.Ensured that service standards regarding call/answer rate, calls in queue, abandoned calls, etc. were met or exceeded.Developed training documentation and manuals for the sales, service and claims.

Wilmington, Delaware

Generated, quoted and produced all new personal lines Property & Casualty policies for the agency. Maintained and supervised all customer service procedures for the existing accounts.Facilitated all billing and commission procedures for the personal lines accounts. Oversaw and administered all claims for the personal lines accounts.Modernized all paper.

Wilmington, Delaware

Fusura, LLC was a venture funded and owned by AIG, Prudential, Kemper Insurance companies.Monitored contact center calls, both live and taped; completed quality scorecard evaluations; reviewed scorecard with employees and provided constructive feedback, coaching, and counseling when appropriate. Coordinated findings, observations, and evaluations with.