Daniel Bartell Email & Phone Number

Austin, Tx, Us

Abbott Park, Illinois, Us

Pricing analysis, P&L impact, pricing strategy development and decision making.Pricing and consignment contract development and executionSupport the SH sales teams and their price/contract needs while balancing needs of the corporationSupport the SH Strategic Pricing & Contracting Manager with the development and implementation of price approvals / financial impact analysis and contract creation / maintenance. Work within audit guidelines for contract approval and contract creationNegotiate contractual terms with external customers; Understanding of the terms and conditions, contract structures and processes/systemsBuild aggregate and individual account analysis based on composition of each customerLead planning calls with Regional Sales Directors and Area Vice Presidents in multiple franchises to prepare responses, gain alignment on pricing strategy and analytics and review strategyAssist with training field sales, typically on a day-to-day, deal-to-deal basis, on tools, policies, and procedures and contractual termsOwn contract creation from start to finish – collaborative effort with sales team to define price needs, analysis to determine financial impact, execution of required internal review for price approval, documentation of proper approval, and final creation of outbound contract offering to end customer. Review and redline business terms and coordinate with Legal on contract redlinesPerform comparisons to industry/company benchmarks to identify contracting opportunities and best practices

Woodland Hills, Ca, Us

Communicate with Farmers’ agents across 29 states about basic underwriting guidelines, policies and marketing initiatives to service customer accounts via inbound phone calls and emailsRespond to agent inquiries about Workers Compensation polices, explaining changes in premium amounts, resolving complaints or forwarding the concern to the appropriate departmentAnalyze, clarify and resolve basic policy and account related questions/transactions from both Farmers’ agents and insuredsProvides an excellent customer experience by ensuring that policy transactions are issued and changes are processed accurately and in a timely mannerObjectively validate information provided for New Business, Endorsements and Renewal transactions.Provide support to agents by resolving the system errors and issues they run intoParticipate as a member of the Knowledge Management team. Purpose: review, evaluate and improve resources, reference guides, procedures and guidelines. A recommendation of mine was implemented which eliminated redundant customer/agent communication for policy cancellations

Kansas City, Missouri, Us

Oversee store operations at one of the top three grossing franchise locations out of 50 plus locationsMaintain proper inventory of food and beverage products, by proficient ordering from suppliers Handle POS and balance cash drawer on a daily basis; manage bank deposits and change ordersProvide instruction and training to new employees; communicate expectations and policiesManage staff schedules; coordinate work assignments

Prospect and qualify sales leads to generate new business for multiple products: Auto, P&C, LifeInterview prospective clients to obtain information about existing coverageEnsure all required documents are accurate and completeAssist underwriters in evaluating policy applications to ensure coverage eligibility for homes and autosAnalyze rates and evaluate coverage from several carriers to determine the best option for the customerProvide detailed explanations of insurance policies so customers can make informed decisionsMaintain current and prospective client information in CRM system (Act! platform)Manage renewal, rewrite and reinstate process for current customersHandle inquiries and communicate regularly with agents, brokers and underwritersAssist in training and development of new employeesStreamlined quarterly life insurance sales/commission calculation process, reducing turnaround time from 4 hours to less than one hourLed 18 month initiative to transfer a book of business to a new carrier ($1 MM annual premium)Simplified renewal process: modified Excel tracking spreadsheet, eliminating redundant quotes and enabling quicker identification of renewal status tracking

Plano, Tx, Us

Assisted customers with product questions and selectionCashiered - using POS systemMaintained floor stock, displays, and overall store appearanceCreated and sent out out email marketing campaignsSold and fulfilled ticket orders for athlete signings and custome framing ordersDeveloped email campaigns/newsletters for customer base using Rate PointUpdated store website with upcoming athlete signings

Assisted with game day events and operationsCommunicated with media outlets to request team coverageFulfilled customer ticket requests Initiated sponsorship sales with local businessesProvided league, game, and player statistics for media releases Recorded and maintained real-time game statisticsSupported community wide marketing initiatives

Assisted with game day activitiesAssisted with the Austin Toros marketing department in the following activities:Performed market research for the organizationQuantified and reported findings to the organizationDeveloped marketing strategies based on results

Assisted customers with product questions and selectionCashiering - using POS systemMaintained floor stock, displays, and overall store appearanceProvided customer service at Customer Service desk