Jane Daly Email & Phone Number

Farmington, CT

Farmington, Connecticut

Responsible for collecting and analyzing information used to prepare various reports and financial information. Research and help resolve client tax matters. Manage senior partners’ schedules for meetings, teleconferences, personal commitments, communications with clients and attorneys. Protect customer and operational confidentiality. Read and research.

Farmington. CT

• Responsible for an assigned book of business with focus on retention, attaining profitable growth and earnings. Perform timely analysis of case specific risks, develop proposals, negotiate with producers and manage.
• One of 3 underwriters managing a $55,000,000 transportation program.
• Re-engineered multiple audit forms into one which resulted in greater audit production and quality and further mitigated underwriting risk.
• Conducted multiple training sessions for Account Executives and Account Managers. Show less

New York, NY

• New business development and strategic planning of Specialty Programs profitable growth goals and retention for the National Specialty Programs Team. Manage pipeline and implementation time lines. Manage new and.
• Launched two new programs within the first 6 months totaling $7,000,000.
• Established key marketing objectives for the team.
• Introduced new opportunities through relationships with Brokers, MGA’s, Program Managers, and Wholesalers.

Rocky Hill, CT

• Strategic planning, development, and execution of Alea performance and program goals for the region. Interfaced with Alea underwriting and actuary staff to develop options for new business opportunities as well as.
• Opportunities in New Business Pipeline exceeded $10M each month.
• Forged and met marketing objectives for the Eastern States.
• Coordinated Industry Conferences for maximum… Show more Strategic planning, development, and execution of Alea performance and program goals for the region. Interfaced with Alea underwriting and actuary staff to.
• Coordinated Industry Conferences for maximum exposure.
• Introduced new opportunities through relationships with Brokers, Captive Managers, MGA’s, Attorneys, CPA’s etc. Show less

Hartford, Connecticut Area

• Responsible for management of an $18mm portfolio of large, complex, multi-line programs. Set annual budgets, and contract wording on all new and renewal accounts. Field audits of all program accounts including.
• Six Sigma/Greenbelt Certified.
• Zero regrettable loss of accounts.
• Increased new business submissions by 50%.
• Increased profitability and ensured 20% return on equity by developing and convincing management to implement, a new audit form to track client rate changes. Show less

Hartford, Connecticut Area

Responsible for management of a $12MM program portfolio and underwriting profitable individual facultative accounts. Solicited and priced business for Commercial Lines insurance companies such as the Hartford Insurance Company and Allmerica/Hanover Insurance Company. Consistently achieved business development, monthly volume, and budget goals via strategic.

Hartford, Connecticut Area

Responsible for underwriting, pricing, and servicing of new and renewal large commercial casualty accounts. Analyzed and priced liability insurance for municipalities, transportation, and captive markets. Program types included guaranteed cost, excess over self-insured retention or deductible, corridors, swing plans, and profit sharing plans. Successfully.

Master Of Science - Ms, Accounting With Tax Concentration, A

Bs, Accounting

Hs Diploma, General Studies