Dan Rodriguez Email & Phone Number

Hartford, Ct, Us

Connecticut, United States

Drive strategy development and initiative execution for continued profitable growth of the William Raveis Insurance agency. Identifying and executing on opportunities for growth and profit margin improvement by leveraging technology, analytics and process improvements that enable marketing and servicing excellence.

Greater Boston Area

Responsible for connecting enterprise strategy to business initiatives through portfolio management, profitably scaling front and back office operations, enhancing customer, agent and partner experience and building analytical capabilities to support growth of the Commercial Lines business.

Greater Boston Area

Connect operational activities to financial results by delivering meaningful insights to senior leadership aligning departmental goals to enterprise vision

Boston, Massachusetts

-Develop and maintain operational budget to support decision making within the Commercial organization-Collaborate with Product and Partner teams to generate top line forecast, informing operations team of anticipated resource need-Update and adapt models to forecast expenses based on anticipated volumes in support of mid to long term planning-Complete competitor analysis, present findings and make recommendations based on research conducted-Communicate weekly production results and program updates to senior leadership

Boston, Ma

-Supported leadership by providing analysis and recommendations for achieving business goals for National Insurance Specialty's 5 segments-Analyzed distribution data to ensure relationships are effectively managed-Developed training material based on quality assessment results and monitored improvements once implemented

Boston, Ma

-Partnered with systems, operations and sales teams to execute profitability initiatives including an auto new business rate adjustment worth $7MM in additional premium-Analyzed and evaluated trends and concerns in order to make actionable recommendations as well as execute changes to address these issues

Houston, Tx

-Produce and underwrite new and renewal business in a market segment including building and maintaining productive relationships with assigned agents/brokers. -Consistently achieve budgeted financial results (premium, loss ratio, retention, commissions, pricing, new business, and expense management) through superior service, renewal retention and responsiveness to new business submissions. -Interact and collaborate with a team of market segment colleagues and other critical internal/external business associates.

Hartford, Ct

2nd Rotation- Claim Operations, Houston, TX-Managed operations team, encouraging individual and team development while ensuring accountability for responsibilities-Developed key metric reports enabling management to drive business strategically by directing focus to critical improvement opportunities1st Rotation- Corporate Audit Staff, Hartford, CT-Created and revised control narratives to communicate business process to audit team and external users-Presented findings and recommendations to senior management to foster improvement in enterprise control environment

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Bs, Finance

Minor in Economics Co-President of School of Business Finance Society Resident Assistant Leadership and Travelers Scholarship Recipient