Taylor Daniel Email & Phone Number

The Woodlands, Texas, United States

Houston, Texas

• Interacts with and maintains a productive working relationship with internal and external customers and vendors on frequent and continual basis. • Reviews census information provided for prospective clients in order to determine pricing allocations within pricing model guidelines. • Analyzes and reviews pricing allocations based on review criteria.• Gathers and prepares all information to be submitted to Risk Management group, workers’ compensation carrier and/or employment practice liability insurance carrier.

Kingwood, Texas

• Ensures that all prospects are reviewed on a timely basis by initiating, preparing, and assigning review information.• Communicates with sales consultants to request additional information needed for review to ensure adequate information is obtained for prospect pricing.• Handles a variety of sensitive situations and problems solves on own initiative, advising managers or team leads of action taken while handling a large volume of confidential material with appropriate discretion.• Corresponds with New client sales, renewals, Workers compensation, safety and legal departments to insure complete and thorough bids.