We're thrilled to welcome Daniel McDonough to #TeamSend as our new Enterprise Account Executive, joining the U.S. Sales Team! With over 7 years of experience in P&C insurance consulting, Dan brings deep expertise in commercial insurance products, digital strategy development, underwriting processes, and business process optimisation. Dan’s expertise will be key in driving our mission to deliver innovative solutions for our clients. Welcome aboard, Dan! #Recruitment #Underwriting #Insurance #Digital #Innovation #Talent
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🌟 From Closing Deals to Adjusting Claims: My Career Transition Story! 🌟 🚀 Ready to trade my sales pitch for a claims checklist! After ten fantastic years in insurance sales, where I mastered the art of negotiation and client management, I'm thrilled to announce my new adventure: Insurance Adjusting! 🕵️♂️ What do insurance sales and adjusting have in common, you ask? Well, quite a lot! Turns out, understanding policies inside out and having a knack for risk assessment comes in handy on both sides of the fence. Plus, I've got my Insurance Adjuster’s License in hand and a passion for ensuring fairness and accuracy. Why This Change? 🧠 Analytical Mindset: I've always been a bit of a detective, and now I get to put those skills to use in a new way. 🤝 Customer Relations: Helping people has always been my thing, whether it's finding the perfect policy or making sure claims are processed fairly. 📜 Qualifications: Along with my sales expertise, I've added an adjuster’s license to my toolkit and am pursuing the AIC and CPCU certifications. What I Bring: 🔍 Attention to Detail: Spotting coverage gaps and ensuring nothing slips through the cracks. 🎯 Problem-Solving: Tackling complex claims with the same vigor I used to close deals. 🌟 Commitment: A proven track record of high client satisfaction and retention in sales, ready to translate into the world of adjusting. If you're looking for a dedicated, detail-oriented professional with a fresh perspective from the sales side, let’s connect! I'm eager to bring my skills to a dynamic team and contribute to a fair and efficient claims process. Here’s to new beginnings and exciting opportunities! 🥂 #InsuranceAdjusting #CareerTransition #RiskManagement #ClaimsProcessing #CustomerRelations #ContinuousLearning
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🔹 31 Years of Selling Success at O'Keeffe & Swartz 🔹 We're proud of our heritage and our dedication to excellence in the insurance sales industry. Here’s what sets us apart: ✅ Focused Expertise: 31 years of selling simple insurance products. ✅ Massive Reach: 50,000 policies sold monthly ✅ Robust Performance Management: Rigorous but fair processes to ensure top performance. ✅ Scalable Infrastructure: 650 active seats with potential expansion to 1,000. ✅ Compliance Excellence: Incredible standards and results. ✅ Trusted and Experienced: Our management team brings a wealth of knowledge and acts as trusted advisors. ✅ Financial Responsibility: Prudent management of resources. At O'Keeffe & Swartz, we are not just about numbers; we’re about nurturing talent, ensuring compliance, and delivering consistent results. Discover what makes us a trusted partner in the insurance industry! https://lnkd.in/egvCt2Hu #InsuranceIndustry #SalesLeadership #Compliance #ScalableBusiness #TrustedAdvisors
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🔹 31 Years of Selling Success at O'Keeffe & Swartz 🔹 We're proud of our heritage and our dedication to excellence in the insurance sales industry. Here’s what sets us apart: ✅ Focused Expertise: 31 years of selling simple insurance products. ✅ Massive Reach: 50,000 policies sold monthly ✅ Robust Performance Management: Rigorous but fair processes to ensure top performance. ✅ Scalable Infrastructure: 650 active seats with potential expansion to 1,000. ✅ Compliance Excellence: Incredible standards and results. ✅ Trusted and Experienced: Our management team brings a wealth of knowledge and acts as trusted advisors. ✅ Financial Responsibility: Prudent management of resources. At O'Keeffe & Swartz, we are not just about numbers; we’re about nurturing talent, ensuring compliance, and delivering consistent results. Discover what makes us a trusted partner in the insurance industry! https://lnkd.in/egvCt2Hu #InsuranceIndustry #SalesLeadership #Compliance #ScalableBusiness #TrustedAdvisors
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Hi all, it's me again. 😊 I am helping a insurance company to hire a Head of Compliance. This candidate needs to be registered as key person and lead a small team. If you are interested, feel free to contact me at 9347 0125 or ada.cheung@roberthalf.com.hk #compliance #insurance #teammanagement
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Who here was in the #insuranceindustry anytime during 2000-2015? ✋🏼✋✋🏽Especially for those of you in the Midwest and Chicago...you might recall the bulls-eye logo from BEST Search Inc. back in the day.🎯 Our focus 24 years ago at BEST Search 1.0 was the US commercial Property Casualty industry, especially Specialty Lines.🗺️ Underwriting and Claims were our entry point. BEST soon evolved to cover Operations, Product, Audit, Legal, Compliance, Actuarial, Human Resources, Finance and Accounting, and more - truly every function in insurance. Across all lines of business, across all kind of business types. 🌱🌱 The now-retired (and happily LinkedIn-less) Walter "Wally" Holzwart 💞🦉joined in 2005 and was my right hand and mentor as we grew the business. Phyllis Karp came on board as our (extremely capable and calming) EA. Best Search 2.0 has a deep, rich, foundation. Audry Torrence, founder (re-founder? Is that a thing?), now has 29 years of search experience in the insurance industry, including nine years with two different London-based executive search firms. 🌍🗺️ Best Search now provides search and recruiting services to insurance, reinsurance, and insurtech businesses; TPA's, MGA's, solutions providers - all of the ecosystem, in the US, Bermuda, and northern LatAm/Miami.🌎🗺️ Is your company part of the insurance industry but not quite in one of those categories? Yes, we serve you too. For example, corporate risk management, statistical service providers, regulatory bodies, industry associations, captives...we've got your strategic hiring needs covered. Curious? 🤔So are we! Let's talk. Ready when you are. Message or reach out to audry@bestsearchinc.com #GoodRecruitingChangesLives #insurancerecruiter #strategichiring #talentattraction #executivesearch #insurtechrecruiting #insurancehiring
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Dedicated Sales Enablement Manager and Seasoned Program Director | Driving Revenue Growth through Training and Enablement Solutions | Bridging Sales and Program Excellence
👋 What Do You Look for in Insurance Agents? 🕵️♂️ We’re curious to know—what qualities do you value most in insurance agents? 🔍 Is it their industry knowledge? 💬 Exceptional customer service skills? 📈 Proven sales track record? 🛡️ Certifications and licenses? Share your thoughts in the comments! Your insights help us ensure we’re bringing you the best candidates for your needs. #InsuranceAgents #OpenEnrollment #StaffingSolutions #ParamountStaffing #CustomerService #Sales #Recruitment
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HR/Talent Acquisition for Equisoft UK and Altus Consulting | Financial Services | Consulting | Fintech | WomenInTech | Business Transformation |
#hiringnow It’s an exciting time to join Altus Consulting. If you have extensive Specialty Markets Insurance knowledge and are interested in a career in Consulting, we would love to speak to you! Feel free to reach out for an informal chat to find out more. #specialtymarketsinsurance #insuranceconsulting #consultingcareers #financialservicescareers Matt Carter Mark Andrews Martyn Evans Kathleen Muniak Sebastien Laflamme Vanessa Gagnon
#WeAreHiring Altus Consulting is offering a fantastic opportunity to join their successful and growing business as a Principal Consultant focusing on Specialty Markets within their Insurance team. Do you have 15+ years experience in the Insurance industry, with a particular focus on Lloyd's and the London Market? Can you clearly articulate ideas, bringing them to life visually for our clients? Do you have strong delivery skills combined with a proven track record of business development? If so, we would love to speak with you! For further details on the role and to apply, please click here: https://loom.ly/uTA1OCo #SpecialtyMarkets #Insurance #FinancialServicescareers #ConsultingCareers #ManagementConsultant Emma Millman | Martyn Evans | Mark Andrews | Matt Carter | Mark McDonald
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Passionate Insurance Recruitment Consultant | Proven track record connecting top talent with leading opportunities & matching skills to success.
Insurance Development Executive vs Account Executive: What's the difference? 🤔 Ever wondered about these two roles? Let's break it down: Insurance Development Executive: Focus: Business growth and expansion Key tasks: Identifying new market opportunities, developing strategies to increase market share Skills: Strategic thinking, market analysis, relationship building Goal: Grow the company's book of business Account Executive: Focus: Client management and retention Key tasks: Managing existing accounts, upselling, cross-selling, resolving issues Skills: Customer service, product knowledge, problem-solving Goal: Maintain and expand relationships with current clients Both roles are crucial, but they tackle different sides of the insurance business coin.
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Building and maintaining strong client relationships is crucial for long-term success in any industry. As rightly mentioned, Effective client servicing involves understanding client needs, maintaining consistent and transparent communication, and continuously delivering value. Establishing trust through personalized service and proactive problem-solving is key. Regular follow-ups, soliciting feedback, and using this feedback to improve services can significantly enhance client satisfaction and loyalty. Fostering a genuine connection with clients not only strengthens relationships but also drives business growth.
𝐋𝐞𝐭'𝐬 𝐭𝐚𝐥𝐤 𝐚𝐛𝐨𝐮𝐭 𝐰𝐡𝐚𝐭 𝐭𝐫𝐮𝐥𝐲 𝐤𝐞𝐞𝐩𝐬 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐥𝐨𝐲𝐚𝐥 𝐢𝐧 𝐭𝐡𝐞 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐲 # 𝐫𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩𝐬! While Interacting with clients in my career, I’ve come to realize that the cornerstone of success isn’t just about policies and premiums—it’s about people. Relationship management is vital for retaining clients, and it’s something I’m incredibly passionate about. When I reflect on my career, 𝐢𝐭’𝐬 𝐭𝐡𝐞 𝐫𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩𝐬 𝐈’𝐯𝐞 𝐛𝐮𝐢𝐥𝐭 𝐭𝐡𝐚𝐭 𝐬𝐭𝐚𝐧𝐝 𝐨𝐮𝐭 𝐭𝐡𝐞 𝐦𝐨𝐬𝐭. 𝐅𝐫𝐨𝐦 𝐰𝐨𝐫𝐤𝐢𝐧𝐠 𝐜𝐥𝐨𝐬𝐞𝐥𝐲 𝐰𝐢𝐭𝐡 𝐇𝐑 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬 𝐭𝐨 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝𝐢𝐧𝐠 𝐭𝐡𝐞 𝐮𝐧𝐢𝐪𝐮𝐞 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐜𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐜𝐥𝐢𝐞𝐧𝐭𝐬, 𝐈’𝐯𝐞 𝐥𝐞𝐚𝐫𝐧𝐞𝐝 𝐭𝐡𝐚𝐭 𝐚 𝐬𝐭𝐫𝐨𝐧𝐠, 𝐭𝐫𝐮𝐬𝐭-𝐛𝐚𝐬𝐞𝐝 𝐫𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩 𝐢𝐬 𝐰𝐡𝐚𝐭 𝐤𝐞𝐞𝐩𝐬 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐜𝐨𝐦𝐢𝐧𝐠 𝐛𝐚𝐜𝐤. Here are a few key insights I’ve gained over the years that 𝐜𝐥𝐢𝐞𝐧𝐭 𝐫𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩𝐬 𝐚𝐫𝐞 𝐤𝐢𝐧𝐠 (𝐨𝐫 𝐪𝐮𝐞𝐞𝐧!) 𝐢𝐧 𝐫𝐞𝐭𝐞𝐧𝐭𝐢𝐨𝐧: ➡ 𝐀𝐜𝐭𝐢𝐯𝐞 𝐋𝐢𝐬𝐭𝐞𝐧𝐢𝐧𝐠: Truly understanding your client's needs requires more than just hearing their words. It’s about listening actively and empathetically to provide solutions that genuinely address their concerns. ➡ 𝐂𝐨𝐧𝐬𝐢𝐬𝐭𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧: Keeping clients informed and engaged is crucial. Regular check-ins, updates on policy changes, and being available to answer questions make a significant difference. ➡ 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐢𝐧𝐠 𝐨𝐧 𝐏𝐫𝐨𝐦𝐢𝐬𝐞𝐬: Trust is built on reliability. Whether it’s timely claims processing or personalized advice, delivering on promises strengthens the client relationship. ➡ 𝐀𝐝𝐝𝐞𝐝 𝐕𝐚𝐥𝐮𝐞: Beyond the basic services, clients appreciate value-added benefits like risk management consulting and tailored insurance solutions. It’s about going the extra mile to support their objectives. Above mentioned are basic steps which can help in gaining trust however this is a long-term process and can not be achieved in overnight. In today’s competitive landscape, relationship management isn’t just an added bonus—it’s a necessity. Clients want to work with people they trust and who understand their unique needs. So, to my fellow professionals in the insurance industry, let’s continue to focus on building strong relationships. It’s these connections that drive our success and keep our clients coming back. I’m excited to hear your thoughts and experiences on this topic. Let’s connect and discuss how we can all improve our relationship management skills! #InsuranceIndustry #RelationshipManagement #ClientRetention #CustomerService
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Chief Marketing Officer | B2B Marketer of the Year 2023 | B2B Tech Marketing Leader
2moReally great having you on the team Dan! 🚀