Daniel Heinz
Phoenix
Overview
7
7
years of professional experience
Work History
Account Manager (Pacific North West Territory)
Pathpoint
06.2024 - Current
- Managed a regional territory of ten states and over 1000 retail agents
- Tasked with growing agency base and increasing submission volume, hit ratio and overall premium
- Increased partner efficiency and output from June to December
- Facilitated growth in several key metrics including:
- Activated agents (+25%)
- Submission volume (+40%)
- Submit to quote ratio (+10%)
- Quote to bind ratio (+7%)
- Average written premium (+30%)
Digital Account Specialist
Pie Insurance
11.2023 - 06.2024
- Managed and grew a portfolio of 400+ retail agencies, achieving a 63% increase in submission volume percentage and written premium quarter over quarter
- Successfully reengaged over 50 dormant agency account by developing and executing a targeted digital communication strategy, resulting in a 25% increase in active partnerships within six months
- Led client acquisition efforts that captured and onboarded over 30 new agencies in Q1 by leveraging digital marketing tools and CRM platforms to expedite the process and improve early onboarding outcomes by 20%
Inside Sales Representative
Pie Insurance
01.2020 - 11.2023
- Responsible for driving revenue by selling commercial insurance directly to small business owners by owning and managing a pipeline of inbound and outbound leads in Salesforce
- Work with small business owners to determine the needs of their business as they relate to lines of insurance, as well as asses risk for underwriters ahead of review
- Communicate effectively across multiple departments to ensure accurate and timely issuance
- 80-120 calls a day; 100k monthly premium, 15% conversion target
- As a result of COVID I was reassigned to a renewals task force wherein I managed a pool of partner clients to ensure retention through an economic crisis
- I also worked on data migration projects during this time as needed to keep renewals running smoothly
Outside Sales Representative
HailCo
10.2017 - 12.2019
- Company Overview: Largest paintless dent repair company in Colorado
- Two years experience as an outside sales representative for the largest paintless dent repair company in Colorado
- Responsible for all steps of the sales process including: qualifying, approaching, and generating leads via direct approach (D2D, parking lot, B2B), following up with leads, setting appointments, and closing deals with a one call mindset
- Also responsible for managing vehicles from start to finish, updating customers and ensuring an excellent customer service experience
- 100% Commission based; 15 unit, $850k yearly quota
- Presidents club 18' 19'
- Largest paintless dent repair company in Colorado
Education
BS - Software Engineering
Western Governors University
Skills
- Salesforce CRM
- Salesloft
- Groove
- Insurity policy service software
- Google suite
- Microsoft suite
- HTML
- CSS
- Java
- SQL
Timeline
Account Manager (Pacific North West Territory)
Pathpoint
06.2024 - Current
Digital Account Specialist
Pie Insurance
11.2023 - 06.2024
Inside Sales Representative
Pie Insurance
01.2020 - 11.2023
Outside Sales Representative
HailCo
10.2017 - 12.2019
BS - Software Engineering
Western Governors University
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