Daniel Waite

• Increased client satisfaction by building strong relationships and addressing their needs promptly.
• Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
• Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
• Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.

• Managed a caseload of 120+ active bodily injury claims at any given time, prioritizing time-sensitive files and high-exposure losses across California jurisdictions.
• Handled 20–30+ inbound and outbound calls daily, including direct communications with claimants, attorneys, medical providers, and service vendors.
• Conducted thorough investigations into liability, policy coverage, and damages, leading to timely and equitable claim resolutions.
• Negotiated settlements in complex injury cases, balancing policy limits, legal exposure, and fair outcomes for all parties.
• Collaborated with legal counsel and subrogation teams to identify recovery opportunities and reduce company payout exposure.
• Maintained detailed documentation and compliance with regulatory timelines and internal audit standards.
• Continuously improved job performance by attending training sessions and seeking feedback from supervisors regularly.

• Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
• Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
• Educated clients on new products or services to increase customer engagement with brand.
• Facilitated client satisfaction and renewed customer relations to drive growth.
• Set clear sales goals to identify activities and behaviors to advance sales process and close deals.

• Created lesson plans and made adjustments based on overall class performance throughout year.
• Devised lesson plans reflecting student educational, cultural and language diversity.
• Established and supported positive educational environment for student learning.
• Established and communicated clear learning objectives and expectations to students.
• Gave assignments, graded work and regularly discussed performance with students.
• Maintained awareness of relevant current events and quickly incorporated study into curriculum.
• Educated students regarding national and global social issues and influencing factors.
• Developed instructional aids for classroom use and encouraged student participation.

Full Teaching Responsibilities. Classroom Management. Weekly Lesson Planning

Underwriting Responsibilities such as verifying income, employment, and credit history. Vetting accounts for possible fraudulent activity. Ensuring team maintains productive and positive environment, assisting peers where needed as well as being coachable.