Trains, mentors and oversees performance management for a department or small unit, coordinates workload of team members and ensures team is appropriately staffed to meet client needs. May have financial responsibility for the department or small unit. Utilizes detailed risk expertise to perform critical client functions, including: evaluating risks; reviewing loss experience, cash flow and financials; developing solutions articulating impact of options; leveraging prepared analytics and making recommendations to client across product lines. Monitors the retention of business and generates new business. Helps establish the growth and retention strategy for account team and monitors implementation. Ensures the success of relationships with clients, prospects, client teams and producers to provide best in class service and drive growth. Serves as a client contact and responds to more complex client needs and questions to improve the client experience. Serves as a tho
ught leader within the organization and complies with all compliance, professional and transparency standards to better serve clients.
Dan Glaser, President and CEO, has been named to Institutional Investor magazine’s 2017 All-America Executive Team ranked as the #3 Overall CEO in the insurance industry, #3 with buy-side analysts and #2 with sell-side analysts.