Daniel Sules

I am an experienced professional with a proven track record in customer success and strategic account management. In my current role as an Enterprise Account Manager at The Wanderlust Group/Dockwa, I have significantly improved client engagement and operational efficiency through consulting. I have also engaged in strategic networking with VPs of Asset Management to co-create implementation strategies that enhance client satisfaction and retention.

As a Senior Account Manager at The Wanderlust Group/Dockwa, I fostered strong relationships with over 200 accounts, driving brand loyalty and product adoption. I managed $40m+ in Total Transaction Value (TTV) for 2023 and $95m processed all-time. I provided expert guidance to new accounts on industry best practices, enhancing their revenue potential and customer experience.

Previously, as a Programs Coordinator at Falvey Insurance Group, I cultivated and sustained strategic partnerships with Lloyd's of London syndicates and brokers. I maintained continuous alignment and engagement with key stakeholders in re-insurance markets. I also directed product development initiatives and managed $100m financial flow into Lloyd's syndicates. As an Operations Analyst at Falvey Insurance Group, I annually authored 20 to 30 detailed analytical reports on Lloyd's of London covernotes renewals. I provided strategic insights that guided decision-making and enhanced client trust through transparent communication and expert analysis. I developed sophisticated use case models aimed at improving loss ratios, demonstrating proactive approaches to risk management and operational efficiency.