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Rachel DanzRD
Open to opportunities

Rachel Danz

@racheldanz

I manage insurance accounts, grow client relationships, and improve sales, retention, and service operations.

United States
Message

What I'm looking for

I'm looking to continue leading insurance sales, account management, client education, retention, and service operations while contributing to team development and business growth.

I'm currently managing insurance accounts at HUB International, representing personal, business, life, and health insurance products while serving as a trusted advisor to businesses and individuals.

At Quality Choice Insurance, I built and managed the Property & Casualty and Life & Health divisions, increased Medicare enrollment, and calculated and managed customer retention results. I also led sales meetings, contributed to marketing plans and business reviews, and helped recruit and hire contractors and employees.

Earlier, at State Farm and Dan Charles Agency, I managed sales books of business, led clients through the full sales cycle, supported lead generation and retention, and handled account transactions, invoicing, claims, and agency operations.

I'm focused on dependable service delivery, insurance education, team development, and using local market knowledge, sales planning, and data analysis to improve client and business outcomes.

Experience

Work history, roles, and key accomplishments

HUB International logoHI
Current

Insurance Account Manager

Jan 2024 - Present (2 years 7 months)

Represent a full line of insurance and financial products, serving as a trusted advisor to business and individuals. Manage a personal sales book of business through personal, business, life and health insurance products and service.

Education

Degrees, certifications, and relevant coursework

Davenport University logoDU

Davenport University

Bachelor of Business Administration, Business Administration

Earned a Bachelor's degree in Business Administration from Davenport University in 2019.

Tech stack

Software and tools used professionally

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