Dan Goldson
Insurance and Financial Services
- Role
- Insurance and Bank Specialist at State Farm
- Location
- Newport, RI, US
- LinkedIn followers
- 500 followers
About Dan Goldson
Results-driven Insurance professional with experience across commercial and personal…
Experience
Insurance and Bank Specialist
Jan 2017 — Present · Charlotte, NC, US
Illustrate system expertise in Salesforce CRM software used for data entry, reporting, and account filings • Produce and manage personal production for Financial Services, Property and Casualty policies in accordance with underwriting guidelines and state regulations• Gather and compile exposure details from client, including compiling loss run schedules and client stratification• Audit quotes, binders, and endorsements and create audit analysis for client • Document clients\' current assets and liabilities to help determine risk score and create portfolio reports• Review client retention and acquisition reports to assist with the maintenance and growth of book of business• Create and execute marketing plans leading to strategic relationships with mortgage companies, real estate agencies, and insurance brokers• Facilitate applications for bank products such as loans, lines of credit, checking and savings accounts• Train and educate team members on Company products, services, workflows and underwriting
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.