Daniel Scher

Associate Account Manager at R&A Insurance

Towson, Maryland, United States

About

Experience

  • Associate Account Manager at R&A INSURANCE, INC.
    Aug 2025 - Present · 11 mos

    • Quote and remarket policies for new business and renewals. • Independently select carriers, develop renewal strategies, and negotiate terms with underwriters. • Prepare and present professional proposals to clients. • Identify, recommend, and implement cross-selling strategies to expand account penetration and retention. • Conduct client visits to maintain relationships and address their needs directly. • Utilize Mod Master to analyze and explain experience modification factors. • Oversee processing of policy changes to ensure they’re completed accurately and efficiently. • Lead the strategy and coordination of renewal submissions and supplemental application processes, in collaboration with the Producer. • Collaborate with producers and carrier partners to develop comprehensive insurance programs and ensure alignment with client business goals.

  • HMS Insurance Associates, Inc. (Full-time · 6 yrs 4 mos)
    • Senior Customer Service Representative
      May 2022 - Aug 2025 · 3 yrs 4 mos

    • Customer Service Representative
      May 2020 - May 2022 · 2 yrs 1 mo

    • Customer Service Associate
      May 2019 - May 2020 · 1 yr 1 mo

  • Staples (2 yrs 8 mos)
    • Rotating Store Manager-Inventory Specialist
      Oct 2017 - Apr 2019 · 1 yr 7 mos

      • Keeps the store inventory of over $5 million dollars 100% accurate by conducting weekly zero balance report, maintaining weekly cycle counts, and processing weekly paperwork for truck shipments • Maintains proper inventory protocol in receiving area by keeping store products and damaged items in an organized order • Sustains exceptional knowledge of products and product line and shares this knowledge with the other sales associates by telling them about products when assisting or taking over a sale to keep the customer happy and be a returning customer in the future • Assumes the Store Manager’s duties and responsibilities as a Rotating Manager o Initiates the store opening and closing procedures o Confirms initial and closing money count is 100% accurate o Distributes the initial count of money appropriately to the store’s four cash registers o Representative of store for daily 9:00 AM conference calls discussing weekly sales goals o Greets all vendors and signs off on all necessary paperwork

    • Technolgy Sales Supervisor
      Feb 2017 - Sep 2017 · 8 mos

      • Led, managed, and mentored an average of five technology associates of different backgrounds and talent levels through coaching, feedback, and listening • Led a team in technology, market basket, and Square Trade warranty sales by increasing sales • Created a high-performance sales team on both opening and closing shifts by emphasizing both customer and associates engagement and becoming a vital resource to the team • Assessed essential technology needs of customers and recommended appropriate products while coaching the team in techniques resulting in increased sales • Explained technology products, services, and Square Trade warranty plans by listening to the needs, questions, and building relationships with customers

    • Customer Service Representative
      Sep 2016 - Jan 2017 · 5 mos

      • Aided customers needing a solution to their problem by asking questions and having a constant presence on the sales floor • Established positive rapport with customers resulting in loyal clientele as measured by having multiple customers who returned regularly • Exceeded daily goal card expectations on a regular basis, which included signing customers up for the rewards program, Square Trade warranty plans, liquid armor sales, and rotating money sales for a given day

  • Assistant to the Athletic Director at The Odyssey School
    Jan 2017 - May 2017 · 5 mos

    • Set up respective field for practice and games • Colloaborated with other schools to confirm scrimmages and games with other local teams • Made sure athletes knew transportation plans for away games • Attended coach’s meetings to make sure everyone is set for the day

  • Member at Sigma Tau Gamma Fraternity
    Oct 2012 - May 2016 · 3 yrs 8 mos

    Secretary: Kept accurate minutes of all formal fraternity meetings and maintained communication channels open with all current members. Sat in judicial chapter meetings and sent proper notices to members. Recruitment Chairman: Recruited over eighteen members by setting up recruitment events constantly throughout the Pledge Week process. Served as the main contact and source of communication to potential members by calling and texting them continuously when needed. Risk Management Chairman: Kept all fraternity affairs in clean order and upheld the fraternity’s values. o Inter-fraternity Council Delegate: Held this liaison position for two years, during which: Accurately communicated proposals Effectively transmitted messages from and to the council Regularly voted on issues in accordance with constituents’ perspectives Held meetings with the whole council Meetings held with the head of Fraternity Life at Marshall University