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Daniel Beck

Daniel Beck

Licensed Commercial Insurance Producer

Talent
WheatonMember since May 27, 2026
Commercial AutoConsultative SalesProspectingRisk managementClient RetentionWorkers' compensationNeeds-Based SellingContract negotiationProperty & Casualty InsuranceCommercial InsuranceObjection HandlingGeneral Liability
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Commercial AutoConsultative SalesProspectingRisk managementClient Retention

About

Results-driven licensed insurance professional with 9+ years of experience in sales, business development, client relationship management, and consultative advising within commission-driven environments. Proven ability to generate new business, manage sales pipelines, and build long-term relationships through strategic communication and solution-based selling.

Background in Medicare insurance sales and talent acquisition has strengthened expertise in prospecting, needs analysis, objection handling, contract negotiation, and high-volume outbound outreach. Experienced in communicating complex insurance and financial concepts while maintaining strong client retention and compliance standards. Recently licensed in Property & Casualty insurance with a focus on building a career in commercial lines, including General Liability, Workers' Compensation, Commercial Auto, and business risk management solutions.

Seeking to leverage strong sales and relationship-building experience into a Commercial Insurance Producer role focused on developing and growing a long-term commercial book of business.

Experience

Medicare & Ancillary Insurance Broker - Connect One Health - Chicago, IL

(2023-02)

  • Specialized in Medicare Advantage, Medicare Supplement, and Part D prescription drug plan sales
  • Evaluated existing coverage and recommended tailored insurance solutions based on healthcare needs, provider access, prescription coverage, and financial considerations
  • Cross-sold ancillary insurance products including dental, vision, life, disability, hospital indemnity, and supplemental coverage solutions to increase client protection and account retention
  • Discussed term life, whole life, and Indexed Universal Life (IUL) strategies based on individualized financial analysis, retirement planning objectives, long-term protection goals, and budget considerations
  • Managed a book of 600+ active clients through consultative sales, policy servicing, and relationship management
  • Maintained an estimated 80–85% year-over-year client retention rate through ongoing communication, policy reviews, and account support
  • Submitted 20–30+ insurance applications monthly while ensuring CMS and HIPAA compliance standards
  • Generated new business through outbound prospecting, lead management, referrals, and relationship-building efforts
  • Worked with 10+ insurance carriers' sales teams and underwriting departments to identify and recommend suitable coverage solutions based on client needs and eligibility
  • Built long-term client relationships through personalized guidance, needs-based selling, and consultative account support

Account Executive/Talent Acquisition Specialist - Kobe Employment Solutions - Chicago, IL

(2019-03 - 2023-02)

  • Optimized recruitment processes with hiring managers, reducing average vacancy time by 20%
  • Managed a high-volume pipeline of 75–150+ active candidates across multiple roles and departments
  • Filled 10–25 positions monthly while coordinating recruiting timelines, onboarding, and candidate communications
  • Worked with clients in the manufacturing, transportation, and construction industries to support staffing and workforce development needs
  • Conducted 25+ candidate interviews weekly, including initial screenings, behavioral interviews, and compensation discussions
  • Built and maintained relationships with candidates, hiring managers, HR teams, and executive leadership to support long-term hiring objectives
  • Worked with hiring managers and leadership teams to align recruiting strategies with operational KPIs, staffing goals, and workforce planning objectives
  • Negotiated employment offers, compensation packages, and hiring terms between candidates and management teams to facilitate successful placements
  • Assisted with contract discussions, onboarding expectations, and employment agreements while balancing organizational goals and candidate retention
  • Utilized KPI-driven recruiting metrics to track pipeline activity, placement success, interview ratios, and time-to-fill performance

Sales Representative - Thorpe Landscapes of Wilmington - Wilmington, NC

(2017-05 - 2019-03)

  • Worked directly with residential and commercial clients to discuss commercial maintenance service contracts and outdoor hardscape project needs, provide service recommendations, and prepare project estimates
  • Assisted in the coordination of outdoor improvement projects, including patios, retaining walls, walkways, drainage solutions, grading, and property enhancements
  • Coordinated with vendors and suppliers to schedule material deliveries & invoice management, ensuring the timely availability of landscaping and hardscape materials for job sites
  • Built long-term customer relationships through timely communication and ongoing project follow-ups
  • Collaborated with marketing and sales teams to increase brand awareness and generate inbound customer interest
  • Supported prospecting efforts by identifying potential clients, following up on inquiries, and contributing to increased qualified sales opportunities
  • Utilized Microsoft Office Suite and Google Workspace to organize customer information, manage project documentation, and maintain sales reporting accuracy
  • Collaborated with a team of 5+ sales representatives and operational staff to support project communication, scheduling coordination, and customer satisfaction throughout the entire sales process

Education

B.S. - Economics - University of Missouri-Columbia (2013-08 - 2017-05)

Skills

Licensed Commercial Insurance Producer

Reviews

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