Dave Grimson
SVP Product Managment at INSURITAS- Claim this Profile
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Experience
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INSURITAS
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India
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Insurance
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SVP Product Managment
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Nov 2020 - Present
Hartford County, Connecticut, United States • Lead all product development elements, including planning, scoping, designing, development, and implementation. • Successfully conduct short- and long-term planning for new products and develop strategies for creating new areas of opportunity to scale agency book of business. • Key member of senior leadership group collaborating on high level initiatives, planning, and strategy. Lead Product Manager on high profile projects: • Quote and bind consumer-driven insurance journey for… Show more • Lead all product development elements, including planning, scoping, designing, development, and implementation. • Successfully conduct short- and long-term planning for new products and develop strategies for creating new areas of opportunity to scale agency book of business. • Key member of senior leadership group collaborating on high level initiatives, planning, and strategy. Lead Product Manager on high profile projects: • Quote and bind consumer-driven insurance journey for Homeowners, Life, and Renters insurance driven by new business sales and top of funnel traffic. • Home and Auto quote journeys utilizing designer-contractor and direct carrier integration on back end. • Built open API environment profiling rating capabilities. • Direct API to insurance carrier integrations for return premiums generating $2,500/month cost savings with all direct integrations to date. • Released new 2.0 Customer Experience (UX) platform for proprietary agent comparative rating enabling provision of multiple rates for Home, Condo, Renters, and Auto insurance
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SVP Agency Operations
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May 2018 - Nov 2020
East Windsor, Connecticut • Oversee all new business sales strategies, performance management, customer service operations, customer acquisition/retention, and net promoter score (NPS). • Manage recruiting, training (facilitation, content creation, evaluation), recruiting, performance management, coaching, and mentoring. • Prospected, nurtured, and closed record breaking major new business sales. • Proactively created sales “pods” of 4-6 agents with team leads structure. • Developed and launched… Show more • Oversee all new business sales strategies, performance management, customer service operations, customer acquisition/retention, and net promoter score (NPS). • Manage recruiting, training (facilitation, content creation, evaluation), recruiting, performance management, coaching, and mentoring. • Prospected, nurtured, and closed record breaking major new business sales. • Proactively created sales “pods” of 4-6 agents with team leads structure. • Developed and launched compensation plan rewarding quality of policy and volume. • Generated highest policy retention rates in corporate history by implementing a sales agent quality program.
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VP Software Development & Integration Services
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May 2017 - May 2018
East Windsor, Connecticut • Product Owner of proprietary agent rating platform. • Managed and maintained integration services process for consuming data from bank and credit union partners. • Lead Data Analyst for creating and managing reports utilizing SQL server reporting. • Added 2 direct carrier integrations, one through to binding. • Oversaw enhancements to consumer-facing websites supporting 100+ agency partners. • Successfully managed partner integrations from data sent via FTP using proprietary… Show more • Product Owner of proprietary agent rating platform. • Managed and maintained integration services process for consuming data from bank and credit union partners. • Lead Data Analyst for creating and managing reports utilizing SQL server reporting. • Added 2 direct carrier integrations, one through to binding. • Oversaw enhancements to consumer-facing websites supporting 100+ agency partners. • Successfully managed partner integrations from data sent via FTP using proprietary “Dataloader” during heavy agency acquisitions.
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Business Process Analyst/SQL Developer
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Jun 2014 - May 2017
east windsor, connecticut • Built, managed, and scaled reporting for 100+ agency partners. • Product Owner for agent rating platform and direct carrier integrations. • Contributed to business process improvements, agent rating efficiencies, policy production, and client retention. • Deployed MVP version of proprietary agent rating platform co-designing front end that connected to EZLynx via API. • Developed complex accounting reporting for agency partners and agency’s premier direct carrier integration via… Show more • Built, managed, and scaled reporting for 100+ agency partners. • Product Owner for agent rating platform and direct carrier integrations. • Contributed to business process improvements, agent rating efficiencies, policy production, and client retention. • Deployed MVP version of proprietary agent rating platform co-designing front end that connected to EZLynx via API. • Developed complex accounting reporting for agency partners and agency’s premier direct carrier integration via API.
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Personal Lines Sales Agent
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Jul 2012 - Jun 2014
Connecticut, United States
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Coldwell Banker Residential Brokerage
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United States
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Real Estate
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1 - 100 Employee
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Real Estate Agent
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Jun 2013 - Present
Enfield, CT
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Representative
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Nov 2011 - May 2012
Manage a financial services practice with Northwestern Mutual Obtained my Life, Health and Long Term Care license for CT, MA and NY Work with my clients to build a long term holistic financial plan Help my clients gain financial security by using Life Insurance, Disability insurance, Long Term Care and Fixed Annuities Work with my clients to manage and build wealth for retirement
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Professional Hockey Player
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Oct 2009 - May 2011
Rapid City, SD Helped win the Ray Miron President’s Cup Championship in May 2010. Participated in numerous public relations events in the community.
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Education
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Sacred Heart University
BS, Business Administration -
Sacred Heart University
Bachelor of Business Administration - BBA