Daniel Peralta, CPCU

Experience

• 

  Merrill Lynch

  Oct 2003 - Oct 2006

  Financial Advisor
• 

  Amica Insurance

  Apr 2007 - now

  • Oversee the operations for a staff of 25 employees for NJ, AL, MS, and GA• Manage all aspects of operational matters including human resources, branch management, sales, customer service, and financial management• Helped recognize a more efficient use of capacity in our NJ operations and led the effort to merge with our GA office to create a virtual team that handles NJ, AL, MS, and our rapidly growing book of business in GA• Implemented service and quality assurance initiatives that helped support an increase in our “Net Promoter Score” from 84.8% in 2014 to 94% in 2015 reflecting exceptional service and loyalty to our customers• Promote an environment of open communication and feedback, resulting in an increase in sustainable employee engagement to 85% in 2016, with our biggest increases vs 2014 coming in the categories of Career Development (+15%), Collaboration/Teamwork (+18%), Diversity & Inclusion (+12%), and Overall Leadership (+6%)• Administered two major system upgrades and Change Management Initiatives in 2016, leading to increased efficiency while continuing to exceed the service expectations of our customers Show less

  • Sales Director

    Aug 2019 - now

  • Sales & Client Services Manager

    Oct 2014 - Aug 2019

  • Asst. Sales & Client Services Manager

    Oct 2012 - Oct 2014

  • Sales Supervisor

    Sept 2009 - Oct 2012

  • Account Manager

    Apr 2007 - Sept 2009
• 

  NEW JERSEY INSURANCE UNDERWRITING ASSOCIATION

  Jan 2017 - Aug 2019

  Vice Chairman Of The Board

  Vice Chairman from 2018-2019.