David Kaufman, MBA

Experience

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  Loyola University Chicago

  Jan 2013 - Dec 2014

  Research Assistant
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  Northwestern Mutual

  Jun 2013 - Sept 2013

  Financial Representative
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  Bankers Life

  Apr 2015 - Jan 2016

  Training and Development Coordinator

  Coordinator for management and leadership development initiatives at Bankers Life, including: the Manager Trainee Program (MTP), the Emerging Leaders Program (ELP), BSM Boot Camp, UFT School, and others.Responsibilities include:- Providing administrative support to HR and Selection Committee for MTP applicants- Verifying Eligibility for MTP and ELP candidates- Organizing necessary candidate information for Selection Committee Call- Administering The Management Potential Profile (MPP) Assessment through SelfMGMT database- Maintaining an accurate applicant status tracking system throughout a candidate's onboarding process- Collaborating with multiple departments to create, verify, and distribute ELP Quarterly Bonus- Assisting with the planning, communication, and execution of training sessions for MTP and ELP - Coordinating travel arrangements/ lodging - Sending email communications to attendees/ facilitators - Coordinating large group dinner - Acting as on-site support for attendees and facilitators. Show less

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  Brown & Riding

  Jan 2016 - Nov 2019

  Assists the Broker in meeting the day-to-day functions by marketing new and renewal business to underwriters, servicing active and expired policy files, and developing and fostering profitable relationships with clients a minimum of 51% of the time, in accordance with established Brown & Riding values, goals, and procedures. Also responsible for the training and development of new team hires at the Production Assistant Level. Other Responsibilities:• Ensure Surplus Line documents are submitted correctly and on time• Continue learning and increase system skills to improve efficiency• Attend educational seminars, as required and work on obtaining designations• Produce and mail renewal letters with applications to customers when applicable• Review renewal and/or new business information submitted by the customer and request supplemental or explanatory information if required, • Provide input to departmental procedures Show less Assist the Broker in meeting the day-to-day technical and clerical needs of the department. Assist with servicing new and renewal business. Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Other responsibilities:• Ensure all file activity meets or exceeds quality procedures with regard to timeliness, accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation• Assist Broker with submission process, as assigned• Prepare Quotes and Confirmation of Coverage (Binders) as directed• Policy Checking (Review policies to be sure that they are issued in accordance with what was bound with the carrier)• Endorsements (Request policy changes, follow up for the endorsements, review for accuracy upon receipt, invoice, and transmit to agent)• Review renewal and/or new business information submitted by the customer and request supplemental or explanatory information if required, as directed Show less

  • Associate Broker, Casualty, Construction

    Feb 2019 - Nov 2019

  • Production Associate

    May 2017 - Feb 2019

  • Production Assistant

    Jan 2016 - May 2017
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  Vouch Insurance

  Nov 2019 - now

  Vouch is a business insurance platform for startups. Built by founders for founders, Vouch’s fully digital coverage takes minutes to activate, with everything from application to claims designed for the unique needs of high-growth companies. Because Vouch does all the underwriting, not just brokering out to legacy carriers, we actively work with our members to manage, mitigate, and avoid risks. Vouch is backed with $160M in venture capital from Y Combinator, Silicon Valley Bank, Ribbit Capital, Index Ventures, and other leading investors. We're actively hiring - To learn more, check us out at vouch.us/careers Show less

  • Senior Manager, Early Stage Startups

    Mar 2024 - now

  • Advisor Manager, Startups

    Mar 2022 - Mar 2024

  • Advisor Team Lead, Startups

    Mar 2021 - Mar 2022

  • Senior Insurance Advisor

    Nov 2019 - Mar 2021