Duval McDaniel

Management Consultant, Finance & Insurance Vertical

About

* President of a life brokerage distribution channel for a mid-size life insurance company. * Vice President of Sales for a mid-size life insurance company * Vice President of Sales and Marketing for a software development company specializing in life insurance agency management software development * Founded and managed two separate consulting companies focused on agency management systems for the life brokerage industry *Specialties: Indepth knowledge of life brokerage distribution, sales management and agency management through over twenty years of experience from both an insurance sales executive and agency management business consultant perspective.

Country

United States

City

Katy

Industry

Financial Services

Skill

Experience

Management Consultant, Finance & Insurance Vertical

McDaniel & Associates, LLC

2011-4 - Present · 15 yrs 6 mos

Katy, Texas

CRM implementation & business process consulting services to businesses in the state of Texas Services Include: •New CRM implementations •Updated/extended CRM implementations •Business process design/optimization •Database applications based on the Force.com platform

Principal

McDaniel & Associates

2008-4 - 2010-1 · 1 yr 10 mos

Executive level consulting with life brokerage agencies and life brokerage distribution channels. We specialize in optimizing our clients’ performance by designing and evaluating sales and marketing data capture and utilization.

Regional Manager

SelectQuote Insurance Services

2006-8 - 2008-4 · 1 yr 9 mos

Manage the new Houston sales office for SelectQuote Insurance Services, an independent term insurance agency, marketing and selling directly to the consumer. SelectQuote has been in the term insurance business for over 21 years and is the largest and most successful direct marketer of term insurance.

Member

NAILBA

1980 - 2006 · 26 yrs

Life Brokerage Sales Manager

E-Z Data, Inc.

2003 - 2005 · 2 yrs

Director of Sales & Marketing

ChannelPoint

2000-3 - 2004-6 · 4 yrs 4 mos

Managed sales and marketing for software development company focused on agency management systems for the BGA market and carrier outbrokerage. Over one hundred and twenty BGA clients and over twenty carrier clients. Lifemarkets division sold twice during four year period.

Director, Life Brokerage Sales

ChannelPoint, Inc.

2000 - 2002 · 2 yrs

Vice President Sales & Marketing

SelectTech

1998-4 - 2000-3 · 2 yrs

Managed sales and marketing for software development company selling agency management software to the BGA market. Sold to over eighty BGAs and more than twenty carrier clients. All focused in the NAILBA BGA market.

Founder - President

McDaniel & Associates

1996-3 - 1998-4 · 2 yrs 2 mos

Founded software support and management consulting business focused on BGAs and carriers using Multidata's agency management software. Client base of over one hundred and twenty agencies and half dozen carrier clients. Sold company to software development company.

Vice President, Consulting

Visma Enterprise Danmark

1993 - 1996-3 · 3 yrs

Multidata acquired McDaniel Group Marketing to add a consulting arm to their business. Managed the "best practices" consulting arm of company concentrating on over one hundred of the top BGAs and a half dozen carriers in the life brokerage distribution channel.