Dan Fritz
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
Farm Property/Auto and Fleet Underwriter
Howick Mutual Insurance Company
01.2023 - Current
- Reduced company losses by identifying potential risks and recommending appropriate mitigating measures.
- Developed strong relationships with brokers, leading to a higher volume of quality submissions.
- Mentored junior underwriters, providing guidance on best practices and improving overall team performance.
- Responsible for 55% of the farm property book and also underwrite the supporting auto (any PPV or commerical/farm auto tied to a farm property policy) and the companies fleet policies.
Personal Income Tax Preparer
Riegling Accounting
09.2023 - Current
- Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
- Ensured accuracy in tax returns by meticulously reviewing entries for errors and discrepancies.
- Increased client satisfaction with the timely preparation and filing of income tax returns, meeting strict deadlines.
- Maintained confidentiality of client information by securely storing documentation and implementing strict privacy protocols.
Part Owner and Controller
Fritz Farms
09.2014 - Current
- Managed farm staff efficiently, providing training and guidance for optimal performance.
- Increased farm productivity by introducing modern farming practices and equipment upgrades.
- Reduced farm expenses by optimizing resource allocation and streamlining operations.
Commercial Insurance Broker
McDonagh Insurance Brokers
04.2019 - 01.2023
- Increased client satisfaction by identifying coverage gaps and recommending appropriate insurance solutions.
- Developed strong relationships with underwriters, resulting in favorable policy terms for clients.
- Negotiated competitive premiums for clients with a focus on comprehensive coverage tailored to individual needs.
- Streamlined internal processes, enhancing efficiency in risk assessment and policy management.
- Managed the "specialty insurance" division of the brokerage and ran the municipal insurance program serving as broker of record for numerous regional municipalities
Summer Student
McGavin Farm Equipment
04.2018 - 09.2018
- Assisted customers with locating specific parts, leading to a streamlined shopping experience.
- Managed inventory effectively, ensuring availability of high-demand items for customers.
- Processed customer orders accurately and efficiently, contributing to repeat business.
- Collaborated with team members to maintain a clean and organized workspace, promoting an efficient work environment.
Agronomist Assistant
Lucknow And District Co-Operative
12.2016 - 09.2017
- Enhanced crop yield by implementing effective soil management and fertilizer application techniques.
- Assisted in developing pest control strategies for improved plant health and productivity.
- Conducted soil tests to determine nutrient deficiencies, informing appropriate fertilization plans.
Education
Diploma - Agriculture
University of Guelph
Ridgetown, ON04.2019
Skills
- Analyzing Data
- Risk Mitigation
- Risk Management
- Terms Negotiation
- Business Development
- Portfolio Management
- Relationship Building
- Loss Prevention
- Sales Support
- Problem Solving
- Decision Making
Languages
English
Timeline
Personal Income Tax Preparer
Riegling Accounting
09.2023 - Current
Farm Property/Auto and Fleet Underwriter
Howick Mutual Insurance Company
01.2023 - Current
Commercial Insurance Broker
McDonagh Insurance Brokers
04.2019 - 01.2023
Summer Student
McGavin Farm Equipment
04.2018 - 09.2018
Agronomist Assistant
Lucknow And District Co-Operative
12.2016 - 09.2017
Part Owner and Controller
Fritz Farms
09.2014 - Current
Diploma - Agriculture
University of Guelph
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