MBA Pedigree Account Manager with Rich, Cross-Functional Experience

Nicholas J. Dautovic, MBA

Strategic Relationship Manager

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* ********** ************ ************ ** mitigate costs and boost revenue

ortune 100 insurance, retail financial services, and federal managed care account professional with a rich blend of sales, relationship management, and business analysis achievement across the B2C spectrum in the public and private arenas. Polished, persuasive, and approachable communicator who possesses an unusual level of emotional intelligence and the ability to distill critical details into actionable priorities.

Recognized repeatedly for Toastmaster’s Pedigree, history of board-level leadership, and success in roles requiring cross-functional relay of trenchant information. Adept at leveraging deep insurance and federal healthcare industry expertise to boost operational efficiency, and improve customer retention.

Signature Strengths

Passionate Client Management Insurance Recruitment Branding Strategy

Deep P&C Product Line Knowledge Business Process Reengineering

First/Third Person Special Needs Insurance/Trust Options Business Process Analysis

Federal Managed Care Accounts

Series 6 Securities License Public Speaking & Presentations

Property/Casualty & Life/Health Licenses

CAREER HISTORY

SKYLIGHT FINANCIAL GROUP, Cleveland, OH [Apr 2011 – Oct 2011]

Business Development Manager (Niche Special Care Market)

Guided financial planning services for clients with up to $1M in assets, employing a consultative, needs-based sales process. Tailored strategies to mitigate short- and long-term inflation and taxation risks. Presented clientele with a tailored array of investment options, including variable annuities and tax-sheltered contracts. Concierge investment planning strategies ranged from 401(k) rollovers to absolute return money management initiatives.

8 New Market Penetration: Initiated a grass-roots campaign to attract disabled clients to the firm. Crafted and executed strategic marketing plan in tandem with senior management encompassing a blend of cold calling, networking events, and public speaking. Consulted on niche first- and third-person special needs trust options for those profoundly impacted.

8 Consultative Sales: Captured 6 initial meetings with disabled prospects within 5 months by maintaining customer needs focus throughout short and long sales cycles. Teamed cross-functionally with attorneys, accountants, and insurance professionals.

SOCIAL SECURITY ADMINISTRATION, Cleveland, OH [2009 – 2011]

Client Service Analyst

Ensured on-time disbursement of client cash benefit entitlements, teaming on cross-functional, small group analysis of problem casework. Resolved complex customer and account issues through direct client contact and liaison with attorneys, government agencies, and third-party stakeholders.

8 Account Management: Reduced resolution timetable for up to 100 assigned retirement, disability (SSDI/SSI), and Medicare/Medicaid accounts 10%. Leveraged detail orientation and a firm grasp of government regulations to conduct strategic financial and demographic analysis of client documentation.

EATON CORPORATION, Cleveland, OH [2008]

Supply Chain Management Consultant – MBA Capstone

Challenged to help turnaround potential market share losses by conducting analysis and cost/benefit assessments.

8 Business Case Proposal Development: Produced 20% lead time reduction and $20K net savings for Hydraulics Division and lowered inventory-in-transit for North American supply chain with $40K in net savings.

- Dissected supply chain base model in tandem with 3PL to pinpoint existing delivery bottlenecks within European and North American supply chain networks. Decreased inventory-in-transit holding costs, plugged losses to competitors, and enhanced supply chain efficiency.

DRAPER TRIANGLE, Cincinnati, OH [2007 – 2008]

Investment Consultant – MBA Project

Teamed market, competitive, and predictive sustainability analysis to evaluate local entrepreneur business plans and devised strategies to boost access to future capital.

8 Due Diligence: Substantiated a $100K early-stage capital injection into an agent-based modeling (ABM) and predictive consumer marketing analysis firm. Led due diligence, including market definition, competitive research, predictive sustainability, and SWOT analysis and utilized findings to profile firm management team.

STATE FARM INSURANCE, Newark, OH [2005]

Branding Consultant – College Internship

Strengthened branding and staff recruitment operations, leveraging business analysis to boost data visibility.

8 Brand Revamp: Decreased recruitment expenses 25%, redesigning and repositioning marketing collateral/web presence as part of team-based market research project involving Columbus college campuses.

- Minimized Gen-Y turnover during first 2 years of hire and increased the number of qualified applicants accepting interviews by conducting competitive research to define recruitment best practices. Presented PowerPoint findings and new marketing collateral to executives.

8 Workflow Analysis: Lowered staffing expenses 10%, leveraging statistical analysis of inbound sales data to assess expected versus actual call volumes. Interviewed call center staff, evaluated call volumes and staffing patterns, and delivered report with recommendations to senior management.

PROGRESSIVE INSURANCE, Mentor, OH [1999 – 2001]

Property & Casualty Insurance Agent

Achieved Top 10% sales in business unit and minimized college debt, managing up to 150 inbound calls daily. Promoted and sold Progressive’s P&C product offerings, including auto, boat, RV, and motorcycle insurance.

8 Client Relationship Management: Tripled customer base, increased customer retention 20%, and boosted referral business by forging customer-driven relationships through inbound phone contact.

BOARD LEADERSHIP

LEAP, Cleveland, OH [2011 – Present]

Executive Board Member

Promote accessible and integrated communities for this 30-year-old organization specializing in linking employment, abilities, and potential for persons with disabilities. Appointed to Fundraising and Marketing Committees.

8 Brand Overhaul: Helped reposition LEAP for its 30th anniversary, formulating a comprehensive marketing platform to drive rebranding. Collaborated on the design and rollout of new marketing collateral and web/social media tools, from website user interface to establishing first-ever Facebook/Twitter presence.

8 Fundraising Leadership: Paved the way for major fundraiser launch in 2012 as key member of Fundraising Committee charged with raising $8k to cover anticipated expenses. Helped launch lead-in benefit in 2011; presently sourcing venue and celebrity chair and building relationships with major potential sponsors.

YMCA, Painesville, OH [2010 – Present]

Board Member – Central Branch

Contributed to board oversight of in the midst of a YOY 5% net reduction in $2M operating budget from 2010 to 2011.

EDUCATION

Miami University – Farmer School of Business, Oxford, OH [2008]

Masters of Business Administration (3.3/4.0 GPA)

Wright State University, Dayton, OH [2006]

Bachelor of Science in Organizational Leadership with a Minor in Communications (3.3/4.0 GPA)

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