Dana Todd Personal Insurance Account Manager

About:

As a personal insurance account manager, Dana specializes in personal insurance,
relationship management, and customer service.

Experience:

With 15+ years of experience, Dana manages an assigned book of business, handling renewals, endorsements, and insurance documents while delivering exceptional customer service. She develops new business, conducts consultative conversations, and builds strong relationships with carriers and clients.

Prior to Lawley, Dana gained valuable insurance experience managing a producer-based book of business, including policy reviews, remarketing, cross-selling, underwriting support, claims, documentation, and client communications. This background strengthened her ability to build trusted client relationships and provide knowledgeable guidance.

Community and Pro Bono:

Dana volunteers with the Shelly Sachs Association, supporting its annual fundraising initiatives that benefit cancer patients and cancer research.