Dan Workmeister, CIC, CAWC, CRM

Dan Workmeister serves as the firm’s Director of Growth, leading strategic initiatives to drive revenue growth and achieve business objectives. With over 20 years of experience in the insurance industry, Dan brings a wealth of knowledge and a proven track record of success.

In this role, Dan is responsible for designing and executing comprehensive growth strategies that align with the company’s vision and evolving market opportunities. He is committed to building lasting client relationships based on trust and personalized service while focusing on expansion and long-term value. Dan is passionate about identifying and mentoring top-tier sales professionals who effectively meet client needs and exceed sales targets. Under his leadership, the sales team is empowered to grow both personally and professionally, fostering a culture of collaboration and continuous improvement.

Prior to his current role, Dan served as the firm’s Director of Sales and was previously President of Consolidated Insurance and Risk Management. He also held underwriting roles at Travelers and The Hartford, further enriching his strategic perspective.