Dan Frey, Principal
Hear Dan discuss stakeholder engagement and management here.
Dan’s career began with New York Life Insurance Company in New York, where he had several positions, focused on administration and client relationship for the life and health insurance industry. Dan moved to California in the mid-1980s and spent almost 20 years with Beneficial Administration Company in Irvine. There he held the position of Vice President of Operations, and then President for the last few years, ending in 2002. It was at Beneficial that Dan first began his comprehensive client relationship and business development career.
Dan also has thrived in the sales world, having spent three years as General Agency with PacAdvantage, a California small group exchange. During that time, he added close to 40,000 members, and managed more than 100 general agency sales reps. Dan has been a licensed broker since 2003.
Most recently, Dan was a sales executive for UMR, the third party administrator for United Healthcare, where he sold self-funded administrative services, with almost 20,000 member sales for 2012.
Dan’s career has spanned small group, mid-market and large group, with both fully insured and self-funded solutions.
Dan is currently a licensed agent in a number of states selling individual, employer and MediCare products via Frey Insurance Services.
Dan also has thrived in the sales world, having spent three years as General Agency with PacAdvantage, a California small group exchange. During that time, he added close to 40,000 members, and managed more than 100 general agency sales reps. Dan has been a licensed broker since 2003.
Most recently, Dan was a sales executive for UMR, the third party administrator for United Healthcare, where he sold self-funded administrative services, with almost 20,000 member sales for 2012.
Dan’s career has spanned small group, mid-market and large group, with both fully insured and self-funded solutions.
Dan is currently a licensed agent in a number of states selling individual, employer and MediCare products via Frey Insurance Services.