Chad J Heath CIC, CWS®
Agency Sales Director at Family Insurance Center, LLC- Claim this Profile
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Bio
Mike Glaser
Since the first day that I met Chad, I knew there was something special about him. His attention to detail and his abilty to gain the necessary information to access and provide the proper insight is a quality that sets Chad above others. He is a tireless worker who totally commitments himself to everything he does. If you have not met Chad, I encourage people to reach out to him and utilize the outstanding attributes he has to offer.
LinkedIn User
Chad is the kind of person that makes you feel comfortable the minute you walk in the room. Very personable and a born leader! Although he is not currently my insurance agent I am looking forward to sitting down with him to see what he can do for me. I have full confidence that he will go above, below, through and around to get me the best coverage for my hard earned dollar!!!
Andrew Duchow
Chad is exactly the kind of person you want in charge of a project - especially if you are also working on it! He is goal-focused and his energy and enthusiasm motivate everyone else around him. And on top of it all, he's a genuinely nice guy. His involvement in a project is, by itself, a strong indicator that the project will be successful. He's that kind of person.
Mike Glaser
Since the first day that I met Chad, I knew there was something special about him. His attention to detail and his abilty to gain the necessary information to access and provide the proper insight is a quality that sets Chad above others. He is a tireless worker who totally commitments himself to everything he does. If you have not met Chad, I encourage people to reach out to him and utilize the outstanding attributes he has to offer.
LinkedIn User
Chad is the kind of person that makes you feel comfortable the minute you walk in the room. Very personable and a born leader! Although he is not currently my insurance agent I am looking forward to sitting down with him to see what he can do for me. I have full confidence that he will go above, below, through and around to get me the best coverage for my hard earned dollar!!!
Andrew Duchow
Chad is exactly the kind of person you want in charge of a project - especially if you are also working on it! He is goal-focused and his energy and enthusiasm motivate everyone else around him. And on top of it all, he's a genuinely nice guy. His involvement in a project is, by itself, a strong indicator that the project will be successful. He's that kind of person.
Mike Glaser
Since the first day that I met Chad, I knew there was something special about him. His attention to detail and his abilty to gain the necessary information to access and provide the proper insight is a quality that sets Chad above others. He is a tireless worker who totally commitments himself to everything he does. If you have not met Chad, I encourage people to reach out to him and utilize the outstanding attributes he has to offer.
LinkedIn User
Chad is the kind of person that makes you feel comfortable the minute you walk in the room. Very personable and a born leader! Although he is not currently my insurance agent I am looking forward to sitting down with him to see what he can do for me. I have full confidence that he will go above, below, through and around to get me the best coverage for my hard earned dollar!!!
Andrew Duchow
Chad is exactly the kind of person you want in charge of a project - especially if you are also working on it! He is goal-focused and his energy and enthusiasm motivate everyone else around him. And on top of it all, he's a genuinely nice guy. His involvement in a project is, by itself, a strong indicator that the project will be successful. He's that kind of person.
Mike Glaser
Since the first day that I met Chad, I knew there was something special about him. His attention to detail and his abilty to gain the necessary information to access and provide the proper insight is a quality that sets Chad above others. He is a tireless worker who totally commitments himself to everything he does. If you have not met Chad, I encourage people to reach out to him and utilize the outstanding attributes he has to offer.
LinkedIn User
Chad is the kind of person that makes you feel comfortable the minute you walk in the room. Very personable and a born leader! Although he is not currently my insurance agent I am looking forward to sitting down with him to see what he can do for me. I have full confidence that he will go above, below, through and around to get me the best coverage for my hard earned dollar!!!
Andrew Duchow
Chad is exactly the kind of person you want in charge of a project - especially if you are also working on it! He is goal-focused and his energy and enthusiasm motivate everyone else around him. And on top of it all, he's a genuinely nice guy. His involvement in a project is, by itself, a strong indicator that the project will be successful. He's that kind of person.
Credentials
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CWS® | Certified Wealth Strategist®
Cannon Financial InstituteJul, 2017- Nov, 2024 -
CIC | Certified Insurance Counselor
The National Alliance for Insurance Education and ResearchJun, 2013- Nov, 2024
Experience
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Family Insurance Center, LLC
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United States
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Insurance
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1 - 100 Employee
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Agency Sales Director
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Jul 2020 - Present
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Green Bay Insurance Center
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United States
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Insurance
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1 - 100 Employee
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Director Of Operations
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Jun 2018 - Jul 2020
My role at GBIC is to build upon the great work that's already been done to serve our clientele and take the business to the next level. I look forward to the challenge and accept the responsibility! My role at GBIC is to build upon the great work that's already been done to serve our clientele and take the business to the next level. I look forward to the challenge and accept the responsibility!
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Associated Bank
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United States
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Financial Services
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700 & Above Employee
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Vice President | Private Client Insurance
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Jun 2015 - May 2018
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Green Bay SCORE - Counselors to America's Small Business
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Green Bay, Wisconsin Area
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Board Member/Steering Committee Vice-Chair
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May 2011 - Jan 2017
I have served this wonderful organization of dedicated business mentors as Marketing/PR Chair, Speakers Bureau founder/member, Small business counselor/mentor, and leadership team member. I have served this wonderful organization of dedicated business mentors as Marketing/PR Chair, Speakers Bureau founder/member, Small business counselor/mentor, and leadership team member.
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SCORE Mentors Silicon Valley
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United States
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Professional Training and Coaching
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1 - 100 Employee
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Volunteer Counselor/Presenter
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Nov 2010 - Nov 2016
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The ArtGarage
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Green Bay, Wisconsin Area
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Board Member
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Oct 2012 - Oct 2016
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Alliance Insurance Centers, LLC
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Titletown USA
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Account Executive
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Nov 2009 - Jun 2015
I specialize in helping commercial clients and individuals better understand risk and the tools available to them to help manage that risk. In layman's terms I sell insurance... but really, I help rebuild & preserve lives & livelihoods when disaster strikes. I specialize in helping commercial clients and individuals better understand risk and the tools available to them to help manage that risk. In layman's terms I sell insurance... but really, I help rebuild & preserve lives & livelihoods when disaster strikes.
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Steering Committee Chair
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Sep 2012 - Sep 2014
www.greenbaycurrent.org
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Vice Chair of Steering Committee
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Sep 2010 - Sep 2012
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Ambassador Program Founder/Chair
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Sep 2008 - Sep 2011
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Account Executive
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Oct 2007 - Oct 2009
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Mar 2006 - Jan 2007
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Owner/Agent
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1999 - 2006
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Community
