Jason Juarez, MBA, CPCU

Regional Vice President at FirstChoice, a MarshBerry Company
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501

Topline Score

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

You need to have a working account to view this content. Click here to join now
Scott Bicknell

I have worked with Jason since 2012 when he was our rep with Nationwide and I was Sr VP in charge of carrier relationships for a large aggregator. Jason is a

Don Dowitsch

Few people have the opportunity to work with someone as talented and resourceful as Jason. Luckily I am one of those people that got to experience just that. Jason shared so much knowledge with me about the industry, building relationships, and just how to be an amazing coworker. He is truly a person everyone should strive to be. He is an asset to any team he is a part of. I truly miss him as a teammate but know someone else now will get the opportunity to experience everything Jason brings to their team.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Credentials

  • Chartered Property Casualty Underwriter (CPCU)
    The Institutes
    Mar, 2023
    - Sep, 2024
  • Certificate in Leadership
    The University of Iowa Tippie College of Business
    Dec, 2022
    - Sep, 2024
  • Certificate in Marketing
    The University of Iowa Tippie College of Business
    Dec, 2022
    - Sep, 2024
  • Life Underwriter Training Council Fellow (LUTCF)
    The American College of Financial Services
    Jan, 2006
    - Sep, 2024
  • Associate in Insurance Services (AIS)
    The Institutes
    Jan, 2005
    - Sep, 2024
  • Accident & Health, Casualty, Life, Property
    State of Colorado
    Apr, 2004
    - Sep, 2024
  • Associate in Management (AIM)
    The Institutes
    Jan, 2004
    - Sep, 2024
  • Associate in Claims (AIC)
    The Institutes
    Jan, 2003
    - Sep, 2024

Experience

  • FirstChoice, a MarshBerry Company
    • United States
    • Insurance
    • 1 - 100 Employee
    • Regional Vice President
      • Sep 2022 - Present

      Colorado, Kansas, Missouri, Iowa, Minnesota, Nebraska, North Dakota, South Dakota Colorado, Kansas, Missouri, Iowa, Minnesota, Nebraska, North Dakota, South Dakota

  • Next Insurance
    • United States
    • Insurance
    • 500 - 600 Employee
    • National Territory Manager
      • Mar 2021 - Aug 2022

      • InsurTech experience • Brought a new brand/logo to market • Independent channel direct appointments • 50 States+ D.C. • 6 Lines of Business taken to market (WC, GL, Auto, Property, E&O, Inland Marine) • 1,100 classes of businesses • InsurTech experience • Brought a new brand/logo to market • Independent channel direct appointments • 50 States+ D.C. • 6 Lines of Business taken to market (WC, GL, Auto, Property, E&O, Inland Marine) • 1,100 classes of businesses

  • Verisk Insurance Solutions
    • United States
    • Insurance
    • 100 - 200 Employee
    • Account Executive
      • 2016 - Mar 2021

      • Lead in business-to-business (B2B) solutions sales, consulting while working to build long-term, professional C-suite relationships. • Responsible for green business sales, increasing territory revenue and revenue retention, product expansion while marketing and selling 60 products, renewing 3 to 5-year agreements, and managing a 13-state footprint. • Work in collaboration with insurance carriers, including Fortune 500 companies, to assist them with their specific needs within the marketplace. • Develop and present solutions that reduce risk, increase profits, control growth, and reduce expenses. • Represent industry-leading brands and products, including ISO, LOCATION, 360Value, APLUS, AIR, and Xactware. • Sell IoT, Telematics, AI, Aerial Imagery, Fraud Indicator, Actuarial, Underwriting, Rating, Modeling solutions. Notable achievements while in the position have included: - Selected to the “President’s Club” in both 2018 and 2019 based on performance in the position. - Recipient of the “Circle of Excellence Award” in 2018. - Recognized as the “Personal Lines Rookie of the Year Award” winner in 2017.

  • Nationwide Insurance
    • United States
    • Insurance
    • Sales Manager
      • 2007 - 2016

      • Sold commercial lines, personal lines, agriculture lines, and financial services while appointing agencies nationwide and responsible for $125M of directly written premiums in Colorado, California, and Nevada. • Responsible for direct written premiums, new business policies in force, retention, loss ratio, life insurance, transfer, and AIDCO-related goals. Notable achievements while in the position included: - Drove a 28% increase in business within the assigned territory. - Successfully worked with 8 of the 10 largest agencies in the U.S., including the top 3 (HIB, Lockton, and USI). - Recognized as a 6x “First Among Peers Qualifier.” - Winner of the 2015 “Sales Associate of the Year Award” in 2015, the “Regional Sales Manager of the Year Award” in 2015, and the “Regional Sales Manager of the Year Award” in 2014.

Education

  • The University of Iowa Tippie College of Business
    Master of Business Administration - MBA, Leadership & Marketing
  • University of Northern Iowa
    Bachelor's degree, Organizational Communication

Community

You need to have a working account to view this content. Click here to join now