Experience

Adobe Insurance Brokers, LLC

• United States
• Insurance
• 1 - 100 Employee

• Partner

  • May 2016 - Present



State Farm

• United States
• Insurance
• 700 & Above Employee

• Branch Office Manager

  • Dec 1999 - Sep 2015

  -Manage entire process of insurance policies including providing quotes and issuance of the policies to clients -Maintain and alter the client policies as needed -Manage all office budget tracking including weekly deposits and ADP payroll -Utilize corporate tools to maintain and manage client data in confidential manner -Ongoing marketing of products within existing customer base to ensure company growth -Communicate the features and benefits of policies with clients to find a… Show more -Manage entire process of insurance policies including providing quotes and issuance of the policies to clients -Maintain and alter the client policies as needed -Manage all office budget tracking including weekly deposits and ADP payroll -Utilize corporate tools to maintain and manage client data in confidential manner -Ongoing marketing of products within existing customer base to ensure company growth -Communicate the features and benefits of policies with clients to find a solution to meet their insurance needs -Manage directors calendar and coordinated travel logistics and expenses as needed -Facilitate and coordinate client meetings and all logistics to ensure time is used wisely Show less -Manage entire process of insurance policies including providing quotes and issuance of the policies to clients -Maintain and alter the client policies as needed -Manage all office budget tracking including weekly deposits and ADP payroll -Utilize corporate tools to maintain and manage client data in confidential manner -Ongoing marketing of products within existing customer base to ensure company growth -Communicate the features and benefits of policies with clients to find a… Show more -Manage entire process of insurance policies including providing quotes and issuance of the policies to clients -Maintain and alter the client policies as needed -Manage all office budget tracking including weekly deposits and ADP payroll -Utilize corporate tools to maintain and manage client data in confidential manner -Ongoing marketing of products within existing customer base to ensure company growth -Communicate the features and benefits of policies with clients to find a solution to meet their insurance needs -Manage directors calendar and coordinated travel logistics and expenses as needed -Facilitate and coordinate client meetings and all logistics to ensure time is used wisely Show less