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Jim Schlotman

Secretary Treasurer at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">CAI Insurance Agency Inc</span>
Intro Book
Seasoned insurance professional with 46 years of experience in finance, sales, and insurance.
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Location
United States, US
Skills
  • Insurance
  • Financial Planning
  • Strategic Planning
  • Commercial Insurance
  • Health Insurance
  • Show all
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Bio

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Jim Schlotman is a seasoned insurance professional with 46 years of experience in finance, sales, and insurance, including roles as Secretary Treasurer at CAI Insurance Agency Inc. and University of Cincinnati College of Law graduate. He has expertise in insurance, financial planning, strategic planning, and more. With a strong educational background in law and business, Jim has developed a unique understanding of the insurance industry. He has a proven track record of success in finance, sales, and pension management. Jim's extensive experience has equipped him with the skills to provide expert advice on insurance, financial planning, and strategic planning.

Experience

  • CAI Insurance Agency Inc
    • 2035 Reading Road
    • Secretary Treasurer
      • Jan 1978 - Present
      • 2035 Reading Road

      Finance, sales, pension, 401k, insurance, general insurance, taxes, financial planning, asset protection

  • CAI Insurance Agency
    • Secretary Treasurer
      • 1978 - Present

Education

  • 1975 - 1978
    University of Cincinnati College of Law
  • 1971 - 1975
    University of Cincinnati College of Business
  • 1967 - 1971
    St. Xavier High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance and Risk Management”

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