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Experience

    • United States
    • 1 - 100 Employee
    • Agency Owner
      • Jul 2017 - Present

      Independent Insurance Agent Independent Insurance Agent

    • United States
    • Insurance
    • 200 - 300 Employee
    • Insurance Agent
      • Jan 2018 - Jan 2021

      Offering exclusive Auto, Home & Umbrella Insurance products designed and priced just for educators! Offering exclusive Auto, Home & Umbrella Insurance products designed and priced just for educators!

    • United States
    • Insurance
    • 1 - 100 Employee
    • Agent/Manager
      • Apr 2003 - Jul 2017

      I manage an independent agency, as well as specialize in the sale of independent auto, home, life and business insurance products. Manager Role:* Hire/terminate, train/educate and mentor agency staff* Set sales goals and track agency and staff production* Recommend and establish agency changes to promote agency profitability and success* Make sure business is in compliance with state and company insurance regulations* Meet with company sales managers to discuss production, goals and industry changes* Research and obtain/discontinue partnerships with various insurance carriers* Attend insurance company meetings and provide feedback from the agency prospectiveAgent Role:* Quote, sell and service new and existing insurance prospects/clients both in person and via phone* Recommend changes and cross sell relevant insurance products to clients * foster existing client relationships * Maintain appropriate insurance licensing and continuing education requirements* Assist clients with claims, payments and endorsements * Self-educate all underwriting and company product guidelines, staying abreast of the ever changing insurance environment and culture * Provide excellent communication (written & verbal) and service to clients

Education

  • Western Governors University
    Bachelor of Science (B.S.), Marketing/Marketing Management, General
    2010 - 2013
  • Kaplan University
    WI Life Insurance License
    2010 - 2010
  • Kaplan University
    WI Property & Casualty Insurance License
    2003 - 2003

Community

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