I started this agency with the vision of becoming the insurance agency of choice for business owners and families who need assistance navigating the often-confusing world of insurance. This Agency is dedicated to educating, serving, and guiding our family, friends, and business clients through the proper insurance coverages to fit their needs and budgets. Our values at the agency are about doing the right thing, educating, showing appreciation, caring about who we are and what we are doing.Mission StatementWe are a professional insurance agency with hearts of teachers. We strive each day to act with integrity to educate, listen and learn. We provide solutions, generate positive energy, and fulfill our commitments.

Coordinated Insurance Services (CIS) has developed unique industry specific insurance programs to provide the best cost, coverage, and value for every insurance dollar spent. Coordinated Business Services (CBS) reduces operating costs by handling the non-income producing activities such as accounting, payroll, benefit administration, and human resource management.Services include • Brokering insurance lines with over 100 companies to ensure insurance value and competition.• Risk Management Strategies• Financial Services (Accounting, Payroll, Audits)• Human ResourcesJames supervises all agency operations, including areas as accounting, computer systems management, software management, technology advisement, CMS maintenance and organization, filing system creations and maintenance, with basic network management.

Managed various department teams providing well diversified insights for overall facility operation management. Responsible for the facility operations, specific department projects, safety, customer complaints, employee unity, and other daily management operations. Successes:• Increased Business Development department performance 33% in first year and an additional 48% in the following year. Taking the department from generating $650,000 to $1.35M in annual revenue.• Built a workplace culture of inclusion and trust amongst the employee group, which resulted in higher job satisfaction, reduced employee turnover, and exceeded guest surveys expectations.• Developed content for training programs to execute sales and service process improvement with best practices and methodologies for increased efficiency and effectiveness.• Implemented variety of strategies to ensure superior employee training, employee retention and guest service excellence.• Innovated and maintained an inventory system for supplies and shop equipment management.