Joel Maclean, Cic, Cpia, Clcs Email and Phone Number
Joel Maclean, Cic, Cpia, Clcs work email
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Joel Maclean, Cic, Cpia, Clcs personal email
Joel Maclean, Cic, Cpia, Clcs phone numbers
I joined MacLean Agency in 2003, after several years of working with a great team at Prudential Financial. Joining, our more than 50-year-old, family insurance agency has fostered my passion for helping people. With every insurance review, I am challenged to either find a gap in coverage, give great advice, or try to help a client control costs. I approach this process with empathy and do my best to help clients navigate buying insurance for their business as if it were my own. Our agency is unique in its ability to operate objectively because of our non-traditional compensation program.Further we approach each client with my uncle's mantra in mind, "Always make God smile first." Following this value, we always do the right thing with fairness and consideration for our client's needs. Please take a look below for some background about me from our website. From our Web site - Joel MacLean, CIC, CIPA, CLCS, he has joined MacLean Agency in 2003 with a background in project and process management through information technology. During his tenure, Joel has been extensively cross-trained to acquire an overall knowledge of the Agency’s products, services, and solutions, enabling him to provide clients with a comprehensive risk assessment across multiple lines of coverage.Joel earned the designation of Certified Insurance Counselor (CIC) following his successful completion of a rigorous insurance education program sponsored by the Society of Certified Insurance Counselors. The CIC is nationally recognized as a symbol of professional excellence and leadership in the insurance industry. Joel also has prior business experience running a contracting firm, which gives him unique insight into the particular needs and concerns of the commercial property owner.Visit our web page at www.macleanagency.com
Executive Suite Partner Njr&Ha (New Jersey Restaurant & Hospitality Association)
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Liaison To The New Jersey Restaurant And Hospitality AssociationExecutive Suite Partner Njr&Ha (New Jersey Restaurant & Hospitality Association)Holmdel, Nj, Us
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Senior Risk AdvisorAcrisure Jan 2024 - PresentGrand Rapids, Michigan, Us -
Manager Property & Casualty DepartmentMaclean Agency Mar 2003 - PresentPrinceton, Nj, UsManage all aspects of a Property & Casualty Department Including;- Sales/Service/Renewals Account Premium 100k+- Carrier appointments and relationships- Wholesaler appointments & relationships- Special brokerage relationships- Manage employee's service & production goals Personal/Commercial lines- Quarterly analysis of production versus carrier expectations- Monthly, Quarterly, and YTD analysis of each carrier/wholesaler revenue- Weekly team meetings either one-on-one or group- Explore cross-sell opportunities with the Employee Benefits department- Attend Chamber of Commerce networking functions- Attend charity functions with the sponsorship of the agencySpecializing in the following insurance types; (Check the List)- Commercial Insurance - Professional Liability - Workers Compensation - Business Auto - Lessors Risk - Property - Product Liability - Industrial - Home/AutoIndustry Types (Check the list)- Restaurants & Hospitality - Retail - Exterminating - Real Estate Agencies - Lawyers - Land Surveying - Engineering - Consultants - Medical Offices - ManufacturingAnd many other insurance products/industries. -
Director Of Technology & Social Media AdministrationMaclean Agency Mar 2003 - PresentPrinceton, Nj, UsManage and Administer the following; (Check the List)- AMS360 Administration- MacLean Agency Web & All Social Media (Linked In, Twitter, FB, Instagram, Alignable, Google)- Google AdWords Optimization and Marketing- Constant Contact Marketing- Facebook Marketing- Zoom Enterprise Management - YouTube Channel - Office 365, Azure, Exchange Administration- Search Engine Optimization- Local Computer Network with Servers & Domain- Phone System including IP Office and Avaya Virtual Machine- Carbonite Enterprise Backup- Carbonite Enterprise Office365 Backup- Remote Worker Access Security & Admin- Multifactor Authentication Admin- Software Update & Upgrades on Local Computers- GoToMyPC Administration- QuickBooks Administration & Trust Account Transactions -
Liaison To The New Jersey Restaurant & Hospitality AssociationExecutive Suite Partner Njr&Ha (New Jersey Restaurant & Hospitality Association) Jan 2018 - Present- Interact with NJR&HA member restaurants, sharing insurance advice.- Attend NJR&HA functions as the "Executive Suite Partner" representative.- Manage the relationship between our agency owners and the board at the NJR&HA.- Attend membership meetings/roundtables with various politicians advocating for the hospitality industry.- Attending any agency-sponsored events to interact with members.
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Liaison Between Maclean Agency & Strategic Insurance PartnersStrategic Insurance Partners Sip Jan 2009 - PresentNutley, New Jersey, Us- Collaboration on mutual accounts.- Supervision of local employee submission to SIP.- Billing & Commission issues between agencies.- Keep local employees up-to-date on carrier availability & underwriting. -
Advisory Committee MemberFamily Advisory Council At Monmouth Medical Center Jan 2001 - PresentThe council’s mission is to assist and support the Cystic Fibrosis Center in its goal to provide superior family-centered care by promoting family involvement to strengthen the collaboration between patients and the CF Care Team. The Cystic Fibrosis Center at Monmouth Medical Center values the insights of the parents and family members of children with CF. As a result, in 2001, the Family Advisory Council (FAC) was developed to provide parents the opportunity to collaborate with the CF team to improve the quality of care provided by the center. Healthcare professionals acknowledge and respect the experiences of their patients and their families while appreciating each family’s expertise throughout their own journey. Increased involvement of families can facilitate the enhancement of the care center’s ability to provide responsive care. Overall, more responsive care results in greater patient and family satisfaction with their care center.
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General Securities RepresentativePrudential Financial Feb 2007 - Jan 2011Newark, New Jersey, UsGeneral Securities Representative - (Series 7) -
Associate Dcn Sytems AnalystPrudential Financial Mar 1998 - Mar 2003Newark, New Jersey, UsMember of the most awesome team of Tier Three troubleshooting Project Managers solving the computing problems of Prudential's Agent Sales Force. -
OwnerCozzee Heating & Cooling Aug 1991 - Mar 1998Residential & Light Commercial Heating & Air Conditioning design and installation.
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Construction Site Manager HvacJem Heating & Cooling Aug 1982 - Aug 1991Site Manager for development installation of Heating & Cooling Systems.
Joel Maclean, Cic, Cpia, Clcs Skills
Joel Maclean, Cic, Cpia, Clcs Education Details
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Brookdale Community CollegeGeneral -
Middletown High School NorthHigh School/Secondary Diplomas And Certificates
Frequently Asked Questions about Joel Maclean, Cic, Cpia, Clcs
What company does Joel Maclean, Cic, Cpia, Clcs work for?
Joel Maclean, Cic, Cpia, Clcs works for Executive Suite Partner Njr&ha (New Jersey Restaurant & Hospitality Association)
What is Joel Maclean, Cic, Cpia, Clcs's role at the current company?
Joel Maclean, Cic, Cpia, Clcs's current role is Liaison to the New Jersey Restaurant and Hospitality Association.
What is Joel Maclean, Cic, Cpia, Clcs's email address?
Joel Maclean, Cic, Cpia, Clcs's email address is jo****@****ncy.com
What is Joel Maclean, Cic, Cpia, Clcs's direct phone number?
Joel Maclean, Cic, Cpia, Clcs's direct phone number is (609)-683*****
What schools did Joel Maclean, Cic, Cpia, Clcs attend?
Joel Maclean, Cic, Cpia, Clcs attended Brookdale Community College, Middletown High School North.
What skills is Joel Maclean, Cic, Cpia, Clcs known for?
Joel Maclean, Cic, Cpia, Clcs has skills like Insurance, Business Insurance, Workers Compensation, Miscellaneous Professional Liability, Commercial Lines, Data Breach Insurance, Certified Insurance Counselor, Brokers, Commercial Insurance, Property And Casualty Insurance, Single Family Homes, Liability.
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