103 Year Old (2024) Full service Independent Insurance Agency. My #1 priority - Establish rapport and preserve long term relationships with clients as a multi-level trusted partner & business resource, provide outrageous customer service with a hands on approach offering satisfaction and value, team-up with utilizing collaborative efforts within my vast working professional partnerships with various business resources to include, but not limited to: insurance professionals & carriers, underwriters, wholesalers, risk managers, adjusters, auditors, legal counsel, premium finance companies and various staff team members.

BY PRIVATE APPT ONLY: Offer homeowners a comprehensive inventory service of your home and personal belongings for: insurance purposes, disasters, divorce, estate planning, moving and storage preparation, asset liquidation and more. Provide referrals to other resources within my business social network such as: Insurance brokers,trust lawyers, security services, financial planners, accountants/CPA, real estate agents, landscapers, contractors,and so forth. Offer - Disaster/Emergency Preparedness Lists - Be Ready, Just In Case with a customized Ready-To-Go (BugOut) Kit - Make your own or I can assist you with assembling one.Passionate about providing one-on-one personalized, private services (to educate, increase your awareness & explore options how to best protect yourself and family.Highly motivated & dedicated to making a difference in people's lives and overall protection!

Full service Independent Insurance Agency. My primary focus: Commercial Insurance. Background: 30+ years in the insurance industry as a dedicated collaborative partner and resource, highly detailed and articulate professional, genuinely committed to provide individuals, families and businesses with a comprehensive, consultative review to assess risk. Beneficial solutions are offered based on specific requirements or needs and paired with high quality insurance products and services to assist each client manage their insurance risk of everyday life and be hopeful to recover from the unexpected, with peace of mind. Market and negotiate various new and renewal commercial lines of business including; develop application information, prepare new business or renewal proposals, provide annual coverage reviews for gaps, which include risk assessments, cross-sell for opportunities, process finance agreements and any agency invoicing; follow-up and document files for underwriting information and compliance; assist customers with contract requirements and issue certificates of insurance.

Commercial Lines Account Manager for a Crane Partner. Specialized in providing insurance coverage for General Pest & Wildlife Control companies located throughout the U.S. which ranged from single person operations, up to $1 million+ in revenue operations. Managed and serviced new business and renewals, provided continuous coverage reviews including risk/loss assessments. Responsible for insuring and servicing other types of commercial business industries as well. Marketed and negotiated various new and renewal commercial lines of business including; develop application information, prepare new business or renewal proposals, finance agreements; follow-up and document files for underwriting information and compliance; assisted customers with contract requirements and issued certificates of insurance.

Manage and service new & renewal accounts for a full service (single agent) independent agency. Offered both Personal Lines & Commercial Insurance to large, small or individual business owners requesting coverage for: Property, General Liability, Crime, Business Auto, Worker's Compensation, Umbrella, Employment & Professional Liability, etc., to protect the business and personal assets. Commercial Specialties: Condo Associations (Master Policies), Apartment Complexes, Restaurants, Manufacturers, Auto Repair & Gas Stations.Utilized a variety of the nation's top rated insurance companies to provide commercial clientele a diverse range of customized programs and/or package options to meet their individual requirements. Established and maintained a strong liaison relationship between clients and multiple carriers. Marketed and negotiated various new and renewal commercial lines of business including; develop application information, prepare new business or renewal proposals, finance agreements; follow-up and document files for underwriting information and compliance; assisted customers with contract requirements and issued certificates of insurance.

Company was SOLD - Sept 2008, therefore, I took personal time off with family, traveled and volunteered.Plan to start a company 2010, worked on R&D during 2009,.Managed a $6 Million Dollar Full Service Commercial / Personal Lines Independent Insurance Agency and collaboratively generated increased revenues leading to larger carrier bonuses. Maintained strong client partnerships through advising and sharing insurance knowledge about our products/services leading to more referrals and opportunities. Managed new & renewal sales negotiations, provided cross selling opportunities and actively oversaw the execution of all sales. Utilized market research to develop sales opportunities assuring market performance and penetration in support of business initiatives, increasing sales revenues by 12% and increased carrier yearly performance bonuses.Specialties: Over 20 years (Licensed) in the insurance industry. Results-driven, self-motivated professional with an entrepreneurial spirit and go-getter attitude, paired with high expectations to provide one of a kind customer service.. A pro-active, detail oriented, strong communicator with instinctive ways to assess client risk or needs. Utilized a people oriented art of genuine negotiation to keep a client's best interest at heart, therefore, leading to an effective sales presentation performed and closed with ease. Customer relationships are the heart of the agency.

Manage key client relationships and develop new business for a $3+ million dollar agency to continue building brand equity for targeted insurance and financial products. Market and sell property, casualty, commercial, life and health insurance, in addition to banking products. Present proficient selling tactics, demonstrated product knowledge, and promoted outstanding customer service. Mentor and coach new team members. •Strong closing ratio increased revenues for agent to achieve club, receive awards and bonuses each year. •Implement & facilitated cross selling activities for commercial, banking and financial services product lines to maintain overall agency retention and increase revenues by 10%.•Executed claims service for retail customers resulting in less than 1% complaint ratio.

Coordinated sales activity for Manufacture Rep (11 State Territory); Executive administrative//sales support to President/Owner. FY04 Revenue $3 mil utilizing 9 manufacturers. Liaison between manufacturer & customer ensuring total satisfaction & resolution of conflicts. Maintain sales files, provide pricing/quotes to contractors, verify credit approvals for purchases, ordered equipment & parts, review orders for accuracy, monitor all equipment / product shipments, confirm delivery & follow-ups after sale. Schedule appointments and travel arrangements.

(CORPORATE REDUCED STAFFING Throughout the US) Managed administrative software sales operations for a 3 State Territory. Exec. Assistant to Regional SVP; also provided support for 2 Brand Managers(VP's), 10 Account Executives & 2 BDMs. FY04 - $50 mil generated by 6 Brands providing over 1000 software products, strategic solutions and services.• Designated project manager: maintained reports forecasting sales revenue and growth, managed sales contract process of legal documents to preserve full corporate compliance.• Liaison between corporate, management, sales staff and clientele to ensure 100% of revenue recognition.• Collaborated with field specialists & multi-level executives to drive sales initiatives & expand sales by 125%. • Initiated, designed and implemented a self-paced regional sales operations training manual. • Coordinated local and interstate logistics for client seminars and monthly regional sales meetings for 60 members. Managed inventory of sales/marketing collateral, software demos & promotional items.

District Operations Manager, Executive Administrator & Trainer - Started as an Insurance Agent and transitioned into a District position utilizing my business skill sets and knowledge to become a District Team Partner. Worked closely with the District Manager to successfully recruit, interview and train new insurance agents for the district. Met our yearly recruitment goals. Maintained strong business relationships between the existing 15+ agencies and their staff to promote a boost in sales revenues, by offering new sales presentation techniques and easier methods to ask for and close sales. 25% achieved awards, club status, etc. Provided liaison services between the agencies, clients and the Home Office. District was honored as one of the Top 5 in the State of Missouri.