Roxanne Buckholz, Cisr Email & Phone Number

Orting, Wa, Us

Buckley, Washington, United States

During my time as Kandi Nelson Agency's Account Executive (and a nearly 7-year insurance nerd), my role is defined by:• Overseeing a team of hard-working, fully licensed insurance agents who share one common goal: protecting your most important assets for the best possible value. Leading by example, I instill in my team daily that insurance is not just another sales job - it's a promise to make your client whole when their entire world is falling apart. • Onboarding new clients into our agency. I have created a detailed process to ensure accounts are complete, avoiding early cancellations or company declines. This process has allowed our retention rate to stay within 80% - 90% since the start of our agency in 2021. • Processing account renewals. The moment I receive a renewal notice, every single one of my clients gets a phone call from me to schedule a Farmers Friendly Review. This ensures that the policies we originally wrote for them still fit into their specific needs & uncovers cross-sell opportunities, improving the overall health of our book of business.• Brand creation & marketing. My passion for this industry has made it easy to develop Kandi Nelson Agency's brand to reflect not only where we started, but what we have grown to. I create fun, informative, and effective social media marketing campaigns which have increased our agency's social media engagement by an average of 66% over the last year.

Pierce County, Washington, United States

Providing general notary work & mobile services in Pierce County, WA. As a Washington State Notary Public, I am dedicated to upholding the highest standards of service by staying informed about current laws and regulations. I ensure accurate execution of documents, providing reliable and efficient notary services tailored to meet your needs.Licensed, bonded, and E&O insured in Washington State.

Cincinnati, Ohio, United States

Puyallup, Washington, United States