I am an independent Life and Health Insurance Broker. I specialize in educating and providing information for those turning 65, and those under 65 who are disabled and on Medicare. I help them navigate through the confusion and assist by showing them what options are available that will meet their healthcare needs. I also help those under 65 navigate through the Marketplace/ACA. I also offer Life Insurance to help with Final Expense and Mortgage protection. My other offerings also include; Dental, Vison, Hearing, Hospital Indemnity plans and Annuities. My goal is to assist everyone protect what is important to them.
Rhoads Insurance Agency, Llc
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Licensed Health And Life AgentRhoads Insurance Agency, LlcLapel, In, Us
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Licensed Health And Life AgentRhoads Insurance Agency, Inc Dec 2017 - PresentIndianapolis, Indiana AreaIndependent agent contracted with multiple carriers. I assist employers, employees, and individuals protect what is important to them.
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Licensed AgentBankers Life Aug 2017 - Dec 2017Carmel, IndianaI assist clients with their financial needs by helping them with the tough choices related to their retirement. This includes Life Insurance, critical care, Annuities, and Medicare supplement options. -
Assistant Vice President, Banking Center ManagerFirst Merchants Bank Feb 2016 - May 201753Rd Street, AndersonHandle all aspects of running a retail branch with $32M in depositsCoach and manage 7 employeesResponsible for branch P&L and growing our customer baseLead in Business Banking within the branchCommited to a high level of customer satisfactionWork closely with managing partners to give our customers the best in service for Mortgage requests, investment needs, and cash management requirements. -
Branch ManagerPnc Apr 2015 - Jan 2016Nichol AvenueHandle all aspects of running a retail branch with $38M in depositsCoach and manage 6 employeesResponsible for branch P&LLead in Business Banking within the branchCommited to a high level of customer satisfaction through gallup surveys -
Financial SpecialistPnc May 2012 - Apr 2015
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OwnerTej Management Corp 2002 - 2014
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Licensed BankerFirst Financial Bank Apr 2011 - May 20129050 E 56Th StreetProfile clients and make financial recomendations based on their personal and professional goals. Assist clients in the execution of new account opening, business account set up, savings, CD, Annuities, and HELOC, . Refer clients to business partners such as cash management, payment tech, payroll services, mortgage rep., and Wealth Management Services. -
Personal BankerChase Feb 2008 - Mar 2011
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Sr. Lease AdministratorMerck Mar 2001 - Apr 2004 -
Purchasing AgentMerck Mar 1985 - Mar 2001Whitehouse Station Nj
Tracey Rhoads Education Details
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Business Management And Organizational Behavior -
Holmdel High SchoolCollege Prep
Frequently Asked Questions about Tracey Rhoads
What company does Tracey Rhoads work for?
Tracey Rhoads works for Rhoads Insurance Agency, Llc
What is Tracey Rhoads's role at the current company?
Tracey Rhoads's current role is Licensed Health and Life Agent.
What schools did Tracey Rhoads attend?
Tracey Rhoads attended Rider University, Holmdel High School.
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