DAVID POWELL
El Dorado KS,KS
Summary
A seasoned leader in the insurance and education sectors, I've propelled David J Powell & Associates LLC to become the second-largest health insurance agency in Kansas, demonstrating exceptional skills in operational planning and client acquisition. Renowned for my ability to mentor and develop teams, my strategic approach and professionalism have consistently driven agency growth and client satisfaction.
Talented Owner with excellent marketing, customer service and facility oversight skills and more than 47 years of experience. Highly effective and comfortable working with people at all levels in organization.
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
56
56
years of professional experience
Work History
Agency Owner and Master General Agent
David J Powell & Associates LLC and Broketnet LLC
01.1980 - Current
- Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
- Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
- Approved staff hiring, termination, promotions and department transfers.
- Maintained personnel files and regularly conducted audits to verify accuracy of information.
- Complied with [Type] laws and funding requirements at each level of government from local to federal.
- Attended seminars, conferences and organizational activities to maintain management expertise.
- Protected client and co-worker confidentiality, maintained data privacy compliance and adhered to HIPAA restrictions.
- Created annual budgets and monthly expenditure reports for different offices and departments.
- Delivered exceptional client service, consistently meeting or exceeding expectations to foster long-term relationships.
- Balanced multiple priorities effectively as both an insurance producer responsible for generating sales and a business owner in charge of managing the overall agency operations.
- Spearheaded agent mentoring programs that resulted in increased productivity levels among team members over time.
- Managed financial aspects of the agency including budgeting, forecasting, expense control, and revenue generation for sustained profitability.
- Recruited, hired, and developed top candidates for open vacancies and retained staff using consistent mentoring and positive feedback.
- Developed custom insurance solutions tailored to individual clients'' unique needs for increased satisfaction and loyalty.
- Enhanced agency reputation by maintaining the highest standards of professionalism, integrity, and ethical conduct in all business dealings.
- Increased agency revenue by implementing strategic marketing campaigns and innovative sales techniques.
- Led the nation in sales with several companies.
- Became the second largest health insurance agency in Kansas for several years with nearly a $40 million book of business, from insuring the then largest school district in the state (Lawrence ) down to as few as a 2 person farming operation, on the group side and well as thousands of individuals and families.
- In 2009 was a founding member of the current Direct Primary Care (DPC) model of medical practice established by Dr. Josh Umbehr in Wichita Kansas (and a frequent guest of President Trump during his first term)
- I developed the only true group health insurance plan model in the nation, that is specifically designed the wrap-around a DPC practice model, Like AtlaS MD.
- now work with more than 1600 DPC model practitioners nationally in 41 states. I am licensed to do business in all those states.
- Over the years I have worked with approximately 700 agents/agencies in many states, helping them help individuals and groups in their area, as local "boots on the ground.," by training them.
- IN 2010 I wrote the book "Obamacare Unwrapped" breaking the PPACA law down section by section. That book has been used by many politicians to help them understand the law and be able to talk about it as they ran for office. I published a second version in 2012 to update many of the changes.
- In 2012-2013 I wrote the "Mandate Lite" law signed into law by then Governor Sam Brownback. That law defined short term insurance and also defined specialty products that are not tradition Health Insurance, so insurance companies could bring specialized products to the market in the state. That law has been copied by at least 19 states into their statutes.
- In 2018-2019 I was invited to help expand the length of time Short Term policies could be continued in states by the Trump Administration.
Insurance Agent
Independent Agent
03.1977 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Won many production awards from the various companies I contracted with. I finished each year among the top produces in the nation.
- Earned status as a Life & qualifying member of the Million dollar Round Table.
- Earned 4 advanced college degrees in Insurance. CLU, ChFC, CFP and RHU.
- Diversified to become a strong industry and state leader, working with employer groups and individuals in the Health Insurance field.
High School Math Teacher and Coach
El Dorado Public Schools
06.1975 - 07.1978
- Employed math lessons, demonstrations and interactive activities to teach and instruct high school students using educational materials, books and other learning aids.
- Participated in ongoing professional development opportunities to stay current with the latest trends in mathematics education and pedagogy.
- Mentored new teachers by sharing best practices and offering guidance on effective instructional strategies.
- Developed strong relationships with parents and guardians through regular communication about student progress, fostering increased involvement in their child''s education.
- Led advanced and AP courses by teaching trigonometry, pre-calculus and calculus.
- Coached Football, Wrestling, Girls Track and started the High School Swimming Team. Our first year as a swim team, we qualified more swimmers to the state swim meet, all classes, (we were a class 5A school - swimming against 6A schools), than any other school in the state. I stayed on as assistant swim coach for a total of 35 years after I left teaching to go into the insurance business. During my tenure as swimming coach, we won 18 league titles and I had a 20 year streak coaching the league diving champions, including two that were recruited to D-1 schools. One won the Big 8 3-Meter championship and the other set and still holds most of the Big Sky diving records.
High School Math Teacher and Coach
Pierce Public Schools
08.1970 - 05.1975
- Improved student understanding by incorporating real-world examples and problem-solving techniques into lessons.
- Promoted a positive classroom environment by fostering respectful communication and encouraging teamwork among students.
- Managed student behavior in classroom and administered approved discipline to create classroom environment conducive to learning.
- Employed math lessons, demonstrations and interactive activities to teach and instruct high school students using educational materials, books and other learning aids.
- Participated in ongoing professional development opportunities to stay current with the latest trends in mathematics education and pedagogy.
- Coached Football,and started the Girls track team.
- Worked with the High School Girls from a small class D scholl, who had never competed in any track events, teaching them skills and techniques that led the track team to remain undefeated for the 5 years I coached them. Many of the track meets involved much larger schools. To my knowledge, the only girls track coach in Nebraska history to achieve that record.
- Recognized as a track coach for many of my techniques resulting in be invited to speak at various coaches clinics.
- Published in the coaches magazine from Azusa Pacific College, for various track techniques.
MATHMATICS TEACHER
GILTNER PUBLIC SCHOOOLS
08.1968 - 05.1970
- Collaborated with fellow math teachers on curriculum development, resulting in a more cohesive and comprehensive program.
- Prepared and implemented lesson plans covering required course topics.
- Provided meaningful math instruction to improve math skills of children.
- Established a positive learning environment by enforcing consistent discipline and using effective classroom management techniques.
- Participated in professional development workshops, staying current on best practices in teaching mathematics at the high school level.
- Managed classroom behavior effectively, fostering an inclusive and respectful learning atmosphere.
- Provided extra support for struggling students through after-school tutoring sessions and personalized instruction.
- Assessed student progress regularly through frequent quizzes, tests, and individualized feedback.
- Contributed to school-wide initiatives aimed at improving overall academic performance within the mathematics department.
- Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
- Differentiated instruction to accommodate diverse learning needs, ensuring each student had an equal opportunity for success.
- Continuously pursued professional development opportunities such as workshops or conferences to stay current in educational trends.
- Organized extracurricular activities such as clubs or field trips that enriched students' learning experiences outside traditional classroom.
- Coached Football, girls Volleyball and started a girls Track team
- Was Pep Club Sponsor
Education
Bachelor of Science - MATHEMATICS
University of Nebraska, Lincoln
Lincoln, Nebraska, NE05-1968
Skills
- Administering budgets
- Operational planning
- Client acquisition
- Team direction
- Sales management
- Setting budgets
- Oversee producers
- Small business operations
- Verbal and written communication
- Staff hiring
- Business launch
- Negotiation
- Marketing
- Business marketing
- Consulting
- Strategic project planning
- Marketing tactics
- Multitasking
- Reliability
- Effective leader
- Professionalism
- Problem-solving aptitude
- Recruitment
- Financial Analysis
- Manage operations
- Communication
- Oversee administrative functions
Timeline
Agency Owner and Master General Agent
David J Powell & Associates LLC and Broketnet LLC
01.1980 - Current
Insurance Agent
Independent Agent
03.1977 - Current
High School Math Teacher and Coach
El Dorado Public Schools
06.1975 - 07.1978
High School Math Teacher and Coach
Pierce Public Schools
08.1970 - 05.1975
Bachelor of Science - MATHEMATICS
University of Nebraska, Lincoln
MATHMATICS TEACHER
GILTNER PUBLIC SCHOOOLS
08.1968 - 05.1970
Similar Profiles
Chloe HillChloe Hill
Research and Business Development Intern at The Powell Companies LLCResearch and Business Development Intern at The Powell Companies LLC
Angela (Angie) MarkwellAngela (Angie) Markwell
Healthcare Consultant at Markwell & Powell LLCHealthcare Consultant at Markwell & Powell LLC
Stephanie PowellStephanie Powell
Founder/Owner at Stephanie Powell Creative, LLCFounder/Owner at Stephanie Powell Creative, LLC