EHREN KEITH
Don Liddicoat Agency LLC
Madison,WI
Work Preference
Work Type
Full TimeLocation Preference
RemoteHybridOn-SiteLocation:
Madison, WIOpen to relocation:
NoImportant To Me
Career advancementCompany CultureFlexible work hoursPersonal development programsHealthcare benefitsWork from home optionPaid time offWork-life balance401k matchSummary
Strategic insurance operations leader with 15 years of experience managing agency operations and cultivating client relationships. Focused on enhancing operational efficiency and driving revenue growth through effective marketing and business management practices. Licensed in Property, Casualty, and Life Insurance in Wisconsin, with a strong grasp of market dynamics and client needs.
1
Certificate
17
Years of experience
Work History
INSURANCE AGENCY MANAGER
17 Years 4 Months- Directed management of 1300+ client accounts and nearly 5000 active policies annually, ensuring accurate policy administration and consistent client satisfaction for high-volume property casualty and life insurance lines..
- Managed retention performance with average agency retention rate of 92.9% sustained over 15 years.
- Maintained All-American Agency status for 15 years to support ongoing organizational standing.
- Developed and managed business networking program and outreach initiatives to support business development efforts with execution of marketing strategy framework and playbook to support sustained agency growth.
- Delivered structured onboarding of team of 3–5 employees covering agency procedures, systems, and customer communication standards for team performance alignment.
- Analyzed and optimized procedures to enhance operational efficiency and deliver customer support.
- Managed billing, claims follow-up and policy updates to support timely issue resolution.
INSURANCE AGENCY OWNER
2 Years 11 Months- Managed agency business practices to enhance growth through marketing strategy development, staff activity analysis, and production goal analysis.
- Cultivated relationships with parent network partners, independent carriers, and technology representatives to strengthen agency support.
- Organized agency work flow to maximize efficiency and eliminate unnecessary errors.
- Developed and nurtured relationships with parent network partners, independent carrier and Technology representatives.
- Coordinated community outreach events to engage local residents and promote agency services.
Education
- Liberal Arts And Sciences
Skills
Claims Management
Client Management
Sales Strategy Development
Agency Operations Management
Workflow Optimization
CRM & Database Management
Salesforce
Microsoft Office Suite
Industry networking
Team leadership
Customer service
Certification
Wisconsin Licensed Property Insurance Agent
Wisconsin Licensed Casualty Insurance Agent
Wisconsin Licensed Life Insurance Agent
AI Certifications:
OpenAI - ChatGPT
Claude
AI Business Operations
Turbocharge Productivity
Timeline
INSURANCE AGENCY OWNER
Keith Insurance Agency LLC
01.2022 - 12.2024
INSURANCE AGENCY MANAGER
Don Liddicoat Agency LLC
06.2009 - Current
Madison Area Technical College
from Liberal Arts And Sciences