Gary M. Dee

Responsible for managing commercial insurance customers with other team members for coverage analysis, pricing, and presentation of proposal to clients with the goal of retaining the business relationship.

Prospect for new business opportunities through a variety of methods and risk analysis tools. Seek out account rounding opportunities for existing clients.

Worked closely with the owner of the agency to become proficient in all aspects of agency management; financial, human resources, insurance carrier relationships and increase employee morale.

Responsible for the oversight of the marketing, analysis and proposal presentation of existing clients to assure customer retention. Additionally find new prospects to increase revenue.

Numerous positions during tenure with company(s) including different underwriting and marketing levels. Field Marketing Representative was final position for Liberty Mutual Co.

Position was responsible for the managing the production of over 25 independent agents throughout San Luis Obispo, Santa Barbara, Ventura and Kern Counties. Appointing new agents in these territories that would be a good partner for our business appetite.