Jeffrey Moffitt
Branson,MO
Summary
Business professional with expert knowledge in developing, implementing and managing a successful General Agency. Skilled is cross-selling opportunities, case management and customer service. Proven ability to streamline operations, enhance client satisfaction and support organization growth through leadership and problem solving.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Principal
The Dearborn Agency
Branson, MO
12.2006 - 04.2026
Founded and operated a successful General Agency specializing in Life Insurance solutions across +20 states
Recruited, developed and maintained strong relationships with Property & Casualty agents to drive cross-selling opportunities across the agency.
Completed all applications for both referral and pre-applications; scheduled exams, ordered medical records and managed all sales and case management functions including placement of rated/declined cases.
integrated the company website with AgentFront CRM and Exam One, connecting carrier applications and exams into a seamless fulfillment process.
Maintained HIPPA compliance while handling sensitive client date and financial documentation.
Utilized AgentFront to manage pipeline, auto workflows and enhance delivery.
Averaged 90% placement ratios for all submitted applications, consistently exceeding industry benchmarks.
Negotiated and maintained a Level 9 commission schedule based on sustained production for 16 years.
Wrote 350-400 life insurance applications annually over a 14 year period, demonstrating consistency and high productivity.
Education
Bachelor of Science - Finance
Iowa State University
Ames, IASkills
- Life Insurance Case Management
- Excellent communication and interpersonal skills
- Strong problem-solving ability
- Training and mentoring
- Time management and organizational skills
Certification
Life & Health licensed in + 16 states
Timeline
Principal
The Dearborn Agency
12.2006 - 04.2026
Bachelor of Science - Finance
Iowa State University