Dynamic insurance agent with over 25 years of experience in risk assessment, strategic planning, and customer relationship management. Successfully developed comprehensive insurance plans to enhance client satisfaction and promote retention.
Overview
25
25
years of professional experience
Work History
State Farm Insurance Agent
Self Employed Insurance Group
Ripon
12.2001 - Current
Conducted detailed risk assessments for individual and business clients.
Provided expert advice on policy options and coverage limits.
Developed comprehensive insurance plans tailored to client needs.
Managed client relationships through regular follow-ups and consultations.
Developed relationships with new clients through cold calling and referrals from existing customers.
Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
Coaching Facilitator
State Farm Insurance
Denver
04.2012 - 2015
Conducted workshops, seminars and presentations for professional staff members to improve their knowledge of effective coaching techniques.
Developed engaging coaching materials to enhance team performance and knowledge.
Delivered feedback to employees to support skill development and career growth.
Provided individualized feedback to participants on their performance in a constructive manner.
Coordinated with other professionals to ensure proper implementation of coaching initiatives.
Organized team-building activities to foster collaboration and communication among staff.
Encouraged clients to take ownership of their learning experience through self-reflection exercises.
Collaborated to set goals and outline steps to achieve objectives.
Volunteer Instructor
Jr. Achievement
Ripon
09.2009 - 05.2014
Developed engaging lesson plans for students in financial literacy programs.
Facilitated interactive workshops to enhance students' entrepreneurial skills.
Mentored young individuals in career readiness and job search techniques.
Collaborated with community partners to strengthen program outreach and impact.
Evaluated student progress and provided constructive feedback on performance.
Adapted teaching methods based on the physical, emotional and intellectual capabilities of students.
Encouraged students' critical thinking skills by facilitating classroom discussions.
Prepared instruction through lesson plans to address students' assessed needs, goals and objectives.
Incorporated current events into lessons in order to engage students' interest in real world applications.
Board Member
Ripon Area United Way
Ripon
01.2006 - 12.2009
Mentored and advised less experienced board members, fostering a culture of learning and leadership development.
Advocated for local needs in discussions with stakeholders and donors.
Conducted fundraising activities by identifying potential donors and presenting funding proposals. and resource development efforts by reaching out to interested partners and donors.
Collaborated with local organizations to identify funding opportunities.
Engaged in public relations activities to promote company mission, vision, values, products, services, and brand image.
President
Ripon Area Chamber of Commerce
Ripon
01.2004 - 12.2006
Managed organizational budgets to ensure financial stability and resource allocation.
Established fundraising strategies to increase financial support for programs and services.
Developed marketing strategies to increase visibility and membership within the community.
Directed events promoting local commerce and networking opportunities for members.
Collaborated with staff members to ensure operational efficiency of the organization.
Represented the organization at community events and public forums to promote its mission.
Organized and facilitated board meetings, strategic planning sessions, and annual conferences.
Cultivated and maintained positive working relationships with employees, executives and other stakeholders.
Education
Bachelor of Arts - Journalism And Mass Communication
University of Wisconsin Eau Claire
Eau Claire, WI
05-1993
Skills
Licensed insurance agent
Risk assessment
Insurance sales strategies
Customer relationship management
Client presentation
Client prospecting
Referral pipeline maintenance
Cold calling
Insurance product marketing
Client retention
Fundraising strategies
Marketing strategies
Strategic planning
Client outreach
Client acquisition
Operations management
Team building
Public speaking
Effective communication
Problem solving
Policy pricing
Client prospecting
Timeline
Coaching Facilitator
State Farm Insurance
04.2012 - 2015
Volunteer Instructor
Jr. Achievement
09.2009 - 05.2014
Board Member
Ripon Area United Way
01.2006 - 12.2009
President
Ripon Area Chamber of Commerce
01.2004 - 12.2006
State Farm Insurance Agent
Self Employed Insurance Group
12.2001 - Current
Bachelor of Arts - Journalism And Mass Communication