Proven insurance agency owner with a strong track record in client needs assessment and customer complaint resolution. Achieved significant growth by building a loyal client base exceeding 750 policyholders.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Insurance Agency Owner
South Haven Insurance Agency Inc
Burnsville
09.2012 - 08.2025
Launched a scratch independent insurance agency, securing carrier appointments and building a client base from zero to 750+ policy holders within 10 years.
Coordinated targeted marketing strategies that attracted new clients and increased agency visibility.
Developed comprehensive insurance policies tailored to client needs and preferences.
Managed daily operations and client interactions
Addressed customer complaints promptly and professionally, contributing to sustained high customer satisfaction levels.
Insurance Sales Producer
Allstate Insurance-Ed Scislow Agency
Burnsville
03.2006 - 09.2012
Analyzed client needs to recommend appropriate insurance policies and coverage options.
Conducted comprehensive policy reviews to ensure adequacy and relevance for clients.
Educated clients on insurance products, benefits, and claims processes effectively.
Identified cross-selling opportunities to existing customers.
Exceeded agency sales goals for new policies consistently
Explained coverage options to potential policyholders, answering questions or concerns.
Achieved repeat business and referrals through personalized services.
Rewrote and reinstated insurance policies, following underwriting and business rules.
Education
Bachelor of Arts - International Studies And Spanish
The Ohio State University
Columbus, OH
05-1994
Skills
Client needs assessment
Customer relations
Customer complaint resolution
Attention to detail
Problem solving
Effective communication
Languages
Spanish
Professional
Certification
Minnesota Property and Casualty Resident Insurance License expires 2027
Arizona Non-Resident P&C License expires 2027
Arizona Caregiver License
Affiliations
Backyard chicken enthusiast
Competitive pickleball player
Work Preference
Job Search Status
Open to work
Work Type
Full Time
Salary Range
$45000/yr - $200000/yr
Timeline
Insurance Agency Owner
South Haven Insurance Agency Inc
09.2012 - 08.2025
Insurance Sales Producer
Allstate Insurance-Ed Scislow Agency
03.2006 - 09.2012
Bachelor of Arts - International Studies And Spanish