Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Lonny Waltz

Ponce Inlet

Summary

Motivated professional with a track record of success in high-pressure environments. Expertise in managing diverse clientele, achieving over 95% client retention. Recognized as a top producer, consistently delivering exceptional results. Seeking new opportunities to leverage skills and experience.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Insurance Agent

Farmers Insurance Agency
Greenwood,IN
05.2024 - Current
  • Developed customized insurance solutions to meet client needs and improve satisfaction.
  • Analyzed policy details to ensure compliance with regulations and minimize risk exposure.
  • Streamlined claims processing procedures, resulting in faster resolution times for clients.

Insurance Agent

Ben Franklin Insurance
Greenwood , IN
05.2021 - 05.2024

Grew business by over 260%, in all areas personal and commercial.

Implement healthcare sales segment.

Serviced entire book of clients, leading to my high retention rate.

Insurance Agent

Farm Bureau Insurance
Shelbyville , IN
05.2011 - 05.2021

Core agent, achieving Platinum Pacesetter status for overall sales.

Highest sales in agency in Small Commercial category.

Increased book of business by over 80%

Education

Associate of Science - Business Administration

Mid America College of Mortuary Science
Jeffersonville Indiana
05-1988

Skills

  • Professionalism & Ethics
  • Industry Regulations & Compliance
  • Lead Development & New Client Acquisition
  • Client Needs Analysis & Account Management
  • Reporting & Analyzing Sales Data

Certification

Fully Licensed in Florida with all designations FL LIC #W874607

Timeline

Insurance Agent

Farmers Insurance Agency
05.2024 - Current

Insurance Agent

Ben Franklin Insurance
05.2021 - 05.2024

Insurance Agent

Farm Bureau Insurance
05.2011 - 05.2021

Associate of Science - Business Administration

Mid America College of Mortuary Science