Macy MacConnell

• Manage a diverse portfolio, working with over 72 insurance carriers to provide tailored insurance solutions for high-net-worth clients.
• Specialize in auto insurance and high-net-worth programs, advising clients on coverage gaps and policy needs.
• Marketing strategies and planning to ensure the best terms and coverages available across all policies for both personal programs and individual policies.
• Collaborate closely with underwriting teams to ensure policies reflect clients' needs, while maintaining a strong focus on premium optimization.
• Coordinate and organize industry-related events, including auto shows and specialty events in partnership with Hagerty, fostering community engagement.
• Act as a liaison between clients and carrier partners, scheduling meetings and ensuring effective communication for smooth policy management.

Personal Core Agent Values I brought to clients:

• 1. Client & Carrier Relationship Management
• 2. Risk Assessment & Mitigation
• 3. High-Value White Glove Service
• 4. Client Education
• 5. Negotiation & Premium Management
• 6. Event Management & Networking

• Role: Insurance agent focused on Medicare death benefit policies, life insurance, and annuities.
• Conducted in-depth consultations with clients aged 55+ to assess their unique needs related to health conditions, aging, and financial goals.
• Analyzed and researched multiple insurance carriers to recommend optimal Medicare death benefit policies, life insurance, and annuities tailored to each client's situation.

• Increased client satisfaction by providing personalized insurance solutions tailored to individual needs
• Educated clients on complex insurance concepts using clear language, increasing comprehension levels.
• Boosted policy sales through effective communication of product benefits and features.