Michael Steele, CFP
Cypress,TX
Summary
Results-driven principal with more than 20 years of insurance leadership experience. Skilled in relationship building, written and verbal communication, and staff development. Focused on client retention, business growth, and high-quality service.
Overview
1
1
Certification
22
22
years of professional experience
Work History
Principal
Alera Group
Houston, Texas
11.2021 - Current
- Built and ran an independent insurance agency, later sold to Alera in November 2021.
- Procured thousands of satisfied clients over 20 years through an innovative and proactive customer service approach, significantly contributing to agency growth.
- Supervised 13 employees across all lines of insurance, fostering a collaborative environment to enhance team effectiveness.
- Earned multiple annual leadership awards for production across various lines of insurance
- Provided pro bono financial planning, establishing foundational relationships within the professional planning spectrum.
Insurance Agency Owner
IHS Insurance Group LLC
Tomball, Texas
01.2005 - 11.2021
- Developed insurance programs for personal, commercial, and life coverage needs.
- Directed agency operations and aligned service standards with IHS Insurance Group LLC goals.
- Managed carrier relationships, appointments, and underwriting requirements.
- Developed marketing plans to generate leads through direct mail campaigns, cold calling activities or other promotional events.
- Trained staff on agency procedures, product knowledge, and customer service.
- Participated in industry conferences or seminars to stay abreast of current trends in the field of insurance.
Education
BBA - Finance
Texas Tech University
Lubbock, TX05-2001
Skills
- Insurance Product Knowledge
- Risk Assessment Strategies
- Insurance underwriting
- Financial Market Insights
- Client Relationship Management
- Team Leadership
- Relationship builder
- Advanced communication skills
Certification
- Certified Financial Planner
- Health Life Accident Insurance License in 19 states
- Property and Casualty License Texas
Timeline
Principal
Alera Group
11.2021 - Current
Insurance Agency Owner
IHS Insurance Group LLC
01.2005 - 11.2021
BBA - Finance
Texas Tech University