Summary
Overview
Work History
Education
Skills
Professional Designations
References
Timeline
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Peggy Schuurmans

Portland,OR

Summary

With over 23 years of experience, I possess a well-developed understanding of sales, marketing, and management practices to help insurance agencies and leadership teams achieve their goals. Forward-thinking Operations and Process Specialist with advanced knowledge of business processes and specialized experience in Personal Lines insurance. Employs efficiency-focused strategies to continuously improve operational efficiency and performance.

Overview

24
24
years of professional experience

Work History

Operations and Process Specialist

American Family
01.2017 - 01.2024
  • Works with the OR/ID state leadership team to support agency growth and state initiatives
  • Provides operational & process improvement expertise and consulting to agency owners
  • Provides marketing support to agency owners which can include creation and implementation of internal and external marketing plans
  • Develops efficient best practices to help agencies meet sales, marketing, retention, and customer experience goals
  • Collaborate with corporate partners to provide agents with the training, education and resources needed to run successful agencies.

Agency Sales Management Assistant

American Family – District 503
04.2004 - 12.2016
  • Worked closely with the ASM and agents during the sales planning process
  • Once complete, as directed by the ASM, I consult with the agents regularly to ensure that they have the resources available to meet their Sales Plan goals
  • Assisting with the recruitment of agents, AIT’s, and agency staff
  • Provided training to agents and staff to develop effective sales presentation skills coupled with in-depth product knowledge
  • Reinforced agent and staff knowledge of computer operations and all corporate systems
  • Helped agents create and implement yearly marketing plans incorporating District, State and Corporate Initiatives
  • Verified that agents and staff follow Best Practices for Retention and OSAT
  • Develop, implement, and maintain agency systems to facilitate efficient agency operations
  • Manage all district operations and administrative functions.

Agent

American Family – District 509
01.2001 - 04.2004
  • Scratch agent with American Family for more than 3 years creating a profitable agency with over 1200 policies
  • Achieved AFLIC status
  • Built a reputation in the State as having the agency to emulate for successful operations.

Office Manager / Producer

American Family – Bob Toney Agency
04.2000 - 01.2001
  • Office Manager for the Bob Toney Agency from April 2000 – August 2000
  • My primary duties focused on customer service, retention, and marketing
  • In September 2000, I moved into a producer role focusing on sales and marketing to build the client base of the agency.

Education

John Marshall High School

Mt Hood Community College

Oregon insurance license in Property, Casualty, Life and Health

Idaho non-resident insurance license in Property, Casualty, Life and Health

Skills

  • Agile / Lean Methodology
  • Report Analysis
  • Sales and Sales Presentations
  • Cross-Functional Collaboration
  • Operational and Process Improvement
  • Process Analysis
  • Customer Relationship Management
  • Marketing Strategies

Professional Designations

  • Chartered Property Casualty Underwriter (CPCU)
  • Associate in Data Analytics (AIDA)
  • Accredited Advisor in Insurance Management (AAI-M)
  • Accredited Advisor in Insurance (AAI)
  • Associate in Insurance Services (AIS)

References

Provided upon request

Timeline

Operations and Process Specialist

American Family
01.2017 - 01.2024

Agency Sales Management Assistant

American Family – District 503
04.2004 - 12.2016

Agent

American Family – District 509
01.2001 - 04.2004

Office Manager / Producer

American Family – Bob Toney Agency
04.2000 - 01.2001

John Marshall High School

Mt Hood Community College

Oregon insurance license in Property, Casualty, Life and Health

Idaho non-resident insurance license in Property, Casualty, Life and Health

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Peggy Schuurmans