Stacey Long
Solon
Summary
Accomplished business professional with over 35 years of experience spanning entrepreneurship, financial services, and client relationship management. Successfully owned and operated Long Insurance Company LLC a Medicare insurance business for 17 years, guiding clients through complex decisions while managing all aspects of operations. Prior 20-year career in banking provided a strong foundation in customer service, compliance, and financial solutions. Highly self-motivated, adaptable, and passionate about helping individuals and organizations achieve their goals.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Owner/Operator
Long Insurance Company LLC
09.2008 - Current
- Founded and grew a successful Medicare insurance sales company serving a wide client base.
- Guided clients through complex plan decisions with clarity and empathy, ensuring long-term satisfaction.
- Oversaw all aspects of operations, including sales, marketing, compliance, and client retention.
- Cultivated a business built on trust and referrals, consistently meeting or exceeding sales targets.
- Maintained knowledge of industry regulations and adapted strategies to changing market conditions.
Branch Manager
US Bank
04.1996 - 08.2003
- Managed daily operations, ensuring compliance with company policies and regulatory standards.
- Developed and implemented strategic plans to enhance branch performance and customer satisfaction.
- Led a team of staff, fostering professional development through coaching and mentoring initiatives.
- Analyzed financial reports to identify trends, optimize budgets, and drive profitability.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Consulted customers to boost product sales and services.
Education
Associate of Arts - Business
Ellsworth Community College
Iowa Falls, IA05-1998
Skills
- Business Ownership & Operations
- Client Relationship Management
- Sales Growth & Retention Strategies
- Financial Services & Banking Expertise
- Leadership & Team Collaboration
- Regulatory Compliance & Documentation
- Strategic Planning & Problem Solving
- Communication & Client Education
Certification
- Health Insurance License
- Certified AHIP Yearly
Timeline
Owner/Operator
Long Insurance Company LLC
09.2008 - Current
Branch Manager
US Bank
04.1996 - 08.2003
Associate of Arts - Business
Ellsworth Community College
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