Experience

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  Farmers insurance/grimes insurance agency

  Dec 2001 - Jan 2024

  Insurance agency owner

  • Successfully led and expanded the family business from 2001, creating a client-focused culture and achieving steady growth from 100 to 2,800 policies in force (PIF) between 2001 and 2014, with a peak revenue stream of $200K.• Enhanced financial management by employing an accountant for tax management, budgeting, forecasting, and strategic planning, while personally overseeing budget planning, administration, accounting, and payroll processes.• Drove business growth through innovative marketing strategies, including referral marketing, social media, billboards, and a comprehensive agency growth platform, coupled with effective cross-selling of products.• Excelled in client engagement through a value-based sales approach, educational tactics about product pros and cons, and personalized consultations, ensuring tailored solutions for customers.• Demonstrated proficiency as a Captive Agency under Farmers, skillfully placing products with quality insurance companies and adeptly leveraging resources for optimal outcomes.• Continuously updated knowledge of regulatory changes to adapt business operations, ensuring compliance and agility in a dynamic industry environment.• Recognized for industry expertise by achieving awards: Blue Vase Recipient, Life Masters Qualifier, & New Business Production Award. Show less