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Perian Heffner, CIC

Perian Heffner, CIC

Insurance Agent/Owner

Followers of Perian Heffner, CIC551 followers
location of Perian Heffner, CICGalesville, Wisconsin, United States

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  • Timeline

  • About me

    Personal Lines Department Manager/Agent at Coverra Insurance Services

  • Education

    • Litchfield High School, Litchfield MN

      1978 - 1982

      Activities and Societies: Band, Choir, Forensics, Student Senate, Cheerleading

    • Winona State University

      1982 - 1987
      BS Office Systems Administration Business Administration and Management, General

      Actively involved in Student Senate. Volunteered my time to Admissions directing tours to prospective students. Volunteered time actively seeking donations from Alumni through the annual call-a-thon. Participated in United Campus Ministry singing group, Koinonia.

  • Experience

    • State Farm Insurance

      Jan 1989 - Jan 2001
      Insurance Agent/Owner

      Owned and Operated State Farm Insurance Agency providing risk management and insurance products to Winona and surrounding area residents. Insurance products included auto, home, life, health and small business.

    • Winona Agency, Inc./WA Insurance Group

      Jun 2001 - Feb 2017
      Personal Insurance Specialist/Risk Advisor/Employee Owner

      Insurance Risk Manager specializing in Personal Lines, Life Insurance, and Small Business needs of my clients. I assist my clients by helping them effectively manage their risks through risk analysis and a consultative approach.

    • Coverra Insurance Services

      Feb 2017 - now
      Personal Lines Department Manager

      Personal Lines Department & Sales Agent - assist employees to ensure high levels of customer satisfaction by continually improving ongoing service delivery activities, meeting and exceeding organizational goals and objectives, by continuing to expand Personal Lines revenue growth. Responsible for planning, organizing, staffing, and operational activities of the Personal Lines Department.

  • Licenses & Certifications

    • Winona Leadership Graduate

    • Certified Insurance Counselor

      Jan 2005

  • Honors & Awards

    • Awarded to Perian Heffner, CIC
      Who's Who Among American Universities and Colleges Award Winona State University 1986
    • Awarded to Perian Heffner, CIC
      National Honor Society Litchfield High School 1982
    • Awarded to Perian Heffner, CIC
      Outstanding Woman in Business Award Winona Area Chamber of Commerce - Women in Business

  • Volunteer Experience

    • Apple Affair Co-Chair

      Issued by GALESVILLE AREA CHAMBER OF COMMERCE on Jan 2015
      GALESVILLE AREA CHAMBER OF COMMERCEAssociated with Perian Heffner, CIC

    • Board Member

      Issued by Winona State University Alumni Society Board of Directors on Jan 2014
      Winona State University Alumni Society Board of DirectorsAssociated with Perian Heffner, CIC

    • Home Delivered Meals

      Issued by Winona Volunteer Services on Jan 2008
      Winona Volunteer ServicesAssociated with Perian Heffner, CIC

    • Director & Concessions Manager

      Issued by Trempealeau Youth Sports Club on Jan 2009
      Trempealeau Youth Sports ClubAssociated with Perian Heffner, CIC

    • Board Member

      Issued by Family & Children's Center on Jan 2007
      Family & Children's CenterAssociated with Perian Heffner, CIC

    • Board Member - President

      Issued by Family Service of Winona on Jan 2000
      Family Service of WinonaAssociated with Perian Heffner, CIC