Seasoned professional with over 20 years of experience in the insurance industry, specializing in employee benefits. Proven agency manager with expertise in team leadership and customer service. A solid team player with an upbeat, positive attitude and a proven skill in establishing rapport with clients.
Overview
30
30
years of professional experience
1
1
Certification
Work History
AGENCY MANAGER
SPIELER INSURANCE GROUP
CALIFORNIA
04.2016 - Current
Manage all commercial lines, personal lines and group benefits along with the administrative duties of the agency
Meet with clientele to discuss existing policies and recommend changes as needed
Review new claims and provide feedback to adjusters regarding coverage, claim status and next steps
Monitor the financial performance of the agency to ensure that it meets or exceeds internal goals
Research market availability options for hard to place risks
Liaison with underwriters for all lines of insurance
AFLAC REPRESENTATIVE
AFLAC
JEFFERSON CITY
10.2006 - 12.2016
Worked directly with business owners and HR representatives to provide voluntary benefits and other value added services to employees
Generated new business opportunities through company provided leads and marketing efforts as well as personal networking and referrals
Conducted benefits presentations and enrollments at worksites and in remote environments
Provided excellent customer service and claims support to new and existing policyholders
Attended team meetings, product training and benefits fairs
ADMINISTRATIVE ASSISTANT TO THE BOARD OF PROBATION & PAROLE/CONSTITUENT SERVICES OFFICER/PUBLIC RELATIONS
MO DEPARTMENT OF CORRECTIONS
JEFFERSON CITY
07.1996 - 10.2016
Composed routine correspondence, proofread and/or finalized letters, memorandums, reports or other documents
Arranged travel and accommodations along with the coordination of meetings
Attended meetings and took the minutes, transcribed written and verbal communication
Processed inquiries from offenders' families and friends, legislative offices and the public (constituent services)
Provided consistent and accurate information about offenders as well as the department's policies, procedures and practice (constituent services)
Integral part of creating the image for the website and user interface (public relations)
Assisted in the development of department publications (public relations)
Assisted in event promotions(public relations)
Progressively responsible positions with the MO Department of Corrections
Education
High School Diploma -
California High School
California, MO
12-1994
Skills
Policy writing
Claims management
Market research
Risk assessment
Relationship building
Community Service
Board Member, California Country Club, 01/01/01, 12/31/04
Board Member, California Country Club, 01/01/19, 12/31/22
California Area Chamber of Commerce
Certification
P&C License - Missouri
Life and Health License - Missouri
Timeline
AGENCY MANAGER
SPIELER INSURANCE GROUP
04.2016 - Current
AFLAC REPRESENTATIVE
AFLAC
10.2006 - 12.2016
ADMINISTRATIVE ASSISTANT TO THE BOARD OF PROBATION & PAROLE/CONSTITUENT SERVICES OFFICER/PUBLIC RELATIONS