Expert Details
Insurance Agency Operations, Sales, Strategy, Planning, Leadership, Executive Coaching
ID: 728351
Texas, USA
She assisted a large agency in South Florida with staffing a workflow problems so that they could remain profitable. She worked with them to create a new culture; they had grown from a very small shop to a larger one so quickly that they had not transitioned well into various management and supervisory structures. Her work as acting COO/retained consultant for a software user group helps the group provide a higher quality service to the member. The cultural changes she's made for them as they transition to a new CEO has kept the strategic plan on track. Her work with agencies over the years at the association answering thousands of management questions by email and telephone helped the association grow and members to be more productive.
Education
Year | Degree | Subject | Institution |
---|---|---|---|
Year: 1983 | Degree: BA | Subject: Management and Spanish | Institution: Ball State University |
Work History
Years | Employer | Title | Department |
---|---|---|---|
Years: 2009 to Present | Employer: Undisclosed | Title: Owner and CEO | Department: d/b/a Abiding Strategy |
Responsibilities:She is the owner and founder. She is the consultant, writer, educator and expert for the firm. She coaches over 50 Executives, creates strategy and leadership training, speaks on leadership, change management and communication, and is licensed as a Vistage Chair. |
|||
Years | Employer | Title | Department |
Years: 1999 to 2009 | Employer: Florida Association of Insurance Agents | Title: Vice President | Department: Education |
Responsibilities:As a corporate office her responsibilities included developing hte education program for over 1500 agency members, managing a staff of 12, developing new concepts for the perpetuation of the association and of the industry, creating best practices, dealing with the press, the state regulatory bodies and some legislative work. |
|||
Years | Employer | Title | Department |
Years: 1995 to 1999 | Employer: Lupfer-Frakes Insurance | Title: Operations Manager | Department: Operations |
Responsibilities:She managed nine departments: Facilities, Administration, Personal Lines and Small Account Sales, Human Resources/Education, Operations Budgets, and Quality Control. |
|||
Years | Employer | Title | Department |
Years: 1993 to 1995 | Employer: Lupfer-Frakes Insurance | Title: Producer | Department: Sales |
Responsibilities:She handled direct insurance sales to business owners in the community. All aspects of the sales process were her responsibility, including telemarketing, prospecting, review of prepared proposals, some negotiations with underwriting and agency marketing staff, presentation of proposals to individuals and groups, and collection of premiums. |
|||
Years | Employer | Title | Department |
Years: 1991 to 1993 | Employer: The Seibels Bruce Group, Inc | Title: Regional Marketing Representative | Department: Sales |
Responsibilities:Public relations and training for over 50 agency offices with an independent agency company. Managed a nine-county territory in Central Florida. |
|||
Years | Employer | Title | Department |
Years: 1989 to 1991 | Employer: The Seibels Bruce Group, Inc | Title: Senior Personal Lines Underwriter | Department: Personal Lines Underwriting |
Responsibilities:Personal Lines Underwriter, training coordinator, workflow specialist. Designed and developed a workflow for the department, which reduced turnaround time for new polices from 72 days to fourteen. Also trained new assistants in policy coverages. |
|||
Years | Employer | Title | Department |
Years: 1987 to 1989 | Employer: American Mutual | Title: Personal Lines Underwriter | Department: Personal Lines Underwriting |
Responsibilities:Personal lines underwriter for approximately one-half of the state of Florida. Developed an agency accountability system, which assisted in the tracking of production and profitability for the agencies; this system was later adopted by the entire department. |
|||
Years | Employer | Title | Department |
Years: 1986 to 1987 | Employer: Companion Life | Title: Special Agent | Department: Benefits |
Responsibilities:Dedicated inside field representative to the company’s largest broker. Assisted the agency staff in selling accounts and serving corporate customers who purchased 401k programs for their employees. |
Government Experience
Years | Agency | Role | Description |
---|---|---|---|
Years: 2000 to 2009 | Agency: Department of Financial Services | Role: Advisor, non employee | Description: Advised FL DFS regarding the impact of rules and statutory changes as they affected the independent agent and agency |
International Experience
Years | Country / Region | Summary |
---|---|---|
Years: 2009 to 2010 | Country / Region: Canada | Summary: She is teaching a producer sales training course to the Insurance Agents and Brokers of Canada on a two year contract. |
Career Accomplishments
Associations / Societies |
---|
CPCU Society DFW Association Executives Delta Sigma Pi Your Executive Symphony American Association of Insurance, Management Consultants |
Licenses / Certifications |
---|
CPCU, CAE, AAM, AAI, AIP, AIAM, CRIS, CAM Florida General Lines 2-20 Agent: 1993–2010 Florida Life and Health 2-18 Agent: 1993–2010 |
Professional Appointments |
---|
Central Florida CPCU Society: Treasurer; Vice President Redeemer Lutheran Church, Board Member: Vice President; President Grace Lutheran Church, Board Member: Vice President; President Voces Angelorum, an auditioned Chamber Choir, Board Member Big Bend Walk to Emmaus, Board Member Apartment Association of Greater Orlando, Secretary for Associate Membership Your Executive Symphony Professional Networking Group, Board Chair |
Publications and Patents Summary |
---|
Scores of industry articles in a half dozen different publications. |
Additional Experience
Training / Seminars |
---|
There are scores of these since that was her responsibility at FAIA. She has developed and taught courses to benefit Property and Casualty Insurance Agents in Agency Management, Sales Management, Leadership, Sales, Customer Service, Negotiations, Closing, Overcoming Objections, Generational Differences, Selecting Good Employees, Preventing Errors and Omissions claims, Employee Orientation, Working with Insurance Carriers, Time Management and dozens more. |
Marketing Experience |
---|
After over 25 years and with over a decade at the association level, she has a wide network and endless resources to find answers for the industry. She has been engaged at many levels to create the answers to questions as they come up. She is a member of the faculty of the Virtual University at the Independent Insurance Agents and Brokers of America and an instructor on the faculty of the Independent Insurance Agents of Texas. She is retained as a consultant to the Network of Vertafore Users. |
Other Relevant Experience |
---|
She has seen this industry from many sides, so she has a unique perspective on a great variety of situations that may arise. |
Language Skills
Language | Proficiency |
---|---|
Spanish | Extremely basic conversational Spanish. |