I have spent 20 years building my career in the insurance industry, I have recruited, licensed, trained, developed hundreds of individuals and leaders on their journey in the insurance world.Over the years of my career I have held titles as, administrator, agent,field trainer,Branch Manager,Unit Manager,Regional Sales Manager, CEO, Regional Vice President. .
I have worked in the captive world, the independent world,and the full brokerage career agency model.Opened multiple scratch offices•Broken company records • Been 1 of 5 female Branch Managers across the nation, in an organization with over 160 Offices.•First female Regional Manager for the West Coast, 1 of 2 to start the west coast region. •Women’s Leadership committee .•Women in Financial Services committee .
There aren’t many millennials that I know that can say they’ve been in the insurance industry as long as I have and absolutely love it. I have no regrets, I just wish that I looked into my benefits and compensation plan in detail and fully understood and compared it to what else is offered in the industry based on my wants. Spending years building a business thinking that the “residuals” “vesting” and “owning” your business was actually true just to find out what it all really meant was more of a discouragement then a celebration. That is why I am adamant about sharing the best business model in the financial industry for those whom are looking to build a business.
I’m not here to bash companies,I’ve been around long enough, been mentored by business coaches and leaders, have read enough leadership and business books to understand that is not how to grow your business. There is a business model that fits your desire, and I respect that. It comes down to what you want to invest your time doing for the next 3,10,, or in my case 20yrs- what support and tools you need to get you there.
No matter what title you hold,or where you are in your career,just remember that life is short and time is our most precious commodity, be open minded, have a heart of gratitude, never forget how you started and who helped you along the way, create your legacy with integrity.
It’s always hard to take the phone call from a prospect that just had a claim rejected, because they thought they were covered on their current policy, but actually aren’t.
I took a call today from a client that had a “barn” fire last week, but their current policy will not pay on the claim, because they say the fire was caused by hay that was kept in the detached garage. This client had 8-10 or so chickens and would be considered by most, incidental farming. This resulted in there being some straw and hay kept in the garage that was being used as a duel purpose space. Their kids decided to sell some off the eggs on the side of the road for some extra spending money. Who doesn’t love seeing the next generation get involved in farming.
One night the prospect came home to a yard full of flashing lights and sirens. It hasn’t been determined what started the fire, but because of the farming exposure, since they were selling eggs, resulted in the claim being denied.
It’s always heartbreaking to hear from a client that they thought they were covered, but ultimately they are not or they are, but not adequately.