Holly Rossell, AAI
Vice President of Operations, Action Advantage Group
Years at company: 9 years
College: Michigan State University, 2002
Organizations: MAIA Board of Directors, Big I YAC member
How does technology fit into your work strategy?
Technology is a huge part of my day and I would be completely lost without it. My work computer has three LED screens. I can quote account more quickly by comparing a client’s information across the screens. It’s amazing how much quicker you can accomplish tasks when you can just cut and paste information across three different programs. I never leave home without my mobile phone. Having the ability to blast through simple emails on the road is such a time saver in my day.
How often are you in contact with primary carriers?
A strong relationship with our underwriters is a part of our success. Email is wonderful for quick day-to-day communication, but it’s very important that our staff and underwriters meet face to face at least once a year to build a relationship. The final piece in a carrier relationship is direct communication with the executive management team, which you do to become more than just a production number in a sea of agencies. Our top carriers will send out regional VP’s to meet with us on an annual basis.
What have you learned working in a professional environment?
It is very difficult to achieve your goals if you don’t have a strong support staff behind you. I feel that CSRs are the heart of the agency. They work so hard behind the scenes taking care of clients’ needs. Always be kind and up front with your support staff when dealing with an account issue. If you lie or treat them poorly, it will take you a very long time to gain their trust and respect back.
How do you see Gen Ys struggle in a professional working environment?
I typically see new young agents scrambling to write everything as fast as they can. Young agents need to slow down and realize building a strong book of business for the future takes time. In addition, product and sales knowledge is very important. I have heard several young agents say, "Oh, I can’t afford to be out for a full day to attend that class." Let‘s face it, if you don’t know what you’re selling, no one is going to have the confidence to buy from you.
How did you choose a career in insurance?
In 2002 I graduated from MSU with a degree in human resources. While I was interviewing for my dream job, I took a part-time job at my dad’s agency in the accounting department. Before I knew it, I obtained my insurance license. Once I moved into personal lines sales, I realized I liked helping people through the insurance process and giving them a positive experience. Now 9 years have passed and I’ve moved into a management role. Every day is a new adventure with different challenges.
Who is your mentor?
My father, Ron, is my No. 1 mentor. Ron has worked in the insurance business for 36 years. Through hard work and dedication he’s built a successful agency that is growing, despite today’s tough economic conditions. Agency management is a very tough role, balancing staff, carrier and client relationships. My dad’s passion for life and insurance just spills over on everyone at the agency and creates a wonderful work environment. The biggest thing he has taught me is to have balance between work and home life. At the end of the day, whether you succeed or fail, tomorrow is a new day to begin again.
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