Years at company: 3 years in business, 8 years in industry
College: Cal Poly State University San Luis Obispo, 2006
Organizations: Board Secretary for Community Violence Solutions; Referral Pros President
What was the biggest challenge you faced as a young agent, and how did you handle it?
My biggest challenge was facing my clients directly when I made the mistake in the insurance buying process. I can't tell you how many times I've apologized to my clients for something that I did incorrectly and tried to fix—mostly underwriting issues.
What's your mantra for success?
For me it's always been about providing valuable, ethical and professional service to clients. That word “service” certainly encompasses many things, but at the end of the day, if the clients know that you are there for them, they're much more willing to stay with and refer you.
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