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.
How do you balance work and personal life?
I use my Outlook Calendar and phone to organize my meetings and activities. Every week I schedule the items and activities that I need to do and block it off on the calendar. That forces me to accomplish the items I need to do in the time period to do them in.
How did you determine that insurance was a viable career choice?
In college, I interned at an independent brokerage and became licensed at that time. After helping one of my initial clients with his portfolio and receiving positive feedback from him, I was hooked. I knew I had found what I truly wanted to do.
What are your future goals in this industry?
Next year I plan to hire one or two employees and increasing our policy count exponentially. Our growth is limited to the people working and servicing our accounts, so we need to hire more people.
What are your main priorities as a young agent?
Having your own insurance practice is always challenging, but I have always believed in keeping a good work/life balance. You have to spend time outside the office. With that said, I love spending time with my amazing wife. She pushes me to become a better person. I also value the outdoors and making sure to get plenty of exercise when I can.
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