Mequon, Wisconsin, United States
After 44 years of working I retired from Iowa Mutual. I had a very successful insurance career and I am proud of my accomplishments. I am now traveling more which is what I always wanted to do. My wife and I have visited my son who lives in Denver many times. We have also had family vacations in Rocky Mountain National Park, Aspen and Colorado Springs. We have also been to Naples FL, NY City, Scottsdale AR, and Palm Springs CA. I work out 7 days a week at a health club. In Summer I bike 20 miles per day. I love retirement and look forward to more traveling.
District Sales Manager for the Chicago area. I am in charge of underwriting all new business. I also handle all of the territory marketing functions which include, prospecting for new agencies, training agencies on products and developing and monitoring a sales plan. I underwrite accounts ranging from $1,000 to $500,000. I underwrote all lines of business including the Worker's compensation. Iowa Mutual/Motorists Mutual wrote all classes of business. We specialized in contractors, auto service risks and manufacturing. We also specialized in writing auto dealerships, implement dealers and towing operations. My territory had good growth and the production tripled during my tenure.
Burkart-Heisdorf is a well established multi-line agency. They have been in business for over 93 years. I was the Sales Manager in charge of developing marketing strategies to increase new production. My duties included hiring new sales professionals and train them. Other responsibilities included developing a training manual, budgeting, and establishing and monitoring sales goals for the account executives. I was responsible for meeting with the carrier sales reps to develop targeted marketing campaigns and sales strategies. I held regular sales meetings that informed associates on new products and coverage's, industry trends, and new agency production. I was also responsible for new production and servicing a existing book of business.
I was in charge of production for Wisconsin and Minnesota, I worked with over 200 independent agencies. I trained agents on the company automation systems. Much of my time was spent prospecting and developing new independent agencies. I conducted training seminars and was in charge of agency meetings. Helped develop new coverages and was responsible for monitoring the competition. Met and exceeded production goals.