Service First Insurance
335 Crosswinds Dr
Palm Harbor FL, 34683
Specialize in Errors & Omissions for property & casualty insurance, personal & commercial including agency ownership, management & customer service
BIO / Resume / CV:
CAREER GOALS: To lead insurance agencies to greater success in their business & community. To offer agencies valued continuing education courses. To provide research and review as an Expert Witness. BUSINESS EXPERIENCE: Expert Witness-provide research, review and responses in cases involving agent or agency errors or omissions relative to agency management, personal lines, personnel, and agency duties. Florida Continuing Education Instructor-write and teach courses throughout Florida. Courses include personal lines customer services, estimators, dwelling fire, homeowners, personal umbrella, personal auto, etc. President-New America MGA; Territorial Manager-New America Insurance Company. 1/1/00 to 3/12/04 Tarpon Springs, FL Primary Duties: Responsible for marketing, production, administration, & new products for New America Insurance Company. Responsible for creating an MGA structure including marketing, continuing education classes, agency management & administration. President-Service First Insurance 7/27/87 to 1/1/00 Palm Harbor, FL Primary Duties: Responsible for forming an independent agency with a distressed book of business, re-underwriting & re-habbing the book from $75,000 in written premium to $11,000,000. State Personal Lines Manager-Florida First Insurance 10/6/86-7/26/87 Jacksonville, FL Primary Duties: Responsible for large, independent agencys personal lines division, with multiple locations. Created agencys first agency procedures manual, developed growth plan, developed continuing education system, streamlined processing, began marketing plan. Vice-President, Personal Lines Manager-Saginaw Bay Underwriters 12/1/75 3/28/86 Saginaw, MI Primary Duties: Responsible for personal lines sales and service for very large independent agency with multiple locations. Created procedures and claims manual, handled all hiring and training, coordinator of new computer system. Career Accomplishments: Established voluntary market for New America Insurance Company, creating new products to offer in the urban marketplace. Established New America Managing General Agency. Founded Service First Insurance creating a 13-person team of streamlined, successful independent agents. Licensed to teach continuing education in FL. Wrote CE classes for Florida, in personal lines, customer services, agency management.. Wrote & taught personal lines classes for First Floridian/Travelers licensed employees & their independent agents. Chaired First Floridian/Travelers first Advisory Council. Obtained Accredited Adviser in Insurance designation. Obtained Michigan Agents License at age 18.