Raleigh Heitzman
Lewistown
Summary
Results-driven professional with extensive experience in insurance operations and risk assessment. Skilled in problem-solving and time management, successfully overseeing daily operations while ensuring compliance with regulations and enhancing client satisfaction.
Overview
19
19
years of professional experience
2
2
Certifications
Work History
Owner/Insurance Advisor
McKenna Agency
Lewistown
09.2014 - Current
- Managed client relationships, ensuring effective communication and satisfaction throughout projects.
- Oversaw daily operations, coordinating workflow among staff and resources efficiently.
- Trained new employees on agency processes, enhancing team productivity and morale.
- Maintained relationships with existing clients by providing superior customer service.
- Managed daily operations of business, including hiring and training staff.
- Ensured compliance with local, state, and federal regulations.
- Oversaw budgeting and financial management.
- Provided direction and guidance to employees.
- Developed strategic plans to increase profitability and efficiency.
Insurance Producer
Frontier Insurance
Williston
07.2013 - 08.2014
- Developed tailored insurance solutions for diverse client needs.
- Conducted thorough policy reviews to ensure compliance and coverage adequacy.
- Collaborated with underwriters to assess risk and determine coverage options.
- Cultivated strong relationships with clients to enhance retention and satisfaction.
- Managed the entire sales process from prospecting to closing deals effectively.
- Provided customer service by responding to inquiries, resolving complaints, and processing policy changes.
Insurance Producer
Heitzman Insurance Services
Toppenish
06.2007 - 06.2013
- Managed the entire sales process from prospecting to closing deals effectively.
- Assisted with the underwriting process by gathering necessary documents from applicants.
- Performed administrative tasks such as maintaining records, filing paperwork.
- Wrote policies, finalized documents, and filed paperwork.
- Processed payments from customers according to established procedures.
- Consulted with customers to assess needs and match products.
Education
Certified Insurance Counselor Designation - Insruance
Risk And Insurance Education Alliance
Online12-2023
Bachelor of Arts - Communications
Washington State University
Pullman, WA05-2002
High School Diploma -
East Valley High School
Yakima, WA06-1998
Skills
- Risk assessment
- Client relationship management
- Policy writing
- Compliance adherence
- Effective communication
- Problem solving
- Critical thinking
- Time management
- Decision making
- Customer relations
- Client service
- Market trend awareness
- Regulatory compliance
- Cash flow optimization
- Team oversight
- Operations management
- Staff management
Certification
Certified Insurance Counselor
Timeline
Owner/Insurance Advisor
McKenna Agency
09.2014 - Current
Insurance Producer
Frontier Insurance
07.2013 - 08.2014
Insurance Producer
Heitzman Insurance Services
06.2007 - 06.2013
Certified Insurance Counselor Designation - Insruance
Risk And Insurance Education Alliance
Bachelor of Arts - Communications
Washington State University
High School Diploma -
East Valley High School