
Marketing Team Leader / Ryan Carlson Agency - American Family Insurance
Greater Seattle Area

Marketing Team Leader / Ryan Carlson Agency - American Family Insurance
Greater Seattle Area
Providing insurance services that exceed the level of my client's traditional expectations of an insurance agent. Always being reliable, trustworthy, straight forward and honest with the people that depend on me to manage their family's insurance accounts.
My ideal client is one willing to allow me to get to know them on some type of personal level; not only to help establish a great relationship, but also so I can learn as much as possible about my clients. This allows me to customize a protection plan specifically for their risks and needs and to adjust the plan accordingly from renewal to renewal.
I was once asked by a colleague, "What is the one thing you do for your clients that tends to be the biggest waste of time in regards to benefiting your agency?". I replied without hesitation, "Everything I do benefits my agency. No matter how small or mundane the service request or detail, handling everything with the utmost importance only results in having satisfied clients that go out of their way to refer their friends, family and co-workers to our agency. They do this knowing that we are going to give exceptional service and take care of everyone they send over, just as we have done so for them."
Insurance has to be one of the most rewarding careers a person could have without putting their own life on the line. Daily, I get to make a change in people's lives. I find this to be professionally gratifying and the source of my ever-present drive to go above and beyond.
I truly believe American Family Insurance is the best company to protect my friends, family and the many people I have met in my life. This is why I chose to start representing them in January of 2007 after multiple years of working with/for other larger insurance companies.
13+ years insurance industry experience. I have won numerous sales, service and overall client-satisfaction awards...all with various different insurance companies. I started in the insurance industry when I was 16 years old (1996) and was a fully licensed agent at the age of 18. I have a vast understanding of my industry, as well as the inner-workings of an insurance contract and how it protects my clients.
(Privately Held; Insurance industry)
February 2009 — Present (6 months)
Developing marketing strategies for the agency sales team, deploying those strategies in the field and making any necessary adjustments to keep them efficent. Managing the agency sales team, recruiting & training new team members. Heading up the agency client-claim contact process. Developing business associates/contacts and maintaining existing networking relationships. Assisting the service team when needed. Maintaining agency sales and production reports. Conducting in-field property inspections. In-field and in-office client application appointments. Conducting client account reviews. Representing American Family and the Ryan Carlson Agency at various different events around the State of Washington. My primary roles at the agency are in sales and marketing, it is my duty to make sure we have a constant stream of new clients being added to our book of business.
(Privately Held; Entertainment industry)
December 2006 — Present (2 years 8 months)
Beginner, Intermediate and Advanced Snowboard Instructing. My duties on the mountain are to take my students to the next level with their snowboarding. Beginner students begin with body/board balance lessons, basic start-turn-stop manuevers, a brief history of snowboarding, the physics involved with the body-to-board-to-ground/snow and how to take what they learned at the lesson and use their newly acquired skills to help train themselves on their owntime. Intermediate lessons are more about skillful free-riding and more detailed physics of a snowboard. Advanced lessons include basic tricks and advanced on-snow manuevers. Intructors are the "front-line of having fun" on the mountain and it is my duty to make sure everyone of my students is enjoying themselves, leaves the lesson a better rider then before the lesson and has respect for the sport.
(Marketing and Advertising industry)
November 2007 — February 2009 (1 year 4 months)
ITTL is a group of like-minded business owners and professionals that gather weekly to discuss their individual industries/markets and exchange qualified referrals and leads back and forth amongst the other members of the group. As the director of the Woodinville Chapter of I Take The Lead Networking and Referral Group it is my duty to conduct the meeting processes, answer questions that existing members and our guests have about the group, maintain an attendence and leads-exchanged record, report directly to the managers of ITTL, maintain a high-moral amongst the members, plan and establish guest-speaker events, invent new and productive ways to keep the group moving in a positive-forward direction.
(Privately Held; Insurance industry)
January 2007 — February 2009 (2 years 2 months)
My duties at the agency involve developing marketing strategies for myself and the sales team, deploying those strategies in the field, client account management and service, staff management and training, in-field client risk inspections, developing personal and professional networking partners, representing American Family at various events around Washington, managing and directing a multi-agency referral program, assisting clients with the claim process, assisting the agency owner with his duties in the event of his absense, client account reviews, billing notice follow ups. I am basically the "universal-person" here at the agency, but my primary role is in marketing and sales.
(Insurance industry)
June 2004 — January 2007 (2 years 8 months)
Insurance sales and customer service. Client account reviews. Managing small sales team and directly reporting to owner of the insurance agency.
(Public Company; 1-10 employees; Insurance industry)
January 1996 — June 2004 (8 years 6 months)
Insurance sales and customer service.
(Privately Held; 1001-5000 employees; Sports industry)
November 2001 — January 2003 (1 year 3 months)
The Summit Learning Center Snowboard Instructor
n/a , Business, History and Technology , 1999 — 2001
Diploma , General HS Courses , 1996 — 1999
n/a , General HS Courses , 1995 — 1996
Snowboarding, camping, hiking, amateur photography, the occasional wakeboarding session, writing, poetry, work.
I Take The Lead Networking & Referral Group (ITTL), American Association of Snowboard Instructors (AASI), Professional Ski Instructors of America (PSIA)
*1999 Top Personal Lines Producing Agency in the Northwest Region - Allstate Insurance
*2005 New Business Auto Producer of the Year in the Northwest Region - State Farm Insurance
*2005 (3rd quarter) Top Life Insurance Producing Agency in the Company - State Farm Insurance
*2007 Overall Top-10 Marketers of the Year in Washington - American Family Insurance
*2008 Overall Top Marketer of the Year in Washington - American Family Insurance
*2009 J.D. Power & Associates Distinguished Insurance Agency Award - American Family Insurance
*American Association of Snowboard Instructors - Certification Level 1 Snowboarding Discipline