Insurance West Bend
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My family has lived here for 24 years. I'm an avid hunter, fisherman, golfer, snowmobiler & anything outdoors. I enjoy staying fit and traveling to as many places as possible. I spend a lot of my free time training, testing and hunting with my Black Lab Floyd. I love getting to know customers & sponsoring local teams & events.
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Sunday, Saturday
Typically, when you first call the Agency the friendly voice you will usually hear on the phone is Mike's. His primary role besides answering the phone is to call existing customers for renewals, coverage's and premium changes. He will also assist with scheduling CPR's (Customer Policy Reviews) for you to meet or talk with Jeff as we encourage at least once a year in this Agency. Mike is also the primary responder if you have a claim and can help with your immediate needs, worries and questions to see that the process flows as quickly, painlessly and smoothly as possible. Mike has been with the Agency for over 4 years now.
Carrie is our full time Sales Producer. Her primary role is to generate new business in the Agency. She is still very versed in our agency protocol so she is still able to help with service, billing and claims as needed. She will be getting Life Licensed this year so will also be able to handle life or existing life questions or needs. Carrie works directly with Jeff on the Agency Sales and Sales Support!
Personal Financial Representative- Gregg is our Personal Financial Representative for 3 other Agents. Gregg has over 40 years in the industry and is a CFP® . Gregg is able to not only view current and future life needs but also help with estate strategies, current and long term goals through final arrangements. He has many different licenses required for his profession. The customers trust Gregg when reviewing their portfolios and he is always happy to look at your current portfolios to help see that they are in line with the customer's needs and goals.
Charlotte comes to us with over 30 years managing a medical billing office. She will be doing several things in the agency from customer service, billing, claims, renewals, answering phones, administration and marketing. She specializes in making sure new customers are welcomed to our family and administrative needs are handled as easily as possible. In addition she helps with existing customer's needs.
Floyd is a Black Labrador Retriever . One of Jeff's all time favorite rock band it was only appropriate that he name one of his dogs after them. His official AKC name is " Neu's Darkside of the Moon MH". Both of his great grand parents were National Field Champions, his grand parents were all Field Champions and Master Hunters and both of his parents are Master Hunters. Floyd officially passed his 6th AKC Master Hunter test which officially earns him his AKC title of Master Hunter at 2.5 years old. He is obsessed with retrieving and loves customers! If you stop in our office he will be happy to greet you unless he's sound asleep. This most likely means you will have to step over him when you walk in the front door.
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