I have been in my current role with Unum for just over 3 years. Prior to working the insurance industry, I studied Finance at Bentley University in Waltham, MA. I work with broker partners across the central and western New York markets to help develop forward-thinking and consultative ancillary/voluntary benefits strategies for clients in the 10-2,000 life segment.
What are some of the biggest mistakes you made as a new agent/broker starting in the business? Over time, what are some of the most important lessons you’ve learned that have contributed to your current level of success?