How To Get Your Employees Excited About Your Insurance Agency

Employee Engagement Case Study with Rivermark Credit Union

About the Webinar

Credit union employees play an incredibly powerful role in promoting your insurance agency. Building employee engagement into your overall marketing strategy for the agency has proven to be a wildly successful use of time and resources. Employee/Member relationships are developed every day from behind the teller counter to sitting at a Loan Officers desk. These relationships are key tools in promoting and growing a successful Insurance Aisle within your store.

This case study webinar will take a look at one of Insuritas' most successful agencies when it comes to employee engagement in all areas of the credit union. Rivermark Insurance Agency has branded itself not only to its members but within its own employee culture, leveraging internal excitement to grow a successful book of business and reoccurring income for the Credit Union.

Download the Presentation Slides

About the Presenters

Jeffrey Chesky, Chairman & CEO, Insuritas

Jeffrey Chesky is the Founder, Chairman & CEO of Insuritas. Jeffrey was the Founder & President of Banc Insurance Services, Inc., where he pioneered the design, installation, and outsourced management of insurance agencies for financial institutions nationally, and developed the Meta Agency platform. In 2012 Jeffrey successfully executed a Series A Growth Capital Raise of $10M to further invest in the meta agency digital distribution platform.

Jeffrey has over 30 years experience in the banking and insurance fields.  Over that time, he has served as a Senior Vice President of one of the nation's 100 largest insurance agencies, Director of Institutional Investment Management at Mass Mutual Insurance Company, and Vice President of mortgage lending at both Fleet Bank and Bank of New England. He also had the distinguished honor to serve on the White House staffs of President Jimmy Carter and Vice President Walter Mondale. 

Susan Parke, Insurance Manager/Project Manager for Rivermark Insurance Agency

Susan has been with Rivermark Credit Union as a project manager for 12 years and has over 29 years of experience in the financial services industry, including Mercedes Benz Credit, GE Capital and US Bank.

David Eldred, Marketing Manager, Rivermark Community Credit Union

David joined Rivermark nearly two years ago, bringing 27 years of financial services marketing experience at a variety of community banks around the Pacific Northwest. He is an honors graduate of the School of Bank Marketing and received my Certified Financial Marketing Professional (CFMP) certificate in 2002.