About three years ago, one of my best friends began to tell me about his job after I asked him how he liked what he was doing. He had been a Hartford Group Rep for a few years in San Francisco and he loved it. Before too long, I was asking him how I could break into this industry. I was living in Albuquerque, NM at the time. That’s where I grew up, and moved back to after graduating from Pepperdine University. My friend’s father was an insurance broker in Albuquerque, and he got me set up with interviews with several companies. After meeting with a lot of Regional Managers, I was eventually hired by the UNUM Dallas office.
UNUM was a tremendous place to start my group insurance career. They have a phenomenal training program, and the people I worked with were great. After a little more than 2 years with UNUM, I was offered a Group Rep position with American United Life Insurance Company, a OneAmerica Company. What a mouthful. Hopefully, we will just be called OneAmerica soon. It will help me save my breath. I came to OneAmerica because of the strong principles of our company which are: Stewardship, Integrity, Mutuality, and Financial Strength. We lead with Voluntary, and focus on the ability to design, implement, and maintain bundled ancillary benefit solutions for employees, employers, and brokers. We market Disability, Life, Dental & Vision.
I have really enjoyed my time in the group insurance industry. The people you meet and interact with have strong values, purpose, integrity, and a passion for helping other people be better prepared for the future. A couple of people I have met strongly encouraged me to join FWAHU. They are John Merrifield, and Chaliese Rippey. I thank both of you for sharing what this organization has meant for you. I hope that my time at FWAHU would be spent developing strong partnerships with brokers while continuing to equip myself and others with new trends and ideas for our industry.
My wife, Briana, and I live in Frisco with our daughter, Lylah. We are expecting another child in June. We are blessed to be living in the great state of Texas. This is home to us now, and we don’t plan on leaving. Why would you? We are members at The Village Church in Flower Mound. We are huge fans of the Rangers. In our spare time we enjoy spending time with family and friends, going to the movies, eating at Yogurtville, and cheering for local teams.
If I haven’t had the opportunity to meet you yet, I look forward to doing that soon. Thank you for welcoming me to FWAHU!
Welcome Charlie– to FWAHU! Our chapter is anxious to get to know you!