Employee Spotlight: Wendy Ward

28 February 2022
Wendy Ward - Banner Image for Employee Spotlight: Wendy Ward Blog

Wendy Ward is a Senior Commercial Lines Account Manager at Inszone Insurance Services, joining Inszone in September 2021 after the merger with Summit Insurance Group.

Wendy holds a Certified Insurance Customer Service Representative (CISR) designation which empowers her to provide exceptional account management and customer service. She is one of only 28,000 CISR’s in all 50 states and world-wide. Wendy also has tremendous knowledge of carriers, markets and has trained many other new account managers along the way. It’s a frequent event of Wendy’s clients to comment on their appreciation for her dedication and exceptional service.

When asked to share some words about Wendy, Jennifer Turner, who is Inszone’s Missouri State Manager and Wendy’s direct supervisor said, “Wendy always offers to go the extra mile to help a client or another team member in any service or sales situation. She is versatile in her knowledge of both Commercial and Personal Lines. We consistently receive positive feedback from our clients expressing appreciation of her genuine concern and detail in handling their insurance needs.”

To get to know Wendy a little better, we asked her a couple of questions about herself and her time in the insurance world. Here’s what she had to say:

Q: How did you get into the insurance industry?

A: I started in the business as a receptionist when I was 18 years old, and I got my insurance license when I was 20. I’ve been in the industry ever since.

Q: What qualities do you have that make you a “great” insurance agent?

A: I am a people person and love my job. I enjoy helping my clients determine what insurance coverages they are going to need so they are taken care of and protected.

Q: How would you define success?

A: Success to me is making sure that I take care of my clients with all their insurance needs and getting them what they need as soon as I can. Making sure they are protected is my number one priority.

Q: What makes you proud to work in the insurance industry?

A: Knowing that my clients are taken care of and that they are protected.

Q: How do you balance your career and family?

A: I balance my career and family by working hard and taking the time to go camping with my growing kiddos!

Q: What do you do in your personal time?

A: I spend time with my three kids. I enjoy going camping, fishing and I love to crochet.

Q: What is your favorite holiday?

A: My favorite holiday is Christmas time, spending time with family and friends, baking cookies, drinking hot chocolate, and looking at Christmas lights.

Q: Can you share with us a personal quote that you live by?

A: “Life’s too short to be unhappy!” and “Go with the flow!”

Juan Camilo - Inszone Insurance Director of Marketing

Juan Cruz

Director of Marketing

Juan Cruz is the Director of Marketing at Inszone Insurance Services. He joined the company in 2016, bringing with him over 7 years of experience in direct response Marketing. Juan holds a Bachelor’s degree in Global Studies as well as a minor in Anthropology from the University of California Los Angeles (UCLA). In his current role at Inszone he oversees all aspects of marketing, entrusted with the task of building a consistent brand as well as successful direct response campaigns. During his career, Juan has helped multiple companies improve and expand their digital presence, grow their lead generation, and improve their brand.

Juan is a travel enthusiast with 25 countries visited so far, Scuba diver and Bike rider, believes in working hard to enjoy life to the fullest.

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