Joe Zack, vice president at The Phoenix Group, based in Ripon, Wis., recently received the 2005 Agency Peak Performance EXchange New Producer of the Year award. The award recognizes new business generated by The Phoenix Group in 2005 when compared with similar sized insurance agencies.
The Phoenix Group’s 34 employees write more than $14.5 million in personal and commercial premiums and enjoy nearly a 100 percent retention rate in those lines, according to Albert Lloyd, executive director of APPEX.
Founded in 1958 by Sam Holmes, The Phoenix Group specializes in various types of commercial, personal, life and health coverages and has nurtured relationships with many insurance carriers for more than 37 years, according to a written release issued by the Group.
Zack, who joined The Phoenix Group in 1997, has a personal client retention rate of approximately 95 percent and specializes in tailoring health, vision and life insurance coverages to client needs.
“It’s really enjoyable to sit with a client, analyze their needs, and have them come back and be grateful for your help,” said Zack. “We work closely with our customers to offer services and innovative ideas to help them control costs.”
APPEX, formed by Marsh, Berry & Co., is a management-consulting firm for the financial services industry and a provider of consulting services for insurance agency owners and brokers. APPEX was formed to help independent insurance providers reach their highest potential.
The Phoenix Group, with offices in Ripon, Clintonville, Fond du Lac, Oconto Falls and Wautoma, is a subsidiary of Hometown Bancorp.
For more information visit www.thephoenixgrp.com.
Source: The Phoenix Group