About Winthrop & Gray Company
Allen D. Beach
Phone: 810-797-4660 Fax: 810-797-3720
E-mail: winthrop@winthropgray.com
Insurance and Financial Management professional with exceptional Sales and Managerial skills.
- Over 26 years of financial services and self-employment experience.
- I have the largest area in Michigan as an ELP for the Dave Ramsey show.
- Familiar with risk reward activities.
- I have started and sold multiple businesses some of which are not listed.
- Familiar with managing multiple employees.
- Consistent record of growing sales.
- Excellent presentation and communication skills.
- Multiple registrations and licenses.
- Currently owns an S-Corp. and an LLC.
Professional Experience
Winthrop & Gray Company, Lapeer MI.
President (1992 – Present)
- Employee, P & C benefits firm, providing personal & commercial Insurance Health care plans, supplemental benefits and providing human resource services to individuals and businesses with 1 to 100 plus employees.
- I provide individual and group’s optional creative concepts which has earned me an 85% persistence rate for the last 18 years.
- A high volume producer, setting many records in any economy.
- Additionally I provide the consumer one stop buying.
- I provide all service needs between the individual or business, the employees and the institution.
- I have long term relations with our carriers and vendors which allows me to offer programs and benefits to businesses and individuals that others in my field do not have access too.
We say so now, LLC, Lapeer MI.
Partner/Landlord (2004 – Present)
- This Partnership provides housing for needs based individuals and families.
- The Partnership owns a single family house and a duplex in the downtown Lapeer City.
- The properties have been completely renovated and made to be like new by the partners and are fully rented.
DBA, B. David & Associates, Lake Orion MI.
Owner (1989 – 1992)
- Group and Individual health sales.
- Managed 15 agents.
- Provided sales training, Management and administration.
- Provided all customer service needs beyond the sale.
- Increased sales each and every year.
Metropolitan Life, Chicago, IL.
Financial and Insurance sales rep. (1985 – (1989)
- Marketed the company’s services and products to individuals, businesses and institutions
- Generated and qualified leads using outside referral sources, networking, community marketing and cold calls.
- Made branch Manager at age 23 based on sales and diversification of products.
- Consistently exceeded all goals set by the company executives.
Bankers Life and Casualty, Chicago, IL.
Insurance agent (1982 -1985)
- Carried out the sale of senior products, such a guaranteed life insurance, Medicare supplements.
- Sold individual life policies, medical plans and supplemental products.
- Was one of the top sales representatives in the branch office and in the greater Chicago land area within one year.
Education
Accounting and business management, Saginaw Business Institute.
Certification in Medicare, Centers for Medicare Services, United States Government.
Series 6, Blue sky and 66 Securities registered and Variable Annuities.
Health Insurance licensed.
Life Insurance licensed.
Property & Casualty licensed.
Banking and lending certification, Ever Bank, FL.
HSABank.com, HSA account set up and on going management.
Continuing education in all areas as required by law, each year.
Computer Skills
Windows, Word, Access, Windows XP Pro, Outlook,