Perry Kurz
Insurance Agency Owner
Baltimore,MD
Summary
Accomplished Insurance Agency Owner, adept in strategic planning and team leadership. Enhanced business growth through marketing and client relationships, while upholding company standard procedure, policies, and regulatory requirements. Utilize my skills and knowledge of the last 26 years to foster success in my next business opportunity.
Overview
26
26
years of professional experience
35
35
years of post-secondary education
Work History
Insurance Agency Owner
Allen and Perry Kurz Agency
Baltimore, MD
02.1999 - Current
- Ensured compliance with all state regulations as well as company policies while managing daily operations of the insurance agency.
- Continuously updated industry knowledge through ongoing professional development activities, staying current on relevant trends and best practices.
- Enhanced team productivity by implementing efficient workflows, training programs, and performance management systems.
- Mitigated risk exposure for clients by thoroughly assessing their individual circumstances and recommending appropriate coverage levels.
- Streamlined internal processes for greater efficiency, improving overall agency performance and profitability.
- Mentored junior agents to enhance their sales skills and industry knowledge, fostering a high-performance team environment.
- Established partnerships with other financial service providers to offer comprehensive solutions for clients'' diverse needs.
- Oversaw agency financial management activities including budgeting, forecasting, expense tracking, revenue generation strategies development.
- Conducted periodic reviews of clients'' insurance portfolios to identify gaps in coverage and offer appropriate solutions.
- Developed comprehensive insurance policies tailored to clients'' unique needs, resulting in increased satisfaction and loyalty.
- Expanded agency operations by identifying new market opportunities and implementing strategic growth initiatives.
- Increased client retention by consistently providing exceptional customer service and maintaining strong relationships.
- Led efforts to maintain a positive work environment that fostered employee engagement, collaboration, and job satisfaction.
- Responded promptly to customer inquiries, addressing concerns and providing knowledgeable guidance on various insurance matters.
- Managed day-to-day business operations.
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
Vice President
Gambrills Athletic Club
Gambrills, MD
11.2019 - Current
- Vice President for a Non Profit youth baseball organization.
- Work with the board and the President to manage programs, camps, tournaments, and indoor facility.
- Developed partnerships with external vendors and suppliers to obtain quality products and services.
- Built trust with athletes and coaching staff by being courteous, respectful, responsible and professional at all times.
- Work with volunteers to maintain property, fields, and the facility.
- Organized successful sporting events such as tournaments, meets, and league games that showcased athletes'' talents and achievements.
Education
Bachelor of Science - Psychology
Towson University
Baltimore, MD 09.1990 - 12.2025
Skills
Team leadership
Strategic planning
Coaching and mentoring
Decision-making
Training and mentoring
Critical thinking
Business development
Presentations
Operations management
Staff development
Recruiting and hiring
Budget oversight
Documentation and reporting
Sales and marketing leadership
Client relationship building
Rules and regulations
Licenses
Property and Casualty Insurance License
Life and Health Insurance License
Series 6 Financial License
Series 63 Financial License
Timeline
Vice President
Gambrills Athletic Club
11.2019 - Current
Insurance Agency Owner
Allen and Perry Kurz Agency
02.1999 - Current
Bachelor of Science - Psychology
Towson University
09.1990 - 12.2025
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