Therese Potter

Operations and Training Coordinator

“Leave a little sparkle wherever you go”

“Make today magical”

“Stand up for what you believe in, even if it means standing alone”

MY MISSION:

To be kind, creative, to learn and grow. I strive to make processes and procedures easy to follow and I like consistency.

WHAT I OFFER

Things I Bring to APP

I never really sold insurance, I educated my clients.
I like to share my knowledge of all things.
I am here to make a difference.
I love to make positive changes that benefit everyone from our business to the client’s business.

“Be your own kind of beautiful”

How do I Serve Our Clients

I serve our clients by creating clear and concise processes, procedures, and training in the background to make transitions and change more smooth.

EAT THE FROG

(DO THE HARDEST THING RIGHT NOW)

Personal Facts About Me

I am married to my high school sweetheart, we are a blended family with 4 kids. I volunteer on my HOA and with my local police department.

Outline of My Career

I have a High School Education Degree in ESL from Guatemala, 12 years teaching experience, 10 years of Insurance service/sales, and Office Management, plus 3 years of Marketing and Operations in an insurance agency. Property/Casualty, and Life/Health insurance, License in NC since 2009.

A LITTLE SOMETHING ABOUT ME

Best Friend to Insurance Agents

I have 2.75 black belts in 3 different styles, my 2 boys were born in Guatemala and I am fluent in Spanish.

LET US BE YOUR BIGGEST CHEERLEADER

I would endorse Kelly ’til the cows come home! She is an outstanding professional, motivated, forward thinking and comitted to doing the best possible job for her employer and her clients. I have worked with her for over two years and never once have I been left wanting. My only issue is that I can’t clone her.

—Will Penny, CAPI

PROVEN PROCESSES & RESULTS

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