Casheika C. Moses, Vice President of Client Services & Operations on Influential Women

Influential Woman · Insurance

Casheika C. Moses

CISR

Vice President of Client Services & Operations, E.G. Bowman

Hyattsville, MD

2Awards received

Certifications · Degrees · Memberships

Degree Some College (not completed) Cert CISR Member National Association of African Americans in Insurance (Board Member)

Her Story

About Casheika

I started my insurance career in 1998 after being laid off from AT&T, where I was part of the team working on the transition when long-distance carriers were first allowed to sell local phone service. When that failed and we were let go, I found a customer service position at Response Insurance, and that's where my journey in insurance began. I got licensed and started doing sales for personal auto and homeowners insurance, but then I crossed over to commercial and never looked back. My career has taken me all over - from New York to Alaska to DC, and I've even managed international offices in London. One of my biggest accomplishments was when I moved to Alaska and had to go backwards to go forward. I left New York and took a job as an assistant after already having 12-13 years in the industry and being a client manager. I was overqualified, but I wasn't afraid to step out of my comfort zone. Within 6 months, opportunities presented themselves and I became a supervisor. That taught me that sometimes you have to take a step back to move forward. I worked my way up to Senior Director of the Mid-Atlantic Territory for Client Management at the Baldwin Group before being laid off in August. I thought I might have to relocate back to New York, but then I interviewed with the owner of E.G. Bowman for what I thought was just a client manager position. He told me I was exactly what he needed and asked me to run operations and client management as Vice President. We've been hitting the ground running ever since I started in December. What makes me most proud is that I've achieved all of this without finishing college - I've reached leadership levels that typically require a master's degree. I have my CISR designation and will be starting my CPCU training shortly. I read a lot, I'm a people person, and I notice things most people don't notice. My real area of expertise is building up women to be their best selves. Throughout my career, there are women I've brought along with me, women I coach and mentor. Even last week, I had someone trying to make a decision on what they should do. Insurance - anybody can learn insurance, but I want you to be your best self. That's my goal.

Her Interview

Ten minutes with Casheika

01What do you attribute your success to?

I attribute my success to not being afraid to step out of my comfort zone and having faith that something bigger will come about. My biggest accomplishment was when I moved to Alaska and made the choice to go backwards to go forward. I left New York and took a job as an assistant after already having 12-13 years in the industry as a client manager. I was overqualified, but I accepted something I could still learn from, just out of faith. Within 6 months, opportunities presented themselves and I became a supervisor. That taught me that sometimes you have to take a step back to move forward, and you can't be afraid to do that. I also read a lot, and I think that's a factor. Plus, I'm a people person and I notice things that most people don't notice. I'm really able to put things together. Even though I haven't finished college, I've been able to reach leadership levels that typically require a master's degree, and I'm truly blessed for that.

02What advice would you give to young women entering your industry?

Go for it, and always say yes. Insurance - the opportunities are endless. I've worked internationally, gone from New York to Alaska to DC, managing the London office, DC office, Alaskan office - all without a degree. If you get your foot in the door and they offer you an opportunity, take it. Take all the training, go to all the conferences, never say no, because it can take you anywhere you want. I tell this to my daughter - I'm really fortunate to have gotten into the industry, because it has taken me to places I would never imagine. The skill set of insurance - anybody can learn insurance - but what's important is that you be your best self. That's what I focus on.

03What are the biggest challenges or opportunities in your field right now?

The biggest challenge I'm facing right now is bridging the gap between generations when it comes to technology. I'm trying to mend the future with the past and help people understand that yes, AI is great and it is a tool, but it's not the be-all, end-all. I'm having conversations with up-and-coming Millennials and Gen Zs who aren't really grasping that concept. They think we can do everything with technology, but they're missing the knowledge that you gain by learning things manually. Right now, I sit in the middle. I have older people who know how to do it manually, and then the person who owns the agency is a millennial who is very tech-friendly - tech, tech, tech. I'm right in the middle trying to bridge that gap. The ladies are saying this is too much, and I have to tell him we can't move that fast. I see where he wants to go, but I also see where they are, and he needs to understand you can't do it that fast, that quickly. Plus, it's not the be-all, end-all. He thinks it's the be-all, end-all, but if you don't have the wisdom and the knowledge which the older generation has, the information you provide won't be accurate. That's why you need both at this moment, because this is very new. I'm Gen X - the last generation that did all the old-school stuff but also did computers - so I get both sides. But bridging that gap between those two generations is my biggest challenge. If the data's not there, the system can't do anything.

04What values are most important to you in your work and personal life?

What's most important to me is helping people be their best selves and making sure they know that life is too short to be sad. Every day at work is different - I'm talking to clients, working on systems, fixing problems, but I also make time to have moments with my colleagues to make them laugh. I believe in being silly sometimes just to let them know that this is not the end-all be-all - it's a job. Yes, it's a resource that allows us to live our life, but we know who the source is. I like people to laugh and feel good about themselves. My goal is to build up women to be their best selves. Throughout my career, there are women I've brought along with me, women I coach and mentor. I want them to know they can achieve anything. My faith is also very important - God, church, that's a big part of my life. I'm also really into wellness and health, removing toxins from my diet, always looking for new recipes. I believe in taking care of yourself holistically.

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