Her Story
About Marie
I've been in the insurance industry for about 5 years, but I bring 22 years of executive management experience to my work. I came into insurance from the back door, starting on the service side after selling my LLC. What I thought would be an HR role at an insurance agency in El Paso turned into a promotion to Broker Relations Manager within 2 weeks. In that role, I facilitated everything from contracting to training to events, helping agents manage their books and eventually graduating them into their own brick-and-mortar agencies. I helped 3 agents who were sitting on more than a million-dollar book venture off and open their own agencies, literally from soup to nuts - finding real estate, getting appropriate licensing, helping with marketing proposals with carriers. After building my own practice in El Paso, I joined USI as a mid-market consultant working on groups from 150 lives on up. While I loved the resources at USI, I kept getting my hand slapped for helping startups pro bono, which didn't align with my values. I work by the SWAN method - sleep well at night. I got to my breaking point over one account I was really passionate about that was scaling quickly, growing from startup to $4 million in a year. I believe quitters are winners when something isn't a good fit and you're not able to develop and grow. So I threw in the towel, went from a massive six-figure income to 1099 overnight, and joined RPM Managers here in San Antonio. Now I'm helping startups all the way to mid-market companies. I have a specific system for nonprofits where I broker PEOs and pin them against each other to fight for the bottom dollar. This last PEO, I was able to save them $45,000 on both the admin and the medical. I'm currently setting up my own GA and will be locked and loaded come fourth quarter. I'm on a couple of boards for nonprofits, including the ELT board for the American Heart Association, which nominated me for a Leaders of Impact Award after just 2 years in San Antonio.
Her Interview
Ten minutes with Marie
01What do you attribute your success to?
I attribute my success back to being 22 years in executive management prior to joining insurance. That foundation allowed me to escalate pretty quickly and make a lot of wins happen pretty fast in my career. I also believe in banking on myself and empowering myself with all the relationships and contacts I've built up over the years. The moment people found out I was no longer with USI, they were very willing to help and share support. I work by the SWAN method - sleep well at night - which means I lead with integrity and leave a positive imprint on the people I help. I'm very transparent with my clients about who I am, including being open about my autism and ADHD. When I tell clients upfront about my quirks and how I work, it wins me so much business because people start to see me as a human immediately. I also lean on other people - I have a lot of mentors out in the field and I believe in delegating and pulling energy from my support system. I ground myself daily through meditation, standing in first sunlight to rebalance my circadian rhythm, and yes, I'm a tree hugger. I do a lot of self-help work to keep myself emotionally level set so I can be great at what I do.
02What are the biggest challenges or opportunities in your field right now?
What we're finding on our end is that there's a lot more medical claims in the psychiatric side of things right now for women, and it's because we wear so many hats. That's why I created my quarterly women's clinic events - I want to be able to have women in the C-suite meet other like-minded women in the same division of responsibility that they have on a daily basis who also wear a thousand hats. Maybe they can find amongst those women some support, just a good peer to lean on. Inside their goodie bags, I include coping mechanisms on how to be supportive and what they can do to support themselves for mental health. I show them what burnout looks like and how to alleviate it. Most women don't know, and they work through the burnout for years until they have a nervous breakdown. I've gone through autistic burnout, which I want to say is the worst type of burnout because you just can't function. I'm a huge believer in being able to identify what that looks like and then how to fix it.
03What values are most important to you in your work and personal life?
The most important value to me is integrity. I work by the SWAN method - sleep well at night. I wanted to be able to leave a positive imprint on those people that I was helping, and as long as I was providing them the education and the support that they needed, it didn't matter how many times I got in trouble at USI for doing pro bono work. I believe quitters are winners when you see something that just isn't a good fit for you and you're not able to develop yourself and grow within that institution because of that. You have to be able to call it and have enough courage to walk away. When it hit my breaking point at USI over helping a startup that needed support, I said this doesn't feel good anymore. I can hang my head on my integrity all day. Transparency is also crucial to me - I'm very transparent with my clients about being autistic and having ADHD. I tell them upfront, I'm not telling you to gain pity, I'm telling you for transparency. If that's going to be a problem, maybe we're not going to be the best fit for each other. Being of service is my goal - wherever I can be of service and hopefully be an inspiration to other women, that's what matters.
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