Business Leadership Structure

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Date Submitted: 09/15/2012 10:26 PM

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Pikes Peak Investments and Insurance, LLC: Our Structure

MBA600-7A: Leadership and Organizational Behavior

Shannon Stuck

Herzing University Online

My company is Pikes Peak Investments and Insurance, LLC. We are a full service insurance agency providing coverage for Life, Health, and Property and Casualty needs of our clients. We have been in business 3 years and are finally starting to gain momentum, build up our clientele and able to put some money back into the business. We have a store front where current and potential customers can walk in. We have a receptionist with some basic experience that greets the client and then sets them up with a specialist. Pikes Peak Investment and Insurance, LLC wants to provide all of the needs to their clients and be a one stop shop, which involves good leadership and structure.

Our vision is: We are a unique full-service independent insurance agency with knowledgeable Account Executives who are ready to help clients with all their insurance needs. It is our desire to become each client’s most trusted resource for financial protection so families can enjoy life. We strive to retain clients by earning their loyalty through listening and anticipating their insurance needs through our honesty, dependability and exceptional service. We will maintain a knowledgeable staff and up to date technology. We will strive to offer new and innovative products to our clients. Our clients will depend on us for honest advice and trust that all of our decisions are made with their best interests at heart.

The agency is broken into a few different specialty groups. We have 6 auto and home insurance specialty agents; we have 4 life and health insurance specialists and 2 investment specialist. The 2 owners of the agency oversee the operation of the business, attend meetings, gets reports about new products or technology advancements to the staff; however the owners depend on each group to maintain and specialize in...