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Employee Directory

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Tracy Bonin

Private Client Executive

Contact Information

Office Phone: 262-953-7143

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What motivated you to become an insurance professional?

My father was in the industry so I grew up surrounded by insurance. He had such a fulfilling career helping people with their insurance needs. I loved watching him help people protect their assets and insuring their futures. When I graduated from college I started my career as an underwriter and found that I shared the same love of this industry as he did.

What do you love most about your work?

The people. I love providing customized solutions for my clients. Everybody has different needs and goals when it comes to insurance, so there are no one size fits all solutions. I love having those conversations, working through tough situations and providing that peace of mind for my clients.

What has been your biggest success in the past year?

Pushing myself to aim higher in my career goals.

How do you help your customers overcome their challenges?

Open ended discussions are the key to overcoming challenges for clients. I find out their goals, their needs and their wants so that we can put together a balanced portfolio for them. We have access to an incredible amount of resources and markets, so I'm able to offer my clients insurance solutions for every stage of their lives and for any bumps in the road that they may encounter along the way.
 

What are you most looking forward to with your work in the year to come?

Growing relationships!

Education

  • University of Wisconsin - Milwaukee
  • Certified Insurance Counselor (CIC)