Jeremy Wittenbaum
Insurance Advisor | Third Generation | S P AGENCY, INC.
- Role
- Insurance Advisor at S P Agency, Inc
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Jeremy Wittenbaum
As a third-generation insurance advisor at S P Agency, Inc, I am passionate about helping others solve complex insurance challenges. I work alongside my father, uncle, cousin, and grandparents, a family team with more than 150 years of combined industry experience. My specialties include HNW/UHNW personal insurance and commercial insurance, with a proven ability to generate new business and build long-term relationships with clients, family offices, wealth advisors, estate attorneys, and accountants.I graduated summa cum laude, in three years, from The Ohio State University with a degree in insurance. Prior to joining S P Agency, Inc, I gained experience working for two insurers: Berkley One (subsidiary of W.R. Berkley) where I became well-versed in the HNW/UHNW space, and The Cincinnati Insurance Companies (subsidiary of Cincinnati Financial Corp.), where I handled an $11M territory and completed the commercial lines training program, finishing first in my class. My work and industry perspective have also been featured in publications including The Rough Notes Company and the Cincinnati Business Courier.My guiding belief is simple:\"People do not like to be sold things; they like to buy things.\" With that mindset, I focus on educating clients about their insurance program that best meets their needs and goals. Known for going above and beyond, I take pride in promptly completing any task to the best of my ability. I look forward to continuing to grow as an insurance advisor while contributing to the success of S P Agency, Inc, our clients, and the insurance industry.Designations: Associate in General Insurance (AINS) and Associate in Risk Management (ARM)- Currently pursuing my Chartered Private Risk and Insurance Advisor (CPRIA).
Experience
Insurance Advisor
May 2023 — Present · Cincinnati, OH, US
Third-generation HNW/UHNW personal and commercial insurance advisor working alongside my father, uncle, grandparents, and cousin at S P Agency, Inc. in Cincinnati, Ohio.
Education
The Ohio State University
Bachelor of Science in Business Administration, Insurance
Sycamore High School
High School Diploma
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