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The Sales Ethos Global Change Initiative

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CHERYL KOCH

Cheryl KochCheryl Koch is an agency management consultant and educator, and a frequent speaker at various industry meetings and events nationwide. She is currently President and CEO of Agency Management Resource Group, a training, education, and consulting firm located in Lincoln, California, serving various facets of the insurance and financial services industries.

Most of Cheryl's 35-year career has been spent on the agency side of the business, including ownership in a large Southern California independent agency. Cheryl's experience also includes working for a regional insurance company as Assistant Vice President for Learning and Development, leading the company's learning organization initiatives.

Cheryl received a B.A. in Economics from UCLA and a Master of Business Administration (MBA) from California State University Sacramento. In addition, she has earned the CPCU designation, as well as the Certified Insurance Counselor (CIC), Associate in Risk Management (ARM), Accredited Adviser in Insurance (AAI), Associate in Automation Management (AAM), Associate in Management (AIM), Associate in Insurance Services (AIS), Associate in Personal Insurance (API), Associate in Research and Planning (ARP), the Accredited Customer Service Representative (ACSR), and the Agribusiness and Farm Insurance Specialist (AFIS), a designation she conceived and created in conjunction with Dr. Emmett J. Vaughan.

Cheryl serves on the national advisory committee for the Insurance Institute of America's Accredited Adviser in Insurance (AAI) program and is an author of two textbooks for that program, AAI 83-Agency Operations and Sales Management and AAI 82-Multiple-Lines Insurance Production.

Cheryl has also authored technical books for several publishers and has been a frequent contributor of articles for a variety of industry trade journals.

Cheryl also serves on the advisory committee for the California Insurance Education Foundation and was chairperson for the Sacramento Area InVEST advisory committee. She is a past president of the Sacramento Valley Chapter of CPCU. She is a member of the Society of Insurance Trainers and Educators (SITE) and the National Association of Insurance Women (NAIW). She recently served on the Board of Governors of the national CPCU Society, and was a member of its Nominating Committee for two years.

Cheryl has been honored by the Independent Insurance Agents of America with the Stephen Dach award for her work with InVEST and by the CPCU Society with its Leadership Recognition Award. She has been honored to receive the "Boss of the Year" award given by the Insurance Professionals of Sacramento, was the recipient of the Dr. Henry C. Martin Award of Industry Achievement given by Rough Notes Magazine and was named Associate of the Year by the Insurance Brokers and Agents of Sacramento.

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