Agente de seguros de Allstate
Jim BoldtShawnee, KS

ChFC, LUTCF, CLU

Horario de oficina

Día de la semanaHoras
LunDisponible por cita8:00 AM - 5:00 PM
MarDisponible por cita8:00 AM - 5:00 PM
MiéDisponible por cita8:00 AM - 5:00 PM
Jue8:00 AM - 5:00 PM
Vie8:00 AM - 5:00 PM
SábDisponible por cita
DomCerrado
Citas fuera de horario disponibles.
Disponible 24/7 por el

5564 Hedge Lane Ter
Shawnee, KS 66226
US

Áreas de servicio

Shawnee, Merriam, Bonner Springs, Edwardsville, Tonganoxie, Basehor

Puntos de referencia

Located on the southwest side of K7 and Johnson Drive in Shawnee

Contacto adicional

Fax: (913) 948-7204
Jim Boldt: Allstate Insurance
Puedes ver mi experiencia en la industria financiera y antecedentes en BrokerCheck de FINRA

Agente de Allstate local: Conoce a Jim Boldt

Productos que ofrecemos:

  • Auto
  • Casa
  • Condominio
  • Inquilinos
  • Motocicleta
  • Negocios
  • Vida
  • Todo Terreno
  • Barco
30+
Años de experiencia
25+
Años en la comunidad
Educacion
Educacion expandir/contraer menú desplegable
Bachelor of Arts-Ottawa University
Industry Services
Industry Services expandir/contraer menú desplegable
Member of NAIFA, National Association of Insurance and Financial Advisors - 20 years
2012 President of the Kansas City Chapter of Financial Services Professionals
Cita

Nuestro equipo

Patti Coffelt

Customer Account Representative
It took Patti Coffelt less than a year to realize she wasn’t ready for retirement.

She originally retired in November 2013 after nearly 30 years working in testing labs, holding numerous positions throughout her career. Less than a year into retirement, however, she had to find a job.

“I got bored. I wasn’t good at being retired. There are only so many cookies I can bake and I got tired of hanging around the house.”

That revelation occurred around the same time Patti and her husband, as customers of Jim Boldt & Associates, were getting a policy review. Through their conversation, Jim and Patti discovered they could help each other. Jim needed an office manager to schedule appointments and take care of administrative work, and Patti desired a little more structure in her retired life.

“Not a lot of structure, just more than I had before I started working here.” Working three days a week in the office, she said, provides “a good balance.”

The part-time position leaves plenty of time to enjoy retirement activities with her husband. They often explore the Kansas City area and are currently on a quest to visit all of the city’s world-renowned fountains.

Patti also developed a passion for playing pickleball, and she spends a considerable amount of time with her two children, four grandchildren and two great-grandchildren, all of whom live in the area.

Says Jim: “Patti has been such a blessing to this team. The customers love talking to her, she does a lot of mentoring to the younger agents, and it’s amazing how much she gets done for me working three days a week. This office couldn’t operate without her organizational and people skills.”

Bob Westerfelt

Customer Service Manager
Bob has worked in insurance and financial services for more than 25 years as an account manager, trainer, and sales manager.

Bob and Jim met when they worked together at the corporate office for Aviva USA for three years. They maintained a strong relationship after Jim started his agency in 2009.

Following the sale of Aviva USA in 2013, Bob found himself needing a job. At the same time, he also wanted to dedicate as much time as possible to caring for his aging father. Jim stepped in to offer Bob a part-time customer support role that enables Bob to work from the home in Muscatine, Iowa that he shares with his father.

“Jim is a great person to work for. Not many business owners would accommodate my family needs, but with Jim, family always comes first. I’m happy to still be working in the insurance business helping people with their policy needs.”

Bob handles a number of responsibilities, including helping customers with policy questions, handling billing inquiries, and researching coverage options for customers.

Says Jim: “At some point, most customers have probably talked to Bob on the phone and I always know they’re in good hands. Bob is one of the smartest people I’ve ever met and knows as much about insurance as anybody. Yet he’s very friendly, patient, and will stay on the phone until your questions have been answered.”

Jessica Kramer

Customer Account Representative
Jessica Kramer rarely shies away from an opportunity.

Needing a full-time job after graduating from Paola High School in 2014, Jessica heard from a friend that a local insurance agent needed help answering phone calls and doing some administrative work. She applied and, even with no insurance background or knowledge, Jim Boldt hired her on the spot.

Three years later, when Jim needed another licensed insurance agent on his staff to help expand the customer base, Jessica stepped up again. She studied for her licensing exam and became a fully licensed agent in January 2017.

“When I started here, I didn’t know what a quote was. I knew nothing about insurance. After being in it a short time, I really started to enjoy the business and the customer interactions.”

Today, even though she’s still learning about the business, Jessica is always ready to help Allstates new and existing customers with insurance quotes and service needs. Just a few years removed from high school, Jessica is establishing a career in insurance and showing her peers that young people can be successful in the business.

When she’s not working, she enjoys traveling, fishing, hanging out with her two dogs, and watching the Chiefs, Royals, and Jayhawks.

Says Jim: “The way she’s learned the business and stuck with it for over four years shows me she’s dedicated. She has a bright future in this business and I’m proud to watch her grow as both an insurance agent and as a person."

Rebecca Carney

Rebecca Carney joined the Jim Boldt Agency in July 2019. Prior to joining the agency, Rebecca worked in customer service for a high-end jewelry company. She’s also worked in property management and as a transportation manager. Rebecca has recently earned her Insurance license and is now a licensed Insurance Agent.

She quit her previous job to spend more time with her husband and three daughters. She met Jim through church and he offered her the opportunity to work part-time in the mornings. What I like about working for The Jim Boldt Agency is the team of people I work with and Jim’s dedication to customers.

For the Jim Boldt Agency, Rebecca does “a little of everything,” including administrative assistant, human resources, payroll and office management.

“She’s a valuable asset to our agency and very customer-focused,” said Jim.

In her spare time, Rebecca spends time with her family hanging out at the pool, parks, going on bike rides, traveling and exploring new towns and different parts of KC, cooking with her daughters, especially baking, or just on the couch watching movies.

In the last few years, her family began a mission to visit every Major League Baseball stadium. As of the summer of 2019, they have visited eight, including Fenway Park, where they sat behind the left-field on the Green Monster. They’ve also been to Wrigley Field, home of the Chicago Cubs; Kauffman Stadium, home of the Kansas City Royals; and Miller Park, home of the Milwaukee Brewers.

Heather Shelton

Heather Shelton joined the Jim Boldt and Associates team in July of 2019. Her role as a Licensed Insurance Agent is fulfilled remotely as she works from home during the afternoon hours.

Her education and industry backgrounds include years of customer service and account management. Her Master’s in Business Management earned at Baker University has provided her the tools needed to be successful in each of these fields.

Jim Boldt noted that, “Although she is new to the insurance business, she has a great business background and she quickly jumped in earned her insurance license.”

Being a service minded person, Heather stated that “what I like about working with Jim and his staff is that they all have a goal of providing quality service and properly protecting people”.

In her spare time Heather enjoys reading historical non-fiction and personal development books.

As a mother of three daughters, Heather is dedicated to education and being a positive role model for her girls. She is active in her community as a Girl Scout leader, school volunteer and advocate, and is always happy to lend a hand wherever one is needed.

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Combina seguros y ahorra

Seguro de Auto

Proteger lo que amas también puede ser práctico. Con Allstate, ahorrarás al comprar tu seguro de auto junto con otro producto. Tu agente puede ayudarte a optimizar tus ahorros y decidir si combinar seguros es lo adecuado para ti.

Prepárate para lo que podrías enfrentar en la carretera.

Desde reparar una llanta ponchada a recargar la batería de tu auto, Allstate te ofrece diferentes planes de asistencia en la carretera para que puedas regresar a tu ruta sin demorar. Encontremos juntos el producto de asistencia en la carretera que más se adapta a tus necesidades y presupuesto.
Aprenda MásPromotion Details
Jim Boldt tiene licencia para seguros en los estados de Iowa, Kansas, y Missouri. Si no reside en los estados de Iowa, Kansas, o Missouri, vaya a la sección Localizar a un Agente en miallstate.com para buscar otro agente u otro representante financiero personal de Allstate.

Sujeto a términos, condiciones y disponibilidad.

Este material tiene únicamente fines ilustrativos. Los seguros de auto y de propietarios de casa, así como otros productos de seguros de bienes y contra riesgos diversos se pueden obtener en Allstate Insurance Company, Allstate Indemnity Company, Allstate Property and Casualty Insurance Company y Allstate Fire and Casualty Insurance Company (oficinas centrales: Northbrook, IL), Allstate New Jersey Insurance Company y Allstate New Jersey Property and Casualty Insurance Company (oficinas centrales: Bridgewater, NJ) y Allstate County Mutual Insurance Company y Allstate Texas Lloyd's (oficinas centrales: Irving, TX). Seguro de vida emitidos por Allstate Life Insurance Company de Northbrook, y American Heritage Life Insurance Company de Jacksonville, FL. En New York, Allstate Life Insurance Company of New York de Hauppauge, NY. Valores ofrecidos por representantes financieros personales a través de Allstate Financial Services, LLC (LSA Securities en LA y PA). Corredor de bolsa registrado. Miembro de FINRA, SIPC. Oficina principal: 2920 South 84th Street, Lincoln, NE 68506. (877) 525-5727.

Revisa los antecedentes de esta empresa en el sitio web BrokerCheck de FINRA.

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