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Jody Simer

Risk Advisor
Farmington, NM

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Contact Jody

(505) 324-5703 - Direct

Please note: coverage cannot be bound or altered online. A service representative will need to contact you to finalize your request.

About Jody

I am pleased to bring nearly 20 years of experience to the insurance industry, focusing on employee benefits and risk analysis aimed at containing healthcare costs while helping employers attract and retain valuable employees.

My career started as an investment broker in Farmington, New Mexico, where I obtained my health and life insurance licenses as an estate planning tool. Upon learning about an opportunity at a local insurance agency to grow their life and health department, my career in insurance and risk management began. During my 20-year tenure, my department experienced steady financial growth, exceeding company sales goals, client retention rates, and customer service metrics.

Throughout my 20 years in the insurance industry, I primarily focused on employee benefits and risk management, and I continued to pursue educational and professional opportunities that have strengthened my knowledge of the industry, products, market trends, and state/federal guidelines. I have life, health, accident, property, casualty, and variable annuity licenses, in addition to Series 7, 63, and 24 brokerage licenses. This collective knowledge has given me the reputation as a trusted advisor.

Years of experience

21

Neighborhoods Served

New Mexico, Southern Colorado, West Texas

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    What sets me apart from traditional agencies that just sell insurance is the Kysar Leavitt model. As a local agency with over 60 years of leadership, we understand our unique market and economic climate. This allows us to provide solutions that make sense for our resident businesses, customers, and community, as well as offering a more in-depth level of customer service and faster resolution times.

    Additionally, our partnership with the Leavitt Group empowers us to access healthcare and plan administration solutions from national industry leaders that would otherwise not be available to a small local organization. Access to these best-in-class partnerships and our extensive client analysis ensure we can design individualized employee benefits packages and plan administration solutions that align with each employer's unique goals, coverage needs, and budgets.

    I believe integrity is essential for success in all facets of life. As a benefits advisor, my foremost responsibility is to act in the best interest of your company and employees. Your success is my success – that is my personal commitment to you. As a lifelong New Mexican, I truly value working for an agency that has a fundamental belief in giving back to our community.


Office details

Contact

300 West Arrington Street
#100
Farmington, NM 87401

Map · Office Staff

(505) 324-5703 - Jody's Direct

(505) 327-0346 - Jody's Fax

(505) 325-4561 - General Office

General Office Hours

Day Time
Mon 8:30 AM – 5:00 PM
Tue 8:30 AM – 5:00 PM
Wed 8:30 AM – 5:00 PM
Thr 8:30 AM – 5:00 PM
Fri 8:30 AM – 4:00 PM
Sat Closed
Sun Closed

This staff member's office hours may differ from the hours listed above.