About Truex Insurance
Truex Insurance Agency is Privately Owned by Larry Lee, Jeff Tokunaga, and James Watt with a combined 60 plus years of insurance experience between them. Truex has grown to become one of the largest independently owned agencies not only in Stockton, but throughout the Central Valley.
Our growth is a direct result of our:
- Personnel: We attract and retain our industry’s top
talent, providing them the resources and authority
to serve our customers at the highest level.
- Service: We pride ourselves on our unique approach and dedication
to service:
- Personalized service and support we provide
when a customer files a claim.
- Fulfilling the promise of our products
when a loss occurs.
- Results: We offer the best mix of the
right insurance coverage and great pricing.
- Our private ownership is our assurance
that we can and will make business decisions quickly
that favor our clients interests and not favor
short-term earnings for shareholders.
- We have outstanding relationships with
our underwriters; we are viewed as partners – we
are trusted – and have the confidence of
all parties to deliver “win-win” propositions
that will result in long-term relationships.
- Retention: On an annual basis, we consistently retain 95%
our clients!
Mission
We have personal relationship with our clients
and stay in contact with them throughout the year.
Client requests are taken care of immediately and
accurately.
How We GO TO MARKET
As your broker, our first step will be to analyze
your current program. As
your partner, we are an extension of your risk management team – through
constant contact and communication, we pledge to add value to your business – now
and in the future!
Our marketing philosophy is to negotiate with the
decision makers for the various carriers; this approach
promotes effective communication and a true commitment
by all parties to maintain a long-term partnership. These
relationships inevitably provide the best results
for our clients.
In addition to year-round conversations, we always
hold pre-renewal meetings with our clients before
approaching the marketplace; this assures that our
clients objectives are addressed, all coverage options
are discussed and any new legislation and/or information
can be reviewed before annual decisions are made.
Personnel Profiles
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Larry Lee, CPCU
Producer/Executive President
Larry Lee began his insurance career as a
Territory Manager for Royal Insurance Company
following his graduation from Western Washington
University. Larry
earned his CPCU designation in 1977. In
1980 Larry joined the team at Truex Insurance.
Larry’s 34 years of industry experience
includes running a statewide property, liability
and auto insurance program for Volunteer Fire
Districts. Larry
currently provides insurance to a majority
of the larger, local developers and homebuilders,
along with other commercial and individual
clients.
Throughout his career Larry has also taught
college level classes in insurance licensing
and various continuing education topics for
the industry. He
is also a past member of the YMCA Board of
Trustees. |
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Jeff Tokunaga, CPCU
Producer/Senior Vice President
Jeff
began his insurance career in 1982 as a marketing
representative for Foundation Health. Jeff holds a BA in Marketing from California State University
Sacramento and has over 20 years experience in the health care/insurance industry. He
obtained his CPCU designation in 1995. Jeff heads Truex’s Health
Insurance Practice that focuses on a wide array of employee benefits. His
experience in both the insurance company and
agency side of the business gives Jeff invaluable
insight. |
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James Watt, CPCU
Producer/ Vice President
James Watt began working for Truex in 2004 following a seven year career as a
professional golfer. James graduated from the University of Nevada with a degree
in Finance and a minor in Economics. While at the University of Nevada, James
was awarded the honor of Academic All American (1998) and Scholar-Athlete of
the Year (1997). James obtained his CPCU designation in 2008 with a focus in
commercial insurance. He specializes in a number of different industries including
agriculture, construction, retail service and personal insurance. For more information
about James, go to lodinews.com. |
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Brian M. Dillon
Producer
Brian joined Truex Insurance Agency in the summer of 2009 after several years of successful sales and service experience throughout California in the insurance industry. At Truex Brian's focus will be on the production of Home, Auto, Health and Commercial Insurance policies. Prior to beginning his career in the Insurance Business, Brian spent five years as a touring golf professional and served as the National Chairman of the NCAA Student-Athlete Advisory Committee where he traveled the United States extensively as a motivational speaker and educator. Brian has also been honored nationally as an Academic All-American at the University of Pacific where he earned both an MBA and an Undergraduate Degree in Business Marketing. |
A “CPCU” or Chartered Property
Casualty Underwriter, is an insurance professional
who has earned the CPCU designation. CPCU are considered
the standard setters of the insurance industry. In
order to achieve this prestigious designation, insurance
professionals must meet certain requirements in the
following areas:
- Education: CPCUs pass national exams on topics
including insurance law, accounting, risk management,
and ethics. CPCUs continually update their base
of insurance expertise by participating in technical
and professional development workshops and seminars.
- Ethics: CPCUs promise to abide by a Code of
Professional Ethics, placing their clients’ needs
before their own.
- Experience: CPCUs meet an experience requirement
to become a CPCU and have proven insurance expertise
and knowledge.
For more information about CPCUs, visit the
American Institute for CPCU’s web site.
Insurance Carriers
As independent agents, we have
established long-term, solid relationships with
some of the top national and regional carriers
in the industry. Our experienced staff will be
able to provide comprehensive, expert insurance
solutions and service.
For you, our client, this provides competitive pricing,
coverage options, and peace of mind that the company
providing your insurance coverage meets our standards.
- AIG
- Allied
- Employers
- Encompass
- ICW Group
- Fireman’s Fund
- Golden Eagle
- Hartford
- Kemper
- Unigard (QBE)
- State Fund
- Travelers
- Unitrin
- Zenith
- Zurich
Professional Associations
Community Associations
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