Donna M. Carlson Insurance is a locally owned independent insurance agency located in Camas, Washington. Our mission is to assist our clients with access to affordable insurance that meets their needs—with special emphasis on prompt and continued customer service. Our customer service is handled the old-fashioned way, by putting our clients’ needs first and taking the time to be thorough.

Donna M. Carlson Insurance upholds high ethical standards and complies with the HIPAA, (Health Insurance Portability and Accountability Act) privacy requirements to protect confidentiality.

Donna M. Carlson, RHU, CLTC

CREDENTIALS & LICENSES
Donna Carlson lives near Vancouver, WA and maintains her life and health insurance licenses in both Oregon and Washington. She is a licensed health insurance consultant in Oregon and is appointed to represent the major health insurance companies in Oregon and Washington.

Donna has received the distinguished Registered Health Underwriter (RHU) designation. The RHU program gives insurance professionals the broad knowledge and skills necessary to provide comprehensive health financing and disability income services to their clients. This designation has rigorous educational, experience, and ethical requirements.

She has also earned the Certified in Long-Term Care (CLTC) designation, which is endorsed by the National Academy of Elder Law Attorneys. The CLTC designation requires comprehensive education and knowledge in long-term care and Medicare.

Donna receives ongoing updates and briefings on legislative issues on federal, Oregon and Washington issues, and regularly attends continuing education courses. She maintains industry designations to further the company’s commitment to be the best it can be.

EXPERIENCE
Donna Carlson was hired by Kaiser Permanente in October, 1982 and worked in a variety of positions for the first few years, including Executive Secretary to the Vice President and Chief Financial Officer in the Portland, Oregon office, and Executive Secretary to the President of the Board and Area Medical Director for Northwest Permanente, P.C. In June, 1986 she transferred to the Kaiser Permanente Sales and Marketing Department where she held a variety of positions in both the large and small group departments. Donna retired from Kaiser Permanente June 1998 as the lead position with the Small Group Sales & Marketing Team. In that position it was her responsibility to call on all agents, and handle all outside meetings. She helped educate and train small group team members and was often called on to handle the most serious employer issues.

Donna served as a member on the Board of Directors of the Portland Association of Health Underwriters for several years and was elected the President of the Portland Association of Health Underwriters for the term year of 1993-1994. During that year, she also served as the Liaison Board Member to the Oregon Association of Health Underwriters. In August 1998 she formed Donna M. Carlson Insurance, which she continues to own and operate.

Ronald R. Carlson

Ronald R. Carlson is the Business Manager for Donna M. Carlson Insurance. Ron’s long experience in small business has proved to be valuable in the growth and success of the company. Ron says that in the five years since his wife, Donna began their agency, the business has grown nicely, but the real rewards are measured in the satisfaction of helping our clients find the insurance to meet their needs. He says the real credit belongs to Donna, who is the Agent and delivers industry leading customer service, based on her dedication to providing solid advice and her background and knowledge.

Ron’s background is from a family of small business entrepreneurs, who were known for service and hard work. After growing up in his father’s small town hardware store and finishing college, he worked in government service and for a major oil company before returning to his heritage as a business owner himself. The next decades were rewardingly spent providing financial services where he earned a solid reputation. When Donna wanted to start her own business, Ron came out of early retirement to work with her and to help the business grow. When asked the formula for their success, Ron reports that it has been based on providing excellent service and helping people find the right product to fit their needs.