Sales Service

ROBERT W. PATRICK

**** ********* *****

Galena, OH 43021

Home: 740-***-**** Cell: 216-***-****

E-Mail: *******@*******.**.***

SUMMARY

. Executive Producer/Client Executive, Team Sales and Service Manager;

multiple lines insurance placement and alternative risk solutions for

Global, Middle, Small and Specialty market accounts; Publicly traded,

Privately held, Not for Profit and Public Entity clients/prospects

. Full Office Head Management Responsibility with diversified practices,

Chicago, IL

. Conventional insurance, all lines, large deductible/retention and fronted

programs, onshore/offshore captives, treaty/facultative reinsurance,

pooling mechanisms, SPC's, TPA review/selection/pricing negotiation,

periodic claims review, stewardship meetings, contract renewal

negotiation

. Financial results driven through securitization of new business, target

marketing, expansion of existing revenue book through strong relationship

management, both external and internal

. Structured management, maintenance of market and practice partnerships,

consistently develop prospect, client and industry expert relationships

and continued understanding of market conditions, trends, market capacity

availability/needs and pricing in a fluid economy

. Continuous monitoring of client relationships, preparation of stewardship

reports, advance renewal strategy meetings

. Communication and negotiation skills with internal and external 'C-Suite'

VITO's - corporate, professional practice and individual levels

. Develop marketing and service strategies for market penetration, client

retention, recapture of lost client business, contributing to corporate

and team success

. Assemble, execute and coordinate expert sales, marketing and service

teams - internal and external maximum resource utilization and

relationship management

. Continuous network and relationship development with centers of influence-

individuals, groups, professional firms and associations

. Responsible for pricing of services including fee for service,

commission, fee/commission, fee/commission with commission cap; direct

client/provider negotiation with complete transparency

. Responsible for client stability and long-term account profitability

. Negotiate equitable revenue distribution with internal business

units/profit centers

. Extensive career travel requirements maintaining full meeting agendas and

schedules

EXPERIENCE

RPL Insurance Associates Ltd. Columbus, OH 2008-Present

RPL Columbus, Managing Director, Marketing, Sales and Service

. Executive Producer

. New Business Production, boutique Chicago based brokerage; traditional

and specialty, niche products

. Medical Malpractice, Hospital Uncompensated Care, affordable Employee

Medical Benefits and traditional insurance lines

Marsh USA Inc. Columbus, OH 2004 - 2008

Marsh Columbus, Vice President, Marketing and Service Team Leader

. Executive Producer/Client Executive Team Sales/Service Leadership

role, Risk Management, Middle, Small Market, Specialty programs for

Publicly Traded, Privately Held, Not for Profit Companies and Public

Entity; all industry sectors

. New Business Production, Client Retention, expanded growth

. Secured all lines of insurance of a Fortune 500 hospitality/restaurant

group prospect from a 52 year incumbent broker; Property/Casualty,

Lead Umbrella, Excess Liability, Excess WC, Corporation Aviation, D&O,

Fiduciary, Crime, Kidnap & Ransom, Product Contamination/Recall,

Environmental Impairment Liability and Surety. Proposed Enterprise

Risk Management Consultative services and WC Gap Analysis. Solicited

unbundled carrier and TPA quotations for a fully unbundled casualty

program

. Secured multiple BOR's from existing client; Lead Umbrella, all Excess

Layers, Excess WC, Corporate Aviation, Hotel Package Programs,

OREO/REPO, MIL

. Condo/Marina/Office Building Builders Risks, Condo Homeowners

Association Packages, Hotel Packages, Environmental Impairment

Liability, Airport PLL

. Property, Medical Mal Practice, Minor League Professional Baseball

Park construction consulting with client subsidiary consultant and

public entity

. Increased Property/Casualty/Other revenue

. TPA process review and selection

AXA Advisors, LLC. - Lifeguard Financial Cleveland, OH 2002 - 2004

Financial Sales Professional/Consultant

Targeted marketing to CPA/Accounting/Tax firms/Law Firms/Regional and

Community Financial Institutions; additionally maintained personal

practice production and service to clients in the Midwest Division;

product shelf included individual fixed/variable annuities/mutual

funds/403b's/IRA's

American National Insurance Company Galveston, TX 2000 -

2002

National Sales Manager, Financial Institution Wholesale Distribution - East

Region

. Managed and developed regional premium growth through wholesaling the

Company's products, inclusive of Fixed/Variable Annuities and services,

to existing financial institution clients and development of new

financial institution clients to shelf products for sale to retail

customers

. Expanded Eastern region 650%; from $25 M to $162M annual premium

production

. Functioned effectively in a remote virtual office environment

International Risk Management Group LTD. (Successor to American Risk

Management, Corp.; Fred Reiss Group) Cleveland, OH, and Chicago, IL

1974-1999

Vice President/Account Executive, Cleveland, OH 1992-

1999

New business development and marketing strategies, Marketing, Account

Executive; capitalization on existing client sales opportunities,

development of specialty products, managed the executive service team,

retail broker and carrier liaison(s), negotiated fee structure and

managed overall client account profitability

Annual multi million account management fee and brokerage based income

Developed/serviced US/Global Corporate insurance programs, Onshore and

Offshore captives, sophisticated risk-transfer programs, self-insured

programs and feasibility studies for current and prospective clients,

TPA solicitation and selection

Regional Vice President, Chicago, IL 1986-1992

Established the marketing/sales and client service operation for the

Midwest Region with a direct reporting structure to the President.

Managed new business development and executive service team support

including the coordination of engineering/underwriting services and

management/feasibility studies; Onshore and Offshore Captives

Assistant Vice President, Youngstown, OH and Cleveland, OH 1974-

1986

EDUCATION

BS/BA, Youngstown State University, Accounting/Finance; post graduate

and professional studies

Multiple States Property/Casualty, Life Accident & Health Licensed

National Association of Securities Dealers FINRA Series 6 and 66

(inactive)

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