Bart Taylor Email & Phone Number

CRE Insurance. For Legends. By Legends.

Types of properties we are focused on assisting:

• apartments
• office
• hotels / motels
• retail
• commercial developments / construction phase
• medical facilities
• mixed use
• industrial
• manufacturing
• event spaces
• theaters, stadiums, religious, educational institutions
• high rises

Austin, Tx

Commercial Property
Construction Risk Management & Development Projects
Energy/Oil & Gas
Artisan & General Contractors
Builders Risk
Business
***********************************
• Qualified Risk Manager for Construction Risk, Energy/Oil & Gas and Commercial Property.
• I want to know and study your business. I want to make sure that you are offered every level of protection afforded. No other risk manager will care more about you and your business.
• Developed referral based marketing initiative utilizing my sphere of influence, aggressive networking group opportunities and my personal client database consisting of web based marketing programs, group and personal presentations, constant customer contact and appreciation gifts
• Manage new insurance business sales growth of 20% year over year by developing strong relationships through technical and educational expertise of insurance products while offering fanatical support and follow through to achieve the utmost satisfaction in order to generate future referrals.
• Maintain a solid 88.53% customer retention ratio by solving personalized issues through collaboration with policy services and billing departments in order to comfort the needs of every insurance client in a timely and professional manner.
Constant customer contact and appreciation gifts
• Named a "Five Star Insurance Professional" in Texas Monthly magazine for three consecutive years. (2011, 2012, 2013)

Business to Business - Mortgage Wholesale
• Achieved a Top 1.01% (#7 of 699) ranking among all account executives within company in my first full year by incredible persistence, determination and an incomparable work ethic
• Maintained over 85% closing ratio by staying involved in the complete sales cycle from initial review of file through closing and ultimate funding of files.
• Initiated contact with Executives and Owners
• Created strong relationships through constant contact, group and individual presentations of products, exceptional responsiveness to demanding and time sensitive situations and understanding of customer’s needs to foster consistent referral business.
• Maintained strong relationships with clients and in house team by creating friendships and providing impeccable service after the sale.
• Awarded Presidents Club Member – first full year

President, Mortgage Broker, Correspondent Lender, Head of Operations
• Built a company from one office with two loan officers, to seven offices with over 100 loan officers throughout Texas
• Coordinated all aspects and issues of network, software and data storage directly with IT manager to provide responsive problem solving solutions
• Developed systems, policies and procedures for company originating and funding over $100 million in mortgage loans on an annual basis
• Created and maintained a $5million revolving warehouse line of credit to originate and fund mortgage loans in company name
• Negotiated rates with banks for rate and product offerings, and monitored post closing underwriting accuracy to ensure purchase and pass through of loans funded in company name

• Promoted to Team Leader after only six months, in order to train new loan officers including implementation of lead generation program and system processes
• Embraced referral by design marketing system for realtors, builders and sphere of influence to set consistent monthly sales records for gross receipts of funding through proactive lead generation and commitment to closing
• Generated reports to track and monitor success rates of all marketing initiatives and product offerings
• Developed strong sphere of influence by establishing relationship with industry professionals including builders, realtors, title companies, CPAs, as well as personal relationships