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Bill is the President and CEO of a consulting firm that specializes in aiding insurance brokerage firms with growth strategies. We build top sales teams for our clients by attracting top talent from outside of the insurance brokerage world and build a FirstSteps transition program. The FirstSteps transition program best positions the salesperson for success because we include components of training, development, mentorship,and coaching while wrapping them around the salesperson. Bill has been a catalyst in creating these programs and helping us select the best candidates to invite into the program. Bill joined MarshBerry in March of 2010 as the SRVP Of The Dallas Division. In a short amount of time he built a top performing office that strengthened MarshBerry's capabilities to be able to search for Merger & Acquisition targets for their Clients.Joined Kaye/Bassman in 1993 and built, developed and led some of the companies most productive teams. His search expertise crosses many areas of specialization.Bill was also been on the forefront of implementing our Mergers and Acquisitions Practice, having participated in over 400 million worth of commissioned dollars of acquisitions during his tenure. Throughout Bill's search career he has been responsible for over 14 million in revenues to the firm. Led the Retail Insurance Brokerage M&A Practice, one of Kaye/Bassman’s highest performing business units.Ranked in the top 5 in national network of 4,000 recruiters from 1997 to 2000 and garnered the first and second spots from 2001-2005. Bill's peers have consistently recognized him as one of the industry's Elite Search Professionals. He is frequently requested to speak at association functions and is regularly consulted by leading insurance organizations.Specialties: Mergers & Acquisitions, Insurance, Executive Search
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Svp Sales Trinity CaptiveTrinity Captive Group Feb 2023 - Present -
Vice President Of Business DevelopmentTrinity Captive Group Feb 2022 - Nov 2024Helping Insurance Brokers bring better value and lower costs to their clients by taking advantage of cost containment strategies across the health plan. We are changing the cost curve for our clients while also cutting their employee's deductibles in half. Additionally, we give them numerous free services from some of the best providers of care in the country. If you really value your employees, have your broker reach out to us.
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President And CeoSchul Baker Partners/Baker Growth Specialists Jan 2015 - Nov 2024Dallas, Tx, UsBill has taken over the leadership and daily operational control of the organization. He has been responsible for developing and growing the organization and will be setting the direction of our expansion and growth for the future. -
President And PartnerSchul Baker Partners/Baker Growth Specialists Jan 2013 - Jun 2015Dallas, Tx, UsSchul Baker Partners is proud to announce the promotion to Partner for Bill causing us to change our name. He brings a dynamic perspective to our organization and is a catalyst in helping us grow our client list and attract the top sales talent from outside the industry to our Clients.
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PresidentThe Schul Group Nov 2011 - Dec 2012Bill has come on board as President to partner with Pat Schul in developing a consulting firm that specializes in aiding insurance brokerage firms with growth strategies. Building, recruiting and executing the development of Sales Associate programs is a central tenet to the success that we bring to our clients and Bill has been a catalyst in creating these programs.
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Senior Vice President, Dallas DivisionMarshberry Mar 2010 - Oct 2011Woodmere, Ohio, UsLead the M&A Search Practice and Dallas office for MarshBerry -
Managing Partner & M&A Practice LeaderKaye/Bassman International 1992 - Mar 2010Plano, Texas, UsManage the Kaye/Bassman Mergers & Acquisition Practice, with specific Focus on the Retail Insurance Brokerage Niche Industry.
Bill Baker Skills
Bill Baker Education Details
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University Of CincinnatiDesign And Architecture -
Northwest High School
Frequently Asked Questions about Bill Baker
What company does Bill Baker work for?
Bill Baker works for Trinity Captive Group
What is Bill Baker's role at the current company?
Bill Baker's current role is SVP Sales Trinity Captive Group.
What is Bill Baker's email address?
Bill Baker's email address is bi****@****oup.com
What is Bill Baker's direct phone number?
Bill Baker's direct phone number is +121479*****
What schools did Bill Baker attend?
Bill Baker attended University Of Cincinnati, Northwest High School.
What are some of Bill Baker's interests?
Bill Baker has interest in Football, Baseball.
What skills is Bill Baker known for?
Bill Baker has skills like Leadership, Management, Recruiting, Insurance, New Business Development, Strategic Planning, Mergers And Acquisitions, Executive Search, Mergers, Employee Benefits, Sales, Coaching.
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