Brian P. Harvey, Cpria Email and Phone Number
Brian P. Harvey, Cpria work email
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Brian P. Harvey, Cpria personal email
Brian P. Harvey, Cpria phone numbers
As the Southwest Sales Leader for Marsh McLennan Agency Private Client Services, I lead a team of professionals that provide tailored personal risk management solutions for high-net-worth and ultra-high-net-worth individuals and families. In my current role, I oversee the new client acquisition process and ensure achievement of new business goals for a team of Business Development Executives and Sales & Risk Consultants in the states of Texas, Oklahoma, Arkansas, Kansas, New Mexico and Louisiana. I also have a personal revenue goal, which I consistently exceed by leveraging my extensive network of referral partners and clients, and my deep knowledge of the market and the products. I'm passionate about helping my clients protect their assets and lifestyles, while also providing them with exceptional service. I also enjoy working closely with other professionals (Family Offices, Wealth Advisors, Attorneys, CPA's, etc.) to support their businesses and clients with personalized risk management solutions and expertise. I am extremely proud to be part of Marsh McLennan Agency Private Client Services, the leading global provider of advice, solutions, and strategies in the areas of risk, strategy, and people.
Marsh Mclennan Agency
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Senior Vice President | Southwest Sales LeaderMarsh Mclennan Agency May 2023 - PresentOklahoma City, Oklahoma, United StatesMarsh McLennan Agency Private Client Services specializes in Risk Management and Personal Insurance solutions for High Net Worth and Ultra High Net Worth Individuals, Families and Family Offices. I oversee the new client acquisition process and ensure achievement of new business goals for an assigned team of Business Development Executives (Producers) and Sales & Risk Consultants. Responsibilities include acheiving a personal revenue goal in addition to coaching the sales team to acheive overall territory revenue goal in OK, TX, KS, MO and AR.
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Private Client AdvisorHub International Mid-America Jul 2017 - May 2023Oklahoma City, Oklahoma AreaHigh Net Worth Personal Insurance Advisor for HUB International, the #1 ranked privately-held brokerage in the U.S. I specialized in providing personalized risk management solutions for successful individuals and their families. -
Personal Insurance AdvisorThrive Insurance Jul 2016 - Jul 2017Oklahoma City, Oklahoma AreaPersonal Lines (Home/Auto/Life) Insurance Advisor with the fastest growing independent agency in Oklahoma. My focus is on establishing and maintaining long term relationships with my referral partners and clients by bringing value and a level of service that is unmatched in the insurance industry. -
Lead Sales RepresentativeLiberty Mutual Insurance Jul 2007 - Jul 2016Oklahoma City, Oklahoma AreaLead Sales Representative with Liberty Mutual - a Fortune 100 company based in Boston, MA. During my tenure at Liberty Mutual I assisted in opening the Edmond, Gaillardia and Oklahoma City offices as operations in Oklahoma Expanded. My specialty was working with individuals, families and opening/managing employer accounts which included OPUBCO, a la mode, inc., American Energy Partners, UCO Alumni, SNU Alumni, Ascent Resources and Permian Resources (among others). -
Legal AssistantFlinn & Beagan, Llc Jan 2002 - Jun 2007Vienna, VirginiaLaw firm in Vienna, VA specializing in zoning, leases and construction law.
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Honor Guardsman, SeamanU.S. Coast Guard Feb 1994 - May 1998Alexandria, Virginia And Panama City, Florida
Brian P. Harvey, Cpria Skills
Brian P. Harvey, Cpria Education Details
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History - Political Science (Pre-Law) -
Public Administration
Frequently Asked Questions about Brian P. Harvey, Cpria
What company does Brian P. Harvey, Cpria work for?
Brian P. Harvey, Cpria works for Marsh Mclennan Agency
What is Brian P. Harvey, Cpria's role at the current company?
Brian P. Harvey, Cpria's current role is Senior Vice President | Southwest Sales Leader MMA PCS | Serving Successful Individuals and Families.
What is Brian P. Harvey, Cpria's email address?
Brian P. Harvey, Cpria's email address is ha****@****ins.com
What is Brian P. Harvey, Cpria's direct phone number?
Brian P. Harvey, Cpria's direct phone number is (800) 335*****
What schools did Brian P. Harvey, Cpria attend?
Brian P. Harvey, Cpria attended Bethany College, University Of Oklahoma.
What are some of Brian P. Harvey, Cpria's interests?
Brian P. Harvey, Cpria has interest in Family, Volunteering, Reading, Friends, Supporting Deer Creek Public Schools.
What skills is Brian P. Harvey, Cpria known for?
Brian P. Harvey, Cpria has skills like Insurance, Sales, Life Insurance, Real Estate, Team Building, Management, Employee Benefits, Marketing, Account Management, Leadership, Small Business, Property.
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