David Erwin

David Erwin Email and Phone Number

President, Chief Executive Officer and Board Member @ Bearing Insurance
Glen Allen, VA, US
David Erwin's Location
Glen Allen, Virginia, United States, United States
David Erwin's Contact Details

David Erwin personal email

n/a
About David Erwin

Accomplished, highly successful professional, with an exceptionally broad range of leadership and managerial experience spanning both Insurance Brokerage and Banking. A creative leader and tactical strategist, who utilizes an inspirational, team-oriented leadership style, with specific emphasis on employee engagement, collaboration and inclusion to create a winning team environment. Has consistently delivered operational excellence, as well as LOB growth and profitability, across multiple platforms and assignments. SKILLS AND EXPERTISE • C-suite/Executive Leadership • Strategic Planning/Execution • Sales Coaching/Goal Setting• Performance Management • Talent Development/Retention• Team Building/Company Culture • Negotiation/Conflict Resolution • Financial Reporting/Forecasting• Mergers/Acquisitions/Divestitures

David Erwin's Current Company Details
Bearing Insurance

Bearing Insurance

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President, Chief Executive Officer and Board Member
Glen Allen, VA, US
David Erwin Work Experience Details
  • Bearing Insurance
    President, Chief Executive Officer And Board Member
    Bearing Insurance
    Glen Allen, Va, Us
  • Bankers Insurance, Llc
    President, Chief Executive Officer & Board Member
    Bankers Insurance, Llc Oct 2021 - Present
    Glen Allen, Va, Us
  • Crest Insurance Group
    Mergers And Acquisitions Director
    Crest Insurance Group Apr 2021 - Oct 2021
    Tucson, Az, Us
  • American Financial Insurance Services, Inc. (Borden Insurance)
    President/Ceo
    American Financial Insurance Services, Inc. (Borden Insurance) Aug 2019 - Jan 2021
    • Directly responsible for all aspects of a multi-million dollar bank-owned insurance brokerage operation, located in Corpus Christi, Texas. • Scope of managerial responsibility: 40+ team members, including 9 producers (EB, P&C and Personal Lines)• Successfully negotiated, managed and executed the sale/divestiture of Borden Insurance to Higginbotham Insurance
  • Usi Insurance Services
    Managing Director
    Usi Insurance Services Dec 2017 - Jul 2019
    Valhalla, Ny, Us
    • Joined USI Insurance Services after the acquisition of Wells Fargo Insurance Services by USI in December 2017. • Senior executive responsible for leading a team of Property & Casualty professionals, with specific focus on pipeline management, as well as executing various client retention strategies to support ongoing financial objectives. Accountable for line of sight new and lost business forecasting, as well for developing an overall strategic plan for the local practice.• Responsible for the engagement, recruitment, hiring, onboarding and development of talent to drive results and to support the local office/regional growth objectives. • Coordinates with producers, service team members, operations and technical resources, across a highly matrixed environment, to insure the successful execution of USI’s core client processes.
  • Wells Fargo
    Managing Director Texas Region - Wells Fargo Insurance Usa, Inc.
    Wells Fargo 2014 - Dec 2017
    San Francisco, California, Us
    • Recruited to run the Dallas Insurance Office, was subsequently asked to run the Texas region for Wells Fargo Insurance, with offices in Dallas, Houston and San Antonio. • Directly responsible for the financial/P&L results of a $30+ million (revenue) region, including sales pipeline management, client retention, revenue growth, talent acquisition/employee retention, bank cross-sell, strategic partnerships, early talent development/mentoring and overall strategic direction. • Scope of managerial responsibility: 80+ team members (22 direct reports, including 18 P&C, EB and personal lines producers), with a laser-like focus on delivering an exceptional client experience. Specific attention paid to the alignment of individual and organizational goals, building and nurturing of a strong employee culture and strict adherence to company policies and procedures.
  • Bbva In The Usa
    President/Ceo - Bbva Compass Insurance Agency, Inc.
    Bbva In The Usa 2009 - 2014
    Birmingham, Al, Us
    • Senior Executive responsible for all aspects of a $60 million (revenue), bank-owned insurance operation (P&C, EB, personal lines and executive benefits), reporting to the Bank COO. • Scope of managerial responsibility: 200+ team members (14 direct reports, including 10 office heads), with 60+ producers, located in 10 offices, across 4 states (AL, TX, AZ, CO). Direct areas of responsibility: strategic planning and execution, client acquisition/retention/experience, P&L, revenue growth, sales pipeline management, employee ownership/accountability, carrier/strategic partnerships, talent acquisition, performance management, HR, M&A, bank cross-sell, development of internal and external COI’s, operations, compliance and financial reporting. • Successfully negotiated and executed the sale/divestiture to USI Insurance Services.
  • Bbva In The Usa
    Executive Vice President - Director Commercial Business Services
    Bbva In The Usa 2004 - 2009
    Birmingham, Al, Us
    Recruited to run BBVA’s Institutional Trust Group, was subsequently asked to concurrently manage a portfolio of business units within the Commercial Bank, reporting to the COO. The business units were: Institutional Trust/Asset Services, Correspondent Banking, SBA and Commercial Billing (Factoring).
  • Jpmorgan Chase & Co.
    Senior Vice President - Institutional Trust/Asset Services
    Jpmorgan Chase & Co. 1987 - 2004
    New York, Ny, Us
    Senior Manager responsible for the bank's 30+ person Institutional Trust and Asset Services division. Also, directly responsible for developing the bank's Local Governnment Investment Pool program, which included management responsibility for the $16 billion TexPool fund and the creation of TexStar, a AAA rated local government fund created exclusively for Texas-based municipalities and local governmental entities.

David Erwin Skills

Banking Business Strategy Team Leadership Strategic Negotiations Change Management Adaptability Business Litigation Problem Solving Sales Management Divestitures Strategic Hiring Client Development Institutional Sales Trust Services Employee Benefits Investment Management Trust Administration Institutional Investments Mentoring Manage Client Relationships Employee Relations Expense Management Team Building Positive Team Player Commercial Banking Financial Analysis Portfolio Management Retail Banking Credit Risk Investments Management Relationship Management Leadership Risk Management Financial Services Credit Executive Management Insurance Brokerage Insurance

David Erwin Education Details

  • Texas A&M University
    Texas A&M University
    Management
  • Iese Business School
    Iese Business School
    Madrid Spain
  • Center For Creative Leadership
    Center For Creative Leadership
    Madrid Spain

Frequently Asked Questions about David Erwin

What company does David Erwin work for?

David Erwin works for Bearing Insurance

What is David Erwin's role at the current company?

David Erwin's current role is President, Chief Executive Officer and Board Member.

What is David Erwin's email address?

David Erwin's email address is de****@****ins.com

What schools did David Erwin attend?

David Erwin attended Texas A&m University, Iese Business School, Center For Creative Leadership.

What skills is David Erwin known for?

David Erwin has skills like Banking, Business Strategy, Team Leadership, Strategic Negotiations, Change Management, Adaptability, Business Litigation, Problem Solving, Sales Management, Divestitures, Strategic Hiring, Client Development.

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