Joe Perkowski Email & Phone Number

Finally enjoying retirement spending time with my wife, pets, travel, charitable endeavors

Lexington, Kentucky, United States

Financial Institution Insurance Specialist.Agency will work with Banks and Credit Unions forall of their insurance needs.

Louisville, Ky

Hired by IBIS (Independent Bank Insurance Services, Inc.), the nation's largest independent community bank specialist agency, to provide comprehensive insurance coverage and analysis reviews for community banks and other financial institutions. IBIS represents every major insurance market and will bring multiple competitive quotes for the institution, or agents who work with us.

Identify, Qualify and provide turn-key insurance programs to Financial Institutions around the USA

Amtrust purchased the “renewal rights” of BancInsure, Inc in February 2012. I was hired (retained) by AmTrust to assist in the Sales strategies and transition of the BancInsure programs over to AmTrust. Primary responsibilities continued to include servicing of BancInsure Independent Agent business, direct sales, and training for AmTrust reps.

Managed a Sales Team that provided key insurance products to Financial Institutions, such as Financial Institution Bonds, and Directors & Officers Liability Insurance.

was a dual direct and independent agency driven insurance company specializing in Financial Institution Bond, Directors & Officers Insurance, and Property & Casualty programs for financial institutions. We also had the endorsement of up to as many as 20 State Banking Associations. My role was to maintain my own territory while also supervising a team of 15 Territory Sales Managers to ensure we maintained our Sales quotas, while servicing our accounts and identifying and developing new… Show more was a dual direct and independent agency driven insurance company specializing in Financial Institution Bond, Directors & Officers Insurance, and Property & Casualty programs for financial institutions. We also had the endorsement of up to as many as 20 State Banking Associations. My role was to maintain my own territory while also supervising a team of 15 Territory Sales Managers to ensure we maintained our Sales quotas, while servicing our accounts and identifying and developing new Independent Agents to represent our products. In 2003 BancInsure “repurchased” their State Banking Association “books of business” including the Sales Representatives working within each of those State Associations. Each year in which there were incentive trips I qualified and attended the top performer retreats. Show less

Hired full time by KBA to develop the KenBanc Insurance products for their membership. Most of the concentration was on Financial Institution Bond, Directors & Officers Liability, and Property & Casualty products. I was also instrumental in the creation, development, and implementation of the very successful KenBanc Reinsurance Company, Ltd, a program to initiate and sell Credit Life insurance products to KBA members. This “Captive” provided ownership and dividend potential to KBA… Show more Hired full time by KBA to develop the KenBanc Insurance products for their membership. Most of the concentration was on Financial Institution Bond, Directors & Officers Liability, and Property & Casualty products. I was also instrumental in the creation, development, and implementation of the very successful KenBanc Reinsurance Company, Ltd, a program to initiate and sell Credit Life insurance products to KBA members. This “Captive” provided ownership and dividend potential to KBA members. Show less

Recruited by this independent agency to assist and grow a professional and medical liability practice within their Independent Insurance Agency. During this short tenure was able to bring in over $1ML of Medical Malpractice Liability premiums while also assisting this agency with the cross sale of P&C lines to some of their Health based Association programs, including the KBA. Devoted approximately one third of my efforts to general commercial insurance, professional liability, and… Show more Recruited by this independent agency to assist and grow a professional and medical liability practice within their Independent Insurance Agency. During this short tenure was able to bring in over $1ML of Medical Malpractice Liability premiums while also assisting this agency with the cross sale of P&C lines to some of their Health based Association programs, including the KBA. Devoted approximately one third of my efforts to general commercial insurance, professional liability, and Association efforts. Show less

Offered a position with this national broker that created a P&C division to cross sell their Blue Cross & Blue Shield Health and Life contacts. Handled a significant book of commercial insurance business including Medical Malpractice, National Associations, and larger accounts. This was a short lived experiment as BCBS decided to exit this P&C business when they created Anthem Health and Life.

Producer for local insurance agency Johnson & Higgins 1992 – 1994 National Broker which was sold to Marsh McLennanPWM of Louisville 1990 – 1992 Regional AgencyMarsh & McLennan 1986 – 1990 National Broker, including Lawyers MutualWausau Insurance 1985 – 1986 Casualty Insurer with Work comp expertiseAetna Surety & Casualty 1980 – 1984 Underwriting and Marketing in KY branch office