Joe Warren Email and Phone Number
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Diversified property and casualty insurance broker with specialized skills in niche markets including complex hospitality, real estate and casino placements; lumber industries and high net worth personal lines products. Sales Executive with a thirteen year accomplished track record, known throughout the industry for delivering and sustaining revenue and profit gains within highly competitive US markets.Specialties: Exceptional communicator with a consultative sales approach, strong negotiation skills, proactive coaching techniques, and a keen client need assessment aptitude. I aggressively identify opportunities, develop a focused sales plan and provide specific and profitable business solutions.Ability to maintain a robust pipeline.Create and implement sales programs and followup analytical metrics for maximum performance and evolution of sales territory.
Firstmark Insurance Group
View- Website:
- firstmarkinsurance.com
- Employees:
- 17
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Sales Director - Private Client GroupFirstmark Insurance Group Jan 2024 - PresentKirkland, Washington, United StatesBringing 20+ years of company side experience to personalize insurance coverage on your terms. My goal is to listen, understand, find solutions and advise on how best to protect your passions and your lifestyle. Live live on your rules - let me help you protect it. -
Pcg Business Development ManagerAig Aug 2012 - Oct 2023Greater Seattle AreaResponsible for building and growing profitable High Net Worth Personal Lines book within NorthWest territory in all states including Washington, Oregon, Idaho and Montana.Partner with high net worth producers and agencies to develop business plans and drive organic growth to these partner agencies. Build strategic networking partners in Family Offices, Financial Planners, and other financial arms that work with the affluent marketplace.Constantly review existing agency plant and their production, profitability and growth numbers. Review territory for additional agencies that have the opportunity and current knowledge in the high net worth arena and can help us to drive profitable business to the NorthWest territory.Act as liaison between principals, producers, account managers and all service staff at the agencies and all AIG divisions to ensure ease of use and positive experience throughout all aspects of corporate partnership. -
Business Development RepresentativeIndiana Lumbermens Mutual May 2011 - Aug 2012Kirkland, WaDrive profitable niche business to agency partners throughout WA, OR and ID. Proactive outbound prospecting with both new broker partners and potential clients. Negotiate all aspects of insurance contracts from submission to binding. Actively maintain current book of business while aggressively growing territory by building robust sales pipeline of prospective insureds and new business contacts. Develop complete insurance solutions for clients in property and casualty insurance and deliver exceptional service from soup to nuts for my broker clients to sell to their insured. Drive new business to my partners and to my company.HIGHLIGHTSSales fields has achieved significant growth in relatively short period of time in the territory.Current production is 36% above goal with progressive growth month over month.New Producer of the Quarter - 1st Quarter 2012New Producer of the Quarter - 2nd Quarter 2012
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Hospitality Sales ExecutiveNational Specialty Underwriters, Inc May 2008 - Mar 2011Achievements:Book and geographical territory has grown by over 30% due to performance and increased responsibility within organizationSuccessfully managing two account managers while maintaining relationships with both external insurance principals and targeted producers/contracts to build book of businessCompleted three of the CIC Institutes in my pursuit of the CIC designationResponsibilities:• Develop and execute a business plan that maximizes new business production. Business willcome from existing and new relationships.• Identify retail agencies and brokers in designated territory who are potential customers of ourproducts; solicit general flow of business and develop specific opportunities. Use marketexpertise, product strengths, and consultative sales skills to earn opportunity to quote. Meetface to face with retail brokers/agents• Review and pre-qualify all submissions received to prioritize time, effort, and resources• Negotiate between retailer and insurer to close sales• Participate in networking events in the insurance and client community.• Build positive working relationships with NSU’s insurance markets (carriers). Identify anddevelop relationships with markets that are to key to our business success. Anticipate theneed for new markets and new solutions.• Maintain competitive intelligence on hot markets, hot retailers, and general competition• Renew assigned book of business within agreed upon retention parameters. Provide multiplesolutions during renewal, while trying to maintain business with incumbent carrier.• Become identified as the industry expert among existing client base.• Supervise administrative support to provide best in class client and broking service.Anticipate training needs as well as additional personnel needs within unit. Delegate brokingand service work as appropriate.
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Sales ProfessionalSafeco Insurance Mar 2004 - May 2008Achievements:Met or exceeded goals in three of four years in territory. For example, the Montana commercial book has grown an average of 4.5%, year on year, since 2004 and finished 11% ahead of goal for 2008.Qualified three of four years in the field for the Top 10% "Safeco Conference of Champions" as a top sales professional. Only fourteen of Safeco's 128 sales professionals earn this award.Active Member of Montana Young Agents committeeResponsibilities:•Developed and managed a business plan and a quote pipeline to drive profitable premium volume and meet annual overall territory goals. •Accountable for achieving territory financial results including new business, total written premium, retention and profitability. •Developed agency relationships that foster long-term partnerships; effectively leveraged agent business opportunities, needs and performance objectives. Evaluated agency performance and initiated actions to capitalize on production. •Appointed qualified agencies that demonstrated a need for Safeco products and services and are set committment for annual plan. •Accountable for all aspects of agency management including; training, annual planning, agency reviews, communications, new business assessment and managing accounts. •Managed internal working relationships with inside sales, licensing & contracting, product management, finance, underwriting & claims and service operations. •Demonstrated a strong understanding of the marketplace, pricing and service offerings as well as industry and demographic trends; monitored key competitors within territory to maximize Safeco position within the territory. -
Commercial Lines Farm UnderwriterSafeco Insurance Apr 2002 - Feb 2004Achievements:Exceeded new business written premium goals by enhancing agency relationships with key producersDeveloped success in a previously stagnant field (North and South Dakota)Responsibilities:Grow profitably within assigned agencies/territoriesMonitor and complete performance of agency analysisReview new business applications for risk characteristics, loss experience and pricingServe as the key contact for agents on new and existing business -
Claims RepresentativeSafeco Insurance Dec 2000 - Mar 2002Achievements:Based on performance was named to 2001 CAT TeamConsistently met and exceeded production and quality goalsPerformed as a team lead in 2002Responsibilities:Extensive contact with insureds/claimants to investigate auto claimsEvaluate coverage, liability and damages on personal lines auto claimsNegotiate with insureds, claimants and service providers to settle claims -
Property SupervisorInvestors Management And Marketing Oct 1998 - Oct 2000Property Supervisor for western North Dakota - managed onsite managemtent staff at 15 properties
Joe Warren Skills
Joe Warren Education Details
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Business Administration - Marketing -
North Dakota State University - BottineauLiberal Arts - Business
Frequently Asked Questions about Joe Warren
What company does Joe Warren work for?
Joe Warren works for Firstmark Insurance Group
What is Joe Warren's role at the current company?
Joe Warren's current role is Private Client Advocate and Advisor.
What is Joe Warren's email address?
Joe Warren's email address is jo****@****hoo.com
What is Joe Warren's direct phone number?
Joe Warren's direct phone number is +120634*****
What schools did Joe Warren attend?
Joe Warren attended Minot State University, North Dakota State University - Bottineau.
What skills is Joe Warren known for?
Joe Warren has skills like Property And Casualty Insurance, Insurance, Underwriting, Commercial Insurance, Claim, Liability, General Insurance, Sales, Brokers, Commercial Lines, Negotiation, Casualty Insurance.
Who are Joe Warren's colleagues?
Joe Warren's colleagues are Gio Braley Castro, John Applegate, Josh De Mapue, Lamia Hayek, Rick Harrison, Helena Quintanilla, Vivian Lai.
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