Patrick Williams Email & Phone Number

Indianapolis, Indiana, United States

• Oversee the strategic direction of agency ownership, ensuring that agency operations align with company standards and minimize exposure.• Develop and implement strategies to achieve revenue targets and desired year-over-year organic growth. • Mentor and train agency owners to improve office efficiencies, increase systems adoption, and provide actionable feedback.• Expanded market presence by 68% during first 12 months by securing new agency owners in desired growth markets and revising recruiting approaches and ideal candidate profile.• Successfully implemented a new operational framework that reduced new agency ownership startup costs by over 25%.• Spearheaded a digital strategy that established and expanded the digital footprint for 100% of all active agency owners resulting in significantly improved search engine optimization and online lead generation.

Indianapolis, Indiana, United States

• Led the launch of Indiana Farm Bureau Health Plans, a newly formed company and groundbreaking healthcare program introduced to the state of Indiana.• Responsible for the management and growth of the company including strategic planning, budgetary review, marketing campaign initiatives, and coordination between Farm Bureau’s non-for-profit parent company, insurance company, and healthcare company.• Engage in education, promotion, marketing support and sales support, both virtual and in-person, for the agency force consisting of over 400 insurance agents and 300 customer service representatives.• Participate in community outreach with local Farm Bureau County Boards, state trade associations, agricultural organizations, and local businesses.

Indianapolis, Indiana, United States

• Assist with the development of multiple new Farmers Insurance Group agents by the request of area sales leaders to help with their new business growth and long-term success.• Provide guidance for insurance agents on commercial and personal lines insurance risk placement, appropriate underwriting techniques, and product knowledge.• Counsel onboarding and early career agents on the acquisition of insurance books of business, accurately reviewing their profitability, gauging the return on investment, and analyzing the growth potential.• Educate agents of varying tenure on staffing, fair and incentivizing compensation mechanisms, proper interviewing techniques, positive workplace environment, and accountability within office.• Coach and educate owners and their staff members ethical sales techniques, client prospecting, and account management.

6801 Lake Plaza Dr Ste A107 Indianapolis In 46220

• Started Agency from scratch and grew the agency to $2.3+ million in premium.• Consistently ranked as top new business premium producer in all lines of business in Indiana.• Sold personal and commercial lines of insurance, including home, auto, life, business, as well as financial services products.• Increased new business premium year-over-year, even during rate challenge cycles.• Purchased a shrinking, unprofitable, and downward trajectory book of business and returned its growth and profitability within twelve months.• Consistent award winner for Farmers Insurance Group Toppers and Championship Club, Indiana Commercial Agent of the Year, and Balanced Agent of the Year.• Directly responsible for daily management of all agency functions, including profit and loss, cultivating staff engagement and initiatives, and maintaining consistent new business production.• Maintained staff and office expectations by recruiting, selecting, interviewing, and training qualified candidates.• Advised state leaders and underwriters on commercial product needs and current market conditions to increase market share and agent engagement.• Formulated meaningful relationships with neighborhood associations, businesses, and local community members to assist and engage in local community needs.• Regular speaking engagements held for new and mid-level agents to educate on how to effectively scale, improve office efficiencies, and better incorporate sales tools.

Indianapolis, Indiana, United States

• Cross sold district agents’ books of business to increase new business production and retention rate of existing clients.• Created social media platforms and facilitated initiatives to promote agents’ businesses presence.• Tracked and managed renewing accounts for sales opportunities, account reviews, and potential rate adjustment concerns.• Held weekly meetings with district office staff reporting on agent engagement, sales volume, and lead generation.

Indianapolis, Indiana, United States

• Researched and followed session activity for Institute’s membership.• Crafted white papers regarding pressing issues during session.

Ba, History

Activities and Societies: • Risk Manager of Alpha Chi Rho Fraternity; • Social Chair of Alpha Chi Rho Fraternity

Education record