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.
• 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.

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