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Insurance Career

Insurance Career. Fall of 1996. Graduated BBA Marketing Began Insurance Career at age 21. Ben Patterson Since 1996. Earned CIC, CRM Became minority stakeholder in agency 2002 Became President of agency in 2008 Named to Dallas Business Journals’ 40 Under 40 in 2013

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Insurance Career

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  1. Insurance Career

  2. Fall of 1996 • Graduated BBA Marketing • Began Insurance Career at age 21

  3. Ben PattersonSince 1996 • Earned CIC, CRM • Became minority stakeholder in agency 2002 • Became President of agency in 2008 • Named to Dallas Business Journals’ 40 Under 40 in 2013 • Inducted as President of the Independent Insurance Agents of Dallas August 2013

  4. Stephen Pine • Fall 2002 Graduated with Business degree • Joined agency March 2003 • Became a shareholder in 2007

  5. Since 2007 • Named President of Young Agents Dallas. • Named Young agent of the year 2009 • Co-Chair All Industry Day for IIAD 2012 and 2013 • Serve on 2 Major Insurance companies Advisory Councils

  6. Patterson & Associates Insurance • 212% Growth past 10 years • Named to IIABA Best Practices in 2013 • Finalist in Baylor University’s Family Business of the Year 2013 • Named as Dallas Business Journals “Best Places To Work” 2013

  7. Next 10 Years • Large segment of current insurance professionals will retire • Significant opportunity exists for those interested in a career in the insurance business • Larger, Profitable Insurance Agencies will grow. Other smaller agencies and less profitable agencies will struggle or be acquired • Valuation of agencies will hinge of infrastructure of employees age ranges and ability to grow organically and through acquisition • Best Practices Agencies will have significant number of agents with divers ages

  8. Opportunities in Insurance Careers • Claims • Sales • Engineering • Loss Control/Risk Management • Accounting and Audits • Underwriting • Finance • IT

  9. Insurance Careers • Agency Opportunities • Major Need for “New Talent” in Top Independent Insurance Agencies • Great Opportunities as Agents, Account Managers & Risk Managers • Sales Opportunities Significant • Significant rise in Agent Specialization • i.e. Construction, Medical, Non Profit, Technology

  10. After Graduation: What to expect… • Embrace entry level • Work your way up • Make yourself irreplaceable • Identify areas where your strengths can improve the operation of the firm • Earning your degree is only the beginning • Beginning immediately on earning designations: CPCU, CIC, CRM, etc. • Constant pursuit of excellence and professionalism will help your job security • Work Long Hours • Your willingness to start before 8 am and go beyond 5 pm is noticed

  11. Why the Independent Agency? • Choices, Options and Diversification of Products • Top Insurance Firms are Independent Agency’s • US News & World Report • #7 Best Business Jobs • #44 Top 100 Jobs

  12. How to get a job… • It’s all about the Network • Step outside your comfort zone • Internships, Internships, Internships • Build that resume • We want to meet you • We want top talent • How do you spend your 8 hours a day? • What leadership skills do you have

  13. What is important to us? • High moral value • Humble • Good at saying thank you • Competitor • Eagerness to learn • Values team atmosphere

  14. Network • Linked In • Send me a Linked In request • Send a Linked In request to Independent Agents of Dallas and Texas • Show Up • We want to meet you…at our events • Overachieve • Insurance Counsel of Texas

  15. Questions

  16. Questions?

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