Professional Summary

Professional Overview

Joe Willis is a seasoned insurance industry professional with extensive experience in commercial lines sales and client management. As the Principal at Oakbridge Insurance, he is responsible for driving strategic initiatives, managing a team of commercial client executives, and ensuring exceptional client service delivery. With a strong focus on risk management and client advocacy, Joe has established himself as a trusted advisor in the industry.

Experience Summary

Current Role

As the Principal at Oakbridge Insurance, Joe oversees the strategic direction and day-to-day operations of the commercial lines division. He leads a team of client executives in developing tailored insurance solutions for a diverse portfolio of commercial clients. Under his leadership, the division has achieved a 15% year-over-year increase in client retention and a 20% growth in new business acquisition. Joe's deep understanding of the commercial insurance landscape and his ability to identify and mitigate client risks have been instrumental in Oakbridge's continued success.

Career Progression

Prior to his current role, Joe held various leadership positions within the insurance industry. As the Commercial Client Executive at Oakbridge Insurance, he was responsible for managing a book of business valued at over $10 million, with a focus on risk-based analysis and client advocacy. Before that, he served as the Sales Manager, Commercial Lines at Jenkins Risk Advisory Group, where he led a team of producers to achieve a 25% increase in revenue over a three-year period. Joe's early career experience includes roles as a Commercial Business Producer at Jenkins Risk Advisory Group and Nationwide, as well as a Contract Consultant at Viking Insurance Group.

Academic Background

Joe holds a Bachelor of Science degree in Marine Science from the University of Georgia, where he graduated with honors. His technical expertise and knowledge of risk-related industries have been instrumental in his career development within the insurance sector.

Areas of Expertise

• Commercial property and casualty insurance

• Risk management and mitigation strategies

• Client relationship management and retention

• Sales and business development

• Team leadership and performance management

Professional Impact

Throughout his career, Joe has been recognized for his ability to drive measurable business results and deliver exceptional client service. He has been instrumental in leading the development and implementation of innovative insurance solutions that have helped clients mitigate their risks and achieve their business objectives. Joe's industry contributions include serving as a guest speaker at industry conferences and participating in local professional organizations, where he shares his expertise and insights with his peers.

Conclusion

With over a decade of experience in the insurance industry, Joe Willis has demonstrated a proven track record of success in commercial lines sales, client management, and strategic leadership. As the Principal at Oakbridge Insurance, he continues to excel in his role, driving the company's growth and positioning it as a trusted partner for its commercial clients.