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  Inducted as President of the Independent Insurance Agents of Dallas August 2013

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

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

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

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

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

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

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

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

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

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

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

Questions

Questions?