Insurance Career

Fall of 1996

Graduated BBA Marketing

Began Insurance Career at age 21

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

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?