Glenn Roman
Pleasanton,CA
Summary
Seasoned Commercial Insurance Executive with over 25 years of experience in the California Property and Casualty marketplace. Production-oriented, with a proven track record of high achievement, with unique expertise in Construction, Manufacturing, Renewable Energy and Real Estate risks. Uniquely driven to deliver best-in-class, cost containment and risk mitigation solutions, while optimizing balance sheet outcomes on behalf of valued clients. Seeking business development role, in systemically-well, entrepreneurial environment, with an opportunity to drive meaningful growth. Independent, creative, self-motivated, servant leader, providing exceptional value to clients, colleagues and community.
Overview
26
26
years of professional experience
1
1
Certificate
Work History
Vice President, Property & Casualty
USI Insurance Services
Concord, CA
03.2022 - Current
- Currently serving as Vice President of Property & Casualty at USI Insurance Services, where I leverage 30 years of industry experience
- Continue to provide expert guidance and innovative solutions to clients, colleagues, and the community
- Specialize in broker, consulting, and trusted advisory roles, focusing on alternative risk transfer and cost containment solutions
- Devote efforts to engineer customized insurance solutions for regional, national, and global organizations, with a commitment to managing and reducing the overall Total Cost of Risk.
Executive Vice President
Summit Financial Group, Inc.
Santa Monica, CA
10.2019 - 03.2022
- Led a dynamic production team at Summit Financial Group, Inc., a prominent insurance brokerage in Dallas, Texas
- Played a pivotal role in the strategic growth and development of the organization, while exceeding sales goal expectations
- Oversaw various aspects of the business, expanding the company's portfolio and exploring new markets and product lines
- Collaborated closely with senior leadership to refine business strategies, streamline operations, and enhance customer service
- Positioned the company as trusted advisors in the field, leveraging deep industry knowledge.
Principal/P&C Producer
Newfront Insurance Services
Irvine, CA
10.2018 - 10.2019
- Advanced Newfront Insurance Services' presence in the highly competitive insurance market
- Established a strong team culture focused on innovation and client-centric solutions
- Developed strategic partnerships with key clients, delivering tailored insurance programs
- Fostered a collaborative environment that encouraged creative problem-solving
- Embraced technology and digital solutions to improve the client experience, contributing to Newfront's reputation as an industry disruptor.
Principal/President
Roman Risk & Insurance Consulting, LLC
Irvine, CA
06.2017 - 10.2018
- Founded Roman Risk & Insurance Consulting, LLC, with a vision to provide expert Property & Casualty insurance brokerage consulting services
- Served as President, overseeing all aspects of the business, from strategy development to client engagement
- Secured contracts through a robust network of past clients and centers of influence
- Delivered comprehensive risk management and brokerage consulting support, emphasizing innovation and value.
Senior Vice President
Marsh
Irvine, CA
02.2012 - 05.2017
- Senior Vice President, production oriented Client Team Lead, and well as primary point of contact and C-suite relationship manager.
- Led a high-performing team responsible for sourcing and producing new business across diverse industry verticals
- Collaborated extensively with colleagues from various disciplines to deliver cutting-edge risk assessment, transfer, and mitigation strategies
- Managed client relationships at the executive level, ensuring alignment with organizational goals
- Produced $1m book of organic new business, while supporting a substantial book of 'house' accounts, enhancing client retention and community engagement.
Senior Vice President
Risk Strategies Company
Irvine, CA
01.2007 - 02.2012
- Took on the role of Senior Vice President at Risk Strategies Company, leading a significant California expansion initiative
- Successfully established an Irvine office, growing the agency's presence in California
- Ported a substantial $1 million book of business within the first 30 days of engagement
- Over five years, developed the office, increased regional awareness, and expanded the agency's local and regional footprint
- Managed relationships with external partners, vendors, and stakeholders to ensure successful collaborations.
- Assisted in developing strategic partnerships with other organizations within the industry.
- Created proprietary insurance products for the Renewable Energy sector and led educational workshops, establishing the firm as an industry thought leader.
Vice President/Producer
Countrywide Insurance Group
Irvine, CA
08.2005 - 07.2007
- Developed and executed strategic plans to support the vision of the organization.
- Directed business development initiatives, including acquisitions and joint venture agreements.
- Organized special projects such as corporate events and product specific marketing campaigns.
- Maintained relationships with key stakeholders by attending meetings and responding promptly to inquiries or requests for information.
Vice President/Producer
Dodge, Warren & Peters Insurance (USI)
Irvine, CA
06.1998 - 08.2005
- Achieved top producer status and President's Club recognition for five consecutive years
- Developed a client-centric approach to engagement and created a collaborative sales process for the firm.
- Developed and executed strategic plans to support the vision of the organization.
- Organized special projects such as corporate events or marketing campaigns.
- Collaborated with executive team members on major decisions regarding company-wide initiatives.
- Maintained relationships with key stakeholders by attending meetings and responding promptly to inquiries or requests for information.
- Cultivated a culture of collaboration among department heads to facilitate cross-functional project execution.
Education
Bachelor of Science in Business Management -
Azusa Pacific University
Skills
- Risk Management
- Presentation Skills
- Business Development
- C-Suite Engagement (10 years)
- Commercial P&C Insurance Consulting (10 years)
- Public Speaking (10 years)
- B2B Marketing (10 years)
- Servant Leadership (10 years)
- Coverage & Exposure Analysis (10 years)
- Team Building (10 years)
- Leadership (10 years)
Certification
California Commercial Insurance P&C Producer, 10/1989, Present
Additional Information
- 34-Year Insurance Professional
- Technology Savvy
- Excellent Writer & Communicator
- Leadership - Collaboration - Communication
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work In The US: Yes
Quote
The mind is everything. What you think, you become.
Gautama Buddha
Timeline
Vice President, Property & Casualty
USI Insurance Services
03.2022 - Current
Executive Vice President
Summit Financial Group, Inc.
10.2019 - 03.2022
Principal/P&C Producer
Newfront Insurance Services
10.2018 - 10.2019
Principal/President
Roman Risk & Insurance Consulting, LLC
06.2017 - 10.2018
Senior Vice President
Marsh
02.2012 - 05.2017
Senior Vice President
Risk Strategies Company
01.2007 - 02.2012
Vice President/Producer
Countrywide Insurance Group
08.2005 - 07.2007
Vice President/Producer
Dodge, Warren & Peters Insurance (USI)
06.1998 - 08.2005
Bachelor of Science in Business Management -
Azusa Pacific University
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work In The US: Yes
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