Glenn L. Roman
Commercial P&C Producer/Manager
Irvine,CA
Summary
Accomplished, results-driven, Property & Casualty insurance professional leveraging over 30 years of experience, proven track record and deep industry knowledge to the benefit of clients, colleagues and community. Broker - Consultant - Trusted Advisor; creative, alternative risk transfer and cost containment solutions, focused on improved balance sheet outcomes. Uniquely driven to engineer customized insurance solutions for regional, national and global organizations with a focus on managing & reducing Total Cost of Risk (TCOR). Insurance and Risk Management Broking & Consulting - Areas of specialization include; Construction, Manufacturing, Renewable Energy, Real Estate, Hospitality & Transportation.
Overview
32
32
years of professional experience
2
2
years of post-secondary education
Work History
Executive Vice President - P&C
Summit Financial Group
Santa Monica, CA
10.2019 - Current
- EVP/Producer, responsible for new business production, across various industry verticals, with unique focus on construction, manufacturing and property risks. Met and exceeded sales goals, achieved 99% client retention, while partnering with employee benefits division to cross-sell large, national accounts. Expanded company engagement and branding efforts in regional business community, while pro-actively engaged law firms, accounting firms and banks as primary source of new business development. Utilized consultative, client-centric approach to client engagement and developed proprietary, collaborative sales process for firm. Managed prospect development and prospect pipeline, new business sales process, marketing, presentations and carrier engagement. Supported internal sales efforts, while expanding P&C awareness, company-wide and expanding revenue channels across various market-segments.
Principal/Producer
Newfront Insurance
Irvine, CA
10.2018 - 10.2020
- EVP/Principal responsible for sourcing and production of new business, across multiple industry verticals, with national scope and international reach. Served as team-lead in collaboration with colleagues from various disciplines, across multiple operating units, delivering innovative risk assessment, risk transfer and risk mitigation solutions.
CEO/Principal
Roman Risk & Insurance Services, Inc.
Irvine, CA
05.2017 - 10.2018
- Owner/principal, commercial insurance broking & consulting services, serving local middle market, with national scope. Provided risk management and brokerage consulting support and advice, on contract basis. Primary source of business retained via referral, through past clients and centers-of-influence. Serving middle-market business and global community with unique expertise in managing and reducing total cost of risk. Client-centric, driven by passion, commitment to excellence. All, built on foundation of trust, privileged relationships and unwavering integrity.
Senior Vice President
Marsh, USA
Irvine, CA
02.2012 - 05.2017
- SVP/Client Executive responsible for sourcing and production of new business, across multiple industry verticals, with national scope and international reach. Served as team-lead in collaboration with colleagues from various disciplines, across multiple operating units, delivering innovative risk assessment, risk transfer and risk mitigation solutions. Responsible for on-boarding, program implementation & placement strategy, resource coordination, day to day supervision of account teams, client relations, C-suite engagement and individual account P&L. Managed and renewal strategy process, developed client-facing presentations, systematic account rounding and client retention strategies. Executed upon company's "go to market" strategy, participated in weekly, quarterly and annual training, orientation and review process, completed all personal and professional growth and reporting protocol, while achieving annual production and retention goals as set. Supported large book of "house" accounts, while assisting with internal colleague engagement. Volunteered for various company sponsored community outreach programs and engaged in various industry and community networking groups.
Senior Vice President
Risk Strategies Company
Irvine, CA
07.2007 - 02.2012
- SVP, Sales - opened and managed Irvine office, established California presence on behalf of well-respected, Boston-based brokerage. Ported $1m book of business in first 30 days, retained and trained staff and coordinated all aspects of operations. Substantially grew office, developed regional awareness and agency footprint, driving exponential growth over 5 year term. National Practice Leader - Renewables West Coast Practice Leader - Construction Developed proprietary insurance products for Renewables sector. Developed series of value-added educational workshops including Executive Liability, Surety Optimization, Renewables Risk & Market Forecast. Served on various association committees and served as Guest Speaker on topic of Risk Mitigation and Risk Transfer.
Vice President/Producer
Dodge, Warren & Peters Insurance Services (USI)
Orange, CA
05.1998 - 06.2007
- VP/Producer, responsible for new business production, across various industries, with unique focus on construction, manufacturing and property risks. Met and exceeded sales goals, achieved 99% client retention over 5 year term. Top producer, Presidents Club recipient 5 years running, named Top Producer 2004. Increased agency engagement in local business community and pro-actively engaged law firms, accounting firms and banks as primary source of new business development. Utilized consultative, client-centric approach to client engagement and developed proprietary, collaborative sales process for firm. Managed prospect development and prospect pipeline, new business sales process, sales goals, marketing and presentations. Worked in collaboration with support team on service, strategy and renewal process and client retention strategies.
Education
Bachelor of Science - Business Management
Azusa Pacific University
Azusa, CA 01.1999 - 06.2001
Skills
Excellent Written & Verbal Skills, Public Speaker
Certification
32 Year Insurance Professional - Technology Savvy
Additional Information
References Available, "Upon Request".
Timeline
Executive Vice President - P&C
Summit Financial Group
10.2019 - Current
Principal/Producer
Newfront Insurance
10.2018 - 10.2020
CEO/Principal
Roman Risk & Insurance Services, Inc.
05.2017 - 10.2018
Senior Vice President
Marsh, USA
02.2012 - 05.2017
Senior Vice President
Risk Strategies Company
07.2007 - 02.2012
Bachelor of Science - Business Management
Azusa Pacific University
01.1999 - 06.2001
Vice President/Producer
Dodge, Warren & Peters Insurance Services (USI)
05.1998 - 06.2007
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