Joseph T. Phillips
Plano,Texas
Summary
Specialty Insurance Program professional with over thirty five years of experience in business development, management, and intelligence. Expertise in agency management, program development, and claims administration, resulting in historic underwriting profit. Established a robust network across broker, carrier, and legal communities in both U.S. and London markets. Proven track record in driving business growth and enhancing market positioning through strategic client relationship management. Dynamic leader with expertise in relationship management, market intelligence, and specialty insurance program development. Committed to driving business growth and profit streams through innovative underwriting strategies and client-focused solutions.
Overview
6
6
years of professional experience
Work History
Vice President/Programs
Aura Risk Management and Insurance Services
Woodland Hills, CA
03.2024 - Current
Head of U.S. Transportation
Rokstone U.S. Transport, LLC
Plano, TX
06.2023 - 01.2024
Sabatical
Self-Employed
10.2022 - 05.2023
U.S. Director
CBB-Sextant Partners, LLC
Plano, TX
03.2020 - 10.2022
President
Southwest Truck Insurance Agency, Inc.
Irving, TX
2003 - 2020
- Responsible for overall agency management.
- Oversaw strategic business decision-making to develop, enhance and enforce agency strength and position.
- Responsible for ongoing London and US Insurance Program development and maintenance; including market relationships with brokers, fronting companies, reinsurers, syndicates and TPA's.
- Licensed with Texas Department of Insurance for General Lines, Surplus Line and Managing General Agent.
Vice President
Southwest Truck Insurance Agency, Inc.
Irving, TX
1988 - 2003
- Assisted in overall agency management.
- Responsible for client sales and new market development.
- Developed underwriting and program guides for original agency Commercial Auto Liability, Non- Trucking and General Liability programs.
- Delivered strategic input into business decisions and deals.
Client Services Specialist
Fidelity Investments
Irving, TX
1986 - 1988
- Serviced the firm's highest level retail investment clients.
- Licensed for Series 7, 6 and 63
Education
Bachelor of Arts - Political Science
Southern Methodist University
Dallas, TX08.1986
High School Diploma -
Cascia Preparatory School
Tulsa, OK05.1981
Skills
- Relationship Management and Development
- Market Intelligence
- London Tribunalization and Coverholder Development/Management
- Specialty Insurance Program Creation and Management
- Underwriting review and development
- Contract negotiation and review
- Claims negotiation and management
- Analytical and communication skills
- Licensed in Texas and across the US for General Lines, Surplus Lines and MGA
Additional Information
- References upon request
Timeline
Vice President/Programs
Aura Risk Management and Insurance Services
03.2024 - Current
Head of U.S. Transportation
Rokstone U.S. Transport, LLC
06.2023 - 01.2024
Sabatical
Self-Employed
10.2022 - 05.2023
U.S. Director
CBB-Sextant Partners, LLC
03.2020 - 10.2022
President
Southwest Truck Insurance Agency, Inc.
2003 - 2020
Vice President
Southwest Truck Insurance Agency, Inc.
1988 - 2003
Client Services Specialist
Fidelity Investments
1986 - 1988
Bachelor of Arts - Political Science
Southern Methodist University
High School Diploma -
Cascia Preparatory School
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