Joshua Pike
Maineville
Summary
Seasoned insurance and risk management professional with over 20 years of experience advising high-net-worth individuals and family offices on asset protection and wealth management. Developed strategic referral networks with financial advisors and attorneys, driving regional sales growth. Delivered customized risk strategies that enhance financial security for private clients.
Overview
20
20
years of professional experience
Work History
Senior Vice President, Midwest Sales Leader
Marsh McLennan Agency
01.2023 - Current
- Led business development strategy across Midwest offices, enhancing Private Client Services portfolio.
- Partnered with wealth managers, attorneys, CPAs, and family offices to integrate insurance solutions into comprehensive financial planning.
- Designed customized insurance programs that effectively addressed complex property and liability exposures for clients.
Board Member
St. Zachary's Haven
01.2021 - Current
- Collaborated with stakeholders to ensure alignment of organizational goals with community needs.
- Guided strategic planning to expand reach and effectiveness of community outreach programs.
- Developed policies that reinforced mission of St. Zachary's Haven and improved program implementation.
- Provided guidance on ethical considerations related to business decisions or activities.
Vice President, Private Client Risk Advisor
USI Insurance Services
01.2015 - 01.2023
- Identified and quantified risk exposures, tailoring solutions to mitigate potential losses.
- Advised affluent families on personal insurance and asset protection strategies, enhancing their financial security.
- Built long-term relationships with centers of influence and high-net-worth clients, fostering trust and loyalty.
Senior Licensed Sales Professional
Allstate
12.2014 - 05.2015
- Conducted client consultations to assess insurance needs and recommend tailored coverage solutions.
- Cultivated strong client relationships for ongoing support and service, resulting in increased client loyalty.
- Secured new leads through cold calling, networking, and social media campaigns, enhancing sales pipeline.
Award Winning Insurance Consultant
MetLife
04.2011 - 11.2014
- Advised clients on optimal policy selections for comprehensive coverage.
- Crafted personalized insurance plans aligning with client objectives.
- Informed clients on industry standards and best practices to enhance insurance understanding.
Licensed Sales & Service
American Modern Insurance Group
05.2006 - 04.2011
- Resolved customer issues with knowledgeable and friendly service, promoting high satisfaction.
- Quickly and accurately assessed customer needs to provide tailored solutions.
- Proposed innovative ideas and solutions that improved team performance and outcomes.
- Completed day-to-day duties accurately and efficiently.
Education
Chartered Private Risk and Insurance Advisor -
St. John's University
AINS 21, 22, 23 -
Insurance Institute of America
Private Client Advisor Skills -
AIG Private Client Group University
Business Studies -
University of Cincinnati
Skills
- Consultative sales and business development
- Regional sales leadership
- Wealth management strategy
- High-net-worth insurance strategy
- Private client risk management
- Strategic partnerships with wealth advisors
- Asset protection and liability planning
- Family office relationship development
- Client experience and retention
Personal Information
Title: Senior Vice President | Midwest Sales Leader | Private Client & Family Office Advisor
Board Leadership
Board Member, St. Zachary's Haven, 01/01/21, Present
Accomplishments
Sales Leader Conference Award Winner 2014-2015
Timeline
Senior Vice President, Midwest Sales Leader
Marsh McLennan Agency
01.2023 - Current
Board Member
St. Zachary's Haven
01.2021 - Current
Vice President, Private Client Risk Advisor
USI Insurance Services
01.2015 - 01.2023
Senior Licensed Sales Professional
Allstate
12.2014 - 05.2015
Award Winning Insurance Consultant
MetLife
04.2011 - 11.2014
Licensed Sales & Service
American Modern Insurance Group
05.2006 - 04.2011
Chartered Private Risk and Insurance Advisor -
St. John's University
AINS 21, 22, 23 -
Insurance Institute of America
Private Client Advisor Skills -
AIG Private Client Group University
Business Studies -
University of Cincinnati