Timothy Devin
New York,NY
Summary
FAMILY OFFICE EXECUTIVE LEADER
Resourceful and energetic executive leader with a proven track record of exceeding goals for annual revenue as well as client and employee retention. I have been in the Private Client insurance space for over 25 years working strategically to provide successful families and individuals with comprehensive insurance programs to protect their assets. I have managed and motivated large service teams to exceed growth expectations by realizing efficiencies and uncovering sales opportunities.
Overview
27
27
years of professional experience
1
1
Certification
Work History
NEW YORK REGION PRIVATE CLIENT LEADER/SENIOR VICE PRESIDENT
Risk Strategies
New York
10.2013 - 06.2023
- Managed the highest revenue ($38 mil plus) generating Private Client region in the country
- Drove growth by a minimum of 6-7% on a yearly basis
- Responsible for 80 team members within the region with an employee retention rate of 98%
- Improved retention rates on the Family Office Client book from 90% to 100% by instituting stewardship and feedback disciplines
- Created and implemented the Family Office Service Platform which was the model utilized countrywide
- Assumed a leadership position for the largest Family Office Service Teams
- Led national "State of the Market" presentations to educate producers and service teams on industry trends
- Generated $1 mil plus in contingency payments by securing quality clients, properly underwriting risk, and strategically negotiating advantageous agreements with top insurers
- Trained Producers and Account Executives to successfully promote and our family office resource offerings
DIRECTOR
Crystal & Company
New York
04.2011 - 10.2013
- Managed the largest client relationships for the firm ($100,000 premium minimum)
- Created a unique service team dedicated to Family Office clients
- Improved retention rate for my assigned family office clients from 88% to 99%
- Negotiated with top insurers to achieve most advantageous insurance programs for clients
- Mentored colleagues to achieve service standards
MANAGING DIRECTOR
InterContinental Insurance Brokers, LLC
Boston , MA
01.1996 - 04.2011
- Managed the Private Client division and was the primary liaison for client programs over $100,000 in premium
- Oversaw day-to-day operations of the company while coordinating with staff members
- Negotiated contracts with vendors and suppliers to maximize cost savings for the organization
- Developed action plans to ensure that all organizational objectives are met in a timely manner
Education
CAPI-Chubb Certified Advisor of Personal Insurance - Insurance And Risk Management
The Wharton School
12.2018
Bachelor of Arts - Communication And Rhetoric
University of Massachusetts Amherst
Amherst, MA05.1987
Skills
- Motivational Mentor for Service Teams and Producers
- Strategic Negotiator
- Underwriting
- Public Speaking
- Business Development
- Strategic Planning
- Complex Problem-Solving
- Goal-Oriented
- Staff Development
Certification
- Insurance Broker's License-NY and MA
- Certified Advisor of Personal Insurance (CAPI)
Timeline
NEW YORK REGION PRIVATE CLIENT LEADER/SENIOR VICE PRESIDENT
Risk Strategies
10.2013 - 06.2023
DIRECTOR
Crystal & Company
04.2011 - 10.2013
MANAGING DIRECTOR
InterContinental Insurance Brokers, LLC
01.1996 - 04.2011
CAPI-Chubb Certified Advisor of Personal Insurance - Insurance And Risk Management
The Wharton School
Bachelor of Arts - Communication And Rhetoric
University of Massachusetts Amherst
- Insurance Broker's License-NY and MA
- Certified Advisor of Personal Insurance (CAPI)
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