Insurance Career

Fall of 1996

Graduated BBA Marketing Began Insurance Career at age 21

Ben PattersonSince 1996

Earned CIC, CRM Became minority stakeholder in agency 2002 Became President of agency in 2008 Named to Dallas Business Journals’ 40 Under 40 in 2013 Inducted as President of the Independent Insurance Agents of

Dallas August 2013

Stephen Pine

Fall 2002 Graduated with Business degree Joined agency March 2003 Became a shareholder in 2007

Since 2007

Named President of Young Agents Dallas. Named Young agent of the year 2009 Co-Chair All Industry Day for IIAD 2012 and 2013 Serve on 2 Major Insurance companies Advisory Councils

Patterson & Associates Insurance

212% Growth past 10 years Named to IIABA Best Practices in 2013 Finalist in Baylor University’s Family Business of the Year 2013 Named as Dallas Business Journals “Best Places To Work” 2013

Next 10 Years

Large segment of current insurance professionals will retire Significant opportunity exists for those interested in a career in

the insurance business Larger, Profitable Insurance Agencies will grow. Other smaller

agencies and less profitable agencies will struggle or be acquired Valuation of agencies will hinge of infrastructure of employees

age ranges and ability to grow organically and through acquisition

Best Practices Agencies will have significant number of agents with divers ages

Opportunities in Insurance Careers

Claims Sales Engineering Loss Control/Risk Management Accounting and Audits Underwriting Finance IT

Insurance Careers

Agency Opportunities Major Need for “New Talent” in Top Independent Insurance Agencies Great Opportunities as Agents, Account Managers & Risk Managers Sales Opportunities Significant

Significant rise in Agent Specialization i.e. Construction, Medical, Non Profit, Technology

After Graduation: What to expect…

Embrace entry level Work your way up Make yourself irreplaceable Identify areas where your strengths can improve the operation of the

firm Earning your degree is only the beginning

Beginning immediately on earning designations: CPCU, CIC, CRM, etc. Constant pursuit of excellence and professionalism will help your job

security Work Long Hours

Your willingness to start before 8 am and go beyond 5 pm is noticed

Why the Independent Agency?

Choices, Options and Diversification of Products Top Insurance Firms are Independent Agency’s US News & World Report

#7 Best Business Jobs #44 Top 100 Jobs

How to get a job…

It’s all about the Network Step outside your comfort zone Internships, Internships, Internships Build that resume

We want to meet you We want top talent How do you spend your 8 hours a day? What leadership skills do you have

What is important to us?

High moral value Humble Good at saying thank you Competitor Eagerness to learn Values team atmosphere

Network

Linked In Send me a Linked In request Send a Linked In request to Independent Agents of Dallas and Texas

Show Up We want to meet you…at our events Overachieve Insurance Counsel of Texas

Questions

Questions?