Brian P. Harvey
Senior Vice President | Southwest Sales Leader MMA PCS | Serving Successful Individuals and Families
- Role
- Senior Vice President Southwest Sales Leader at Marsh McLennan Agency
- Location
- Oklahoma City, OK, US
- LinkedIn followers
- 500 followers
About Brian P. Harvey
As the Southwest Sales Leader for Marsh McLennan Agency Private Client Services, I lead a…
Experience
Senior Vice President Southwest Sales Leader
May 2023 — Present · Oklahoma City, OK, US
Marsh McLennan Agency Private Client Services specializes in Risk Management and Personal Insurance solutions for High Net Worth and Ultra High Net Worth Individuals, Families and Family Offices. I oversee the new client acquisition process and ensure achievement of new business goals for an assigned team of Business Development Executives (Producers) and Sales & Risk Consultants. Responsibilities include acheiving a personal revenue goal in addition to coaching the sales team to acheive overall territory revenue goal in OK, TX, KS, MO and AR.
Education
Bethany College
Bachelor’s Degree, History - Political Science (Pre-Law)
1991 — 2001
University of Oklahoma
Public Administration
2005 — 2007
Skills
- Life Insurance
- Management
- Employee Benefits
- Insurance
- Sales
- Real Estate
- Property
- Accounting
- Account Management
- Marketing
- Property
- Small Business
- Team Building
- Umbrella Insurance
- Leadership
- Liability
- Whole Life
- Term Life Insurance
- Fixed Annuities
- Homeowners
- General Insurance
- Coaching
- Employee Relations
- High Net Worth Insurance
- Luxury Homes
- Automobile Liability
- Directors and Officers Liability Insurance
- Customer Service
- Selling
- Strategic Planning
- Investment Properties
- Property & Casualty Insurance
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