Jonathan Patrick
Producer @Kt Captive Insurance Advisors
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WORK HISTORY
Producer @Kt Captive Insurance Advisors
Houston, TX, US
Partnering with business owners, CFOs, and risk leaders to design and implement group captive insurance programs that create greater control, transparency, and long-term value.I work with growth-minded organizations — particularly in construction and other casualty-heavy industries — to evaluate whether a captive structure is the right fit based on their operations, loss performance, and long-term objectives. My role focuses on front-end strategy, qualification, and education, helping clients move beyond traditional insurance toward solutions that reward strong safety and disciplined risk management.Key areas of focus: • Group captive insurance programs (Workers’ Compensation, GL, Auto) • Risk financing strategy and program design • Cost control and long-term stability through ownership structures • Partnering with best-in-class operators committed to safety and performanceMany of the organizations I support carry $250K+ in annual premium, though I also work with growing companies preparing for more advanced risk solutions.
EDUCATION
The University of Texas at El Paso
Bachelors, Business Administration and Management, General
ABOUT JONATHAN PATRICK
Results-driven Sales & Client Success Professional with a proven track record of closing $850K+ in NB premium across SaaS and commercial insurance accounts. Skilled in pipeline growth, consultative sales, client retention, and project management, I consistently exceed targets and deliver measurable business impact.Core Strengths: • Closed $850K+ in NB premium managing SaaS and commercial insurance portfolios • Pipeline development & consultative sales expertise • Project management: streamline processes & deliver initiatives on time • Salesforce & CRM mastery; experienced with quoting, risk assessment, payments, and certificate management • Thrives in fast-paced, results-driven environments, blending analytical problem-solving with strong communicationOpen to SaaS AE, Business Development, Client Success, and Project Management opportunities where I can leverage my sales, insurance, and operational experience to create value for clients and drive company growth.
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