Robert Bob Barnes

About Robert Bob Barnes

Seasoned insurance leader with over 25 years of consulting experience driving growth, retention, and service excellence. Trusted partner to regional leadership with a proven record of translating strategic goals into operational results through effective team development, budgeting, and process improvement. Recognized for mentoring high-performing teams, optimizing client-service delivery, and aligning people, performance, and strategy to advance organizational objectives.

Experience

1. Principal - Commercial Risk Advisor

   EPIC Insurance Brokers & Consultants

   Jan 2024 — Present · Carmel, IN, US

   OPERATIONAL LEADERSHIP & STRATEGYProvide strategic leadership for client service and production teams across commercial and personal lines, ensuring alignment with EPIC’s service standards and regional objectives.Develop and manage annual business plans and budgets using analytics and forecasting tools.Collaborate with regional leadership and FP & A to analyze performance data, control expenses, and drive revenue optimization across the Midwest region.Supported operational initiatives to standardize workflows, strengthen compliance, and enhance client delivery efficiency.PROCESS & PERFORMANCE IMPROVEMENT Partnered with the placement department to consolidate submission workflows into a single cross- department process, improving turnaround times and accuracy.Championed technology and reporting enhancements that improved visibility into key performance metrics and service quality.Implemented data-driven forecasting and tracking system to monitor pipeline health, expenses, and profitability.LEADERSHIP & TALENT DEVELOPMENTMentored and developed multiple producing agents and service professionals, contributing to a 175% increase in collective book growth since 2023 and advancing internal talent.Serve as a trusted internal partner to leadership on culture, training, and team alignment initiatives, including participation on EPIC’s DEI Council.Long-standing mentor for Ball State University’s Entrepreneurship Program, supporting students in business planning, financial analysis, and market strategy.Member, EPIC Insurance DEI Council Producer of the Year (2019, 2024, and 2025) Summit Club Award Winner (2018, 2024)

Education

• Ball State University

  Bachelor of Science (BS), Entrepreneurial and Small Business Management

  1995 — 2001

Skills

• Sales Management
• Advertising
• Retail Banking
• Small Business Marketing
• Opportunity Assessment
• Proposal Generation
• Proposal Writing
• Email Marketing
• C-Level Relationships
• Cold Calling
• C-Level Consulting
• Sales Prospecting
• New Business Development
• Account Management
• Mortgage Underwriting
• Document Management
• Roth Ira
• Marketing Research
• Leadership
• Mortgage Banking
• Workflow Applications
• C-Level Presentations
• Public Speaking
• Business Process Improvement
• New Business Generation
• Sales Presentations
• IT Solutions
• Sales
• Sponsorship Sales
• Social Media Marketing
• Business Analysis
• Business Development
• Sales Operations
• Customer Retention
• Customer Service
• Marketing Strategy
• Consulting
• Key Account Management
• Networking
• Corporate Website Management