Travis Gwyn

About Travis Gwyn

Travis Gwyn, Principal at Oakridge Capital Services.I’m an insurance professional with experience across brokerage leadership, underwriting operations, and client development.I’ve built and led teams, worked directly with clients to structure coverage, and negotiated with carriers to get deals done. My background spans both personal and commercial lines, including experience with more complex risks like transportation and trucking.Today, I run Oakridge Capital Services, where I focus on developing producers, improving performance, and building a brokerage model centered on growth and accountability.I’m now looking to take the next step - partnering with a firm where I can focus on producing, building a book, and driving revenue at a higher level.If you’re building something and need someone who can win business, develop relationships, and operate with ownership, I’m open to the conversation.

Experience

1. Principal

   Oakridge Capital Services

   Jan 2024 — Present · Carmel, IN, US

   Capital Strategy & Deployment: Directing all decisions on capital allocation, from setting reserve thresholds to selecting investment vehicles, ensuring Oakridge’s surplus is deployed with discipline and aligned to long-term compounding objectives. Strategic Planning: Developing business strategies, setting goals, and making decisions that shape the direction and growth of the brokerage. Financial Management: Managing budgets, overseeing financial reports, and ensuring the profitability of the brokerage. Developing Producers: Providing guidance, mentorship, and high-level direction to insurance brokers under Oakridge’s umbrella. This includes elevating their performance, sharpening their market approach, and ensuring their success contributes to the firm’s broader vision. Recruitment and Training: Hiring new brokers, providing training programs, and fostering professional development opportunities for brokers within the brokerage. Client Relations: Maintaining relationships with clients, handling high-level negotiations, resolving disputes, and overseeing complex transactions. Overseeing Operations: Managing the day-to-day operations of the brokerage, ensuring compliance with regulations, and maintaining efficient office functioning. Legal Compliance: Ensuring that the brokerage adheres to state and federal laws, regulations, and ethical standards. This involves overseeing trust accounts, licenses, and disclosures.

Education

• Indiana University - Kelley School of Business

  Bachelor of Science in Business, Finance and International Business. Minor: Economics

  2011 — 2013

• The University of Sydney Business School

  Bachelor of Science in Business, Finance and International Business

  2012 — 2012

Skills

• Team Building
• Management
• Customer Service
• Strategic Planning
• Budgets
• Financial Analysis
• Leadership
• Real Estate
• Teamwork
• Investment Properties
• Time Management
• Residential Homes
• Insurance
• Financial Modeling
• Analysis
• Negotiation
• Microsoft Office
• Sales
• Powerpoint
• Microsoft Excel
• Investments
• Market Research