Day to day, Paul does what most insurance agency presidents do: establish long-term plans, business goals and organizational structure; identify talented employees who will be our next agency leaders; maintain a high level of interaction and collaboration across the agency; and ensure client and carrier satisfaction.
But when all is said and done, what he’s really doing is cultivating a company culture where trusted teams, shared vision, collaboration and a standard of excellence coalesce into superior client service —earning him the more important (though nonofficial) title of “CIV” — Chief Insurance Visionary.
As our employee benefits practice leader, Cooper oversees the entirety of our benefits practice at all branch locations. Based in Birmingham, he has built a “beyond benefits” approach to solving the most complex people problems through a high-touch, high-results, holistic approach to benefits in the ACA age. And just as his practice goes “beyond benefits” at the client level, his leadership, guidance and influence touches every area of our agency.
Allen leads our property and casualty group by solving complicated insurance problems through keen knowledge and industry insights. He brings innovative new ideas and technologies to improve all our P&C partners’ insurance programs, while at the same time serving as a mentor for our newer sales professionals. Previously one of the top 10 percent of producers for an international insurance firm, Allen works to set high standards of customized service for Valent Group and coaches our team to reach those standards.
Over the past 14 years, Fortune 1000 publicly traded and privately held companies have trusted Mike with their comprehensive risk management programs and relied on his deep technical expertise in cyber and management liability. Mike now champions these specialty practices for Alabama’s small-to-midsize businesses. Prior to his work in insurance, he was a pilot with American Airlines after a distinguished career as a Naval Aviator with the U.S. Navy.
Forrest serves as management liaison for Valent Group’s Benefits Practice. His executive leadership experience — serving as a C-Suite player responsible for HR leadership with companies of up to 1,000 employees and his leadership roles in the HR community — is leveraged daily to guide our benefits clients through their most complex HR challenges. Forrest first joined Valent Group to provide benefits consulting services to support his company’s growing benefits objectives. He later crossed over to the benefits consulting world in 2014, when Valent Group recruited him as an in-house HR compliance and benefits technical expert.
Phillip’s mission at the agency is to establish, coordinate and deliver high standards of excellence for our clients through the collaboration of our services teams, including account management, marketing, loss control, claims and other in-house resources. He keeps our clients’ needs top priority and our teams whistling while they work.
Terry is more than our numbers wizard — she’s a trusted advisor and partner to each of our producers. Having been with the agency for nearly 10 years, she’s served as the lead integrator on all agency acquisitions since 2010. Her role touches nearly every part of the agency, and as such, many of us fondly consider her our agency’s “grande dame.”
Sonia lives professionally by this one motto: “Be the bacon.” Because bacon takes everything to the next level, and that’s exactly what she does for our agency in her role as vice president of marketing and corporate communications. Plus, watch out – she leads her own cardio kickboxing and hip-hop workout program. Jab, Cross, Hook, y’all.
If employees are an organization’s greatest asset, then Leticia’s desire to cultivate a culture of growth and development inspires our team to “Be the Difference”. Leticia joined Valent Group in 2018 to recruit talented insurance professionals and provide day-to-day strategy and consultation to our management team on HR related issues; ensuring our talented team have the tools and resources in place to be successful.
Brandon works with our branch locations and business units to develop and execute strategic plans and growth initiatives. He also works closely with the acquisitions team at EBSCO Industries Inc., our parent company, to develop opportunities for the agency to grow its geographical footprint. And his prior fame as a college golfer makes him one of the most sought-after team players for any agency tournament.