CBIZResponse_CopakenBrooksProposal

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Copaken Brooks RFP | Insurance Brokerage and Risk Management Services
Rob Kaelin | Regional President, CBIZ Insurance Services, Midwest/West
Rob is the president of Midwest/West operations for CBIZ Insurance Services, Inc. In his role, he leads a team of
experienced Risk Management and Insurance professionals who are dedicated to helping clients make informed
decisions about their risks. Rob has 24 years of experience in the Insurance and Risk Management industry,
including 11 years in his current position with CBIZ. Before joining CBIZ, he spent three years with Aon Risk
Services and was an owner of the BCK&W insurance agency. In all positions, Rob has been responsible for the
production and retention of commercial insurance accounts. Rob’s specialties include Property and Casualty
Insurance and Risk Management for Real Estate, Railroad Transportation, Construction and Worker’s
Compensation.
816.945.5158
Greg Cryan | Regional President, CBIZ Insurance Services, Southeast
Greg is an experienced insurance professional who founded and operated an independent insurance group before
taking on leadership positions with USI and then CBIZ. Greg has served as southeast regional president for CBIZ
Insurance since 2012 and is a member of the CBIZ Commercial Real Estate national practice executive committee.
As a key member of the CBIZ Insurance national leadership team, Greg ensures that clients receive both industry
expertise and regional/local service as a feature of their account service.
678.297.7776
Jim Judd | Consultant, CBIZ Insurance Services, Kansas City
Jim is a National Real Estate Practice leader for CBIZ with more than 20 years of prior Insurance experience in the
analysis, development, marketing and implementation of Commercial Property & Casualty Insurance programs for
clients. He works with Property Managers, Private Portfolio Owners and REITs relative to Risk Management and
the placement of their Insurance needs. Jim is adept at conducting the systematic review of the exposures by
addressing operational risks as they relate to systems, processes and procedures.
816.945.5630
Qualifications
1. Account Team
List the names, home locations and applicable years of experience of team members who would provide
account support and/or special expertise to Copaken Brooks.
a. Identify the account team structure your firm would use and provide the organizational
hierarchy for these team members.
b. Describe each member's service role, experience level and include a bio.
c. Include the primary office location for each proposed team member.
Copaken Brooks will be assigned a service team that meets your needs and that is dedicated to commercial real
estate industry clients. We realize the importance of a team that understands your industry and the components of a
proactive service plan that will delivery prompt and accurate delivery. Your team has vast experience securing rate
reductions, designing innovative programs, and broadening coverage to meet the changing dynamics of the
commercial real estate industry.
Below are the key team members assigned to this account. As we learn more about Copaken Brooks’ service needs,
we have the ability to include additional team members based upon their specific area of expertise.
Team Leads: