Overview

Jim Roof is a Senior Director in the Washington, DC office of The Claro Group. He has been involved with insurance related matters for the policyholder for over 40 years.

Jim has secured engagements for clients with 1st and 3rd party issues and losses, environmental and toxic tort litigation, EPLI and D&O insurance coverage matters, Cyber Insurance, Fidelity Claims and Construction litigation and claims.

He has brought in clients, mostly in the middle market arena, that have covered a wide range of industries, including manufacturing, hospitality, real estate, retail, governmental, and energy.

Jim has been a rainmaker and policyholder advocate with extensive experience with professional services firms in the insurance advocacy industry and proven ability to develop and execute strategies that generate new and incremental business.

He has significantly increased revenue at every firm, acquiring, nurturing, and expanding lines of business across the insurance landscape and challenging existing marketing and business development strategies.

Jim has also transformed the business development culture of a professional services organization from traditional reactive to proactive pursuits focused on building and maintaining trusted relationships.

Built existing brands and established sustainable referral pipelines with insurance brokers and consultants; became a national resource for obtaining and adjusting first and third party property losses.

Jim has frequently asked to share expertise as a presenter at trade shows and conferences; authored numerous articles on common insurance-related issues faced by trade groups and associations who need policyholder advocacy work. Set up seminars for complicated insurance issues to provide attendees CE credits.

Experience +

Change Management

Transformed the business development culture from reactive to proactive; delivered substantial revenue/fees by acquiring and growing relationships with regional/national insurance brokers/consultants and law firms

Market Presence

Promoted the firm and the public adjusting concept through the creation and execution of a brand-building strategy and effective presentation of multiple seminars and presentations to industry groups.

Referrals

Built a healthy referral practice by creating a quid-pro-quo model with insurance brokers, consultants, and law firms

Event Selling

Generated millions of dollars in fees by selling core services to clients targeted at event-driven opportunities.

Change Management

Played a strategic role in transforming business development model from a traditional RFP/client-engagement model to a proactive, event-driven model.

Outsourcing Practice

Secured financial back office outsourcing wins for law firms and businesses as a critical player with the Outsourcing Practice.

Law Firm Engagement

Served as point person for multidiscipline outsourcing engagement with law firm, Akin Gump, delivering one of Deloitte’s largest client fees in 2001.

Environmental Engagements

Attracted and secured engagements for environmental and brownfield sites focused on recovering funds from historical CGL policies.

Education +

State University of New York, Fredonia, NY

Publications & Speaking Engagements+

Jim has been a frequent speaker for management companies and national housing associations for disaster preparedness

Jim has been a presenter for various insurance agent and broker groups, as well as a business insurance schools, for the practical application of business income coverage

Practices +