Bob Slocum

Bob Slocum

Insurance Consultant - Broker Associate

  • Office: (401) 738.4821
  • Office Location: 333 Centerville Road, Warwick, RI 02886

About Bob Slocum

Personal

I entered the insurance business at the age of 16 as a bookkeeper in our family run insurance agency (part time after school). At the age of 18, I received my broker’s license and worked in the agency and sold insurance while I attended URI where I majored in finance and insurance. After graduation, I completed the Aetna Home Office Sales Course and began to pursue the CPCU and CIC designations. I also received my real estate license in 1978 and have been an active realtor since that time. In addition, I have been actively involved in a wide variety of industry activities and had the privilege and honor of representing my peers in many capacities as an agent leader.


Education

1972 Graduate Warwick Veterans Memorial High School

1975 Graduate University of Rhode Island – BSBA Degree Finance & Insurance Major

1975 Blue Ribbon Graduate of the Aetna Life & Casualty Home Office Sales Course

1978 Received Chartered Property Casualty Underwriter Designation

1978 Received Certified insurance Counselor Designation

2009 Receive ePro Designation from National Association of Realtors

Insurance Industry Activities

2012- Present IIABA State National Director for Rhode Island (Again)

2008-Present ACORD Board of Directors Member

2013-2015 IIABA National Chairman of InVest

2003-2007 National Chairman of Agents Council for Technology IIABA

2007-2010 IIABA Virtual University Committee Member

2006-Present AUGIE Leaders Council Member

1994-2007 Chairman of IIARI Automation Committee

2003-2008 IIABA State National Director for Rhode Island (first time)

2003-Present Member of the Governors Insurance Council

2004-2009 Member of Peerless Insurance Company National

Agent’s Advisory Council

2005- 2007 Chairman of the Peerless Agents Advisory Co. for Tech.

2004- 2007 Metropolitan P&C Insurance Company National

“Peak Performers Advisory Panel”

2001-2002 President Independent Insurance Agents of Rhode Island

1975-2004 I have served on virtually every committee of

IIARI including but not limited to education, workers

compensation, technical, state insurance committee, etc…

2000-2003 Director of Agents Council for Technology of IIABA

2000-2003 Co-Branded Website Oversight Committee of IIABA

1995-1997 National Director Professional Insurance Agents

1988-1989 President of the Professional Insurance Agents of New England

1988-1989 Chairman of the National Presidents Advisory Council of the National Association of

Professional Insurance Agents

1989-1990 Chairman of the PIA of New England CIC Committee

1979-1991 I served on virtually every committee for PIA of New England. In addition, I was the Chairman of the Education Committee, the Member Relations Group and the CGL technical Committee(s)

1985 I received the PIA of New England “Chairman of The Year Award” for my work relating to the new ISO CGL policy

Teacher / Instructor

As soon as I entered the insurance industry full time in 1975, I began teaching. Over the course of my career, I have addressed a wide variety of insurance and agency related topics and served in many capacities. These include, but are not limited to:

“Get Real Time Now”

“Identity Theft – What Every Agent Needs To Know”

“ACT Vision For The Future of Agency Automation”

“E-Commerce & The E-Commerce Risk”

“IIARI – Creating Your WEB Site”

IIARI “The Internet” – A 3 Part Series For Independent Insurance Agents

“A Panel Member on Agency Automation -1996 IIAA National Convention”

“Panel Moderator IIAA Automation Panel 1997 National Convention”

“People & Computers – A Winning Team”

“Inactive Member of the Faculty of the Society of Certified Insurance Counselors”

“Instructor for local Chartered Property Casualty Underwriter Classes”

“Facilitator for Accredited Advisor of Insurance Classes”

“The New ISO CGL policy Forms”

“New & Old Commercial property Classes”

“PIA of New England Customer Service Training School”

“IIARI & PIANE Intro To Insurance – Basic Courses”

Community Activities

1995-1998 Appointed as a member of the School Improvement Team” for Pilgrim High School. As a member of this team, I worked with school administrators, teachers, students, and other parents to develop a “new vision” and strategic plan for redesigning our education system to better prepare our children to meet the challenges of the future work place environment.

1984-1998 Coached Major League, Minor League and T-Ball (instructional) baseball forWarwick West Side Little League

1989-1993 Member of the Board of Directors – Warwick West Side Little League

1989-1991 Secretary of Warwick West Side Little League

Hobbies

Boating/Sailing

Swimming

Fishing

Skiing (Snow)

Traveling

What Others Say About Me

Re: NH Technology Session 3/26/02

“Bob, you did a great job. I think we complemented each other well, and you were fabulous in drawing the audience out. We got terrific input. I look forward to doing more sessions with you in the future. Thank you very much for doing it. Thanks again.”

Jeff Yates

Executive Director

Agents Council for Technology (ACT)

Independent Insurance Agents of America

Re: Mid West Tech Conference August 2004

“It was wonderful to meet you at the Mid West Tech Conference. I thought your insight and comments on the panels were right on target. Glad you’re part of ACT.”

Rebecca L. Koos, CIC

Principal

Race Point Consulting, LLC
Re: IVANS Xchange Conference March 1, 2007
I wanted to personally thank you for your participation on the Ease of Doing Business panel at IVANS Xchange conference last week. This session was definitely one of the most popular and successful during the conference. I really appreciated the insight you provided to the audience around Ease of Doing Business and in particular that it is not just about the technology but also the attitude of the underwriters and the carriers that you work with.
Your willingness to share the challenges that you face as an agent has definitely gone a long way in helping move the industry forward. The perspective you shared brought the issues to life and made it very clear why it is important that carriers focus on being easier to do business with.
Please let me know if ever there is anything I can help you with. Thank you again and I hope you had a good trip home.
Kind Regards,
Maggie O’Hara
Group VP, Marketing & Customer Operations
IVANS, Inc.

10/20/2008

Bob,

I just learned that you have been honored with the Rhode Island Big I’s highest honor, the Carleton I. Fisher Outstanding Agent Award for your contributions to the state and national associations and the industry. Bob, you so richly deserve this honor for all you have done to move the industry forward throughout your career, not only on the state and regional level, but as Chairman of ACT and the National Director for Rhode Island.

Carleton Fisher had completed his national involvement at about the time I joined the association in 1975, but I certainly knew him by reputation and I believe I did meet him in person at one of the national or state meetings. He was a Woodworth Memorial recipient. He was a giant on the national scene in the technical affairs arena. Bob, it is so fitting for you to receive this award in his name for all your have done in the technical, legislative, and technology areas! This news has made my week!

Sincerely, Jeff

Jeff Yates

ACT Executive Director

CarltonI.Fischer Outstanding Agent Award

On October 17, 2008, I was awarded the Carlton I. Fischer Outstanding Agent Award by the Independent Insurance Agents of Rhode Island. This is the highest honor that IIARI can present to a member. To say I am a proud recipient would be an understatement!

In 1979, under the leadership of then then Executive Director, Donald Fallon, the Carlton I. Fisher Outstanding Agent Award was established to “Recognize Members of the Association who have shown extraordinary dedication and outstanding service over a period of years to not only the Independent Insurance Agents of Rhode Island and its members, but also the American Agency System”. Bob is only the 8th person to receive this honor in the history of IIARI.

The Carlton I. Fisher award is the highest honor that IIARI can present to a member. Mr. Fisher was a real student of the business, and always gave of his time and knowledge to the industry and specifically to the Independent Insurance Agents of Rhode Island. In addition to serving as President of IIARI from 1944 to 1947, Mr. Fisher served as a volunteer instructor and on numerous committees. Carlton Fisher’s leadership within the industry was well known and everyone who knew him considered him a gentleman. In 1952, for his extraordinary dedication and service to the American Agency System, Carlton Fisher received the WOODWORTH MEMORIAL AWARD, the highest award that can be bestowed on a member by our national association, the Independent Insurance Agents and Brokers of America.Personal/Professional References

Robin Federici, CPCU, AAI, ARM, CPIW, President

Insurance Education & Training Associates, LLC

(401) 294-3557

robinf@ieta.biz

Jeff Yates

Executive Director Agents Council for Technology (ACT)

406-586-0304 (Home Office)

jeffyates500@gmail.com