Lex Latkovski, CPCU, ARM
Director of Sales & Marketing, Client Services Director
Lex specializes in large account sales, digital distribution methodologies, and client retention and service. He works closely with team members on product and technology development projects and the mathematical modeling of TCORCalc®.
Lex works closely with our Private Clients on large account sales strategies, tech support, and onboarding and training. Lex created and manages a MasterMind Group for select clients to provide regular collaborative strategy and sales training sessions. Lex also created and manages our online Analytic Brokerage™ Academy to deliver structured sales and support courses and training to our clients. Invoicing, payment processing, contract creation and legal review, CRM management, webpage creation, drip marketing, and video creation and editing are also services Lex provides to the company.
Lex began his insurance career in 1991 with Willis Corroon (now Willis) as part of their National Executive Development Program. He worked on large account brokerage teams with Willis in Nashville, San Francisco, and Phoenix. Lex has earned the CPCU and ARM professional designations.
A graduate of Vanderbilt University with a double major in Mathematics and Spanish, Lex is an avid world traveler, adventurer, public speaker, and published author. Lex is fluent in Spanish, has visited all 50 U.S. States and 83 countries around the world, and can solve a Rubik’s Cube in 56 seconds.