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Oakbridge Insurance Broker Joseph Willis Recognized as a 2024 Construction Power Broker

Topics: Construction

Joseph Willis, Principal, Oakbridge Insurance

Portrait of Joseph Willis

Joseph Willis, CRIS
Principal
Oakbridge Insurance, Alpharetta, Ga.

Joe Willis doesn’t just sell insurance policies; he fights hard to keep clients satisfied. Such was the case for Meridian Restoration Inc., which credited Willis with preventing it from losing a significant amount of money in a deal with another broker that had gone wrong. When Willis’ previous firm was bought out by Oakbridge, Allan Keller, corporate controller for Meridian, shopped the market for its insurance needs. Another broker came in with a lower price, but Willis convinced Oakbridge to reconsider their previous offer.

“When Joe told them, ‘Hey, we are going to lose this client,’ they came back and reviewed our plan. They were able to get us a better rate than switching,” said Keller. The construction company hadn’t finalized the paperwork with the other broker, but had already sent them about $50,000. And then the broker stopped answering Keller’s emails and phone calls.

Working through his network, Willis convinced the broker to return Keller’s money.

“He literally took us under his wing to help us with that,” Keller said.

He said Willis also saw that the company didn’t have a back-to-work policy for employees to return to work following an injury and wrote one for them.

Keller said Willis has a way of making his customers feel at ease.

“There’s something about the way he talks to you and carries himself — you feel he’s there for your benefit and not to get one over on you.”

All 2024 Power Broker Winners

2024 Construction Power Broker Winners and Finalists


What is a Power Broker?

A Risk & Insurance Power Broker® is an individual who stands out among their peers for the exceptional client work they have delivered over the past year. While brokers play many key roles in the insurance industry and risk profession, a Power Broker® award recognizes problem solving, customer service and industry knowledge.

Our goal is to broadly recognize and promote outstanding risk management and customer service among the brokerage community.

Who selects the winners?

Power Brokers are selected by risk managers based on the strength of the testimonials they provide to a team of 15 Risk & Insurance editors and writers.

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