Rob McCarthy grew up around his family’s insurance agency GRBM Insurance so it was always something he thought about.
But when it came time to choose a college major, his childhood interest in computers and technology drew him to graphic design, which he thought would be more exciting. Then a few years later, Rob saw friends graduate and struggle with freelance work, and he changed his mind about the family business. It didn’t seem so bad after all.
One of the best moments in Rob’s career happened in October 2013 when the agency got their first client from their website. “This was huge for me and really focused my energy on developing the GRBM website.”
Like many in the industry, Rob enjoys helping clients understand why insurance is so important. “When a client gets the reasons why they need insurance and stop seeing it as just a cost, it helps elevate the industry from the poor reputation we often get.”
This is the way Rob McCarthy works.
Office is in Brewster, NY and home in New Fairfield, CT.
Vice president. Or according to LinkedIn: Contractor’s Insurance Professional
One word that describes how you like to work.
Silence. A quiet, distraction free work place is my favorite.
Current mobile device:
iPhone 6s Plus. But that might change soon, the Pixel XL2 looks like a strong option.
Dell Latitude 14. It is portable but powerful for graphics and video editing.
Project(s) you’re currently working on:
Currently, I am focused on improving our website and specifically our conversion rate.
Accomplishments you’re proud of:
Ranking number one for contractors insurance New York. This is a direct result of following the formula Joey Giangola has provided in the GrowProgram.
What are your goals for the next 12 months?
Growth. Not just my book of business, but the overall agency growing.
What are your biggest professional challenges?
I struggle with tool fragmentation. I wish my website would connect to my management system, my CRM, and my marketing automation tool. It pains me to no end that we can’t have two-way communication between these different systems.
What do you like most about your job?
Every day is a challenge, whether it’s helping a client get fully reimbursed for a claim, or winning a new client. The challenge is what keeps it interesting and exciting.
What technology, apps or tools can’t you live without?
A laptop and Evernote. It’s a great catch-all for ideas and even longer form notes.
What are the top three apps you use on your phone?
Email, Evernote, YouTube and Spotify
Describe your workspace.
My office is generic: a desk and work essentials. But, my favorite workspace is my comfy recliner at home.
How do you manage your to-do list?
Depends on the day, sometimes I enjoy going old school and writing out a paper to-do list, but also am a big fan of Wunderlist.
What’s your best time-saving tip or hack?
Keep it simple. I tend to overcomplicate things. (Read my list of tools that I want to communicate with each other). Simple and efficient saves so much time.
What’s the first thing you do when you get in the office?
What do you listen to while working?
Let me put it this way. If Spotify ever reached out to me and accused me of sharing my account with someone, I wouldn’t be surprised. My playlists are all over the place, from country to AC/DC and hip-hop. It really all depends on the day.
What are you currently reading?
Currently working on “Originals” by Adam Grant and “Business Adventures” by John Brooks. But, I also read a ton of David Baldacci crime/thriller books.
What’s your favorite blog and/or podcast?
Big fan of Joey Giangola’s podcast “Insurance in Your words.” Also, I’m a big fan of the “Signal vs Noise” blog.
Favorite social network?
Coffee or tea?
What are you watching on Netflix right now?
Last Man Standing
How do you decompress?
YouTube or reading
What’s your sleep routine like?
Old man style. Bed by 10-10:30 p.m. up by 7 a.m.
What does a typical day look like for you?
Grab bagels on the way into the office, work/appointments all day with a quick lunch at my desk. Then head home for dinner with the wife, usually a little quality time with her and then back to work on the laptop from home. Then maybe some TV or reading before bed.
Who are your business idols and why?
My father, without him I probably would have never considered a career in insurance. He gave me responsibility, which showed me from a young age hard work is what it takes to succeed.
If you could switch jobs with someone, who would it be?
Gary Vaynerchuck, CEO VaynerMedia
Who would you like to see in a future This is the Way post?
Terry Grier and Miles Merwin
The This is the Way blog series asks ITC employees, agents, carriers and other people in the industry how they work and to share their tips. Is there someone you want to see featured or questions we should ask? Tweet us or leave it in the comments below.
About the Author
As senior vice president of sales and marketing, Becky Schroeder oversees ITC’s sales and marketing departments. Her specialties include creating and documenting processes; establishing metrics for managing those processes; developing content strategy and generating leads; and driving the overall company sales and marketing strategy. Becky was named an Elite Woman in Insurance by Insurance Business America in 2016. She has a master’s degree in integrated marketing communication from Emerson College in Boston and a bachelor’s degree in journalism from Texas A&M University. Becky is a big Texas A&M football fan and enjoys cooking, reading and spending time with her husband and their three daughters.Follow on Twitter More Content by Becky Schroeder