Michael Bodack is president of the Harrison, New York-based York International Agency. He's also a board member of the Young Presidents Organization, serves the Tufts Alumni Admissions Program committee, and was named one of Westchesters 40 Under 40 Rising Stars.
5:45 A.M. Check my phone to see if anything big happened overnight with clients, agency or the world.
7:00 A.M. Head to the gym. I try to make it there three to four days a week. I always have a better day if I work out.
8:50 A.M. My partner Rob knocks on the wall we share between our offices. I walk in and we discuss and debate the merits of having some of our up-and-coming young account executives at our offsite meeting in November.
9:05 A.M. One of the VPs in benefits walks in, we have an issue with a large customer. His stop-loss runs on a 15/12 basis and a large claim was incurred in the prior year and presented for payment $40,000. We call the customer together. We agree to talk in a few days after I have had a chance to do some research.
9:50 A.M. Jimmy, my other partner, calls. He just opened up an opportunity on a large prospect (750 lives). I drop everything. We discuss his relationship with the decision-makers, what he knows about the incumbent broker and I quickly pull the 5500. Looks like the other broker forgot to file the schedule A for the stop-loss insurance, a common mistake if hes not taking any commissions. We decide to have Jim schedule a call with the account to feel them out.
11:00 A.M. One of my producers and I take a call with an account that is totally lost, and in trouble. They are a typical restaurant chain that insures the managers but no one else and 800 employees who work more than 30 hours a week are going to have to be offered coverage. We explain the proprietary product we have to help mass-screen these employees for Medicaid, and we feel the tension lift. Well win this account in a few weeks, I assume.
12:30 P.M. Rob walks past my office and with a finger pointed up in the air and makes a small clockwise circle. Thats our version of the lunch bell.
1:45 P.M. Im meeting the new global head of HR for one of my largest accounts. One of my top account executives is coming with me, as well as a rep from the carrier, so I expect the meeting to go well.
4:25 P.M. Meeting is over and, as planned, everything seems to be in order. We have lots of follow up to do, but we took notes.
5:55 P.M. Home in time for back to school night my wife of 13 years, Sarah, is the class parent for our youngest who is entering Kindergarten. Give my sons a hello and spend 30 minutes listening to the stories of their day.
9:30 P.M. Sarah and I had some sushi with some other parents and I am now in front of the computer. I am coaching the boys fall baseball teams (both of them) and reminders need to be sent out about practice. I sort through the afternoon of correspondence, a few urgent items that require a response, but the rest will wait until tomorrow morning.
