Zachary Carter
Business Owner & CEO at Heron Hill Risk Management- Claim this Profile
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Bio
Zac Olinger, CFP®, ChFC®, CLU®
Zach has always been extremely helpful for my family and an amazing resource for the people I serve. As a broker, he helps shop out coverage, giving you the piece of mind that you are getting the right coverage at the best price. I appreciate his approach and the care he exhibits for those he serves!
Timothy R. Jester, CFP®
I know Zach professionally and personally. Professionally I trust him with my business, and I am 100% comfortable referring him to others. As a financial advisor, it is important for me to only make outside recommendations to people I know have the same high level of integrity and client focus as my clients expect from me. Zach has always shown himself to be hardworking, extremely knowledgeable, efficient, punctual and trustworthy. Personally, I know him to be a faithful husband, a loving father and a good friend. You won’t go wrong if you work with Zach professionally or get to know him personally.
Zac Olinger, CFP®, ChFC®, CLU®
Zach has always been extremely helpful for my family and an amazing resource for the people I serve. As a broker, he helps shop out coverage, giving you the piece of mind that you are getting the right coverage at the best price. I appreciate his approach and the care he exhibits for those he serves!
Timothy R. Jester, CFP®
I know Zach professionally and personally. Professionally I trust him with my business, and I am 100% comfortable referring him to others. As a financial advisor, it is important for me to only make outside recommendations to people I know have the same high level of integrity and client focus as my clients expect from me. Zach has always shown himself to be hardworking, extremely knowledgeable, efficient, punctual and trustworthy. Personally, I know him to be a faithful husband, a loving father and a good friend. You won’t go wrong if you work with Zach professionally or get to know him personally.
Zac Olinger, CFP®, ChFC®, CLU®
Zach has always been extremely helpful for my family and an amazing resource for the people I serve. As a broker, he helps shop out coverage, giving you the piece of mind that you are getting the right coverage at the best price. I appreciate his approach and the care he exhibits for those he serves!
Timothy R. Jester, CFP®
I know Zach professionally and personally. Professionally I trust him with my business, and I am 100% comfortable referring him to others. As a financial advisor, it is important for me to only make outside recommendations to people I know have the same high level of integrity and client focus as my clients expect from me. Zach has always shown himself to be hardworking, extremely knowledgeable, efficient, punctual and trustworthy. Personally, I know him to be a faithful husband, a loving father and a good friend. You won’t go wrong if you work with Zach professionally or get to know him personally.
Zac Olinger, CFP®, ChFC®, CLU®
Zach has always been extremely helpful for my family and an amazing resource for the people I serve. As a broker, he helps shop out coverage, giving you the piece of mind that you are getting the right coverage at the best price. I appreciate his approach and the care he exhibits for those he serves!
Timothy R. Jester, CFP®
I know Zach professionally and personally. Professionally I trust him with my business, and I am 100% comfortable referring him to others. As a financial advisor, it is important for me to only make outside recommendations to people I know have the same high level of integrity and client focus as my clients expect from me. Zach has always shown himself to be hardworking, extremely knowledgeable, efficient, punctual and trustworthy. Personally, I know him to be a faithful husband, a loving father and a good friend. You won’t go wrong if you work with Zach professionally or get to know him personally.
Experience
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Heron Hill Risk Management
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United States
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Insurance
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1 - 100 Employee
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Business Owner & CEO
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Feb 2021 - Present
Heron Hill Risk Management was formed out of the belief that insurance isn't one-size-fits-all, and that everyone deserves custom coverage that best suits their lifestyle. Call Us Today - 615-481-4040 - For a Risk Management Experience like none other. Heron Hill Risk Management was formed out of the belief that insurance isn't one-size-fits-all, and that everyone deserves custom coverage that best suits their lifestyle. Call Us Today - 615-481-4040 - For a Risk Management Experience like none other.
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The Carter Family Foundation
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United States
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Philanthropic Fundraising Services
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1 - 100 Employee
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Director - An Ambassador of Grace
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Nov 2019 - Present
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Private Client Specialist | Insurance Advisor
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Dec 2016 - Jan 2021
Top Sale Producer Top Sale Producer
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Market Financial Group
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United States
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Insurance
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1 - 100 Employee
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Private Client Risk Manager
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Jan 2013 - Dec 2016
Generate new business through cross-selling, generating referrals, and pursuing new opportunities. Manage relationships by providing clients reliable information and service. Collaborate in writing new insurance contracts, offering clients innovative solutions to manage unique exposure. Generate new business through cross-selling, generating referrals, and pursuing new opportunities. Manage relationships by providing clients reliable information and service. Collaborate in writing new insurance contracts, offering clients innovative solutions to manage unique exposure.
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Hub International
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United States
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Insurance
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1 - 100 Employee
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SENIOR ACCOUNT EXECUTIVE
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Jan 2010 - Dec 2012
Maintain existing accounts with carriers who specialize in high net worth clients. Generate new business through cross-selling, generating referrals, and pursuing new opportunities. Manage relationships by providing clients reliable information and service. Collaborate in writing new insurance contracts, offering clients innovative solutions to manage unique exposure. Assess factors that impact underwriting. Train new employees on insurance contracts, company policies, and technology. Communicate effectively with carriers, consultants, and clients, recognizing each person’s level of understanding and interest.
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MARKETING SPECIALIST
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Jan 2008 - Jan 2010
Wrote proposals for new business, and went to market to find the most appropriate carrier to manage exposure. Negotiated rates when appropriate. Collaborated with Sales, Operations, and carrier’s underwriters to finalize contracts. Completed purchases and transitioned accounts, often working under strict deadlines. Interacted with clients and carriers in a way that established relationships.
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Account Manager
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May 2006 - Jan 2008
Managed personal lines of business, updating policies as needed. Communicated with clients in a way that demonstrated value over price. Developed a broad understanding of contracts and forms.
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Northern Trust
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Business Consulting and Services
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1 - 100 Employee
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Reconciliation Department
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Nov 2005 - May 2006
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Education
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2000 - 2005
Purdue University
Bachelors, Business -
2008 - 2010
Alverno College
MBA, Business and Economics
Community
