Joshua Fertel
Principal Advisor, Union Hill Consulting
I build trusted relationships by listening first. Whether advising on complex risk portfolios or helping seniors navigate technology, my approach is the same: understand your goals, devise tailored solutions, and deliver on commitments.
Licenses & Credentials
Property & Casualty Insurance Broker
Licensed in multiple states:
New Jersey • New York • Pennsylvania • Connecticut • Delaware • Kentucky • Florida • California • Michigan • Puerto Rico
Surplus Lines Broker
Specialized expertise in non-admitted carriers
Access to specialized coverage for complex, unique, and hard-to-place risks across all states.
Career Timeline
Business Development Broker
Recent
Transitioned from a two-person operation to leading a 10-member team. Managed multi-million dollar book of business. Advised brokers and agents on lead generation and risk management. Partnered with online platforms to streamline quoting and operational efficiency. Developed strategic growth initiatives and strengthened broker-partner relationships.
Associate Vice President
Multiple Years
Cultivated and maintained large portfolios including trucking, logistics, real estate, contractors, importers, and non-profit organizations. Generated new sales across multiple product lines. Collaborated on brand strategy and marketing initiatives. Acquired referrals through social media, trade shows, and direct outreach. Maintained highest customer satisfaction and retention rates.
Underwriter / Marketing Specialist
Early Career
Cultivated broker relationships and provided underwriting expertise. Evaluated and classified risks for B2B insurance programs. Increased new business quotes through interactive databases and detailed underwriting information. Consulted with carrier underwriters to ensure timely review and service. Prepared compliance filings and optimized broker relationships.
Claims Associate / Broker Assistant
Foundation
Transformed operations into paperless workflows, converting thousands of files and enabling remote work capabilities. Maintained regulatory compliance through careful documentation and inspection management. Sustained high customer satisfaction by processing endorsements, loss runs, and certificates of insurance with speed and accuracy.
Client-First Philosophy
I believe in listening first. Every client has unique goals, constraints, and concerns. My job is to understand those deeply before proposing solutions.
Whether managing complex insurance portfolios or helping seniors master technology, I focus on clarity and accessibility. No jargon. No pressure. Just honest advice tailored to your situation.
I've worked in various roles across different industries, which has taught me one thing: people come first. Your success is my success. I deliver on commitments and build relationships based on trust.
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