Robert Whelan

Principal

I started my risk management career as a claims adjuster for a large carrier, handling multi-state and multi-line litigated and non-litigated claims. That work eventually led to a position in marketing research, where I had the opportunity for more personal interaction with clients, helping me better understand their challenges, needs and goals for their businesses.

Transitioning into the brokerage world was a natural next step where I found great joy working with clients who understood and valued the benefits that risk management can bring. I met the group at CORE when a prospective client suggested I meet with their consultant because my approach sounded very similar. The rest, as they say, is history.

For those who are not in our industry, risk management is typically associated as simply purchasing insurance. But that isn’t even the tip of the iceberg. Risk management and insurance are very ambiguous areas that affect every department in an organization from the top down. And risk can be an advantage or a disadvantage. Managing it well is all about understanding change, identifying risks and linking them to your business model so that you can be confident that you’re managing the total cost of risk.

Joy in the Small Things

I have three young children, all girls – the name of the game on a daily basis is survival. Being at their curious ages, I enjoy watching them find joy and excitement in everything they come across. They constantly remind me to take moments to enjoy the small things. As life moves fast in our household and because what I do professionally takes time to develop into visible results, I enjoy taking on the small tasks like working in the yard and around the house. These endeavors provide immediate satisfaction.

Industry experience

  • Banking
  • Construction
  • Manufacturing
  • Religious organizations
  • Telecommunications
  • Utilities
  • Data centers

Regional experience

  • United States
  • Canada
  • India