ROGER J. STEWART

Critic
DISC Type : C

President at Altum Risk & Insurance Solutions

Coronado, California, United States

Overview

As President of Altum Risk & Insurance Solutions, Roger J. Stewart leverages over two decades of experience in property & casualty and employee benefits. He focuses on client strategy and carrier partnerships, holding a Fire and Casualty Broker-Agent license. Colleagues describe him as honest, intelligent, and a person of integrity.

Roger is passionate about strengthening communities through purpose-driven insurance and corporate giving. He positions his work as having a positive impact beyond the balance sheet, aiming to contribute to the well-being of his clients and his broader circle of influence.

He describes his role not just as a broker, but as a “strategic fixer” who solves complex client problems directly and efficiently.

Personality Overview

ROI Driven

Objective Thinker

Information Seeker

They prefer to analyze logically and value objective facts over emotions.  Unless the value is proven by data, they are unlikely to value fancy features. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Boutique Brokerage Value
He frequently contrasts privately held firms with national giants, emphasizing the superior responsiveness and client-centric approach of a smaller partner.
Holistic Risk Management
His approach integrates property & casualty with employee benefits to deliver comprehensive, intelligent insurance solutions aligned with a client's long-term vision.
Corporate Giving
His professional headline explicitly mentions building stronger communities through corporate giving, indicating a core personal and business value.

Media Appearances

ROGER has no verified media appearances

Work History

7-2025
President at Altum Risk & Insurance Solutions
1-2002 - 7-2025
Insurance Broker at Various Companies

Education

Education details unavailable from University of Florida

More Information

Social Presence :

Prographics :

Exp : 23 Location : Coronado, California, United States Job Level : N/A Designation : President at Altum Risk & Insurance Solutions
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Insights For Selling To ROGER J.

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don't give superficial answers, they are easily rattled by them
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with ROGER J. is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from ROGER J.

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will ROGER J. move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can ROGER J. take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And ROGER J.

Personality Compatibility


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