Tom O'Neil

Pioneer
DISC Type : sid

President, EPIC Insurance Brokers & Consultants at EPIC Insurance Brokers & Consultants

New York City Metropolitan Area, United States

Overview

As President of EPIC, Tom ONeil leverages over 40 years of experience to lead executive management, strategic initiatives, and national growth. He has a history of founding, growing, and selling successful risk management companies. He is a licensed broker in more than 40 states.

Tom is actively involved in his community, serving as a board member for the Boys and Girls Clubs of Northern Westchester. He also dedicates his time to supporting Guiding Eyes for the Blind, reflecting a strong commitment to community service and charitable causes.

He founded SafeHarbor Consulting & Risk Management in 2009, serving as its President and CEO before it was acquired by EPIC.

Personality Overview

Driven But Considerate

Decisive But Friendly

Dynamic But Sincere

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  They have the unique ability to win both love and respect from their team (or outsiders) If they are convinced, they can become very strong champions for your product

Topics They Care About

Strategic Acquisitions
His career includes founding and selling his own firm, joining EPIC to expand its operations nationally, and leading multiple acquisitions to drive growth.
Business Growth
His role as President is explicitly focused on driving growth, and he has a proven track record of expanding operations in the Northeast and West regions for EPIC.
Community Service
Serves on the board for the Boys and Girls Clubs of Northern Westchester and supports Guiding Eyes for the Blind, showing a dedication to local causes.

Media Appearances

Tom has no verified media appearances

Work History

2-2021
President, EPIC Insurance Brokers & Consultants at EPIC Insurance Brokers & Consultants
1-2014 - 2-2021
Regional President at EPIC Insurance Brokers & Consultants
1-2009 - 12-2013
President and Chief Executive Officer at SafeHarbor Consulting & Risk Management
Chief Operating Officer at Kinloch Consulting Group
Executive Vice President Chief Operating Officer at USI Insurance Services

Education

Education details unavailable from Saint Leo University

More Information

Social Presence :

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Exp : 16 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : President, EPIC Insurance Brokers & Consultants at EPIC Insurance Brokers & Consultants
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Insights For Selling To Tom

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but nurture the relationship too
  • During followups, use calls or text if needed, they should be fine
  • Build a trustworthy relationship while keeping the product center-stage

DONT's

  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tom is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Tom

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Tom move?

  • They are generally fast movers and can take quick decisions
  • Can Tom take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Tom

Personality Compatibility


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