Joe Wheatley

Team Lead Commercial Lines - Marketing & Service

Commercial Insurance Specialties: Manufacturing & Construction Risks, Workers Compensation, Property, Automobile, General and Professional Liability, Cyber Liability

Joe is in his 38th year in the commercial insurance industry, He spent 28 years as an underwriter and underwriting manager with Travelers, C N A and Reliance Insurance. He underwrote and marketed large commercial accounts in Kentucky, Indiana, West Virginia, Ohio, Tennessee and Mississippi for these carriers and has managed a $45 Million premium book of business. Joe also has over 10 years of experience in agency and brokerage operations for top 50 agencies in the US. He currently manages Commercial Lines Carrier relations for Fifth Third Insurance/Epic Insurance Solutions, negotiates and places large premium commercial risks directly with carrier partners, trains newer producers on the technical aspects of insurance including coverage, rating, program structure and sales techniques. He has presented and helped sell and place thousands custom insurance solutions for clients over the years. Joe recently joined Epic to lead carrier relations and placement efforts as Fifth Third Insurance expands throughout Fifth Third Bank’s footprint.

Joe has a Bachelors in Commerce from the University of Louisville School of Business and a Master in Business Administration degree from Bellarmine University in Louisville. He holds numerous insurance degrees including Chartered Property and Casualty Underwriter (CPCU), Certified Insurance Counselor (CIC), Associate in Risk Management (ARM), Construction Risk Insurance Specialist (CRIS), Certified Workers Compensation Consultant (CWCC) and Associate in Underwriting (AU). He has written numerous blogs as a subject matter expert on business income, cyber liability, Executive Risk exposures as well as Experience Mod Management and coverage gaps analysis.

Joe has been the Professional Insurance Agent’s Company Representative of the Year in the past and in in the Who’s Who in Insurance in Kentucky.

Joe has been married to Cathy Wheatley for 34 years and they have a son, Lucas, who will enter college in the Fall of 2018. Joe enjoys golf in his spare time.


Joe Wheatley