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Greg Schaefer, CIC, CPIA, ACI

Greg Schaefer, CIC, CPIA, ACI

Partner | Patriot Growth Insurance Services
Entrepreneur • Insurance Executive • Keynote Speaker

Greg Schaefer is an entrepreneur, nationally recognized insurance executive, and keynote speaker whose career has been defined by one belief: extraordinary results come from playing the long game.
Beginning his insurance career in 1999, Greg started at the ground level of the industry and earned every opportunity through relentless prospecting, disciplined execution, and an unwavering commitment to building relationships. In 2010, he founded Schaefer Enterprises in New York City, transforming it into one of the nation’s premier boutique commercial insurance brokerages serving private equity firms, hedge funds, healthcare organizations, restaurants, contractors, supermarkets, and nonprofit organizations.

Known for building trusted relationships and delivering sophisticated risk management strategies, Greg became a nationally recognized leader in healthcare insurance, advising independent physician groups, medical practices, MSOs, and private equity-backed healthcare platforms across the United States.

In 2019, Schaefer Enterprises became the first exclusive property & casualty agency to partner with Patriot Growth Insurance Services, helping launch what has since become one of the largest and fastest-growing insurance brokerages in America. Today, Greg continues to advise complex commercial clients while mentoring producers, entrepreneurs, and leadership teams on how to build enduring businesses through consistency, resilience, and the discipline of stacking winning days.

A graduate of Loyola University Maryland’s Sellinger School of Business, Greg is also a former Division I basketball player and 20-time Ironman event finisher. The lessons learned through elite athletics—preparation, perseverance, and relentless consistency—have become the foundation of his leadership philosophy.

In 2023, Greg faced his greatest challenge when he was diagnosed with Young-Onset Parkinson’s Disease. Rather than allowing the diagnosis to define him, he embraced it as another opportunity to compete. Today, he is a sought-after keynote speaker whose message extends far beyond business.

His signature keynote, The Long Race, inspires audiences to embrace the long game in sales, leadership, entrepreneurship, and life. Through authentic storytelling and practical strategies, Greg demonstrates that exceptional success is never accidental—it is earned by showing up every day, stacking disciplined habits, building trust over time, and refusing to quit.

Whether speaking to Fortune 500 companies, sales organizations, entrepreneurs, or leadership teams, Greg leaves audiences with a simple but powerful message:

“The biggest deals, the strongest businesses, and the most meaningful lives are built one day at a time. Stack enough great days together, and extraordinary results become inevitable.”

Greg Schaefer is an entrepreneur, nationally recognized insurance executive, and keynote speaker whose career has been defined by one belief: extraordinary results come from playing the long game.

Beginning his insurance career in 1999, Greg started at the ground level of the industry and earned every opportunity through relentless prospecting, disciplined execution, and an unwavering commitment to building relationships. In 2010, he founded Schaefer Enterprises in New York City, transforming it into one of the nation’s premier boutique commercial insurance brokerages serving private equity firms, hedge funds, healthcare organizations, restaurants, contractors, supermarkets, and nonprofit organizations.

Known for building trusted relationships and delivering sophisticated risk management strategies, Greg became a nationally recognized leader in healthcare insurance, advising independent physician groups, medical practices, MSOs, and private equity-backed healthcare platforms across the United States.

In 2019, Schaefer Enterprises became the first exclusive property & casualty agency to partner with Patriot Growth Insurance Services, helping launch what has since become one of the largest and fastest-growing insurance brokerages in America. Today, Greg continues to advise complex commercial clients while mentoring producers, entrepreneurs, and leadership teams on how to build enduring businesses through consistency, resilience, and the discipline of stacking winning days.

A graduate of Loyola University Maryland’s Sellinger School of Business, Greg is also a former Division I basketball player and 20-time Ironman event finisher. The lessons learned through elite athletics—preparation, perseverance, and relentless consistency—have become the foundation of his leadership philosophy.

In 2023, Greg faced his greatest challenge when he was diagnosed with Young-Onset Parkinson’s Disease. Rather than allowing the diagnosis to define him, he embraced it as another opportunity to compete. Today, he is a sought-after keynote speaker whose message extends far beyond business.

His signature keynote, The Long Race, inspires audiences to embrace the long game in sales, leadership, entrepreneurship, and life. Through authentic storytelling and practical strategies, Greg demonstrates that exceptional success is never accidental—it is earned by showing up every day, stacking disciplined habits, building trust over time, and refusing to quit.

Whether speaking to Fortune 500 companies, sales organizations, entrepreneurs, or leadership teams, Greg leaves audiences with a simple but powerful message:

“The biggest deals, the strongest businesses, and the most meaningful lives are built one day at a time. Stack enough great days together, and extraordinary results become inevitable.”

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Professional Designations
  • Certified Insurance Counselor (CIC)
  • Certified Professional Insurance Agent (CPIA)
  • Associate in Captive Insurance (ACI)

Professional Designations

  • Certified Insurance Counselor (CIC)
  • Certified Professional Insurance Agent (CPIA)
  • Associate in Captive Insurance (ACI)
Awards & Recognition
  • Inc. 5000 – Fastest Growing Companies
  • Insurance Business America – Top Healthcare Insurance Brokers in America
  • Insurance Business America – Top Insurance Producers
  • SMART CEO – Future 50 Award
  • CEO Today USA Awards – Winner

Awards & Recognition

  • Inc. 5000 – Fastest Growing Companies
  • Insurance Business America – Top Healthcare Insurance Brokers in America
  • Insurance Business America – Top Insurance Producers
  • SMART CEO – Future 50 Award
  • CEO Today USA Awards – Winner
Monika Bolkun-Robert

Monika Bolkun-Robert

Chief Operating Officer & Construction
Practice Co-Leader

Monika Bolkun-Robert serves as the Chief Operating Officer of Schaefer Enterprises. Bolkun-Robert began her insurance career in New York as an assistant to the president of an insurance and bonding brokerage firm on Wall Street, working her way up to vice president of the insurance division within two years. In 2010, Monika joined Schaefer Enterprises and facilitated the firm’s exponential growth as a partner, vice-president, and now, as Chief Operating Officer.

In 2019, Schaefer Enterprises partnered with Patriot Growth Insurance Services, LLC, as the first exclusive property & casualty agency to join the firm. Today, Patriot Growth Insurance Services, LLC is one of the largest insurance brokerages in the United States. Monika now co-leads the national Construction Insurance practice across Patriot.

Bolkun-Robert is highly experienced with companies in the construction, engineering, real estate, pharmaceutical and hospitality industries. In construction and real estate, she has insured over twenty multi-million dollar real estate developments in New York and New Jersey. She works with her general contractor and trade contractor clients on their risk management and helps them find appropriate and affordable insurance coverage. Bolkun-Robert advocates on behalf of her clients regarding claims and loss control, and has extensive knowledge and experience preparing applications to positively influence underwriters and capitalize on premium credits and coverage advantages.

Bolkun-Robert was born and raised in Poland and spent her summers working and studying in London, England. Monika holds an MBA in Marketing and Management in Foreign Trade from Bialystok University of Technology. Outside of the office, Monika is passionate about fashion, interior design, art and loves to travel.

Monika Bolkun-Robert serves as the Chief Operating Officer of Schaefer Enterprises. Bolkun-Robert began her insurance career in New York as an assistant to the president of an insurance and bonding brokerage firm on Wall Street, working her way up to vice president of the insurance division within two years. In 2010, Monika joined Schaefer Enterprises and facilitated the firm’s exponential growth as a partner, vice-president, and now, as Chief Operating Officer.

In 2019, Schaefer Enterprises partnered with Patriot Growth Insurance Services, LLC, as the first exclusive property & casualty agency to join the firm. Today, Patriot Growth Insurance Services, LLC is one of the largest insurance brokerages in the United States. Monika now co-leads the national Construction Insurance practice across Patriot.

Bolkun-Robert is highly experienced with companies in the construction, engineering, real estate, pharmaceutical and hospitality industries. In construction and real estate, she has insured over twenty multi-million dollar real estate developments in New York and New Jersey. She works with her general contractor and trade contractor clients on their risk management and helps them find appropriate and affordable insurance coverage. Bolkun-Robert advocates on behalf of her clients regarding claims and loss control, and has extensive knowledge and experience preparing applications to positively influence underwriters and capitalize on premium credits and coverage advantages.

Bolkun-Robert was born and raised in Poland and spent her summers working and studying in London, England. Monika holds an MBA in Marketing and Management in Foreign Trade from Bialystok University of Technology. Outside of the office, Monika is passionate about fashion, interior design, art and loves to travel.

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Awards & Recognition
  • Insurance Business America – named in the "Elite Women" field of construction insurance.
  • Insurance Business America – Hot 100 List, 2026
  • Insurance Business America – Top Insurance Brokers and Agents, 2025
  • CIO Magazine – One of the Most Influential Women in the Insurance Industry
  • Insurance Business America – Hot 100 List 2022, 2021
  • Named an Outstanding Woman at the Women Builders Council 16th Annual Champion Awards (2021)
  • Named one of the 10 Best COOs of 2021 by Industry Era for Women Leaders
  • Featured in The Huffington Post as a notable "Women in Business"
  • Member of the Professional Women in Construction

Awards & Recognition

  • Insurance Business America – named in the "Elite Women" field of construction insurance.
  • Insurance Business America – Hot 100 List, 2026
  • Insurance Business America – Top Insurance Brokers and Agents, 2025
  • CIO Magazine – One of the Most Influential Women in the Insurance Industry
  • Insurance Business America – Hot 100 List 2022, 2021
  • Named an Outstanding Woman at the Women Builders Council 16th Annual Champion Awards (2021)
  • Named one of the 10 Best COOs of 2021 by Industry Era for Women Leaders
  • Featured in The Huffington Post as a notable "Women in Business"
  • Member of the Professional Women in Construction