Advisen Front Page News
- Wednesday, November 1, 2017
As of Nov 1, 2017
Advisen
As of Nov 1, 2017
37 POMs: Sean Andreas; Christopher Arnold; Timothy Barrett; Julie Branstetter; Katherine J. Brennan; Shealynn Buck; Wesley J. Carson; Brian Clanton; Nick Donovan ; Al Dragotto; Timothy Folk; Kevin Gardner; Tim House; Kurt Karstens; Peter Kostorick; Sally Krauss; Rebecca Lich; Henry C. Lombardi; Bruce Love; Paul Marsden; Frank J. McMackin IV; Zach Mendelson; Courtney Mocio; Sal Morana; Catherine Mulligan; Nick Murrell; Robin R. Rider; Alistair Rivers; Lori Seidenberg; Leonora Siccardi; Gretchen Thompson; Kimberly Vincent; Phil Wakim; Brad Williams; Katie Wilson; Chuck Yorio; and Jan Zewe are all People on the Move. POM is only viewable to FPN Professional Edition subscribers.
ENTER YOUR POM or send press releases to [email protected] with POM in the subject line. There is no charge to be in POM. Content deadlines are day 14 and day 28 of each month.
2017 Information Security & Cyber Risk Management Report
Advisen recently published a free, 11-page paper that presents the results of “The Seventh Annual Survey on the Current State of and Trends in Information Security and Cyber Risk Management.” The survey conducted by Advisen and Zurich North America concluded that recent developments warrant a greater need for guidance in developing cyber risk management programs. Read the paper to find out the results.
Get included in Advisen’s 2018 Cyber Provider Guide!
Advisen is now accepting submissions for the 2018 Cyber Guide. This easy-to-navigate, e-PDF, expected in Q1 of 2018, will be largest single source of cyber service providers to date.
Take part and have your services listed for free! Our aim is to provide buyers of cyber services a directory to select the best vendor for their needs. Our sponsors include: Marsh and Experian.
Sean Andreas has joined EPIC as Principal. He joins from Wells Fargo Insurance Services in Pittsburgh, where he practiced for more than 10 years. Sean’s passion for helping customers, combined with a team approach to service, has enabled him to develop strong, long-term client relationships. He will be responsible for new business development and the design, servicing and management of Property & Casualty Insurance, Surety, Risk Management and Employee Benefits programs for clients located across Western Pennsylvania and the country. Sean will serve a wide range of industries, with a particular emphasis on the needs of Construction and Design Firms, Law Firms and the Healthcare, Hospitality, Manufacturing, Non-Profit, Service and Technology industries. He will also specialize in the unique needs of Private Equity Firms and their portfolio companies.
Christopher Arnold was promoted to Vice President of the Sutton James Aviation division of Optisure Risk Partners, LLC on September 15, 2017. Since the acquisition of Sutton James by Optisure this spring, he has been instrumental in integrating Optisure’s and Sutton James’ flight departments. Chris currently handles accounts ranging from personal, corporate and commercial aircraft to various other commercial operators and airports.
Reach Chris in Hartford, CT at 860.967.0513 or [email protected]
Timothy Barrett joined Argo Pro as Assistant Vice President of Underwriting, Lawyer’s Professional on October 9, 2017. He is an experienced underwriting professional with over 25 years of industry experience. Most recently, Tim was the Assistant Vice President of Professional Liability at Crum & Forster, where he helped establish a regional office in Chicago, IL. Prior to working at Crum & Forster, he served as Assistant Vice President of Underwriting at Monitor Liability Managers, and was responsible for lawyers’ professional liability and accountants’ books of business.
Julie Branstetter joined Crystal & Company as a Managing Director in the Commercial Property & Casualty department on August 8, 2017. She serves as team leader in the Southern California region. Julie has over 30 years of experience and specializes in the construction industry. Prior to joining Crystal & Company, she was a Vice President at Wells Fargo Insurance Services.
Katherine “Kate” J. Brennan re-joined Marsh & McLennan Companies as Deputy General Counsel, Corporate Secretary and Chief Compliance Officer on October 18, 2017. From 2008 to 2015, she served in a number of leadership roles at Marsh & McLennan, including as General Counsel of Guy Carpenter. In her current role, Kate will lead the corporate legal and compliance teams and advise the company on a variety of complex legal, governance, compliance and regulatory matters.
Shealynn Buck has joined Lockton Benefit Group as Chief Medical Officer. She will advise employers on health strategies that improve employee wellbeing, reduce costs and improve productivity. A licensed physician, Shealynn most recently served as Vice President of health integration at Marsh & McLennan Agency. She previously was executive director of DeKalb Regional Health System’s WorksWell and medical director of the system’s Wellness Center. She has spoken extensively for organizations and with the news media on health issues including stress, disease prevention and transfusions.
Wesley J. Carson was appointed by Aon as Senior Vice President of Health & Benefits on August 2, 2017. In this role, he will focus on business development and employee benefits consulting, as well as helping mid-sized and large employers build a strategic program around healthcare reform compliance. Most recently, Wesley served as Vice President of Employee Benefits at Hub International where he was responsible for new business development, client service and healthcare reform compliance.
Brian Clanton has joined Lockton’s Nebraska operation as Vice President, Risk Management, Benefits, and Retirement Services. He has more than 20 years of industry expertise. Brian will work with businesses to develop solid insurance, risk management and employee benefits programs. Prior to joining Lockton, he held a variety of roles with a focus in commercial insurance, risk management, employee benefits, and property and casualty, and he has extensive underwriting experience. Most recently, Brian led operations for UNICO Group. In his new role, he will combine his industry expertise and consulting skills to help clients achieve their business objectives and protect their most valuable assets – their people, property and reputation.
Nick Donovan joined Crystal & Company as Executive Director, Southern California Business Development Leader on August 9, 2017. With 20 years of industry experience, he is responsible for growth in the region, further establishing the Crystal brand in Southern California and recruiting talent within the industry to support and sustain that growth. Prior to joining Crystal & Company, Nick was a Senior Vice President at Wells Fargo Insurance.
Contact Nick in Los Angeles, CA at 310.981.0755 or [email protected]
Al Dragotto has joined EPIC Insurance Brokers and Consultants as Vice President. He joins from Wells Fargo Insurance Services in Pittsburgh, where he practiced for more than 10 years. Al will be responsible for new business development and the design, servicing and management of Property & Casualty Insurance, Surety, Risk Management and Employee Benefits programs for clients located across Western Pennsylvania and the country. He will serve a wide range of industries, with a particular emphasis on the needs of Construction and Design Firms, Law Firms and the Healthcare, Hospitality, Manufacturing, Non-Profit, Service and Technology industries. Al will also specialize in the unique needs of Private Equity Firms and their portfolio companies.
Timothy Folk has joined Lockton as Executive Vice President and Producer. He will help spearhead Lockton’s healthcare new client acquisition initiatives in both Philadelphia and the Northeast. In addition, Timothy will help guide the overall healthcare strategy within the Northeast Series. Prior to joining Lockton, he gained a unique perspective on risk management as a senior operations leader at a Fortune 100 food manufacturing company. After entering the insurance industry, Timothy started and managed the healthcare team at a privately held insurance broker, leading to dynamic and unprecedented growth in the sector.
Contact Timothy at Blue Bell, PA at 215.583.9200 or [email protected]
Kevin Gardner has joined Leavitt Group of Boise as Chief Sales Officer and Partner in September 2017. In addition to managing his business clients’ risk management programs, he will lead the sales department, including recruiting and mentoring sales staff. Kevin comes to the business with over 20 years of sales and leadership experience, including ten years in the insurance industry.
Tim House has joined EPIC Insurance Brokers and Consultants as a Property & Casualty Insurance Broker / Producer. He will be responsible for new business development and the design and management of property & casualty insurance and risk management programs for clients in a wide range of industries. Tim will report to Terri Parreira, Managing Principal of EPIC’s Fresno operations.
Kurt Karstens has joined EPIC Insurance Brokers and Consultants’ brokerage team. He joins from Wells Fargo Insurance Services in Pittsburgh, where he practiced for more than 10 years. Kurt will be responsible for new business development and the design, servicing and management of Property & Casualty Insurance, Surety, Risk Management and Employee Benefits programs for clients located across Western Pennsylvania and the country. He will serve a wide range of industries, with a particular emphasis on the needs of Construction and Design Firms, Law Firms and the Healthcare, Hospitality, Manufacturing, Non-Profit, Service and Technology industries. Kurt will also specialize in the unique needs of Private Equity Firms and their portfolio companies.
Peter Kostorick has joined EPIC Insurance Brokers and Consultants. He joins from Wells Fargo Insurance Services in Pittsburgh, where he practiced for more than 10 years. Pete will be responsible for new business development and the design, servicing and management of Property & Casualty Insurance, Surety, Risk Management and Employee Benefits programs for clients located across Western Pennsylvania and the country. He will serve a wide range of industries, with a particular emphasis on the needs of Construction and Design Firms, Law Firms and the Healthcare, Hospitality, Manufacturing, Non-Profit, Service and Technology industries. Pete will also specialize in the unique needs of Private Equity Firms and their portfolio companies.
Sally Krauss has joined EPIC Insurance Brokers and Consultants as a Principal. She joins from Wells Fargo Insurance Services in Pittsburgh, where she practiced for more than 10 years. Sally will be responsible for new business development and the design, servicing and management of Property & Casualty Insurance, Surety, Risk Management and Employee Benefits programs for clients located across Western Pennsylvania and the country. She will serve a wide range of industries, with a particular emphasis on the needs of Construction and Design Firms, Law Firms and the Healthcare, Hospitality, Manufacturing, Non-Profit, Service and Technology industries. Sally will also specialize in the unique needs of Private Equity Firms and their portfolio companies.
Rebecca Lich has joined Lockton as Senior Vice President and Pharmacy Practice Leader. Prior to joining the team in Denver, she identified more than $50 million in savings opportunities for programs that span medical and pharmacy benefits while working as Clinical Director, Specialty Solutions for Express Scripts in St. Louis. Rebecca has experience in product development, account management and sales. Throughout her career, she has worked directly with clients to build and execute strategies around program design and cost containment.
Henry C. Lombardi has joined as Executive Vice President in NFP’s P&C division in September 2017. He has over three decades of leadership experience in the P&C industry, he will help advance NFP’s P&C capabilities, particularly in NFP’s specialty offerings. Henry was most recently at Aon, where he served as the Global Chief Broking Officer and Executive Vice President in the company’s construction and infrastructure practice. Prior to Aon, he spent 25 years at Allied North America, where he was President and Chief Operating Officer.
Bruce Love joined Liberty Specialty Markets – U.S. Reinsurance as Director on October 1, 2017. He is responsible for underwriting and management of general casualty treaty and professional liability accounts. Bruce has thirty years of reinsurance underwriting and client servicing experience with National Re, Employers Re, Transatlantic Re and most recently, Munich Re America.
Paul Marsden has been named Chief Executive Officer of Lockton’s Australia operation. As a founding member of Lockton’s Australia executive team, he has been driving national revenue growth since he started in 2012. Paul hopes to double the size of Lockton’s business by 2020. His vision focuses on developing Lockton Associates, adding tangible value to client business and delivering profitable financial growth. Paul began his insurance career in 1988 and rose to divisional manager of mining services at Aon. He went on to create one of the largest mining contractor books in Western Australia with Australian Reliance Group, before he joined Lockton in 2012.
Reach Paul in Sydney, Australia at +61.2.9236.0600 or [email protected]
Frank J. McMackin IV joined Arthur J. Gallagher & Co. as Area Vice President on October 16, 2017. He develops and delivers comprehensive commercial insurance, risk management, and loss control programs balanced to minimize the ‘Total Cost of Risk’ while meeting the business needs and objectives of each client. Frank was previously Director, Business Development and Accounts at Exigis, LLC.
Zach Mendelson has joined EPIC as a Principal. He joins from Wells Fargo Insurance Services in Pittsburgh, where he practiced for more than 10 years. Zach will be responsible for new business development and the design, servicing and management of Property & Casualty Insurance, Surety, Risk Management and Employee Benefits programs for clients located across Western Pennsylvania and the country. He will serve a wide range of industries, with a particular emphasis on the needs of Construction and Design Firms, Law Firms and the Healthcare, Hospitality, Manufacturing, Non-Profit, Service and Technology industries. Zach will also specialize in the unique needs of Private Equity Firms and their portfolio companies.
Courtney Mocio was appointed Vice President, Cyber & Technology at Brit Global Specialty USA (BGSU) on October 17, 2017. She is responsible for helping develop and grow Brit’s Cyber & Technology portfolio in the U.S. Courtney reports to Michael Carr, Senior Vice President for Cyber. She has a decade of experience within the insurance sector and a strong track record of underwriting network security and data privacy products. Courtney joins BGSU from Nationwide Insurance Company (Freedom Specialty) where she spent the last five years writing a book of cyber, technology and professional business. Prior to Nationwide Insurance, she held the position of Executive Underwriter at Hartford Financial Products where she underwrote cyber, management liability and E&O business.
Sal Morana has joined Alliant Employee Benefits as Senior Vice President and Pharmacy Practice Lead – Hospitals & Health Systems. He has nearly 25 years of broad pharmacy practice and industry experience to Alliant. Prior to joining Alliant, Sal was a Senior Consultant in the national pharmacy practice of a global advisory and brokerage firm. He had also held leadership positions across various health system pharmacy divisions that directed the strategic improvement of pharmacy services. Sal received certification in Executive Leadership for Healthcare Professionals from Cornell University and in Principles and Practices in Pain Medicine from Harvard Medical School. He is licensed to practice pharmacy in four states and is actively involved with a number of pharmacy organizations.
Catherine Mulligan was appointed by Aon Benfield as Managing Director and U.S. Cyber Practice Group Leader on October 20, 2017. She has underwriting expertise, policy form development and product knowledge to further enhance Aon’s cyber capabilities for insurers while driving the team’s growth into 2018 and beyond. Catherine was previously Head of Professional Liability at Zurich North America, where she managed Profit & Loss for the Miscellaneous and Healthcare Professional Liability and Security & Privacy portfolios. Previously, she was Head of Specialty Products Errors & Omissions, leading that team to double digit growth and establishing Zurich North America as a key market in the cyber space. Catherine has specialized in the risk management and risk transfer issues around Technology Errors & Omissions (E&O), Intellectual Property, and Security & Privacy for 20 years, both as an underwriter and a broker.
Nick Murrell has joined Heffernan Insurance Brokers as Executive Vice President. He joins Heffernan to establish its London office and expand operations further into the Lloyds and UK underwriting markets. Nick’s career to date has focused on listed multinationals, large United States, Europe and Caribbean corporate programs, as well as specialty facilities for industry associations based in the United States. He comes to Heffernan from JLT, having supported the Heffernan program for over a decade, and has a strong network developed while working at top-tier broking houses including Aon and Arthur J. Gallagher.
Robin R. Rider has joined Lockton as Client Services Executive. She has been working with clients in the property and casualty space since starting her career almost 20 years ago. Robin joins Lockton’s Mountain West Series and will serve the Denver and Las Vegas office as a key member on the property and casualty team. She has an extensive background in complex real estate construction, gaming/hospitality and public entities. Prior to joining Lockton, Robin spent more than decade at Willis Tower Watson working with large real estate, hospitality and construction clients. She will partner with Lockton’s Producers and service teams to onboard new clients, collaborate on client strategy, and manage client relationships. The insurance business has always been a part of Robin’s life since her father started Rider Risk, Specialists Insurance Agency in Cape Cod, MA, where she started her career.
Contact Robin in Denver, CO or Las Vegas, NV in 702.641.0707 or [email protected]
Alistair Rivers joined Lockton as Global Head of Marine and Transportation. He will lead a revitalized team of global experts in our specialist marine hubs around the world. Alistair will lead Lockton’s global marine business to supercharge local capabilities and opportunities. He will also lead the other key transportation businesses of aviation, cargo and specie. Alistair’s leadership will cap a strong, newly developed team with a major global marine presence.
Lori Seidenberg joined BlackRock as Director and Head of Real Assets Insurance on October 2, 2017. She is responsible for strategy and oversight of the insurance programs and policies globally for real assets; due diligence and operational governance for the acquisition and construction activities of the Infrastructure businesses; oversee claims reporting processes; maintain oversight of insurance requirements and loss control standards for JV Partnerships, 3rd party asset managers, property managers, development managers and construction contractors; and reporting on insurance programs, claims and loss control to internal stakeholders, including investment and risk committees and boards.
Leonora Siccardi has been appointed Aon Benfield as EMEA & UK Head of Client Services on October 20, 2017. She reports to Maggie Westdale, CFO of Aon Benfield, Richard Posgate, Co-CEO of EMEA for Aon Benfield, and Nick Frankland, UK CEO of Aon Benfield. In her new role, which represents an expansion of Leonora’s current responsibilities as UK Head of Client Services at Aon Benfield, Leonora will oversee the strategic direction of the firm’s EMEA and UK claims and client services functions to ensure clients receive an outstanding service, both on a day-to-day basis and also post catastrophic events. Having joined Aon in 2006, she has held several positions within the group including Claims Manager for the Southern European Group Division, and Team Leader for the Financial & Professional Services Claims Coordinator Team for Aon Risk Solutions. In 2012, Leonora moved to Aon Benfield to become Head of Facultative EMEA Claims, and from 2014 served as Head of Claims Advocacy for Aon Risk Solutions, with responsibility for the development and delivery of a claims strategy for Aon’s Global Broking Centre in London. Other career highlights include working for Munich Re in Italy, and Willis in London.
Gretchen Thompson was appointed as Western Division Executive, Middle Market by The Hartford on October 16, 2017. She will lead The Hartford’s Middle Market sales and underwriting operations for the company’s independent agents, brokers and their customers in the western part of the United States, including Los Angeles, San Francisco, Phoenix, Denver and Seattle. Gretchen, who was named to the Business Insurance Women to Watch list in 2016, has been with The Hartford since 2005 in roles of increasing responsibility, most recently as Regional Vice President based in California. Prior to joining The Hartford, she held various finance positions at General Electric.
Contact Gretchen in Los Angeles, CA at 714.674.1201 or [email protected]
Kimberly Vincent has been promoted to Senior Account Manager at New Day Underwriting Managers LLC. Since joining the company in 2014, she has worked directly with senior New Day staff to provide the company’s real estate and construction clients with high-quality environmental casualty and environmental risk management solutions. Prior to New Day, Kimberly worked with BCG Advisors, Westrope Insurance Managers, and others to maintain and service each company’s large book of business.
Reach Kimberly in Plant City, FL at 609.298.3516 ext. 124 or [email protected]
Phil Wakim has joined EPIC Insurance Brokers and Consultants. He joins from Wells Fargo Insurance Services in Pittsburgh, where he practiced for more than 10 years. Phil will be responsible for new business development and the design, servicing and management of Property & Casualty Insurance, Surety, Risk Management and Employee Benefits programs for clients located across Western Pennsylvania and the country. He will serve a wide range of industries, with a particular emphasis on the needs of Construction and Design Firms, Law Firms and the Healthcare, Hospitality, Manufacturing, Non-Profit, Service and Technology industries. Phil will also specialize in the unique needs of Private Equity Firms and their portfolio companies.
Brad Williams has joined Alliant Employee Benefits as Vice President. He will work with medium-to-large-size organizations, providing strategic employee benefits solutions that reduce healthcare spending and improve performance. Throughout his longstanding tenure in the employee benefits industry, Brad has worked with a diverse array of clients with a core focus on providing innovative solutions that reduce costs, enhance efficiencies, and strengthen organizational cohesion. Prior to joining Alliant, he was Senior Benefits Strategist with one of the nation’s largest insurance and employee benefits consultants. Brad also has 12 years of experience as the founder and president of his own employee benefits firm.
Reach Brad in Oklahoma City, OK at 405.342.0680 or at [email protected]
Katie Wilson has been appointed to Senior Vice President, Underwriting Services, within the CNA’s Commercial Unit. She is responsible for driving the overall strategic direction and general management of Underwriting Services. Katie joined CNA in 2005 as Vice President, Package and General Liability Underwriting. Most recently, she served as Vice President, General Liability, Cyber and E&O Underwriting.
Contact Katie in Chicago, IL at 312.822.5167.
Chuck Yorio has joined EPIC as a Principal. He joins from Wells Fargo Insurance Services in Pittsburgh, where he practiced for more than 10 years. Chuck will be responsible for new business development and the design, servicing and management of Property & Casualty Insurance, Surety, Risk Management and Employee Benefits programs for clients located across Western Pennsylvania and the country. He will serve a wide range of industries, with a particular emphasis on the needs of Construction and Design Firms, Law Firms and the Healthcare, Hospitality, Manufacturing, Non-Profit, Service and Technology industries. Chuck will also specialize in the unique needs of Private Equity Firms and their portfolio companies.
Jan Zewe has joined EPIC Insurance Brokers & Consultants as a Principal. She joins from Wells Fargo Insurance Services in Pittsburgh, where she practiced for more than 10 years. Jan will be responsible for new business development and the design, servicing and management of Property & Casualty Insurance, Surety, Risk Management and Employee Benefits programs for clients located across Western Pennsylvania and the country. She will serve a wide range of industries, with a particular emphasis on the needs of Construction and Design Firms, Law Firms and the Healthcare, Hospitality, Manufacturing, Non-Profit, Service and Technology industries. Jan will also specialize in the unique needs of Private Equity Firms and their portfolio companies.
