Entries by Tori Snoddy

Meet Your New DEI Committee Co-Chair: Brandi Lewis

Brandi Lewis

President & Chairwoman at Health Plus Trans

Brandi Lewis, the Chairwoman of www.healthplustrans.com has consistently been a model of success and empowerment. Brandi is a vision-driven, goal-focused, forward thinking business executive with expertise in team management, proven business turn-around strategy, a business operations specialist, proven history of innovation and being an out of the box thinker.

Furthermore, Brandi’s ability to build consensus among executive teams and stakeholders, harnessing team strengths to promote transparency and influence positive change has been repeatedly proven.

Brandi believes in the three G’s “Get involved, Get it Done, and Get Results” without excuses

As our committees embrace a new chapter with fresh leadership, Brandi Lewis takes the Co-Chair role of the DEI committee and brings a passionate perspective focused on generating awareness and fostering an environment of genuine inclusivity. In this interview, Brandi delves into the impactful initiatives she envisions, driven by the urgent need for change within the insurance industry. Her vision isn’t just about awareness; it’s about fostering authenticity, driving innovation, and amplifying opportunities for all. Join us in discovering Brandi’s compelling journey and her vision for transforming the DEI landscape.

What drives your passion for DEI?

Among America’s largest insurance companies there has been little change in racial, ethnic, and gender representation among employees and ancillary vendor partnerships.

People of color are underrepresented in executive level positions, with an average of 16.2% of executives identifying as people of color in the insurance industry currently. Women are underrepresented in executive level positions, with an average of 33.5% of executives identifying as women.

Even more disturbing is the average amount of money spent with diverse suppliers amongst  insurance companies equates to 1.2% with minority and women owned suppliers as a percent of overall procurement spend combined.

My passion is bringing awareness to these staggering statistics stated above.

Change starts with action, actions start by identifying why change is necessary.

 What’s your vision for the committee this year? What’s exciting?

My vision is to create an environment that fosters acceptance and openness for minorities to lead as their authentic self. Being authentic is a distinctive competitive advantage that fosters powerful, impactful and influential leadership. Anytime any of us can be who we really are in an environment; we always outperform. This is a key factor that demands being intentional when building trust in a competing environment.

Why people should join and help with your initiatives you have planned?

Having a range of talent decreases reliance on any one group during times of constrained staffing, thus adding flexibility. Diversity increases innovation and provides more opportunities to collaborate and develop new business opportunities within companies talent and vendor partnerships.

My vision aligns purpose for employers, customers, and investors and calls for more corporate social responsibility (ACTION) that promotes competition and enables revenue.

Join the DEI Committee and be part of a transformative movement toward a more inclusive industry. Your voice matters in shaping lasting change. Together, we’ll advocate, innovate, and champion lasting change that resonates across all levels of our industry.

Learn more about RISE Committees here: https://riseprofessionals.com/committees/

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Meet Your New DEI Committee Co-Chair: Nic Gaither

Nic Gaither

WC Unit Manager at Amerisure

Nic is Claims Unit Manager at Amerisure, where he is responsible for managing the Memphis and Richmond Worker Compensation teams handling claims for TN, MS, VA, MD, and Washington, D.C.. Since joining Amerisure in 2016 as Field Claims Specialist in Workers’ Compensation, Nic has been focused on achieving the best outcome for claims. He brings over 25 years of claims experience with 10 years in management and claims handling in 18 jurisdictions. Nic earned his Bachelor of Arts degree in Business Management from Hampton University. He currently serves as a Diversity, Equity, and Inclusion Ambassador for the company, as well as a member of The National African American Insurance Association (NAAIA).

As we embrace the new year, our committees at RISE are transitioning into a fresh chapter with new leadership. Meet Nic Gaither, the 2024 Co-Chair of our Diversity, Equity, and Inclusion (DEI) Committee. In this interview, we’ll explore Nic’s vision and goals for shaping a more inclusive future within RISE. Join us as we uncover Nic’s insights and aspirations for leading the DEI Committee in 2024.

What drives your passion for DEI?

My passion for DEI comes from a personal place for me. I’ve experienced that feeling of exclusion: others not wanting me in the room, not wanting me to hold the positions that I’ve held, not wanting me on their team and not respecting me for what I know and can do. That type of hurt stays with you as a constant reminder that change is needed. I had to force individuals to SEE ME, HEAR ME and RESPECT ME!

 

 What’s your vision for the committee this year? What’s exciting?

My vision is that we can continue to spread the knowledge of DEI, help foster understanding in others in order to make DEI relevant to everyone. DEI is not just for marginalized groups anymore, it is for everyone. That’s a message I that hope this committee can convey to others. I want to introduce the younger generation to a more multicultural industry where they can thrive. I’m looking forward to the RISE Leadership Summit & Awards Gala and other events where we will have a positive impact in the lives of others.

 

Why people should join and help with your initiatives you have planned?

My fear is that people are having DEI fatigue right now. By joining our DEI committee, others will see that the fight lives on. DEI initiatives are not just a passing trend but a necessary shift in cultural thinking. We will be looking to demonstrate a holistic approach to create lasting change by reinvigorating long tenured professionals and introducing this newer generation to a better industry. We can speak for the ones not being heard and show up for the one not being seen. Some changes have been made, but in order for change to continue, we need people with diversity of thought and we need voices with innovative ideas and new vision.

 

Join the DEI Committee and be part of a transformative movement toward a more inclusive industry. Your voice matters in shaping lasting change. Together, we’ll advocate, innovate, and champion lasting change that resonates across all levels of our industry.

Learn more about RISE Committees here: https://riseprofessionals.com/committees/

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The Journey to Leadership: A Conversation with Greg Crabb

Gregory J Crabb
President & Chief Executive Officer
Amerisure

Amy Cooper, RISE Founder & CEO interviews Greg Crabb, CEO of Amerisure. Greg shares insights into his career journey and the relevance of his legal background in the insurance industry.


Amy Cooper: How did you get started in the industry?

Greg Crabb: When I was in law school at Emory University in Atlanta in my second summer, I applied and was selected into the Governor’s Internship program, and the program placed me with the State Board of Workers compensation.

I was working with the judges, the administrate law judges there. And candidly, what I was  mostly doing was helping write their opinions for them. They would give me some guidance, and then I’d write it and go from there. And then that actually became  a part time job in my third year of law school, where I still helped  draft some of their opinions. And so that led me to move into the insurance space after law school and, first legal, then claims, then underwriting, and strategy,

Amy: Do you feel like being a lawyer, having that background has helped you become a CEO or in any of your responsibilities now?

Greg: Yes, absolutely. I mean, we’re a heavily regulated industry, and so it’s helpful from that angle. And then there’s claims where having a legal background is helpful in understanding some of the complexity in the claims environment as well as some of the policy language and underwriting exposures.

But we have really good people who make the decisions. So it’s not that I’m making the decisions, but it helps, I think, to understand some of the risks and rewards.

Amy: What is the best piece of career advice that you ever received?

Greg: Yeah, so I think the best advice I received, and I know some people push against this, but is to follow your passion. And so for me, I have always tried to follow my passion.

For example,  when I was in undergrad, I was supposed to go into the business school after my sophomore year, but was more fascinated by the liberal arts. And so I chose to be a history major. And I remember having a conversation with my dad , telling him I wasn’t going to go in the business school, I was going to be a history major. And he said, you’re going to be digging ditches for the rest of your life and slammed down the phone.

I’ve followed that passion all the way from moving out of legal into claims, moving out of claims into an underwriting role, and then eventually ending up in this role. I also do remember having a passion to build things as well as to be in a leadership role to help make things better even before I was in insurance.

And so I’ve always followed that passion, and it hasn’t let me down.

Amy: Why is now the best time to start a career in insurance?

Greg: I think overall, people don’t recognize enough that insurance is a noble industry. We help people. We help businesses. We put lives back together. We help people in some of their darkest times of need. And so I do get invigorated by that noble cause from a macro standpoint.  

From a micro standpoint, there’s a lot of complexity in our business and we face many challenging decisions day in and day out in every aspect of what we do – be it risk management, underwriting, pricing a policy, or paying a claim or not. 

Also, there is the question of how our industry will evolve in such a complex, and ever changing world today. So all of those things get me excited to go into work, and I think it’s also why somebody should look at the insurance industry. You can be part of a noble profession.

There’s lots of growth opportunities for folks in all the different roles, and our industry is going to continue to be relevant into the future. There is always going to be a need for what we provide in terms of capital and services for the larger economy.

Amy: Do you want to do a plug on why people should want to work at Amerisure?

Greg: So Amerisure specifically, we win Best Places to Work in Insurance. Best and Brightest in the Nation.

Our employees are in our company’s mission so when we make decisions, employees are always front and center. And that leads to an employee value proposition that wants to help people grow, wants to help people succeed and creates an environment that wins those awards.  We are over 110 years old, but we are constantly challenging ourselves to be better.


Greg’s insights underline the significance of legal expertise in insurance, the value of passion in career decisions, and Amerisure’s employee-focused culture.

Meet the Mentors Shaping the Future of Insurance: Tim Roberts

In the fast-paced and dynamic world of the insurance industry, recognition is due to those who not only excel but also dedicate their time and knowledge to mentor the next generation of professionals. The Mentor of the Year Finalists represent a group of exceptional individuals who have gone above and beyond in their commitment to nurturing talent and fostering growth within the RISE Community and beyond.

In this exclusive spotlight series, we take a closer look at their journeys, motivations, and the insights they’ve gained throughout their careers. Whether you’re an industry veteran seeking inspiration, a newcomer looking to break into the field, or simply curious about the inner workings of the insurance world, these finalists have a wealth of knowledge to share. Join us as we engage with these luminaries, gain invaluable perspectives, and celebrate their achievements in this exciting and enriching series.

Meet Tim Roberts, VP - Workers Compensation at Everest Insurance and 2022 Mentor of the Year Finalist:

Q: What aspect of your job in the insurance industry do you find most challenging, and how do you overcome it? 

A: The most challenging aspect in my job is maximizing the talent of the people that I work with.  That is accomplished by assessing where people will be most successful and creating opportunities for people to be in the most advantageous situations.

Q: How do you stay updated on the latest trends and developments in the insurance sector? 

A: I read a variety of industry publications and stay connected to my contacts in the industry.

Q: What is one book or resource that has had a profound impact on your career or personal growth? 

A: The Fifth Discipline by Peter Senge

Q: If you could have a conversation with one influential figure, living or historical, who would it be and why? 

A: Barack Obama, as I would like to know how he was able to maintain his composure with all that he had to deal with

Q: In your opinion, what are the key qualities that make a successful leader in the insurance industry? 

A: Adaptability, relatability, willingness to make decisions and problem solving skills.

Q: What advice would you give to someone considering a career change into the insurance industry?

A: Learn everything you can about the industry, as you will find it is a dynamic and rewarding career.

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RISE Announces 2024 Strategic Planning Board

Dania Beach, FL, Nov. 8, 2023– RISE, a leading organization dedicated to growing, recognizing and advancing the best young professional talent in the insurance industry, is thrilled to announce the members of the 2024 Strategic Planning Board. This dynamic group of individuals will collaborate closely with RISE’s leadership team and Advisory Board, charting an inspiring course for the organization’s continued growth and success.

The Strategic Planning Board is the driving force behind RISE’s long-term vision. Comprising of dedicated RISE members who have been handpicked for their exceptional talents and unwavering commitment, this group spearheads initiatives and turns our long-term aspirations into reality.

Visionaries Shaping Tomorrow

At the heart of RISE’s mission is a vision to create a pipeline of high achievers who will not only steer the organization toward new horizons but also contribute significantly to the Insurance industry’s continued growth. The Strategic Planning Board is a testament to this vision.

This year’s board members will have the unique opportunity to:

  • Collaborate with RISE’s Leadership Team: They will work hand in hand with RISE’s visionary leadership, bringing fresh ideas, strategic insights, and their exceptional talents to the table.

  • Transform Vision into Reality: Members will take part in crafting and executing initiatives that align with RISE’s long-term goals, helping to turn aspirations into accomplishments.

  • Network with Purpose: The Strategic Planning Board offers a valuable network of like-minded, high-achieving individuals, fostering new connections, partnerships, and opportunities.

  • Shape Their Leadership Path: Board members will enhance their skills, refine their strategic thinking, and elevate their leadership style through hands-on experience.

The chosen members were selected after rigorous evaluation and represent a cross-section of expertise, passion, and dedication that epitomizes RISE’s values. This opportunity promises to be a pivotal moment in the journey of these high-achieving individuals, and we are thrilled to be a part of that journey.

"We extend our heartfelt congratulations to the 2024 Strategic Planning Board members and eagerly look forward to embarking on this journey of innovation, inspiration, and impact. Together, we will shape the future of RISE and continue to champion the organization's commitment to progress and excellence."

Tori Snoddy, Director of Operations

Meet the 2024 Strategic Planning Board:

Awais is the SVP of Strategy & Transformation at Crawford & Company, driving the future of claims through cutting-edge technology, fostering a dynamic culture, and optimizing operational excellence. With a diverse leadership background spanning front and back-office roles, he has successfully led strategic transformations for claims, IT, and digital insurance solutions at State Farm, Chubb, and Berkshire Hathaway GUARD Insurance Companies. Awais’s impact in the industry is recognized through accolades such as Mentor of the Year and the R.I.S.E.’s ’35 Under 35′ award, showcasing his outstanding contributions to his company, community, and the insurance sector as a whole.

Awais Farooq

SVP, Strategy & Transformation, Crawford & Company

After graduating from Clemson University in 2017, I joined Canal Insurance as a Commercial Truck Small Fleet Underwriter. After 2 years, I began Underwriting Large Fleets. Since joining the Large Fleet team I took on a Supervisor position and was recently promoted to Manager which allowed me to take on Operations teams as well as our Fleet Underwriting Team. Developing team members to have strong and technical Underwriting skills as well as improving operational efficiencies is my current focus. I am also working towards my CPCU designation In my free time, I enjoy spending time outdoors camping and hiking.

Bailey Harr

Fleet Renewal Manager, Canal Insurance Company

Caitlin McPhillips is a Senior Claims Professional at Berkley Construction Solutions. Previously, she was a Senior Complex Claims Specialist at Vela Insurance Services and handled New York Labor Law, Property Damage and Construction Defect claims. Prior to joining Vela, Caitlin was an associate attorney at a highly regarded national law firm and litigated New York Labor Law cases. She was awarded a 2022 RISE 35 under 35 award, an award that recognizes upcoming talent in the insurance industry.

Caitlin McPhillips

Senior Claims Professional, Berkley Construction Solutions

Chris Cutrer is a SIU Field Supervisor with GEICO in Columbus, OH.  He has been with GEICO for nearly 8 years and has worked as a claims adjuster and SIU investigator prior to becoming a leader within SIU.  Prior to working in the insurance industry,  Chris worked in law enforcement.  Chris has a bachelor’s degree in Criminology from The Ohio State University.  In his spare time he enjoys lifting weights and participating in Scottish Highland Games.  Chris was a winner of the 2023 RISE awards for 35 under 35.

Chris Cutrer

SIU Field Supervisor, GEICO

Dr. Claire Muselman is a prominent figure in the workers’ compensation field, known for her innovative and inclusive approach to risk management and insurance. As the founder of CM Advising, she has made a lasting impact by infusing her unique style, characterized by glitter and sparkles, into the industry. Celebrating nearly two decades of experience, she also serves as the Chief Operating Officer of WorkersCompensation.com and has introduced transformative initiatives such as the Workers’ Recovery Unit and the Workers’ Compensation Center of Excellence.

Beyond her professional roles, Dr. Claire is a media influencer, with a history as a podcast co-host, a co-founder of The Transitions, and a mentor through Rising Insurance Star Executives (RISE). She is a prolific writer, contributing to platforms like Bloom, WorkersCompensation.com, and Captive.com. In academia, she shares her expertise as a Professor of Practice at Drake University’s Zimpleman College of Business and Co-Director of the Master of Science in Leadership Development in the School of Education.

Dr. Claire is a strong advocate for gender diversity and inclusivity, serving as an Ambassador for the Alliance of Women in Workers’ Compensation and the Kind Souls Foundation. Her dynamic speaking engagements nationwide reflect her commitment to empathetic and emotionally intelligent leadership. Her ultimate mission is to inspire positive change that transcends industries and encourages others to strive for nothing less than extraordinary.

Dr. Claire Muselman

Professor of Practice in the Zimpleman College of Business & Co-Director of the Master of Science in Leadership program at Drake University; COO at WorkersCompensation.com; Founder at DCM.

Ema is a Digital Transformation and Change Management expert with over a decade of corporate training and enterprise software sales experience. She is the Co-Founder of Roloff Consulting, a consulting firm that focuses on helping sales teams transform their process. Ema has conducted over 300 expert interviews in the space of Digital Transformation and Innovation within insurance and beyond. She has been recognized as one of LinkedIn’s Top Voices in Digital Transformation and Sales, a RISE 35 under 35 Award Winner, named in Lightico’s Innovators Top 100, and a ‘Making Waves’ Honoree by InsurTech Hartford.

Ema Roloff

Co-Founder and Principal Consultant, Roloff Consulting

Jarrod Zea has been with Ringler since 2007. He assist both plaintiffs and defendants navigate the settlement process. He attends settlement conferences, mediations, and court hearings. Whether it be Medicare, trust
solutions or needs based government benefits, he works to find solutions that moves cases towards resolution. He
holds the Certified Structured Settlement Consultant designation from Notre Dame University and is a California Licensed Professional Fiduciary. By creating a settlement strategy and plan, a case can reach resolution in more timely and effective manner.

Jarrod Zea

Settlement Consultant, Ringler

Khalid Brammer-Blackman is the Retail Excess Construction Lead at Arch Insurance Group, where he, alongside a team of underwriters, works on expanding Arch’s business within the retail excess space within the Construction insurance group. With over ten years of insurance experience, Khalid received the RISE 35 under 35 in 2023, which has added to his visibility in the industry. He graduated from Florida State University’s Masters of Risk Management and Insurance and York University (Toronto, Canada) Disaster and Emergency Management programs. He hopes to work with the rest of the strategic board on expanding the RISE brand as an organization, as he firmly believes in the organization’s initiatives.

Khalid Brammer-Blackman

Vice President - Retail Excess Construction Lead, Arch Insurance Group

Lael Chappell serves as the Chief Marketing & Business Development Officer at Desq in their New York Office. Lael is responsible for the development, implementation, and management of Desq’s brand and marketing strategy and leads Desq’s pipeline development and solicitation of the industry’s top underwriters to build opportunities on the Desq platform.

Lael received his Bachelor of Business Administration in Finance and Bachelor of Business Administration in Risk Management & Insurance from the University of Georgia, obtained full alumni status as a graduate of the Program for Leadership Development at Harvard Business School, and has an Executive MBA from the EMBA Global Asia Program jointly conferred by Columbia Business School, London Business, School, and the University of Hong Kong.

Lael Chappell

Chief Marketing & Business Development Officer, Desq

Mary is a Portfolio Underwriter at Westfield. Prior to this, she was an Associate Underwriter on the commercial agribusiness team at Crum & Forster, and has worked in personal lines underwriting and personal auto pricing at Farm Bureau Financial Services. Mary is also involved in her local Iowa CPCU Chapter and currently serves as the Director of Member Activities. In addition to the CPCU, AINS, and AFIS designations, she holds a bachelor’s degree in business economics from Northwest Missouri State University.

Mary Calmer

Portfolio Underwriter, Westfield

Mohamad is a multilingual professional with international experience in both project and risk management in the construction field. He has been overseeing all the risk management activities in many local and international multi-billion dollars projects such as Mega 4800 MW Combined Cycle Power Plant, Complex TBM tunnels under the Suez Canal, and huge Metro Lines. He has developed a formal risk management department from scratch in an international construction company after seeing and realizing the need of such approach to a successful completion of projects. He has proven experience in using Monte Carlo Simulation in anticipating project duration, budget and contingency. He co-lead the successful three Guinness World Record Holder largest Water Treatment Plant in the world in the capacity of Assistant Project Manager. He shared the responsibility with the project director as the PMO, interface and coordination manager in the High-Speed Rail Project in Egypt.

Mohamad ElHelaly

Project Management and Construction Internal Audit, Afreximbank

Nicole Velino has been in insurance for 8 years.  Nicole is employed by Falvey Insurance Group and works in the claims division for cargo shipments. She resides in Rhode Island, has one daughter Ava Grace, and loves all things Christmas. Nicole was a 2021 RISE Professional Award Winner and looks forward to being part of the ever- growing insurance industry.

Nicole Velino

Claims Associate Group Lead, Falvey Insurance Group

Owie Lei Agbontaen began his career in 2016 and quickly made a splash in the New York and Boston Insurance markets. Now in Chicago, Owie is currently an Assistant Vice President at Sompo International, leading the Business Development efforts in the Midwest. Owie is responsible for supporting all of Sompo’s product offerings in the Upper Central region and expanding Sompo’s footprint in the Midwest. Prior to the business development role, Owie grew Sompo’s Midwest middle market P&C book in the Real Estate, Hospitality, Financial Institutions, and Professional Services verticals from the ground up.

Owie is originally from Brooklyn, NY and graduated from Boston College with a bachelor’s degree in Communications and Marketing, and a minor in African and African American Diaspora Studies. He is currently the Vice Chair and Dir. Of Finance of the newly established Young Risk Professionals’ (YRP) Chicago Chapter, an organization focused on connecting professionals in the risk & Insurance industry through networking, mentoring, and education. Professionally, he has been recognized as a Rising Star and a Hot 100 professional by Insurance Business America and was also awarded a 35 Under 35 Rising stars Award by RISE Professionals.  More recently, Owie was awarded the Emerging Leader Award by NAAIA at their annual conference in October.

Owie Agbontaen

AVP, Business Development Sompo International

Pam is an accomplished leader and highly active member of the insurance industry in Central Illinois, soon to be serving as Past President of the largest chapter in the world – Central Illinois. Through her involvement with the local CPCU chapter and RLI Toastmasters club, she has promoted the insurance industry to professionals and young people in the region. Pam also participates in mentoring college students through the U of I Axis Risk Management program. Pam was named on the Rise 35 under 35 list in 2023. Pam holds the CPCU, AINS, and AU designations. She has a degree in Actuarial Science from Bradley University. In her free time she enjoys the outdoors through hiking and gardening.

Pamela Goerlich Findley

Sr Product Manager, RLI

Petyah Pierre is an experienced HR/Risk Management Claims Analyst with extensive experience in insurance benefits to include Workers’ Compensation, FMLA, Social Security disability, and Long-Term Medical disability. Petyah has been an employee of The Broward County Sheriff (BSO) for over six years as a Sr. Human Resources Analyst in the Workers’ Compensation section overseeing in excess of 600 open claims. She has an Associate in Risk Management, 6-20 All Lines Adjusters License, and Certified in Workers’ Compensation Litigation.

Petyah is member of National African American Insurance Association (NAAIA) Florida Chapter, The Public Risk Management Association (PRIMA) South Florida Chapter, RISE Professionals, and actively participates in both The Alliance of Women in Workers’ Compensation along with Dive In, a Global Festival for Diversity and Inclusion in Insurance. She is a freelance writer for BLOOM magazine which covers everything workplace, wellness, industrial health and safety, holistic living, clean beauty, living sustainably, travel environment, and happiness. Her most recent piece is titled “Black Hair in Corporate America.”

Petyah Triche

Assistant Manager - Workers' Compensation, Broward Sheriff's Office

Rachel Jenkins is an experienced professional in the insurance industry, currently serving as the Chief Operating Officer (COO) of XN Capital, a startup focused on scaling access to captives and other alternative risk structures. Prior to her role at XN Capital, she worked as the Managing Director of Founder Shield’s client advisory team, where she established herself as a leading customer success professional with over 12 years of experience in the insurance sector. Before that, she spent several years with Marsh, advising on risk management for major financial institutions and insurance companies globally.

Apart from her successful career, Rachel is passionate about mentorship and supporting younger and diverse candidates in the insurtech industry. She finds inspiration in helping others further their careers and is actively involved in mentorship initiatives. Outside of her professional endeavors, Rachel is deeply involved in her family’s non-profit organization, which focuses on rehoming and job placement for homeless and non-violent offenders. This work gives her a strong sense of purpose and allows her to make a positive impact in her community.

Rachel Jenkins

Chief Operating Officer, XN Capital

Raisa Lyons

Underwriter, Bass Underwriters

Scott currently serves as Vice President, Strategic Accounts for Ethos. In this role, he partners with clients to develop technology-enabled solutions that help improve operational workflows and reduce expenses. Over the last 7 years, Scott has held several leadership positions, developing and empowering the next generation of leaders in our industry – a professional passion of his. Outside of work, Scott and his wife love to travel and enjoy new experiences with their two children. Scott is a fitness enthusiast and recently completed his first marathon.

 

Scott Francis

Vice President, Strategic Accounts, Ethos

My name Tania Sanfiel, and I have nine-year tenure at Assurant in Property & Casualty (P&C) claims. At Assurant I currently lead our Renters Claims Operations, Digital Initiatives and Claims Customer Experience. During this time, I have cultivated a comprehensive understanding of the industry, beginning my journey from the grassroots of property claims handling to leadership roles that span claim management and operational performance enhancement.

Throughout my career, I’ve contributed to transformative projects aimed at streamlining and elevating customer experiences. This has involved the implementation of artificial intelligence and machine learning, coupled with business rules, to automate less complex claims for our renters’ product. Additionally, I spearheaded the creation of automated event-driven text messages, expanded digital payment capabilities to include EFT, push to debit, and eCheck, and harnessed tools like Hi Marley to establish an asynchronous channel for adjusters to keep customers informed.

More recently, I’ve been at the forefront of modernizing our legacy systems, particularly as the Claim Center product owner, leading our transition to the cutting-edge Guidewire platform. My journey at Assurant has been marked by a relentless pursuit of innovation and a commitment to enhancing customer experiences, making me a dedicated contributor to the dynamic landscape of P&C claims.

Tania Sanfiel

Director, P&C Claims, Assurant

Taylor joined the Risk Management and Insurance industry in 2014 when she began working for Lockton Companies in a client service role. In 2018, Taylor joined Questpro Consultants as their Campus Recruiting Manager where she helped launch their newest division, QGrads, serving to attract college graduates into our industry.

Taylor now serves as the Vice President of Business Development for Questpro, an insurance-specific staffing firm with a national presence. In this role, Taylor oversees new business sales across all service lines, grows relationships with existing accounts, and manages a national sales team based throughout the country. As a member of the University of Texas-Dallas RMI Advisory Council, Taylor also serves as an Associate Member of the Insurance Industry Charitable Foundation’s (IICF) Southeast Division Board, as well as a Director with the Dallas Chapter of Young Risk Professionals. Taylor has earned national recognition through earning the Rising Insurance Star Executive (RISE) award in 2021 and earning the Emerging Leader in Insurance Award by APCIA (the American Property Casualty Insurance Association), AM Best, and ICM (the Insurance Careers Movement). Taylor’s role has allowed her the opportunity to collaborate with candidates, companies, and hiring managers across the country and has given her a unique insider view on our industry and the current trends and challenges we all face as we look toward hiring the next phase of insurance professionals.

Taylor Jones

Vice President, Business Development Questpro Consultants

Walter Davenport II

Head of Process Coordination & Strategic Data Analytics Allianz

Awais Farooq – SVP, Strategy & Transformation, Crawford & Company

Bailey Harr – Fleet Renewal Manager, Canal Insurance Company

Caitlin McPhilips – Senior Claims Professional, Berkley Construction Solutions

Chris Cutrer – SIU Field Supervisor, GEICO

Dr. Claire Muselman – Professor of Practice in the Zimpleman College of Business & Co-Director of the Master of Science in Leadership program at Drake University; COO at WorkersCompensation.com; Founder at DCM

Ema Roloff – Co-Founder and Principal Consultant, Roloff Consulting

Jarrod Zea – Settlement Consultant, Ringler

Khalid Brammer-Blackman – Vice President – Retail Excess Construction Lead, Arch Insurance Group

Lael Chappell – Chief Marketing & Business Development Officer, Desq

Mary Calmer – Portfolio Underwriter, Westfield

Mohamad ElHelaly – Project Management and Construction Internal Audit, Afreximbank

Nicole Velino – Claims Associate Group Leader, Falvey Insurance Group

Owie Agbontaen – AVP, Business Development, Sompo International

Pamela Goerlich Findley – Sr Product Manager, RLI

Petyah Triche – Assistant Manager – Workers’ Compensation, Broward Sheriff Office

Rachel Jenkins – Chief Operating Officer, XN Capital

Raisa Lyons – Underwriter, Bass Underwriters

Scott Francis – VP, Strategic Accounts, Ethos

Tania Sanfiel – Director, P&C Claims, Assurant

Taylor Jones – VP, Business Development, Questpro Consultants

Walter Davenport – Head of Process Coordination & Strategic Data Analytics, Allianz

From Intern to Change Management Coordinator: Kristina Neesam’s Journey in the Insurance Industry

From Intern to Change Management Coordinator: Kristina Neesam’s Journey in the Insurance Industry

Kristina Neesam

Organizational Change Management Coordinator at AF Group

Kristina joined the AF Group family in 2009 in the claims department. Her experience includes more than 15 years in the worker’s compensation insurance industry, holding various roles within the organization. Kristina holds a Bachelor of Science in Communications and a Master’s in Business Administration. She resides in the Madison, WI area with her husband and two children.

   Most experiences in your life start and end with a story. Whether positive or negative, the story helps convey the experience in detail and enables others to relate. This is especially true for insurance, where you will be hard-pressed to find a person who knew they wanted to work in insurance! I am no different. This is the story of how I entered the insurance industry. While I was about to enter my senior year of college, I learned that one of my requirements to graduate was to have an internship. I had no idea what I wanted to do with my degree after I graduated, but I knew that I needed to find an internship. I reached out to my older sister, letting her know of my requirements, and luckily, her company (a worker’s compensation insurance company) was looking for interns for the summer. As a 21-year-old, I had no clue what my sister did, but I was open to it. After all, she worked there, so it couldn’t be that bad, right? I applied, went through the interview process, and eventually was offered the internship opportunity.

   I had very little knowledge of the insurance industry, and honestly, I thought it was probably going to be boring. In the back of my mind, I knew that it fulfilled my college requirement, and I had a free place to live for the summer with my sister. As many say, you do not seek out an insurance career, but it ultimately just falls into your lap or someone you know influences you. I was no different.

  Throughout that summer of the internship, I learned about claims, loss control, underwriting, the mailroom – you name it, I was open to learning about it. This summer experience helped me determine if I wanted to continue in the insurance industry and what I wanted to do after college graduation. After the summer was complete, and I went back to college, I knew that I wanted to go back and work full-time for the organization. I went back during winter break and helped, again learning something new with medical billing.

   The people and the opportunity to learn a variety of things were something I looked forward to. When I graduated, I was lucky enough to accept a position in the state filing area. I was learning more about the law and regulations of worker’s compensation, but I did not want to stop there.

   I saw the work being done by the claims representatives day in and day out. They were there for individuals during some of their darkest days. They were there to help injured workers get back to full capacity and get back to doing a job that they love. I wanted to be a part of that, so I moved into a claims representative role. I felt that I could make a difference and help injured workers when they were hurt at work. I handled smaller laceration claims all the way up to catastrophic claims for about seven years. I enjoyed working with the people, but I knew it was time for a new challenge.

   Next up on the career path was to join the Client Relations/Account Management team. I was able to work with the largest accounts the organization had. I built relationships and was able to listen to what the large account needs were and help make that happen. I worked with a variety of different departments that were involved with the account, including claims, loss control, underwriting, agents, etc. After being in that role for about six years, I decided it was time to learn more about the corporate side of the industry.

   I had the opportunity in 2022 to move to the Business Readiness/Change Management team. With this new position, I have been able to learn more about the different departments within the parent company, meet new team members, and be involved in projects. Change can be a challenge for some, but having someone from change management involved in the project team can help ensure people are ready, willing, and able to adapt to the changes coming. People are important, vital parts of making an organization successful. Without the team buy-in on a project, it will be hard for them to adopt the changes.

   As I have learned throughout my years in insurance, it is really important to get involved. Join that project team, lead a group to ensure the success of the organization, provide feedback, attend seminars – you will be amazed at what you learn. In 2023, I joined RISE’s Mentorship program. I have been matched with some industry experts who have both provided me with their knowledge and shared their stories of how they got involved in insurance. Listen to the stories that people are willing to share; it will help build that connection. It may also spark an interest in what you can see yourself doing next. Learning is growing, and there is always an opportunity for growth.

   What is your story and how did you get involved in insurance? If you have not shared your story with someone, I encourage you to do so. You never know who you are going to influence and/or help determine their next step in their career. If you are a young adult considering the insurance industry, I highly recommend job shadowing, asking questions, talking with those in the industry, or reaching out. We are friendly insurance professionals always looking to see the next person succeed.

Meet the Mentors Shaping the Future of Insurance: Tony Chimera

In the fast-paced and dynamic world of the insurance industry, recognition is due to those who not only excel but also dedicate their time and knowledge to mentor the next generation of professionals. The Mentor of the Year Finalists represent a group of exceptional individuals who have gone above and beyond in their commitment to nurturing talent and fostering growth within the RISE Community and beyond.

In this exclusive spotlight series, we take a closer look at their journeys, motivations, and the insights they’ve gained throughout their careers. Whether you’re an industry veteran seeking inspiration, a newcomer looking to break into the field, or simply curious about the inner workings of the insurance world, these finalists have a wealth of knowledge to share. Join us as we engage with these luminaries, gain invaluable perspectives, and celebrate their achievements in this exciting and enriching series.

Meet Tony Chimera, Chief Talent Officer at Westfield Specialty and 2022 Mentor of the Year Finalist:

Q: Can you share a memorable success story or a significant achievement from your career in insurance? 

A: The startup of Westfield Specialty 2 years ago is what I think of immediately.   The president, Jack Kuhn, and I started Employee 1 and 2 and now have almost 400 colleagues in the US and UK together.   It was a unique “blank sheet of paper” opportunity with the focus on as talent, relationships and speed to market in the Specialty Insurance space while being part of a 175 year old company with a great reputation.    We will be over $1.3 billion in GWP in our 2nd full year and I would rank our talent among the highest in the industry.

Q: If you could have a conversation with one influential figure, living or historical, who would it be and why? 

A: Jackie Robinson – courage, grace, skill and commitment.   Absolute hero of mine.

Q: How do you handle setbacks or failures in your career, and what have you learned from those experiences? 

A: Don’t take yourself too seriously and do not let someone else try to define you. I worked for someone who really had a different approach to managing relationships and the direction of HR as a whole.   I leaned into the business and worked to mitigate that, but I think I let that person’s feedback really wear on me.

In summary, we will all have setbacks – you are not taking risks if you do not have setbacks and we are in the business of risk. Grow from them and do not make the same mistakes twice!

Q: In your opinion, what are the key qualities that make a successful leader in the insurance industry? 

A: Empathy, transparency, accessibility, and communication

Q: What are your favorite ways to network and build connections within the insurance community?

A: Conferences have maximum impact. Work the room, be curious, be brave as titles are just people. Linked in offers ease of access and the ability to network outside your immediate company and connections. Finally, leverage all the amazing associations in our industry!

Q: What role has mentorship played in your career, and do you have any tips for finding a mentor? 

A: The answer is complicated, but yes. I have never defined it as mentorship. I have focused on assembling a board of personal directors who are really mentors. Background. I think the key is it will evolve, and it should be reciprocal. Also, pick people that are different and diverse from you and your background.

Q: Can you share a memorable experience or a valuable lesson you learned through your involvement with RISE?

A: My memorable experience was the leadership gala this year where I looked around the room and saw the industry I envision going forward – energetic, diverse, talented, and engaged.  

Q: What steps do you take to promote diversity and inclusion in your workplace and the insurance community? 

A: Be intentional, be a sponsor, and make sure it is part of everything you do and truly part of your culture. I think companies make the mistake of trying to accomplish significant things and miss the boat on sustainable engagement around DEIB. I understand how hard it is to track qualitative actions, but in my opinion those activities are often as important and demonstrate to everyone that DEIB is a living and breathing initiative.

Q: How do you approach continuous learning and professional development to enhance your skills and knowledge? 

A: Be a voracious learner and use all the tools available to you – reading books and industry briefs, networking, conferences, LinkedIn.

Meet the Mentors Shaping the Future of Insurance: Steve Wang

In the fast-paced and dynamic world of the insurance industry, recognition is due to those who not only excel but also dedicate their time and knowledge to mentor the next generation of professionals. The Mentor of the Year Finalists represent a group of exceptional individuals who have gone above and beyond in their commitment to nurturing talent and fostering growth within the RISE Community and beyond.

In this exclusive spotlight series, we take a closer look at their journeys, motivations, and the insights they’ve gained throughout their careers. Whether you’re an industry veteran seeking inspiration, a newcomer looking to break into the field, or simply curious about the inner workings of the insurance world, these finalists have a wealth of knowledge to share. Join us as we engage with these luminaries, gain invaluable perspectives, and celebrate their achievements in this exciting and enriching series.

Meet Steve Wang, Divisonal Manager at Mercury Insurance and 2023 Mentor of the Year Finalist:

Q: What aspect of your job in the insurance industry do you find most challenging, and how do you overcome it? 

A: Frustration when we just do things “because that’s the way we’ve always done them”. I overcome it by continuing to put forward alternative ways of doing things.

Q: How do you stay updated on the latest trends and developments in the insurance sector? 

A: Webinars, blogs, etc.

Q: Can you share a memorable success story or a significant achievement from your career in insurance? 

A: My most memorable experiences are joining a new team as a leader and helping that team realize it’s full potential by learning to truly function as a team, making use of each people’s strengths instead of a group of individual contributors.

Q: How do you balance your professional life with personal interests and hobbies? 

A: Being organized and driven helps me to be “done” working at a consistent time each day and give me plenty of time for my family and personal interests.

Q: What is one book or resource that has had a profound impact on your career or personal growth? 

A: Wooden on Leadership

Q: If you could have a conversation with one influential figure, living or historical, who would it be and why? 

A: Abraham Lincoln, I love how he was able to put together a “team of rivals” yet was able to accomplish so much.

Q: How do you handle setbacks or failures in your career, and what have you learned from those experiences? 

A: I try to separate setbacks as not being a part of my identity. Also, if you’re not failing from time to time there’s a good chance you’re not pushing enough.

Q: In your opinion, what are the key qualities that make a successful leader in the insurance industry? 

A: Communication, open minded and focusing on treating people well.

Q: What are your favorite ways to network and build connections within the insurance community?

A: LinkedIn and conferences.

Q: Have you ever faced a situation where you had to make a difficult ethical decision in your career? How did you handle it? 

A: Yes, several times. I have a strong personal moral code that I won’t compromise.

Q: What advice would you give to someone considering a career change into the insurance industry? 

A: It’s never boring. Consider what energizes you to choose the right areas of insurance, there are lots of different specialties.

Q: If you could travel to any place in the world, where would you go and why?

A: I would like to visit Taiwan. It’s where my dad’s side of the family is from.

Q: How do you prioritize and manage your time effectively to balance various responsibilities? 

A: I do the bulk of my thinking work in the morning when I’m the most fresh. I do the hardest things first and leave the easier things for later.

Q: What role has mentorship played in your career, and do you have any tips for finding a mentor? 

A: My mentors have mostly been family members or bosses. I would have liked to have found a true mentor earlier in my career. I think it might have helped me avoid some mistakes. I think the most important thing in a mentor is finding someone you can trust and speak honestly with.

Q: What do you see as the biggest opportunities for growth and innovation in the insurance sector in the coming years? 

A: Use of data analytics/AI/machine learning

Q: How do you maintain a work-life balance, especially during busy and demanding periods in the insurance industry? 

A: I try to keep the perspective that work is just a job, it’s important and it pays the bill, but work is not a key piece of my identity. Being able to remain organized, prioritize tasks and be efficient allows me to always have time to shut down and enjoy time outside of work.

Q: What steps do you take to promote diversity and inclusion in your workplace and the insurance community? 

A: Really just focusing on seeing people for who they are, their unique experiences in different aspects of work and life and how their viewpoint can deepen our understanding of problems and challenges we are trying to solve.

Q: How do you approach continuous learning and professional development to enhance your skills and knowledge? 

A: For me continuous learning and development is about remaining curious. Never being tempted to think that I have been around long enough to have it all figure out.

Q: What is one initiative or project you’d like to see RISE undertake in the future? 

A: Continuing to partner with schools/colleges to help educate the next generation about the many career options available in the insurance world and all of the areas it touches.

Meet the Strategic Planning Board: Raisa Lyons

Hey there, curious minds! Step into the world of RISE’s Strategic Planning Board, where strategy meets personality. These movers and shakers are the architects behind our big-picture goals, collaborating with our leadership and Advisory Board. But this isn’t your typical spotlight series—it’s a backstage pass to uncovering what drives them beyond the boardroom. Think aspirations, hobbies, and what keeps them jazzed about the future of RISE. This series isn’t just about their roles; it’s about weaving together the stories of high achievers who are crafting a roadmap for RISE’s success. So, grab a seat and get ready to dive into the personalities shaping RISE, one interview at a time.

Meet Raisa Lyons, Underwriter at Bass Underwriters:

Q: What is one piece of advice for young professionals in the insurance industry?

A: Don’t be afraid to take a risk 😉

Q: Are you a sports fan? What’s your favorite team?

A: Houston Astros and I love soccer. Go Colombia!  

Q: What do you find motivating?

A: My husband and family. They are the driving force to be a better person every day.

Q: Do you collect anything?

A: I don’t collect anything per se but I LOVE coffee and will bring home coffee beans from wherever we travel. I have a full coffee station with an espresso machine that grinds my beans fresh every morning.

Q: What’s the most exciting part of your job?

A: It is never the same everyday. As an Underwriter, I have a new business operations that I am trying to find coverage for or on the opposite end of that trying to get creative to find coverage for an account with losses. Not only is it is the business aspect, but the relationship portion. You meet the most amazing people that come from all different backgrounds.  

Q: What is something you know now that you wish you knew when you started in the insurance industry?

A: Networking is your best friend when you first begin. Insurance is a small world and you never know who you met in the past that could help you in the future! 

Q: Share a fun fact about yourself!

A: I just got married in Mexico and it truly was a dream come true! I highly recommend destination weddings.

Q: What inspired you to join RISE?

A: I wanted step outside of my comfort bubble and expand my network of other young insurance professionals as well as learn from those further along in their careers. I have grown tremendously through the RISE Mentorship Program and connecting with leaders that have pushed and motivated me.  

Meet the Strategic Planning Board: Nicole Velino

Hey there, curious minds! Step into the world of RISE’s Strategic Planning Board, where strategy meets personality. These movers and shakers are the architects behind our big-picture goals, collaborating with our leadership and Advisory Board. But this isn’t your typical spotlight series—it’s a backstage pass to uncovering what drives them beyond the boardroom. Think aspirations, hobbies, and what keeps them jazzed about the future of RISE. This series isn’t just about their roles; it’s about weaving together the stories of high achievers who are crafting a roadmap for RISE’s success. So, grab a seat and get ready to dive into the personalities shaping RISE, one interview at a time.

Meet Nicole Velino, Claims Associate Group Leader at Falvey Insurance Group:

Q: What is one piece of advice for young professionals in the insurance industry?

A: Take advantage of all the insurance industry has to offer.  Network, and continue learning. Say yes to opportunities even if they scare you. Don’t be afraid to ask questions.

 

Q: Are you a sports fan? What’s your favorite team?

A: I do not watch sports at all on TV.  I enjoy games in person every now and then. 

Q: What do you find motivating?

A: My daughter is my motivation.  I want her to see that you can do anything you put your heart and mind to. 

 

Q: Do you collect anything?

A: I do enjoy coffee cups, and ornaments… but I do not like clutter.  So, I have a much smaller collection.

Q: What’s the most exciting part of your job?

A: There are always opportunities! I love learning new things and meeting new people. 

Q: What is something you know now that you wish you knew when you started in the insurance industry?

A: I wish I had confidence when I first started.  I always felt inferior.  My Manager once told me I just really need you to gain some confidence.  That hit me, and it has changed me in so many ways. 

Q: Share a fun fact about yourself!

A:

– I am Christmas obsessed. 

-The RISE 2023 Summit was the first time I have ever been on a plane by myself.

Q: What inspired you to join RISE?

A: RISE was introduced to me by my company Falvey Insurance Group.  Falvey nominated me for the Rising Insurance Professional Award in 2021.  I started following RISE on LinkedIn and joined in on a few of the virtual committees.  It is a pretty powerful community.  So many connections, so many great people! I love the message- You can succeed in Insurance, and you can do that being your Authentic Self.  It has been amazing to watch the RISE community grow so much over the years.