People & Places

May 22, 2023

National

Insurance broker Lockton promoted five key leaders into global roles.

Troy Cook will continue in his role as chief financial officer and will also lead all finance and legal associates globally. After serving as an independent member on Lockton’s board of directors beginning in 2018, Cook joined Lockton as CFO in 2020.

Julie Gibson, Lockton’s chief marketing officer, will prioritize expanding the reach of Lockton’s brand. She will oversee marketing and communications initiatives across the globe. Gibson has been with Lockton since 2018.

Trey Humphrey, chief legal officer, joined Lockton in 2000, and as general counsel, he has played a crucial role in managing the company’s legal affairs.

Martyn Worsley has been appointed Lockton’s chief people officer. He previously led human resources across Lockton’s international business from London.

Byron Clymer, Lockton’s chief information officer, will direct Lockton’s strategy to develop global platforms that empower its people to deliver clients with industry-leading advice and insight and unparalleled service. Clymer joined Lockton in 2018.

Lori Marino
Lori Marino

Managing general agent CFC appointed Lori Marino as distribution leader, USA. Based in New York, Marino will be responsible for broker relationship management and CFC’s distribution strategy across the U.S. market.

Marino joins CFC with over 20 years’ experience in senior leadership in insurance. Most recently, she was head of Carrier Relations and Revenue Growth at PCF Insurance Services.

Matthew Duke
Matthew Duke

AXA XL Insurance added Matthew Duke as head of Pricing, U.S. Middle Market Analytics.

Duke joins AXA XL from Xceedance, where he served as senior vice president and chief actuary, head of Global Actuarial Services. He holds credentials as an Associate of the Casualty Actuarial Society (ACAS), Associate in Reinsurance (ARe) and Member of the American Academy of Actuaries (MAAA).

QBE Insurance Group Limited appointed Serene Davis global head of cyber.

Davis will work with QBE’s divisional cyber underwriting leaders to develop and drive a unified cyber strategy for risk assessment, pricing, claims, product and service offerings, and marketing. Davis is based in Southern California and has more than 20 years of industry expertise.

Markel Corp. added Amandeep Dhillon as managing director, global head of catastrophe and exposure management.

Dhillon has more than 15 years of experience in the insurance business, working in multiple areas including catastrophe risk management and ceded reinsurance. He is based in Glen Allen, Virginia.

Chubb appointed Annmarie Camp as North America business development leader, part of the company’s North America field operations.

Camp has over two decades of insurance industry experience. Since joining Chubb in 2009, Camp has held various national and regional roles with a focus on sales and distribution, most recently serving as head of personal risk services for Chubb in Europe.

She will relocate from London to the metro New York area.

East

Jaimie Hunter
Jaimie Hunter

Jaimie Hunter joined New York, New York-based Lockton Re as a senior broker supporting client development, with a focus on casualty business in North America.

Hunter is based in Lockton Re’s new Stamford, Connecticut, location. He previously spent more than 20 years at Guy Carpenter, most recently as a managing director in New York.

Risk Strategies appointed Rob Rosenzweig as New York regional leader.

Rosenzweig brings more than 15 years of insurance industry experience to his new role. He joined Boston-based Risk Strategies in 2014 through the acquisition of DeWitt Stern and has held several leadership positions.

Herbert H. Landy Insurance Agency hired Stephanie McNamara as national marketing and sales vice president.

McNamara brings over 30 years of experience in the insurance industry to the Needham, Massachusetts-based agency.

She started her career as manager of personal lines within the independent agency channel. McNamara has previously served as head of business development at Simply Business, small business sales director at CNA Insurance, assistant vice president of sales and marketing at Providence Mutual Insurance Co., and director of national accounts, field execution, sales events and operations at Travelers.

XPT:S&H Underwriters, based in East Montpelier, Vermont, added Michael G. March to its Northeast-based team’s commercial lines division.

March will be a senior broker/underwriter for a variety of commercial lines products, concentrating on habitational, contractors, restaurants/taverns, garage, retail/mercantile and miscellaneous professional liability. March has worked in the insurance industry for 23 years, serving most recently as commercial lines underwriter at XS Brokers Insurance Agency Inc.

XPT Specialty appointed Michele Martincich as property practice group leader.

Martincich joins New York, New York-based XPT Specialty with almost four decades of insurance experience, over 25 of which have been in various leadership roles within the wholesale industry.

Midwest

Trisha Harlamert
Trisha Harlamert

Celina Insurance Group, headquartered in Celina, Ohio promoted Trisha Harlamert to vice president of underwriting and Scott Montgomery to vice president of distribution.

Harlamert has been with Celina for 27 years. She began her career with the company as a commercial lines underwriter before advancing to director of commercial lines.

Scott Montgomery
Scott Montgomery

Montgomery has held multiple positions in Celina’s underwriting and marketing departments since joining the company in 2014. He will continue to serve as assistant corporate secretary, a role he assumed in 2021.

Zac Bilyeu
Zac Bilyeu

Glen Carbon, Illinois-based AAdvantage Insurance Group hired Zac Bilyeu as a business development specialist.

Before joining the agency, Bilyeu worked for Colonial Life as a territory sales trainer.

Ryan Specialty Holdings Inc. named Katie Davies CEO of its Power.Energy.Risk’s (PERse) North American operations, the Chicago, Illinois-based company’s renewable energy managing general underwriter (MGU). Jeff Smith has been named president and chief underwriting officer at PERse.

Davies previously served as president of AmWINS special risk underwriters and as Midwest regional property manager for ACE Group. Davies continues as CEO of JEM underwriting managers and technical risk underwriters.

Smith is a founding member of PERse. He previously served as vice president at GCube Insurance Services Inc. Smith will retain his role as chief underwriting officer.

Valley Insurance Agency Alliance (VIAA), based in Clayton, Missouri, promoted Bill Kaatman to director of enterprise development.

Kaatman will also serve on the company’s development team.

He has 17 years of insurance industry experience.

South Central

Drew Atkins joined XPT Specialty‘s Texas-based operations as vice president and wholesale casualty broker.

Atkins started his career as a financial analyst at PwC and Halcon Resources Corporation before pivoting to insurance. Most recently, Atkins served as vice president at U.S. Risk LLC in its Houston office.

NavSav Insurance, based in Beaumont, Texas, appointed Matt James as senior vice president of sales for both personal and commercial lines of business.

James has over 15 years of leadership experience in insurance and financial services.

Southeast

Robert Darin Grimm
Robert Darin Grimm

Summit Consulting, a manager of five workers’ compensation insurance companies in the Southeast, named Robert Darin Grimm senior vice president of claims.

Grimm joined Summit in 2003. He has worked in sales and marketing and was most recently vice president of medical claims.

Summit is based in Lakeland, Florida, and is part of Great American Insurance Group.

W.R. Berkley Corp. named Jay Weber president of its Berkley Southeast Insurance Group. He succeeds Dennis Barger, who was named chairman.

Weber has more than 30 years of experience in commercial P/C insurance and was recently North American business development leader for a global insurance group.

CAC Specialty named Karmanee Governor senior account executive.

Governor has experience in all lines of insurance, including healthcare professionals’ liability and excess liability programs for health systems, senior living centers, surgery centers and physician groups.

Recently, Governor served as senior vice president for Willis Towers Watson.

The Mallory Agency, a P/C insurance broker based in La Grange, Georgia, and Atlanta, named Cassandra George vice president of operations.

George has more than 10 years’ experience at First Light Program Managers, including her recent role as operations manager.

Leane Rafalko
Leane Rafalko

Leane Rafalko, who spent eight years with the North Carolina Department of Insurance as chief captive analyst, has been named director of captive management for Knoxville, Tennesee-based CIC Services.

After leaving DOI, Rafalko joined Hylant Global Captive Solutions as senior captive consultant.

West

Santa Barbara, California-based Pensionmark named Jonathan Curley as global head of compliance.

Curley’s industry experience spans more than four decades. He most recently served as senior advisor to ButcherJoseph & Co and president of Sable Capital.

Pensionmark is a World Insurance Associates LLC company.

Bob Howard
Bob Howard

Crest Insurance Group, headquartered in Tucson, Arizona, hired Bob Howard as vice president, director of sales, and named Chester Henderson director of risk services.

Howard has previously served as resident sales director at Aon, senior vice president at Marsh and principal owner at Intelligent Risk LLC.

Henderson served in the U.S. Navy and was a Navy Seal. While in the Navy, Henderson held numerous leadership positions, including directing the work of risk management teams.

Topics New York

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