AssuredPartners NL

Workday Sees Insurance Industry Momentum as Organizations Seek to Create Agility and Build Resilience Amid Unprecedented Change

Retrieved on:

Tuesday, October 31, 2023

LAS VEGAS, Oct. 31, 2023 /PRNewswire/ -- InsureTech Connect (Booth #1961) -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, today announced continued momentum within the insurance industry, as organizations including American Financial Group, AssuredPartners, Farmers Mutual of Nebraska, Penn Mutual, Reliance Matrix, Resolution Life, and Telesure Group Services are using or have selected Workday to drive agility and keep pace with an evolving industry.

Key Points:

According to an IDC infographic *, 70% of insurance organizations either expressed pessimism about insurance market prospects or feel unprepared for potential disruption.
The Industry Accelerator for Insurance will help organizations accelerate their cloud transformations, scale with open ecosystems, and collaborate to drive innovation.
"With Workday, organizations can leverage technology to create agility and be better prepared for an uncertain future where things can change quickly."
Stop by the Workday booth (#1961) at InsureTech Connect (Nov. 1 - Nov. 2, 2023) to connect with Workday executives and see Workday in action for the insurance industry.

Local Nonprofit Working to End South Side Mental Health Crisis

Retrieved on:

Friday, October 13, 2023

Tapestry, Anxiety, Mount Sinai Hospital, Case management, AssuredPartners NL, University, Wintrust Financial, PTSD, Mental health, CADC, LCSW, Ujima Radio, Mental, Trilogy, USI, Depression, Nursing, Hospital

CHICAGO, Oct. 13, 2023 /PRNewswire/ -- Studies show suicides have increased among young Black people across the United States in recent years. The reasons for this are not much of a mystery—Chicago's South Side is a mental health service desert and the stigma surrounding mental health in Black communities keeps many from seeking services. Trilogy is ready to change these startling statistics but needs the community's help now.

Key Points:

The reasons for this are not much of a mystery—Chicago's South Side is a mental health service desert and the stigma surrounding mental health in Black communities keeps many from seeking services.
The nonprofit organization is reinforcing its commitment to fighting historic inequitable access to life-saving mental health support for Black Chicagoans.
Kimberly Casey, Trilogy Board Member and South Side resident, said there are huge disparities in access to mental healthcare in Chicago.
We are grateful to our sponsors for helping to break down walls for mental health: Garcia Hamilton & Associates, L.P., AssuredPartners, Eleos Health, MADO Healthcare, Tapestry 360 Health, USI Insurance Services, West Monroe, and Wintrust.

AssuredPartners Aerospace Announces Key Hire as Managing Director

Retrieved on:

Wednesday, September 27, 2023

Insurance, Aviation, Moravian University, Growth, AP, University, Fortune 500, Aerospace, Culture, AssuredPartners NL

ORLANDO, Fla., Sept. 27, 2023 /PRNewswire-PRWeb/ -- AssuredPartners (AP) is pleased to announce that Joe Braunstein has joined the team as Aerospace Managing Director. His role is effective September 18, 2023.

Key Points:

ORLANDO, Fla., Sept. 27, 2023 /PRNewswire-PRWeb/ -- AssuredPartners (AP) is pleased to announce that Joe Braunstein has joined the team as Aerospace Managing Director.
Joe will report to Eric Barfield, Aerospace President, who remarked, "Joe's reputation of integrity and excellence aligns perfectly with our own culture and core values.
He is uniquely qualified to help Team Aerospace rise to a new level of client engagement and industry leadership."
He is uniquely qualified to help Team Aerospace rise to a new level of client engagement and industry leadership."

Relation Insurance Services Announces Executive Leadership Appointments

Retrieved on:

Thursday, August 31, 2023

Relation Insurance Services (“Relation”), one of the largest and fastest-growing national insurance brokerages, today announced that Chief Revenue Officer Russell Brown has been appointed President and that Chief Accounting Officer Charissa Hartmann has been appointed Chief Financial Officer.

Key Points:

Relation Insurance Services (“Relation”), one of the largest and fastest-growing national insurance brokerages, today announced that Chief Revenue Officer Russell Brown has been appointed President and that Chief Accounting Officer Charissa Hartmann has been appointed Chief Financial Officer.
Brown joined Relation upon its acquisition of his prior firm, Premier Consulting Partners, in 2019.
Brown will continue to lead the sales efforts at Relation and will also have direct oversight of Relation’s distinct business units.
As CFO for Relation, Hartmann is responsible for all of the company’s financial functions, including accounting, audit, treasury, corporate finance, and shareholder relations.

AssuredPartners Appoints Stephanie Lockwood Chief Financial Officer of Retail

Retrieved on:

Thursday, August 17, 2023

CFO, Growth, Lockwood, Strategic planning, Culture, AssuredPartners NL, Management, Retail

ORLANDO, Fla., Aug. 17, 2023 /PRNewswire-PRWeb/ -- AssuredPartners is thrilled to announce the promotion of Stephanie Lockwood to the position of Chief Financial Officer (CFO) of Retail reporting into AssuredPartners Retail President, Brian Bair.

Key Points:

ORLANDO, Fla., Aug. 17, 2023 /PRNewswire-PRWeb/ -- AssuredPartners is thrilled to announce the promotion of Stephanie Lockwood to the position of Chief Financial Officer (CFO) of Retail reporting into AssuredPartners Retail President, Brian Bair.
She has consistently demonstrated exceptional leadership and a deep understanding of the financial intricacies within our industry," said Randy Larsen, President, and incoming CEO of AssuredPartners.
As the CFO of AssuredPartners Retail, Lockwood will assume responsibility for overseeing financial operations, strategic planning, and driving profitability within the retail sector of our business.
Lockwood expressed her enthusiasm about her new role, saying, "I am incredibly honored and excited to lead the Retail division's financial endeavors at AssuredPartners.

AssuredPartners Announces Dual Retail Leadership Appointments

Retrieved on:

Wednesday, August 16, 2023

Insurance, Bair, Culture, AP, Stocksdale, Midwest Regional Conservation Guild, Acquisition, Agency, Great Lakes region, Growth, Region, AssuredPartners NL, Management, Marketing

ORLANDO, Fla., Aug. 16, 2023 /PRNewswire-PRWeb/ -- AssuredPartners ("AP") is delighted to announce the appointment of two distinguished executives to the positions of Retail Presidents for the East and West regions, effective July 1, 2023. The strategic alignment is for the upcoming leadership changes for AssuredPartners as Randy Larsen assumes the role of CEO on September 1st. The national broker has plans of continued growth of expansion for the foreseeable future. Todd Stocksdale and Brian Bair, both accomplished leaders in the insurance industry, have been selected to drive the continued growth and success of AP's retail operations in their respective regions. Their combined expertise, strategic acumen, and passion for innovation will be instrumental in elevating our commitment to providing exceptional services to our clients.

Key Points:

The strategic alignment is for the upcoming leadership changes for AssuredPartners as Randy Larsen assumes the role of CEO on September 1st.
As Retail President of the East Region, Brian Bair brings a wealth of experience to the table.
Similarly, as Retail President of the West Region, Todd Stocksdale boasts an impressive career, marked by exceptional leadership and an unwavering dedication to customer-centric practices.
With their leadership, we are poised to elevate our services to new heights and further solidify our position as an industry leader."

AssuredPartners Taps Jeffrey Kurz to Lead Alternative Risk Strategies

Retrieved on:

Wednesday, July 26, 2023

ORLANDO, Fla., July 26, 2023 /PRNewswire-PRWeb/ -- AssuredPartners ("AP") is pleased to announce that Jeffrey Kurz has joined the firm as Senior Vice President of Alterative Risk Strategies, effective July 5, 2023. In his new role, Kurz will focus on the design, build, and deployment of unique risk products and solutions. In addition, he will provide consultation on single parent captive insurance and complex risk strategies for AP clients. He will report to Chief Revenue Officer, Ty Beba.

Key Points:

ORLANDO, Fla., July 26, 2023 /PRNewswire-PRWeb/ -- AssuredPartners ("AP") is pleased to announce that Jeffrey Kurz has joined the firm as Senior Vice President of Alterative Risk Strategies, effective July 5, 2023.
In addition, he will provide consultation on single parent captive insurance and complex risk strategies for AP clients.
"I'm excited to bring my nearly 30 years of experience in alternative risk to a dynamic and fast-growing organization like AssuredPartners," said Kurz.
We expect alternative risk programs and strategies to be a major driver of growth for AssuredPartners and a key differentiator for the firm."

AssuredPartners Investment Advisors Announces Addition of Gary Casciola, AIF, CPFA

Retrieved on:

Tuesday, July 25, 2023

APIA, Knowledge, Growth, Certification, AssuredPartners NL, Financial adviser

TAMPA, Fla., July 25, 2023 /PRNewswire-PRWeb/ -- AssuredPartners Investment Advisors ("APIA") announced today that Gary Casciola, AIF, CPFA joined APIA. Gary brings over 24 years of experience managing corporate retirement plans to APIA. Most recently, he served as partner at the Pittsburgh-based firm, TJS Financial Services, LLC. As a Certified Financial Advisor and Accredited Investment Fiduciary, Gary partners with companies to help them understand fees, ensure they are managing their fiduciary obligations, and educate participants about the power and opportunity of their retirement plan.

Key Points:

TAMPA, Fla., July 25, 2023 /PRNewswire-PRWeb/ -- AssuredPartners Investment Advisors ("APIA") announced today that Gary Casciola, AIF, CPFA joined APIA.
"Joining AssuredPartners Investment Advisors gives me the ability to work with plan advisors across the country and deliver the tools, training, and the dedicated support my clients need," said Casciola.
AssuredPartners Investment Advisors President, Justin Callaham stated, "We are excited to continue growing the retirement practice within AssuredPartners, and Gary joining is an important part of that growth.
Gary brings a wealth of knowledge and experience and provides another avenue for AssuredPartners to deliver great service to our clients."

AssuredPartners Announces Chief Human Resources Officer

Retrieved on:

Monday, June 26, 2023

HR, Workforce, Insurance, Human resources, Knowledge, CHRO, Ernst & Young Entrepreneur of the Year Award, True Blue, AssuredPartners NL, Management

ORLANDO, Fla., June 26, 2023 /PRNewswire-PRWeb/ -- AssuredPartners is pleased to announce that Andrea Brogger has been appointed Chief Human Resources Officer (CHRO), effective June 26, 2023, reporting to President incoming CEO Randy Larsen. Andrea will be responsible for leading AssuredPartners global human capital strategy alongside our leaders and business partners to include ongoing development and implementation of new people initiatives designed to support our employees and company growth.

Key Points:

ORLANDO, Fla., June 26, 2023 /PRNewswire-PRWeb/ -- AssuredPartners is pleased to announce that Andrea Brogger has been appointed Chief Human Resources Officer (CHRO), effective June 26, 2023, reporting to President incoming CEO Randy Larsen.
Andrea will be responsible for leading AssuredPartners global human capital strategy alongside our leaders and business partners to include ongoing development and implementation of new people initiatives designed to support our employees and company growth.
Andrea comes to AssuredPartners with over 17 years of Human Resources experience, most recently as Chief People Officer at True Blue, Inc., a recruiting, and workforce management company.
"I am passionate about developing people and equally excited to join AssuredPartners as their company values align with my own guiding principles.

JG Wentworth Names Kim Banks as Chief Accounting Officer

Retrieved on:

Friday, June 9, 2023

Insurance, Finance system in Azerbaijan, Senior, Temple University, Bank, Certified Public Accountant, Accounting, J.G. Wentworth, Peachtree Financial Solutions, Money Mart, AssuredPartners NL

CHESTERBROOK, Pa., June 9, 2023 /PRNewswire/ -- Industry leading consumer financial services company JG Wentworth announces it has appointed Kim Banks as Chief Accounting Officer effective March 2023. Banks will report directly to Chief Financial Officer Dwight Perry. In her new role, Banks will manage the company's accounting and finance functions.

Key Points:

CHESTERBROOK, Pa., June 9, 2023 /PRNewswire/ -- Industry leading consumer financial services company JG Wentworth announces it has appointed Kim Banks as Chief Accounting Officer effective March 2023.
Banks will report directly to Chief Financial Officer Dwight Perry.
Prior to joining JG Wentworth, she was Head of Finance Systems and Process Transformation at AssuredPartners, an insurance brokerage company.
With the increasing complexity of our business model, her leadership and direction will prove invaluable as we continue to evolve how we serve our customers and manage our business," said Dwight Perry, Chief Financial Officer at JG Wentworth.