IICF Northeast Division
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Nonprofits we support

American Littoral Society

Highlands
,
New Jersey
Visit Website

Children's Health Fund

New York
,
New York
Visit Website

Freedom House

Clinton
,
New Jersey
Visit Website

Friends of Karen

North Salem
,
New York
Visit Website

Fulfill

Neptune
,
New Jersey
Visit Website

Horizons at Sacred Heart University

Fairfield
,
Connecticut
Visit Website

Madison Square Boys & Girls Club Foundation

New York
,
New York
Visit Website

Mount Kisco Child Care Center

Mount Kisco
,
New York
Visit Website

NAMI-NYC

New York
,
New York
Visit Website

Our Military Kids

Oakton
,
Virginia
Visit Website

Riverkeeper

Ossining
,
New York
Visit Website
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About

Here are some of the ways we are making a difference

IICF helps communities and enriches lives by combining the collective strengths of the insurance industry to provide grants, volunteer service and leadership. IICF reinvests locally where funds are raised for maximum community impact.

Here are just a few ways the IICF Northeast has helped to lend a hand up in our communities:
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$10.8 million

Grants Awarded
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323+

Nonprofits Supported
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25,000

Impact Detail
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25,000

Impact Detail
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Northeast Board of Directors

Meet the Board

Hank Watkins
Regional Director & President, Americas
Lloyd's

Hank is responsible for Lloyd’s market development activities in the US, Canada and Latin America. From offices in Atlanta, Boston, Chicago, Dallas, Frankfort KY, New York, Montreal, Toronto, Bogota, Mexico City and Rio de Janeiro, Lloyd’s is actively engaged in educational and marketing outreach to retail, wholesale and reinsurance intermediaries, risk managers, managing general agents, risk management programs at colleges & universities and other stakeholders in the Lloyd’s market.  

Hank has more than 35 years of experience in the insurance industry and has held a range of underwriting, client management and leadership positions in the United States and Europe at Chubb, Johnson & Higgins, Marsh and HRH.

Hank received his BA from the University of California, Berkeley and has completed an executive leadership program at The Wharton School.  He’s a member of the Board of Overseers at St. John’s University’s School of Risk Management and is on the boards of the Insurance Information Institute and Insurance Industry Charitable Foundation (NY/Northeast Division).

With more than 55% of Lloyd’s global premium in 2018, the Americas region is Lloyd’s largest market for insurance (E&S in the US) and reinsurance. In addition to market development, Lloyd’s colleagues in the Americas provide media relations and regulatory support to the managing agents / syndicates and operational oversight of the licensed platforms in Illinois, Kentucky, the USVI and our Lineage system in Montreal.

The Board

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James Romanelli
SVP, Territory Officer - East, NYC Branch Manager
C N A

The Board

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Anna Arena
Senior Vice President and Chief Financial Officer
Nuclear Electric Insurance Limited

Anna brings 20 years of diverse financial services industry experience in building, leading and advising corporations through complex restructuring, acquisitions and international expansion to her role as Senior Vice President and Chief Financial Officer for NEIL and is responsible for all financial operations at NEIL including strategic planning, reporting, financial planning and analysis, insurance accounting, risk management and internal audit.

Prior to joining NEIL, Anna spent a decade as division CFO of Liberty Mutual, a billion-dollarinternational insurance corporation, served as CFO and board member for a Florida-based financial services conglomerate spanning insurance, surety and fee-based service companies and most recently served as Chief Financial Officer for Lincoln Investment, a registered broker/dealer and registered investment advisor. In her various roles, Anna led implementations of fiscally sound strategic business plans, business process improvement, capital restructuring, integration and risk management with a focus on disciplined approach to profitable growth.

Anna has an MBA in Finance from Temple University, and a Bachelor of Science degree in Finance and International Business from Drexel University. In 2015, Anna completed the CFO Strategic Partner Program at the Wharton School at University of Pennsylvania. She holds FINRA Series 27 Registration.

The Board

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Marni Baroli
Senior Client Manager US P&C Client Markets | Senior Vice President
Swiss Re America Holding Corporation

Marni Baroli has been in the insurance industry for 21 years, and with Swiss Re since their acquisition of GE Insurance Solutions in 2006.  Prior to her present role as Senior Client Manager in Reinsurance, Marni held various client and portfolio management roles within Swiss Re's commercial insurance business, Corporate Solutions, and with GE Insurance Solutions.  Before joining the insurance industry, Marni spent 11 years working in GE's industrial business units, where she held various roles in operations, product development, and sales.  Marni is Six Sigma Black Belt certified and holds a B.S. Interdisciplinary Engineering and Management from Clarkson University.

The Board

Meet the Board

Maureen Furlong Weber
Director, Greenberg School of Risk Management
St. John’s University

Director of the Maurice R. Greenberg School of Risk Management, Insurance and Actuarial Science (GSRM) at St. John’s University in New York City, Ms. Weber served as Vice President for Enrollment Management and Student Affairs at The College of Insurance - an independent specialty college, prior to its merger with St. John’s in 2001.  Prior to joining the College, Ms. Weber held administrative positions in student affairs at New Jersey Institute of Technology, University of Northern Colorado, and The College of New Jersey.

Ms. Weber leads areas of GSRM that steward relationships and deliver services to the risk management industry.  She oversees fund-raising, grant-funded student programs, scholarship administration, and career development services of the School’s endowed Ellen Thrower Center for Apprenticeship and Career Services.

Over her career, Ms. Weber has taught courses and developed a distinctive “Career Development Series” for first-generation college students entering industry.  She was an instructor in the former Insurance Education Institute, a program for high school teachers, enhancing effectiveness in teaching insurance-related subjects.  Ms. Weber served on the Clinical Faculty of New York University’s M.A. Program in Higher Education/Student Personnel Administration from 1994 to 2001.  

Ms. Weber has served on the Boards of Mustard Seed School (Hoboken, NJ) and the former St. Joseph of the Palisades High School (West New York, NJ), both with institutional missions to underserved children in urban settings and has delivered training programs for high schools and colleges in the NY Metro and Rocky Mountain regions.  Ms. Weber is an honorary member of John Street Club (NYC).

A graduate of The College of New Jersey, Ms. Weber holds her M.A. degree in Higher Education Administration from the University of Northern Colorado and is a graduate of Harvard University’s Graduate School of Education Institute for Management and Leadership in Education.

The Board

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John D. Gambale
President - New York Zone
AIG

BIO - TBA

The Board

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Sarah Gavlick
Chief Territory Officer, East
Markel

BIO - TBA

The Board

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Mary Henderson
Senior Vice President
Argo Pro

BIO - TBA

The Board

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Courtney Koch
AVP- Healthcare & Casualty Claims
Berkshire Hathaway Specialty Insurance

BIO - TBA

The Board

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Chair
James Romanelli
SVP, Territory Officer - East, NYC Branch Manager
C N A

Jim serves as Senior Vice President, New York City Branch Manager. He is responsible for driving profitable growth by deepening relationships with agents and brokers, and developing and implementing local market strategies, action plans and operational tactics.
Jim is a seasoned insurance executive with three decades of experience. He joined CNA in 2010 after more than 18 years with the Chubb Group of Insurance Companies. He has served in various field operations and branch leadership roles across the country, notably Long Island, NY, and Milwaukee, WI.
Jim earned a bachelor’s degree from Dickinson College. He serves as Chair of the Insurance Industry Charitable Foundation’s Northeast Division Board, is a member of the Long Island YMCA Board and is the Strategic Planning Committee Chair, and an associate trustee of the North Shore–Long Island Jewish Health System and sits on the Insurance Committee.

The Board

Meet the Board

Chair
Anna Arena
Senior Vice President and Chief Financial Officer
Nuclear Electric Insurance Limited

Anna brings 20 years of diverse financial services industry experience in building, leading and advising corporations through complex restructuring, acquisitions and international expansion to her role as Senior Vice President and Chief Financial Officer for NEIL and is responsible for all financial operations at NEIL including strategic planning, reporting, financial planning and analysis, insurance accounting, risk management and internal audit.

Prior to joining NEIL, Anna spent a decade as division CFO of Liberty Mutual, a billion-dollar

international insurance corporation, served as CFO and board member for a Florida-based financial services conglomerate spanning insurance, surety and fee-based service companies and most recently served as Chief Financial Officer for Lincoln Investment, a registered broker/dealer and registered investment advisor. In her various roles, Anna led implementations of fiscally sound strategic business plans, business process improvement, capital restructuring, integration and risk management with a focus on disciplined approach to profitable growth.

Anna has an MBA in Finance from Temple University, and a Bachelor of Science degree in Finance and International Business from Drexel University. In 2015, Anna completed the CFO Strategic Partner Program at the Wharton School at University of Pennsylvania. She holds FINRA Series 27 Registration.

The Board

Meet the Board

Chair
Marni Baroli
Senior Client Manager US P&C Client Markets | Senior Vice President
Swiss Re America Holding Corp.

Marni Baroli has been in the insurance industry for 21 years, and with Swiss Re since their acquisition of GE Insurance Solutions in 2006.  Prior to her present role as Senior Client Manager in Reinsurance, Marni held various client and portfolio management roles within Swiss Re's commercial insurance business, Corporate Solutions, and with GE Insurance Solutions.  Before joining the insurance industry, Marni spent 11 years working in GE's industrial business units, where she held various roles in operations, product development, and sales.  Marni is Six Sigma Black Belt certified and holds a B.S. Interdisciplinary Engineering and Management from Clarkson University.

The Board

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Chair
Dawnmarie Black
Northeast Regional Director
Lloyd's

The Board

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Chair
Erin Calvey
Global Client Executive, Global Risk Solutions
Liberty Mutual

Erin Calvey joined Liberty Mutual on the Distribution Strategy team in 2017, as part of the Liberty Mutual acquisition of Ironshore.  She was named a Global Client Executive of the Client Engagement Program in 2019.  In this role she manages Liberty Mutual commercial P&C relationships for clients in the construction, real estate, healthcare, telecommunications and manufacturing sectors.

During her tenure at Ironshore, Erin held various positions, most recently as Executive Vice President of Distribution Strategy.  In that role she launched and oversaw a client advisory board, claims advocacy program and industry vertical strategy, with heavy focus on construction, real estate and financial institution clients.  She was also Senior Vice President of Global Broker Relations managing the organizations' corporate relationships with global, national and regional P&C brokerage firms, as well as the operations manager for the U.S. field executive team.

Prior to joining Ironshore, Erin worked in other industry roles including at Arthur J. Gallagher, serving as an Area Vice President, national casualty broker and account executive.  She has also been a senior business development manager for AIG.

Erin is actively involved in the Insurance Industry Charitable Foundation, currently serving on the Northeast Board and formerly serving as the Chairperson to the Northeast Associate Board.  She is the co-chair of the recently launched WE@Liberty New York City Women's Executive Chapter.  She holds a BA in Psychology from Montclair State University.

The Board

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Chair
Raquel Conrad
Senior Vice President – US
Renaissance Reinsurance U.S. Inc.

The Board

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Chair
Cathy Cossu
Senior Vice President
Odyssey Group

The Board

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Chair
Rich Dodge
Partner
Dentons US LLP

The Board

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Chair
Christine Doherty
Vice President, Financial Institutions Segment Leader
Coaction Specialty Insurance Group

Christine (McSweeny) Doherty has been in the insurance industry for over 20 years.  In 2021, she joined Coaction Specialty Insurance Group as Vice President and Financial Institutions Segment Leader.  In this role, Christine is responsible for managing and growing the company’s financial institutions management and professional liability insurance portfolio within Coaction’s Executive Liability vertical.  

Before joining Coaction, Christine was Senior Vice President and Senior Advisory Specialist at Marsh in New York, responsible for advising large financial institution clients on the design and placement of their management and professional liability insurance programs. Prior to that, Christine served as a financial institutions broker for the US wholesale financial lines book of business in Marsh’s London, UK office.  Before joining Marsh, Christine held various positions of increasing responsibility both as a private company D&O and as a financial institutions underwriter for AIG in New York and in London. Christine holds a Bachelor of Arts in English Literature from Loyola University in Maryland and a Master of Business Administration in Finance and Accounting from New York University’s Stern School of Business.

The Board

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Chair
Harold Fowlkes
Regional Vice President NYC Office
The Hartford

The Board

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Chair
Maureen Furlong Weber
Director, Greenberg School of Risk Management
St. John’s University

Director of the Maurice R. Greenberg School of Risk Management, Insurance and Actuarial Science (GSRM) at St. John’s University in New York City, Ms. Weber served as Vice President for Enrollment Management and Student Affairs at The College of Insurance - an independent specialty college, prior to its merger with St. John’s in 2001.  Prior to joining the College, Ms. Weber held administrative positions in student affairs at New Jersey Institute of Technology, University of Northern Colorado, and The College of New Jersey.  

Ms. Weber leads areas of GSRM that steward relationships and deliver services to the risk management industry.  She oversees fund-raising, grant-funded student programs, scholarship administration, and career development services of the School’s endowed Ellen Thrower Center for Apprenticeship and Career Services.

Over her career, Ms. Weber has taught courses and developed a distinctive “Career Development Series” for first-generation college students entering industry.  She was an instructor in the former Insurance Education Institute, a program for high school teachers, enhancing effectiveness in teaching insurance-related subjects.  Ms. Weber served on the Clinical Faculty of New York University’s M.A. Program in Higher Education/Student Personnel Administration from 1994 to 2001.  

Ms. Weber has served on the Boards of Mustard Seed School (Hoboken, NJ) and the former St. Joseph of the Palisades High School (West New York, NJ), both with institutional missions to underserved children in urban settings and has delivered training programs for high schools and colleges in the NY Metro and Rocky Mountain regions.  Ms. Weber is an honorary member of John Street Club (NYC).

A graduate of The College of New Jersey, Ms. Weber holds her M.A. degree in Higher Education Administration from the University of Northern Colorado and is a graduate of Harvard University’s Graduate School of Education Institute for Management and Leadership in Education.

The Board

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Chair
John D. Gambale
President - New York Zone
AIG

 As President of the NortheastZone, John is responsible for the overall operation of the Mid-Atlantic, NYMetro and New England Regions, effectively representing national priorities andexecuting AIG’s local go-to market strategy for General Insurance.  Close collaboration with product leadershipto deliver tailored distribution, segmentation, and customer-centric solutions arecritical to the success of these priorities.   John oversaw the New York Zone before it wasconsolidated with and into a combined Northeast Zone.

Previously, John was the NortheastFinancial Lines Executive where responsibilities included strategically drivingall product, distribution, and talent management initiatives across Boston, NewYork, and Philadelphia; including but not limited to Directors & Officersand Cyber Liability.

John joined AIG in 1999 and hasheld several roles of increasing responsibility including Head of ProfessionalLiability & Lexington Financial Lines Executive responsible for Cyber, Miscellaneous,Media, Accountants, Lawyers Malpractice, in the U.S., Canada, Bermuda, and E&SLondon market.  Before this, John was Headof the Private/Non-Profit Management Liability Division, responsible fordomestic and multinational private and non-profit organizations in the U.S. andCanada.

John is part of the NortheastBoard of Directors for the Insurance Industry Charity Foundation, as well asCo-Dinner Chair for the IICF’s annual fundraising dinner.  John graduated from the University of Vermontwith a Bachelor of Science degree in Resource Economics and holds an M.B.A.from the Lubin School of Business at Pace University. In 2021, John received thePace Downtown Gamechanger award for his impact on Downtown Manhattan over thepast 20 years.

 

The Board

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Chair
Sarah Gavlick
Chief Territory Officer, East
Markel

Sarah Gavlick is Chief Territory Officer, East, for Markel Specialty, a division of Markel Corporation (NYSE: MKL). Headquartered in Richmond, Virginia, and founded in 1930, Markel is a Fortune 500 company with insurance, reinsurance, and investment operations around the world. Sarah joined Markel in 2004 and is responsible for overseeing operations for the Mid-Atlantic, Northeast, and Southeast regions. Prior to her promotion, she was Regional President for the Northeast region, preceded by Director of Marketing and Assistant Manager of Excess and Umbrella positions. Sarah has more than 25 years of insurance industry experience. She began her career as an underwriter at Gen Re and was later promoted to Vice President, Casualty Facultative. Sarah
is a graduate of Villanova University. Sarah currently serves on the Wholesale & Specialty Insurance Association (WSIA) Education Foundation Board of Directors. She also serves on the Insurance Industry Charitable Foundation (IICF) Northeast Division Board of Directors and is active as a grantee relationship manager. Sarah is a proud supporter of Operation Healing Forces (OHF) and received the flag of the United States flown over the headquarters of the United States Special Operations Command in October 2018 for her fundraising efforts.

The Board

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Chair
Matt Grossberg
CEO
ISC - Integrated Specialty Coverages

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Chair
Mary Henderson
Senior Vice President
Argo Pro

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Chair
Aisling Jumper
AVP, Claims Manager
Fair American Insurance and Reinsurance Company

The Board

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Chair
Courtney Koch
AVP- Healthcare & Casualty Claims
Berkshire Hathaway Specialty Insurance

The Board

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Chair
Tanya Krochta
Executive Vice President, Chief Administrative Officer
ACORD

The Board

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Chair
Lisa Lounsbury
President & CEO
Big I New York

The Board

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Chair
Robert Mancuso
Partner, New York
Faegre Drinker Biddle & Reath

The Board

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Chair
Kyle McGrath
Head of Collections, Private Client Group
AIG

The Board

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Chair
Ellen Melchionni
President
New York Insurance Association

Ellen D. Melchionni is president of the New York Insurance Association (NYIA)—a statewide trade association that has served the property and casualty insurance industry for 140 years. Melchionni has served the insurance industry for more than 25 years. Prior to being named president of NYIA, Melchionni served as vice president of the association for 13 years and for three years as legislative analyst. Before coming to NYIA she was employed with both the New York State Senate and the New York State Assembly. She worked in leadership offices of both houses of the New York Legislature for a combined tenure of 10 years.

Melchionni also serves as president of the New York Insurance Scholarship Foundation, a charitable organization that supports the educational goals of students studying the business of insurance. She serves on the board of the New York Alliance Against Insurance Fraud and served as the organization's president for 10 years. She serves on the board of the Insurance Industry Charitable Foundation Northeast Division and is a member of the National Association of Mutual Insurance Companies (NAMIC) Advisory Council. Melchionni holds a Bachelor of Arts degree from the State University of New York at Albany and held a Certified Association Executive (CAE) designation from the American Society of Association Executives for more than two decades. She is a Trustee of the Fort Orange Club and serves on the Board of Directors for Donate Life New York State.

The Board

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Chair
Maroun Mourad
President, Global Underwriting
Verisk

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Chair
Kelly Norris
Executive Director
Professional Insurance Agents

Kelly K. Norris, CAE is the executive director of the Professional Insurance Agents Associations of New York, New Jersey, Connecticut and New Hampshire, and Vermont and other affiliated organizations.  An experienced association executive with 30 years in a senior management role, Norris was the executive director of the New York State Society of Professional Engineers Inc., prior to joining PIA.  Previous to that, she was the executive director of the New York State Consumer Finance Association.

Since 1991, Norris has been a member of the American Society of Association Executives and the Empire State Society of Association Executives.

She is a graduate of LeMoyne College where she studied business administration with a concentration in political science; and received the Certified Association Executive designation from ASAE in 2005.

The Board

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Chair
JillAllison Opell
Partner
Foley & Lardner LLP

JillAllison Opell is a partner and insurance lawyer with Foley & Lardner LLP.

JillAllison represents insurers and insurance-related entities in all lines of business, including accident, life and health, property and casualty, surplus lines, travel and reinsurance. JillAllison also represents private equity funds and other sponsors acquiring and divesting insurers and/or insurance-related entities.

JillAllison’s regulatory experience includes advising clients on Holding Company Act issues including acquisitions, intercompany agreements and investment laws, as well as compliance, licensing and Affordable Care Act issues. She has counselled private equity funds, insurers, reinsurers, producers and other insurance industry professionals, helping to achieve compliance, obtain transaction approval and develop new products. Always monitoring and analyzing the latest regulatory developments, she assists clients with state legislative updates and regulatory investigations

JillAllison advises clients regarding and assists in the preparation of regulatory filings associated with acquisitions of insurance companies, as well as those related to affiliated transactions and other holding company transactions, such as redomestications and demutualizations. Additionally, she has counselled clients on the regulatory landscape related to captive insurance companies and “XXX reserves.”

Representative Experience

Counsel to one of the nation’s largest personal lines and commercial insurance brokers. Handled several significant roll-up deals, including the acquisition of two insurance brokerages for a combined enterprise value exceeding $300 million.
Represented holding company in all insurance regulatory matters arising from the acquisition and

demutualization of a commercial insurance company. This process required adherence to various regulations that affected over 5,000 policyholders and compliance with the Louisiana Department of Insurance.
Drafted all affiliated agreements, including the Investment Management Agreement, and worked closely with the Louisiana Department of Insurance to obtain approval.

Represented government entity in a complicated and contentious transaction (that had been pending for over a year) with respect to the approval of a prominent insurance company’s reorganization and conversion from a mutual insurance company to a stock insurance company, as well as the ultimate acquisition of the converted entity by a sponsor.

Acted as global insurance counsel for a multi-billion dollar private equity fund. Provided long-term strategic advice with respect to significant insurance acquisitions. Advised on all insurance M&A matters and acted as strategic counsel for portfolio insurance companies and insurance businesses. Acted as insurance counsel in acquisitions of MGAs and similar regulated businesses for a major private equity fund.

Recognition

Recognized, Chambers USA: America’s Leading Lawyers for Business in the practice area of (2021) Insurance: Transactional & Regulatory(2021)

Education

JillAllison received her law degree from Fordham University School of Law (J.D., 2000), where she served as notes and articles editor for the Fordham International Law Journal. She obtained her bachelor of arts degree from the University of Pennsylvania (B.A., 1997).

Selected Publications

Co-author, “So You Comply with New York Reg. 500: Now What?,” Insurance Journal, April 17, 2019
Co-author, “3 ways to turbocharge the sale of your insurance business,” PropertyCasualty360, May 26, 2017

Co-author, “First Steps Under New York's Cyber Rules: Risk Assessment, Policies, Procedures,” Insurance Journal, April 12, 2017
Co-author, “New York's Cybersecurity Rules: What Insurance Professionals Should Know,” Insurance Journal, March 6, 2017

“NY's Stricter Insurance M&A Rule May Block Capital Flow,” Law360, June 10, 2014 “Country Q&A: Insurance and Reinsurance in the United States,” Practical Law Company, PLC Cross-border Insurance and Reinsurance Handbook, 2010

Past Speaking Engagements

“Power of Receivership Court: Current & Future Issues” International Association of Insurance

Insurance: Transactional & Regulatory

Receivers Seventh Technical Developments Series, discussion of interplay of state insurance rehabilitations and federal laws, as well as the interplay of domestic v. foreign states in insurance rehabilitations, October 14, 2020
“Critical Issues in Cybersecurity: Are you prepared and in compliance?” Property Casualty Insurers Association of America (PCI) ACIC General Counsel Seminar, San Diego, CA, July 27, 2017 “Critical Policies for Cybersecurity Compliance” Louisiana Insurers' Conference (LIC) Annual Compliance Seminar & Legislative Review, New Orleans, LA, June 22, 2017

“Examining the Implications of Recent Health Insurance Consolidation, and the Latest Issues Related to the Seeming” Demise of Health Insurance CO-Ops, American Conference Institute's 11th National Forum, March 1, 2016

Professional Affiliations

Member of the New York City Bar Association, Committee on Insurance Law
Program co-chair, 31st Annual Program of “Current Issues in Insurance Regulation,” New York City Bar. The program features regional and national leaders exploring topical issues of importance to the insurance industry, with opportunities for questions and interaction with the faculty, and addresses up-to-the-minute, cutting edge regulatory and other emerging issues affecting the insurance industry and consumers alike, with a focus on New York and national issues. September 24, 2021.

Admissions

New York

The Board

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Chair
Catherine O’Leary Smith
Managing Director - Specialty, Environment
Aon

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Chair
Louise Pennington
Managing Director
Willis Towers Watson

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Chair
Donald Privett
Managing Director
Brown & Riding

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Chair
Phil Remig
President and Chief Operating Office
Epic New York

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Chair
Cheryl Rosario
Head of D&I and CSR
Munich Reinsurance America, Inc.

The Board

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Chair
Bill Ross
CEO
IICF

In September 2004, Bill joined the Insurance Industry Charitable Foundation as Chief Executive Officer and is responsible for the overall operation and strategic direction of the Foundation. Bill comes to the Foundation after a 31-year career with the Walt Disney Company, having worked in the Parks and Resorts division with assignments in Tokyo Disneyland and Disneyland Resort in Paris. He was a member of the executive team that managed the $2 billion expansion of the Disneyland Resort in Southern California. Bill has a broad background in marketing, communications, planning and development and external relations. He is a Chairman Emeritus of the Orange County Business Council.

He has served on numerous nonprofit boards throughout California such as the California Golden State Museum, Children’s Hospital Orange County and Cypress College Foundation. He is a strong advocate of education and completed his undergraduate and graduate degree at California State University Fullerton. In 1989 he was recognized as a distinguished alumnus. Prior to his business career he lectured at California State University, Fullerton for five years.

The Board

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Chair
Jeff Rubin
Executive Vice President
HUB International Northeast Ltd.

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Chair
Paul Smith
Corporate Senior Vice President, Carrier Relations
H.W. Kaufman Group

Paul has more than 35 years of insurance and leadership experience in various areas including global account management for some of the world’s largest organizations, strategic carrier relations working with C-Suites in the development of mutually beneficial goals & products and placement of complex casualty accounts utilizing the global marketplace with capacity from the U.K., Europe, Asian, Bermuda and domestic markets alike.

He has worked in NYC his entire career starting in 1986 with Aon (Alexander & Alexander) followed by Willis Towers Watson in 2002 before joining the H.W. Kaufman Group in 2019. His accomplishments since joining the Kaufman Group include development of new carrier and retail agency/broker partner relationships, development of a formalized claims practice, establishment of a carrier reporting/analytics tool to support strategic partnership/initiative planning as well as many other milestones.

Paul is heavily involved in organizations in and outside of the insurance industry, he is a longstanding member and past Governor of the John Street Insurance Association and is active with the Insurance Broker Association of New York. He is also a member of the Insurance Advisory Committee of The Boy Scouts of America, and often volunteers with several organizations including the Special Olympics New Jersey, Long Island Bull Dog Rescue, and The American Legion.

Paul was the 2018 recipient of the 200 Club Meritorious Service Award and in 2015 he received the United States of America President’s Volunteer Service Award.

He is a licensed New York State Insurance Broker, New Jersey State Certified Emergency Medical Technician, National Fire Protection Association Technical Rescue & Swift Water Rescue Technician, a published author, and an owner of an LLC focused on the advancement of the collectible vehicle hobby. Paul earned a bachelor’s degree in business administration and economics from St. Peter’s University.

The Board

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Chair
Thomas Trullinger
Senior Vice President, Mergers & Acquisitions
Conner Strong & Buckelew

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Chair
Peter Tucker
Regional Executive Officer
Chubb

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Chair
John Vale
Global Client Service Partner
EY

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Chair
James Wackerman
Managing Director
Guy Carpenter & Company, LLC

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Chair
Hank Watkins
Regional Director & President, Americas
Lloyd's

Hank is responsible for Lloyd’s market development activities in the US, Canada and Latin America. From offices in Atlanta, Boston, Chicago, Dallas, Frankfort KY, New York, Montreal, Toronto, Bogota, Mexico City and Rio de Janeiro, Lloyd’s is actively engaged in educational and marketing outreach to retail, wholesale and reinsurance intermediaries, risk managers, managing general agents, risk management programs at colleges & universities and other stakeholders in the Lloyd’s market.  

Hank has more than 35 years of experience in the insurance industry and has held a range of underwriting, client management and leadership positions in the United States and Europe at Chubb, Johnson & Higgins, Marsh and HRH.  

Hank received his BA from the University of California, Berkeley and has completed an executive leadership program at The Wharton School.  He’s a member of the Board of Overseers at St. John’s University’s School of Risk Management and is on the boards of the Insurance Information Institute and Insurance Industry Charitable Foundation (NY/Northeast Division).

With more than 55% of Lloyd’s global premium in 2018, the Americas region is Lloyd’s largest market for insurance (E&S in the US) and reinsurance. In addition to market development, Lloyd’s colleagues in the Americas provide media relations and regulatory support to the managing agents / syndicates and operational oversight of the licensed platforms in Illinois, Kentucky, the USVI and our Lineage system in Montreal.

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Chair
Dennis Willette
Senior Vice President, Head of Environmental
Global Indemnity Group

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Chair
Larry Williams
Head of Small Business Insurance
USAA

Larry joined USAA in mid-2019 to lead our emerging Small Business Insurance (SBI) Division. From strategy to execution, Larry is accountable for product development & management, underwriting, actuarial & analytics and digital experiences for our new small commercial products and services. In addition to his core responsibilities, Larry is being tasked with developing USAA’s approach to member owned businesses across the franchise to protect the American Dream for those that put their lives on the line to protect it for us.

After starting his professional career in a nonprofit, Larry spent nearly a decade in progressive leadership roles developing end to end digital solutions and delivery in domestic and international markets for Chubb North America (formerly ACE) and ACE Overseas General. His responsibilities included Operational Excellence initiatives within the Asia Pacific Region through process re-engineering, global program management and change management, as well as the implementation of leisure travel, direct marketing, and digital underwriting strategies for three regions globally. Most recently, he led the development of Chubb’s North America Digital Strategy for commercial lines and was pivotal in developing effective cross channel product design and agile team interactions.

Larry earned a B.S. in International Business & Accounting from Messiah College and an Associate in Risk Management from The Institute. He is a Lean Six Sigma Black Belt and is certified in Product Management & Agile Development.

Larry is actively involved as a volunteer and board chair of Bear Creek Camp, an outdoor children’s ministry outside of Philadelphia, and enjoys spending his free time with friends, family, classic cars, and the great outdoors.

The Board

Meet the Board

Chair
Loretta Worters
Vice President Media Relations
Insurance Information Institute

Loretta Worters is vice president of media relations for the Insurance Information Institute (Triple-I), focusing her work on improving understanding of key insurance issues across all industry stakeholders including media, consumers, insurers, producers and regulators.

As a national spokesperson for the property/casualty insurance industry, Ms. Worters is frequently quoted in leading publications including The Wall Street Journal, The New York Times, Financial Times, Los Angeles Times, USA Today, Washington Post and Forbes, among others, and appears regularly on television networks including ABC, CBS, NBC, CNBC, CNN and FOX.

Ms. Worters handles major strategic issues confronting the insurance industry. She serves as the insurance industry’s chief crisis communications officer, developing and implementing disaster communications plans and working with national media during such catastrophes as the COVID-19 pandemic, civil riots, hurricanes, wildfires and terrorism. She develops articles, thought leadership pieces, editorial content, product launches as well as business insurance campaigns.

Ms. Worters has worked to promote women’s financial literacy through women’s organizations including the National Coalition Against Domestic Violence and the National Network to End Domestic Violence. She served as a board member on the Allstate Foundation’s domestic violence program (formerly Purple Purse®) and helped develop two publications as part of Allstate’s Readiness Series, Creating Long-Term Financial Success and Financial Strategies for Immigrant and Refugee Women. She is currently a board member of the Northeast Region of the Insurance Industry Charitable Foundation, which helps communities and enriches lives by uniting the collective strengths of the insurance industry in providing grants, volunteer service and leadership.

Ms. Worters headed up the Community Outreach Program directed by former Vice President Al Gore, which resulted in her writing the industry publication, Empowering Communities.

Ms. Worters has authored articles that have appeared in numerous publications including Carrier Management, The Geneva Association, The John Liner Review, National Underwriter, Professional Agent magazine, Risk & Insurance Economics has contributed to the book NOLO’s Essential Guide to Buying Your First Home and has been a guest blogger for Equifax’s Finance and Small Business blogs. She also makes presentations and provides public relations counsel to industry associations and companies both nationally and internationally.

Prior to Triple-I, she worked for Scandinavian Airlines and Dean Witter Reynolds. She holds an M.A. in Communications from the New School and a B.A. in Journalism. She is a member of the Public Relations Society of America.

The Board

Meet the Board

Chair
Christyn Yoast
US Distribution Team Leader, Private Enterprise Segment
Beazley Insurance Services

Regional Engagement

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Featured Upcoming Events

Connect with industry colleagues and support your community by joining us at an IICF event near you! Your attendance and sponsorship directly benefit our neighbors in need through the IICF Community Grants Program.

Looking to get involved?

We have all kinds of volunteer opportunities
Volunteering Opportunities
Thursday, June 16, 2022

Philadelphia Summer Kickoff

Indedpendence Beer Garden, Philadelphia
Register Now
Wednesday, June 22, 2022

Boston Summer Celebration

Joe's on the Waterfront, Boston, MA
Register Now
Wednesday, November 30, 2022

16th Annual Northeast Benefit Dinner

Cipriani 42, New York, NY
Coming Soon!
June 9, 2022

IICF Northeast Inclusion in Insurance Forum

The Pierre Hotel, 2 E 61st St, New York, NY
Register Now
June 16, 2022

Philadelphia Summer Kickoff

Indedpendence Beer Garden, Philadelphia
Register Now
June 22, 2022

Boston Summer Celebration

Joe's on the Waterfront, Boston, MA
Register Now
November 30, 2022

16th Annual Northeast Benefit Dinner

Cipriani 42, New York, NY
Register Now

Betsy Myatt

Executive Director,  Northeast Division

Rachel Boulton

Associate Director,  Northeast Division