Carolina Casualty extends All Risks’ binding
authority nationwide (except in California) for trucking risks
with a fleet size of 11 or more power units. >> Steven
Kass and entire Champion Special Risk Brokers team join All
Risks’ Ft. Lauderdale office upon acquisition of
Buys American Southwest Insurance Managers, Excel
General Agency and Oakwood Software Insurance Solutions.
American Southwest and Excel are non-standard auto MGAs, and
Oakwood provides policy and claims admin systems. Jim Whited
and Debra Williams, founders of American Southwest, will
continue leading that unit, and Doug Hite and David Scruggs
will remain heads of Oakwood. Scruggs will also lead Excel.
>> Samuel Fleet elected treasurer of PIMA, the
Professional Insurance Marketing Association.
ARTHUR J. GALLAGHER
Buys Woodbrook Underwriting Agencies in London, which
represents major insurers and Lloyd’s syndicates.
Specialists in real estate, distribution, leisure, education
and community service sectors. Woodbrook merging with OIM
Underwriting, Gallagher’s current MGA in London. They
will do business as AJG Underwriting Group. Chris Blackwell and
Woodbrook team to stay in current offices in Essex and at
Lloyd’s under the direction of David Ross, CEO of Arthur
J. Gallagher (UK). >> Acquires Risk Planners, wholly
owned subsidiary of Supervalu, doing business-to-business
retail insurance sales in the grocery industry. It will operate
under direction of Thomas Gallagher.
Private equity firm GTCR plans to invest up to $250
million in a new middle-market commercial brokerage, Assured
Agencies, headed by Jim Henderson and Tom Riley. Henderson is
former Brown & Brown vice chair and COO. Riley was regional
president and chief acquisition officer there. Henderson is CEO
of Assured Agencies. Riley is president and COO. They intend to
build the company through acquisitions and seek to establish
geographic platforms nationwide.
BALDWIN & LYONS
Makes executive appointments. Promotes Mark Bonini to
EVP of sales, marketing and underwriting; Jim Isham to SVP of
administration; and Craig Morfas to SVP of claims and legal,
and corporate secretary. Joe DeVito remains CEO, president and
Promotes David Owen to director of commercial lines and
insurance services in Fort Myers, Fla., office. He continues as
branch manager in Cape Coral and will oversee all commercial
operations in Fort Myers, Holmes Beach, Miami, Naples, Ocala,
Sarasota, and Weston, Fla.
BROWN & BROWN
Massachusetts division buys United Benefit Services and
Beverly T. Gottlieb & Associates, two Boston-area employee
benefits and individual health and life agencies. Employees and
operations continue from previous locations under leadership of
Stephen Peck, principal of United Benefit Services. >>
Names Vaughn Stoll director of company acquisitions. He will
help identify and evaluate acquisition opportunities for HQ and
subsidiaries nationwide. He was regional finance officer.
>> Names Elizabeth White president of Peachtree Special
Risk Brokers. She is a lifetime “Top Gun” and 2009
“Mentor of the Year.”
THE BUCKNER COMPANY
Buys Dana Benefits and hires Carol Dana in employee
Dante Disparte rejoins as director of partner solutions
for global broker and partner network, a new role targeting the
growth of the wholesale division worldwide. He had moved to
Kjaer Group, where he served as CEO.
Jim Kruse chosen as new program director. He has worked
in the collector car field for more than 18 years with K&K
and Aon and, most recently, in MTK Specialty, which he founded.
(NSM bought Condon Skelly early in 2010.)
Selects Onlife Health as client wellness provider.
Suite of products and services includes personal wellness
coaching, onsite health screenings and seminars, office fitness
center development and management, and interactive Web and
social media tools. Available first to government entities and
Hires Sean Wilson as VP and broker in San
Francisco’s Spear Street office. He was VP with Polaris
Risk Management & Insurance Services’ Construction
DOODSON BROKING GROUP
Unites with Dallas-based CSI Entertainment Insurance to
form Doodson Entertainment, which will be the world’s
largest brokerage for music and special events, including more
than 10,000 concerts, 600 music festivals and 300 touring
artists. James Chippendale, founder of CSI, is president of the
new venture. Roger Sandau is CEO.