People – West

June 16, 2014

Edgewood Partners Insurance Center has added Greg Dobson as a principal in its employee benefits division.

Dobson will be based in the company’s San Ramon office. His responsibilities will include the acquisition of new clients, as well as the design, placement and administration of employee benefits programs.

Dobson has 30 years of employee benefits expertise. His industry specialties include mid-market and large-case benefits production, team selling, risk management consultation and employer cost mitigation.

Prior to EPIC, Dobson served as senior vice president of employee benefits at Suhr Risk Services for seven years. Before that he was vice president of sales and marketing for Designed Benefits of California Inc. Before insurance, Dobson was a crew boss with the USDA Forest Service, leading a team in fire suppression and project work in the Chelan Ranger District of the Wenatchee National Forest.

EPIC has locations in California, Colorado, Georgia, Illinois, Massachusetts and New York.

Scott Ferguson and Norma Cervantes have joined the Leavitt Group’s San Diego, Calif., office.

Ferguson is a senior vice president and practice leader on risk management accounts specializing in construction, environmental contractors, staffing and professional employer organizations.

Cervantes is an account executive supporting the risk management practice. She will focus on restaurants and hospitality, food, manufacturing, construction, professional employer organizations and the staffing industry.

Ferguson has more than 25 years of experience in insurance, including experience in large restaurants and the food industry.

Cervantes has more than 15 years of insurance industry experience, she’s bilingual and has extensive knowledge of policy coverage.

Leavitt Group is a privately-held insurance brokerage and provides services including property/casualty insurance, risk management strategies and employee benefits solutions.

Leavitt Group of Boise has promoted Tessa Moore to marketing specialist and Ted Rice to claims advocate.

Moore will focus on supporting sales initiatives, marketing materials, and planning seminars and events. Rice is responsible for overseeing clients’ insurance portfolios, including researching available traditional and captive programs, monitoring trends in the industry, and providing risk management and claims advocacy to clients.

Moore started with Leavitt Group Benefit Services of Boise in 2012 as an intern on the benefit’s team. She then became the marketing specialist for the Leavitt Group of Boise and Leavitt Group Benefit Services of Boise.

Rice joined the Leavitt Group in May 2012 to open the Portland, Ore., office as a commercial account executive. He has experience in the private sector.

The Leavitt Group is a privately-held insurance brokerage, and provides services including property/casualty insurance, risk management, employee benefits solutions.

Grass Valley, Calif.-based Networked Insurance Agents has promoted Tammy Magliola to vice president of business development.

Magliola will direct sales initiatives for expanding affiliate membership and increasing member production. She will report to Larry Oslie, executive vice president and principal.

Magliola has more than 13 years of experience in insurance sales management. She joined the company in 2011 as a sales vice president.

Previously, she worked for The Dentists Insurance Co., where she was responsible for implementing changes to the sales and service structure and she oversaw product development.

Networked has offices in Northern and Southern California, and its staff serves more than 1,200 affiliate members in 10 western states.

CMR Risk & Insurance Services Inc. named Grisell Sparkman an account manager for the construction division, as well as manager for the small business unit.

Sparkman has more than 10 years of experience in the commercial lines field, where she worked primarily with construction clients.

CMR Risk & Insurance Services writes property/casualty, employee benefits and specialty insurance programs with a focus on real estate, construction and manufacturing business divisions.

Lockton has hired Veronica Fuentes and Svenja Dahlstrom in the company’s Gaming, Entertainment & Sports Practice, a new practice launched as part of Lockton’s Pacific operations in April.

Fuentes in an account executive, responsible for developing, placing and expanding business within the gaming and hospitality industries.

Fuentes has experience in the Las Vegas market, which includes her most recent position as risk and safety director for the M Resort Spa Casino. She specializes in risk management, safety training, workers’ compensation claims, event planning and legal document review.

Dahlstrom is an account manager. She will be responsible for advising clients on risk management strategies, developing and deepening relationships with underwriters, as well as developing new business opportunities.

She was formerly a risk manager for the Tropicana Las Vegas. She has managed loss control, workers’ compensation, and litigation claims and was responsible for all insurance renewals at Tropicana.

She also held leadership positions with the resort’s safety committee and facilitated programs for departments requiring specialized safety training.

Kansas City, Mo.-based Lockton has 35,000 clients around the world.

USG Insurance Services Inc. has added to its Irvine, Calif., office Dennis Coleman and Jessica Haller as producer/brokers, and Jodi Parker as a senior production assistant.

Coleman most recently was an underwriter/producer at Yates & Associates.

Past positions include underwriter/broker at AmWINS Insurance Brokerage, senior underwriter at UCA General Insurance, commercial account manager at Bachmann Insurance and commercial CSR at Narver & Associates.

Haller most recently was at Brookside General Insurance Services. Past positions she’s held were at Yates & Associates, Burns & Wilcox, Faris Lee Investments and BNC Mortgage Inc.

USG is a national wholesaler and managing general agent with 15 offices across the country.

Worldwide Facilities Inc. named Jeremy Huang to its Irvine, Calif., team.

Huang specializes in financial services products.

Huang began his insurance career in 2007 with Chubb Group of Insurance Cos. He started off underwriting management liability for small organizations.

He was also involved in several sectors including media/entertainment, financial institutions and small healthcare.

Most recently he was employed with NSM Insurance Group as a program manager.

Worldwide Facilities is a national wholesale insurance broker and managing general agent.

Topics California

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Insurance Journal Magazine June 16, 2014
June 16, 2014
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