People – West

November 16, 2015

Heffernan Insurance Brokers has named Jordan Markuson assistant vice president.

Markuson’s focus will be on expanding the firm’s presence in the staffing firm market.

Markuson early on in his career worked with Assurance Agency. He then started his own company as a domain and real estate investor, and he has owned and operated six companies.

Walnut Creek-based Heffernan has offices in San Francisco, Petaluma, Menlo Park, Los Angeles and Orange County, Calif.; Portland, Ore.; St. Louis, Mo.; Long Island and New York, N.Y.

Stockton, Calif.-based M.J. Hall & Company Inc. has named Stacey Shurson vice president.

Shurson has 39 years of insurance underwriting and brokerage placement experience. She owned IIW Insurance Services of California in Dublin from 1986 to 2013.

M.J. Hall is a surplus lines broker and managing general agent.

EPIC Insurance Brokers and Consultants has named Daniel Garcia a property/casualty insurance broker/producer in the firm’s Petaluma, Calif., office.

Garcia will report locally to Mike Ryan, the North Bay managing principal. He will be responsible for new business production, and the development and management of risk management and insurance programs.

Prior to EPIC Garcia was a commercial lines producer with George Peterson Insurance Agency. Garcia spent several years in the financial services industry.

San Francisco-based EPIC is a retail P/C insurance brokerage and employee benefits consultant.

Leavitt Central Coast Insurance Services has hired Jennifer Spiller as a commercial insurance agent in Salinas, Calif.

Spiller specializes in insurance for the golf, hospitality and restaurant industries.

Spiller worked as a strategic account executive prior to joining Leavitt.

Leavitt Central Coast Insurance Services is part of Leavitt Group.

Newport Beach, Calif.-based Alliant Insurance Services has named Steve Sampiere chief information officer.

Sampiere will direct initiatives focusing on innovation, security and facilities. He takes the reins of CIO from Ilene Anders, who became chief financial officer.

Sampiere has 35 years of technology experience. He was previously Alliant’s chief technology officer. Prior to Alliant Sampiere worked for firms including IBM, Callaway Golf, Intuit and Peregrine Semiconductor.

Alliant provides property/casualty, workers’ compensation, employee benefits, surety and financial products and services.

Arizona-based Lovitt & Touche has named Magdalena Osborn vice president and general counsel.

Osborn will oversee the firm’s strategic and tactical legal activities, and assist with operational strategies and initiatives.

Osborn was formerly with Rusing, Lopez & Lizardi.

Lovitt & Touche is an insurance brokerage and benefits solutions provider.

DUAL Commercial LLC has named Melissa Schoning to its environmental team as a senior underwriter.

Schoning will be working out of Lakewood, Colo.

Schoning has more than 12 years of insurance experience in environmental insurance, and six years of environmental consulting and management experience.

DUAL is a specialty program administrator offering property/casualty products through several specialized subsidiary companies.

Berkshire Hathaway GUARD Insurance Cos. recently added Mark Concklin as a senior field representative to promote growth in Colorado and Utah.

Concklin is responsible for identifying prospects for appointments.

Concklin more than three decades of experience working with both insurers and independent agents.

In 2012 GUARD Insurance Group was acquired by National Indemnity Co., a wholly owned subsidiary of Berkshire Hathaway. In 2013, GUARD unveiled a new identity as Berkshire Hathaway GUARD Insurance Cos.

Burns & Wilcox Brokerage has named Susie Parks vice president and senior broker in the firm’s Scottsdale, Ariz., office.

Parks will focus on real estate, hospitality, products and product recall coverage.

Parks has 29 years of experience. She was most recently area assistant vice president and senior broker at RPS Insurance Services in Scottsdale. Parks was at AmWINS Insurance Brokerage of California prior to that.

Detroit, Mich.-based Burns & Wilcox Brokerage is an independent wholesale insurance brokerage owned by the H.W. Kaufman Financial Group.

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Insurance Journal West November 16, 2015
November 16, 2015
Insurance Journal West Magazine

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