Agency Vision 2020
On Monday morning, we will have a very special guest panel featuring executives from multiple carriers and wholesalers. This panel, titled "Agency Vision 2020: A Look at our Industry's Future," will be moderated by our Big "I" National CEO Bob Rusbuldt. The panel will discuss their outlook on the independent agency channel over the next few years and feature questions that our members have proposed. Here is our lineup of special guest:
Carrie Cheshier, Travelers Southern Regional President
Carrie Cheshier is the Regional President of Travelers Southern Region. Carrie began her insurance career with Travelers in 1986 as a Liability Claim Representative. She was in Travelers Northwest Region as Property Claim Lead, Agency Marketing Representative, Commercial Underwriter, Select Underwriting Manager, Select Business Center Vice President, Regional Vice President for Personal Lines and Regional President. Prior to joining Travelers Southern Region, Carrie was Head of Sales & Distribution in Travelers Canada.
Carrie also has experience on the agency side of the business as Commercial Lines for a large regional agency in the Northwest. During her tenure on the agency side of the business she was responsible for the service, underwriting and claims teams in addition to the sales staff technical development.
Carrie holds a degree in Business Administration from Weber State University and has multiple insurance designations including CPCU, CIC, AIM and ARM.
Jim Roe, CPCU, ASLI President/CEO of Arlington/Roe
In 1972, Jim Roe joined his father, Francis Roe, who founded Arlington/Roe in 1964. He became president and the sole owner of Arlington/Roe after Francis Roe's untimely death in 1987. Roe has grown the company from $1.3 million in 1980 to over $200 million today. A graduate of Indiana University, Jim holds a Bachelor of Arts degree in Political Science. He is past president of the American Association of Managing General Agent, past director of the National Association of Professional Surplus Lines Offices and throughout his career has continued to serve as chairman or member of numerous legislative committees.
Bob Rusbuldt, President/CEO of IIABA
Bob Rusbuldt has been part of the Big "I" for over 30 years, and has served as its CEO since 2001. He has been frequently recognized and awarded for legislative and regulatory work to support agents, brokers and small businesses. Rusbuldt is also a frequent contributor on many political discussion panels and has appeared on segments for CNN, MSNBC, Fox News and more. He graduated Summa Cum Laude from The King's College, New York, and earned his Master of Arts from American University in Washington, D.C. He was chosen to participate in the Symposium on the Presidency in 1978 and the American Studies Program.
Christine Sears, CPCU, CPA President/CEO of Penn National Insurance
Chris Sears joined Penn National Insurance in 1980 as a financial analyst. She held various positions of increasing leadership, and was elected to boards of directors of their affiliated companies during the 1990s, and to the Mutual Company's board in 2002. Prior to being elected president & CEO, Sears served as executive vice president & COO for five years and was responsible for underwriting, claims, and the company's third-party claims administration subsidiary, Inservco Insurance Services, Inc. Sears was raised in the Harrisburg area and earned her Bachelor of Business Administration degree (magna cum laude) from the Pennsylvania State University. She has also completed the Insurance Executive Development Course of the Wharton School of Business at the University of Pennsylvania.
Kevin Steiner President/CEO of West Bend Mutual Ins.
Kevin Steiner has worked for West Bend for almost 25 years, and previously worked for other carriers in Michigan before returning to his home state of Wisconsin. At West Bend Mutual, he worked his way up from association manager to corporate sales manager, vice president of sales, VP of marketing (which included underwriting responsibilities), senior VP and then COO and president. He attained his bachelor's degree at the University of Wisconsin-River Falls and his MBA at the University of Wisconsin-Eau Claire.