People and Places

Paul Davis hires new executive vice president: John F.Fleming was named as Paul Davis National's executive vicepresident of insurance services. Fleming will be responsible foroverseeing the commercial insurance claims departments and businessdevelopment. He has more than 35 years in the industry.

Associate receives title for 3rd consecutiveyear: The American Assn. for Long-Term CareInsurance named Roberta Weinman as onthe nation's to long-term care producers. Weinman is an associateof MassMutual Financial Group and serves the triangle area of NorthCarolina.

Crump adds new vice president: Valerie Surprenant hasjoined Crump's Seattle office production team asvice president. Surprenant brings with her 19 years of experienceand offers expertise in underwriting and brokering business forfinancial and professional liability risks.

Lockton expands two offices: Orlando Neal hasjoined Lockton Benefit Group of LocktonCompanies as director of pharmacy analytics andPam Kail Lockton's Memphis office as an accountexecutive. Kail designs and implements employee benefit programsand consults on self-insured benefits funding, employee benefitcontribution strategies, health claims, provider network analysis,and employee communication program development. She has more than20 years of experience. Neal is responsible for strategic pharmacybenefits consulting and management of key national relationshipswith Lockton's pharmacy benefit providers. He brings more than 15years of experience in pharmacy analytics, actuarial services andrisk management consulting to his new position.

New senior vice president, CFO and treasurer at Utica:Raymond E. Cox was named senior vice president, chieffinancial officer and treasurer at the Utica National Insurance Group in NewHartford, New York. Cox will be responsible for overseeing thecompany's accounting, financial reporting, investments, tax,planning and budgeting, credit and collections, procurement,accounts payable and facilities.

Three new hires with AmWINS:Grant Chiles, Frances Rhodes and Kim Merriman have joinedAmWINS as vice president and property broker,vice president and transportation broker and account executive.Chiles will take on his role at the AmWINS Brokerage of Georgia andRhodes and Merriman join two offices in Texas.

Boeing elects ASCnetchair: Maureen Boeing, CIC,CISR, vice president at Landmark Insurance Agency, has beenelected to serve as 2012 chair of Applied Systems Client Network (ASCnet) atthe organization's recent annual meeting in Orlando.

New recruit at Rosenfeld Einstein: ColleenO'Donnell will serve a solutions specialist for brokerageand consulting firm RosenfeldEinstein. O'Donnell's role will focus on customersupport and sales for both the employee benefits and the propertyand casualty teams.

Mergers and Acquisitions

LexisNexis Insurance Exchangeexpands: The BenefitsAdvisors Network (BAN), a premier, national network ofindependent, employee benefit brokerage and consulting companieshas joined the LexisNexis Insurance Exchange. Themembers of BAN will use the exchange for employee benefitsplacement to improve data security and collaboration withcarriers.

New acquisition with Holmes Murphy and Assocs.: Bridge InsurancePartners had been acquired by Holmes Murphy andAssocs. Jeff Turner, leader of Bridge InsurancePartners, and his team of seven will work out of Holmes Murphy'sDallas office.

Executive Brokers Insurance Services acquired byAppalachian Underwriters: Appalachian Underwriters had secured theassets of Executive Brokers InsuranceServices—a wholesale broker based in St.Peters, Mo. AUI enhances its operations by adding a staff withyears of underwriting and customer service experience.

News

30 new agencies join SIAA: The StrategicInsurance Agency Alliance (SIAA) welcomed 30 newmember agencies in September. CronkInsurance of Erie, Pa., NDC InsuranceAgency of Massapequa, N.Y., Tony Ducker of Petal, Miss., The HudsonAgency of Sumrall, Miss., Insurance Agency of Michigan ofWaterford, Mich., Griffin Insurance Services of Poway, Calif.,Schneider & Assocs. Insurance Agencies ofGainesville, Fla., and Atina Insurance Agency ofEl Paso, Texas are included among the 30. Since its establishmentin 1995, SIAA has signed over 3800 new members.

New firm enters the insurance industry: A groupof experienced search executives has formed SterlingJames to attend to the strategic human capital needsof the global insurance industry. Co-founders BruceHalbeck, Erin Hamrick, and Simon Harrison were all seniormembers of the insurance practices of the two largest executiverecruiters, Heidrick & Struggles and Spencer Stuart, beforelaunching Sterling James. They bring 53 years of collectiveexperience and have served clients on six continents and across allsectors of the insurance industry.