MARTIN & COMPANY - Key Persons
Job Titles:
- Assistant State Filing and Licensing Analyst
Ally began her insurance career at M&C playing a key role in supporting our OneView State Filing Management Solution platform. Noticing her organization skills and her ability to learn the business quickly, Ally pivoted to the State Filing Team assisting Senior Analysts with their state submissions. She is responsible for preparing and submitting various commercial lines rate, rule and form filings. Ally is also a key member of our Company Licensing team handling many aspects of Primary and Expansion Applications, as well as Corporate Amendments. She is very familiar with the UCAA application process.
Ally graduated from Cabrini University with a Business Management degree. She currently resides outside of Philadelphia, PA. In her free time, she volunteers coaching local softball teams and playing with her 2 dogs.
Andrew graduated from The Pennsylvania State University in December of 2020 with an Energy Business & Finance major. He currently resides in Springfield, PA. In his spare time, Andrew enjoys golf, listening to music, and driving.
Job Titles:
- AVP, U.S. Actuarial Practice Leader
Arnie has 30 years of experience in the insurance industry, having worked with Group Health as well as Property & Casualty lines of business. He is an Associate of the Casualty Actuarial Society.
Arnie began his career in pricing roles with Group Accident & Health products, after which he moved to the Property Casualty side of the business where he held Personal Lines pricing roles at CNA Insurance Company, Allstate as well as USAA. Immediately prior to joining Martin & Company, he was involved in reserving for various lines of P&C business, including Cyber & Data Security, General Liability, Excess Workers Compensation, Commercial Umbrella and Travel. Arnie also has experience with other lines of business which includes High Value HO, Personal Auto and various Specialty Lines, Commercial Auto, Commercial Property, Inland Marine Surety, Travel, AD&D, Equine and Workers' Compensation.
Arnie has a Bachelor of Science degree from Northern Illinois University. He currently resides in Valparaiso IN, where he enjoys spending time with friends and family.
Job Titles:
- U.S. Project Coordinator and Senior State Filing Analyst
Ashley began her career at W.R. Berkley Corporation in 2014 as a Compliance Assistant, where she transitioned to the role of a Regulatory Consultant. Ashley was responsible for preparing, submitting, and maintaining rate, rule and form filings. She has experience with bureau circular monitoring, as well as ISO based and proprietary products across many lines of business including Commercial and Personal Auto, Commercial Property, Crime, Interline, Pet Insurance, Inland Marine/Non-Filed Inland Marine and various other commercial and personal lines. She went to College of DuPage, graduating with an Associates in Criminal Justice.
Ashley resides in Maple Park, Illinois with her husband Dylan, and in her time off, enjoys fishing, the outdoors and completing home improvement projects.
Ben began his actuarial career in 2008 at NCCI where he spent 4 years working on state loss cost and rate filings, legislative analysis, and various research projects for Workers' Compensation. The next 8 and a half years were spent at XL Group (later XL Catlin and AXA XL), where he managed a small team of analysts supporting pricing model development for various commercial lines of business. His experience has given him knowledge of multiple lines of business, including Workers' Compensation, Large Commercial Property, Aviation, Accident & Health, Excess Casualty, Marine, Environmental, Auto Liability, and General Liability. Ben is a Fellow of the Casualty Actuarial Society and a Member of the American Academy of Actuaries.
Ben has a Bachelor of Science degree in Actuarial Science from the Statistics Department at Brigham Young University. He currently lives in Downingtown, Pennsylvania with his wife and three children. He enjoys spending time outdoors, playing games, and reading whenever he gets the chance.
Job Titles:
- Senior Regulatory & Product Development Specialist
Brenda has over 40 years of experience in various aspects of the insurance industry, in all 50 states and all lines of business. Brenda joined Martin & Company in 2021, as a Regulatory and Product Development Analyst. Previously, Brenda worked as a Team Lead of Underwriting Operations, with duties including overseeing underwriting assistants in their day-to-day operations, and the Direct Billing System and email tracking systems, serving s as the company trainer for all lines of insurance for internal and external personnel, creating training manuals, and handling Workers' Compensation criticisms from all states. Before moving to operations, Brenda was a Senior Product Compliance Analyst in the Product Compliance department of Nova Casualty Company, a Division of Hanover Insurance Group, where she maintained all bureau products for all states and lines. She was also responsible for maintaining, reviewing, and assisting in the development of specialized products, including creating forms and proprietary manuals, rates, and handling all filings. Prior to that she worked as Staff Underwriter at Exchange Insurance Company where she filed and maintained the company's insurance products.
Brenda began her insurance career in insurance learning how to manually rate all commercial property and casualty lines of business using the bureau manuals and worked her way up to gain valuable knowledge which she uses today.
Brenda resides in Williamsville, NY with her husband Tim. In her time off Brenda enjoys boating, spending time at her Florida home with her family and friends.
Job Titles:
- Associate of the Casualty Actuarial Society
- Consulting Actuary
Brian is an Associate of the Casualty Actuarial Society and a Member of the American Academy of Actuaries and has 29 years of experience in the Property & Casualty Industry.
Prior to joining Martin & Company, Brian worked primarily in pricing roles at EMC Insurance Group and Pharmacists Mutual Insurance Group. He has considerable experience in Workers Compensation, including pricing large deductibles, but his background also includes working with many other lines of business including Commercial Property, General Liability, Businessowners, Commercial Auto, Professional Liability, Homeowners and Personal Auto.
Brian has a Bachelor of Science degree in Mathematics from Iowa State University. He resides in Waukee, Iowa.
Job Titles:
- Life & Health Solutions Lead & Senior Actuarial Analyst
Carrie has been in the life and health insurance industry for over 20 years in the Actuarial, Operations, and Marketing divisions of two Fortune 500 companies. She started her actuarial career at Transamerica in Product and Risk Management where she provided financial analysis, model evaluation, marketing profitability, competitive intelligence, experience reporting, rate filings and rate increase support for life and health product development. At GE Financial Assurance, she supported Actuarial Financial Reporting and Product Development prior to transitioning to the Marketing department as a Channel Actuary for GEFA Direct. She provided financial expertise and analysis of key financial services products including annuities, life & health insurance, DBL, and club products to support direct marketing campaigns and negotiations. Carrie returned to Transamerica to support life and health Pricing and Product Development before becoming a Marketing Director for the Affinity Marketing Group. She developed the annual budgets, profitability reporting, financial opportunity evaluations, and recommendations to support marketing investment decisions. She later managed business decision support, financial reporting and analysis for both the Operations and Direct Marketing units. Carrie has built strong analytical, leadership, and communication skills throughout her career.
Carrie graduated summa cum laude from the Pennsylvania State University with a B.S. in Mathematics and Actuarial Science. She resides in Bucks County, Pennsylvania where she enjoys spending time with her family and has been recognized for her community involvement with the local elementary school, travel soccer club, and Boy Scout troop.
Chris has over 20 years of experience in a variety of roles in the insurance industry. Prior to joining the team at Martin & Company, he worked as a product designer for a large commercial carrier. He drafted contract language to bring policy forms into compliance with state regulations. He also participated in projects involving discretionary product changes and rewrites. Chris also worked for a notable insurance trade association facilitating the development of public policy positions for advocacy at the state and federal levels. He began his career as a personal lines underwriter. Chris is an attorney, has a MBA, and holds the CPCU insurance designation. He resides in Naperville, Illinois with wife Melissa, and two daughters Nora and Molly. In his free time, he enjoys travel and time spent with family and friends.
Job Titles:
- Senior Product & State Filing Analyst
Christine has over 40 years' experience working in the insurance industry that includes work in Underwriting, Compliance and Product Development for companies, regulatory authorities and as an independent consultant. She has extensive experience with preparation and filing of forms and rule/rate manuals, specializing in many lines of business including Homeowners, Dwelling Fire, Mobile Homeowners, Umbrella and Commercial Residential.
Christine earned her Bachelor's degree in English from Florida State University and campaigned for and was elected a Student Senator. She earned the designation of Certified Public Manager from Florida State University and the AAI and AINS designations from the Institutes. She was formerly a resident licensed agent in New York and Florida, with non-resident status in South Carolina and Louisiana.
Christine lives in Florida with her Schipperke, Maddie. She enjoys spending time with her Grandson, Bear, and travelling. In 2022, she took her second trip to Fiji. She is a breast cancer survivor.
Job Titles:
- Life & Health - Senior Product & Compliance Consultant
Daiana has joined Martin & Company with over 30 years of experience in the insurance industry, having worked at leading major industry global insurance companies.
Daiana experience includes working with Comprehensive Medical, Life, AD&D, LTD, Vision, Dental, Travel and supplemental coverages in both group and individual markets, along with student health plans. Her work entailed drafting contracts and ensuring state compliance for all types of life and health products.
Daiana's last position was at MetLife where she managed the Contract Development and Compliance unit which produced group coverage for expatriate and inpatriate employees. She also brings experience in state reporting, and legislative review.
Daiana resides in Claymont, DE with her husband and pets, and enjoys living the ocean life.
Job Titles:
- Senior Product & Compliance Consultant
Deanna worked for the AIG organization for 35 years, serving in several senior compliance and leadership roles within AIG's domestic life operations during her tenure. Her responsibilities included oversight of regulatory compliance, operational compliance, product compliance, advertising review, sales practices, and privacy practices. After leaving AIG, Deanna spent four years with the Texas Department of Insurance as Assistant Director of the Life & Health Lines Office.
Deanna has experience with all categories of life, health, and annuity products in both the individual and group markets, regulatory compliance, forms drafting, and resolving regulatory issues to achieve product approval.
Deanna attended Illinois State University and holds LOMA FLMI and AIRC designations. She lives near Austin, Texas with her husband, Kamran, and their two long-haired dachshunds, Max and Rosie.
Job Titles:
- Senior Compliance & State Filings Analyst
Diane has over 25 years of experience in the insurance industry, previously working for Zurich North America in their Regulatory Services Department and American Association of Insurance Services (AAIS) in various departments including Forms Review, State Filings, and Inland Marine Product Development. In her most recent position at Zurich North America, Diane was responsible for preparing, submitting, and maintaining all commercial lines rate, rule and form filings. She went to Harper College taking courses for Business Administration. In addition, she took insurance classes from the Insurance School of Chicago to obtain the Associate in Insurance Services (AIS) designation. Diane has been an active member of the Association of Insurance Compliance Professionals (AICP), was the New Member Coordinator of the AICP Great Lakes Chapter from 2002-2009 and has attended a couple conferences. She has completed state filings in all 50 states for both personal and commercial lines of business. Experience with bureau circular monitoring for ISO Commercial General Liability, Professional Liability, and Interline as well as ISO based and proprietary products across many lines of business including Homeowners, Pet Insurance, Businessowners, Commercial Package, Commercial Auto, Commercial General Liability, Commercial Property, Crime, Umbrella/Excess, Inland Marine / Non-Filed Inland Marine, Professional Liability E&O and various other commercial lines.
Diane was born and raised in Schaumburg, Illinois. She has one grown daughter, Ashley and is a kitty parent to her domestic short hair, Simba.
Doug joins Martin & Company in a new role as Compliance Officer and has over 30 years of experience in the Property & Casualty side of the Insurance Industry. He began his insurance career as an Actuarial Analyst for the Ohio Department of Insurance by reviewing all rate filings submitted to the department.
During his career, he has been responsible for:
Regulatory reviews of rate filings
Working closely with multiple mid-sized, regional insurers as a Senior Consultant by submitting rate, rule, and form filings on their behalf
Managing staffs of analysts in the implementation of rates and forms in Legacy systems
Managing and developing compliance staffs in program implementations, state filings, and compliance research
Doug graduated from Ohio State University where he also played baseball. After graduating, he was drafted by the Seattle Mariners where he spent a little over three years in their minor league system.
He enjoys spending time with his wife, Rose, their four grown children and each of their spouses, and five grandchildren.
Job Titles:
- Executive Assistant
- HR Director
Gina joined Martin & Company in 2021 and supports the Management and Leadership teams with Operations, Human Resources, Calendar Management, and Process Improvement. Gina has an extensive background in insurance and meeting planning. She is a graduate of Temple University and enjoys reading and spending time at the beach.
Greg comes to us from the accounting industry where he developed internal automated solutions for the tax compliance team. Wanting to move into application development, he joined the Martin & Company team to update and maintain M&C's web applications (FilingsDirect.com, OneView, and Bureau Monitoring ADVISOR). He primarily works alongside our competitive intelligence team to improve our clients' user experience. Recently graduating from Temple University's Information Science and Technology program, Greg brings a different perspective to M&C's application development. Greg recently left Philadelphia and currently resides in Havertown, PA.
Hannah joined Martin & Company in 2023, bringing with her over twenty years of P&C ratemaking and rate filing experience in commercial lines (property, liability, auto, workers compensation, umbrella/excess) and personal lines (home, auto, umbrella), over fifteen years of experience in predictive modeling, and over five years of experience in reserving. Her work has spanned product types from reference to proprietary and sizes from small businessowners to large commercial package and monoline.
As Actuarial & Modeling Manager for Merchants Insurance Group, Hannah led development, rate filing, systems implementation, and post-launch monitoring efforts for new predictive model-based tiering and rating plans across all product lines. Her career mission has been to make predictive modeling accessible to the small/medium insurance organization or product. To this end, she has assembled a toolbox of "Small Data" methods that minimize data size requirements and implementation costs while maximizing lift.
Hannah has earned the CSPA (Certified Specialist in Predictive Analytics) designation from the Casualty Actuarial Society and a Master's degree in Applied Statistics from Rochester Institute of Technology. She is currently pursuing the ACAS designation.
In her free time, Hannah enjoys hiking (or snowshoeing, depending on the season). She resides in Buffalo, NY.
Job Titles:
- Principal Engineer / Team Lead
Jason is our Team Lead/Principal Engineer. He joins Martin & Company with 15 years of experience in web application and software development. For the past 9 years, Jason has been building cutting edge analytic and population health management software for the Healthcare industry, playing an integral part of the development teams at a senior level for two of the largest players in the population health management technology space.
Jason has managed projects and teams and has been heavily involved in every aspect of the software development life cycle, while always striving to ultimately create a better end user experience by making an extra effort to have in depth understanding of the business needs and coming up with creative solutions to solve them. He specializes in the Microsoft .NET Platform and SQL Server, writing and managing both application and database code, as well as creating responsive fluid workflows and user interfaces.
After many years in healthcare, he has decided to make the transition to the insurance industry as he leads development efforts here at Martin & Company.
Jason graduated from Ranken Technical College in St. Louis, MO in 2003 with an Associate of Internet and Web Based Technology. Ranken's hands on curriculum and placement program put him straight into the industry and he has been actively involved ever since.
Jason resides in St. Charles, MO with his wife and 3 children. In his free time Jason likes to be outdoors, and enjoys building and tinkering with things in general, as well as spending time with his kids. His hobbies are aerial cinematography, building and flying his drones, and competitive drone racing. In the winter months he looks forward to snowboarding vacations with his family.
Job Titles:
- Business Analyst
- Project Coordinator
John has worked directly with the Technology & Development Team. In addition, John helps maintain and update various web applications for Martin & Company such as our State Filings Management Solution - OneView, FilingsDirect.com, and MyCircularActivity (MCA).
John graduated from Cabrini University in 2017 where he studied Business Management and Finance. He currently resides in Havertown, PA. In his spare time, John enjoys playing basketball and golf, hanging out with friends and family, and watching sports.
John has over 22 years of experience in the Property & Casualty Insurance industry. He is a Fellow of the Casualty Actuarial Society and a Member of the American Academy of Actuaries.
Prior to joining Martin & Company, John was a pricing actuary with Nationwide Insurance. John has extensive experience in all parts of the rate review process, from rate indications and product design through filing approval and implementation. Lines of business and product experience includes Homeowners, Personal Auto, Telematics, Property and Commercial General Liability, Commercial Auto, General and Professional Liability, Equipment Breakdown, Pet Health and Accident.
John has a bachelor's degree in mechanical engineering from Kansas State University. John is married, with two children. He lives in West Des Moines, Iowa.
Job Titles:
- AVP, U.S. Practice Leader & Product Compliance Analyst
Juli began her career in the insurance industry at NCMIC Group, Inc. in 2001, holding various positions within the compliance department with a focus on commercial property and casualty regulatory compliance. Juli has been responsible for medical malpractice and professional liability product development as well as preparing, submitting, and maintaining form, rate, and rule filings across all 50 states, the District of Columbia, Guam, Puerto Rico, and the Virgin Islands.
Juli has worked closely with senior management, underwriting, customer service, information systems, marketing, actuarial, and accounting through product development and implementation, system testing, review of marketing materials, regulatory research, and competitor comparisons. She also has experience organizing and assembling documentation for state insurance department financial and market conduct examinations and organizing and submitting rate history data and summaries for annual reinsurance renewals. Juli has prepared and submitted business entity filings and renewals and has been active in RPG registration and maintenance.
Juli holds a Bachelor of Science degree in Elementary Education from Iowa State University. Juli resides in Earlham, Iowa, with her husband Luke and their four children.
Job Titles:
- Senior Product & Compliance Consultant
Julie has over 40 years of experience working in the insurance industry that includes work at independent insurance agencies and in a company setting, along with 28 years of regulatory experience with the Minnesota Department of Commerce, leading their Life & Health Section. Most recently Julie has worked as an independent regulatory consultant and has experience working with all categories of life and health products, both in the individual and group markets, researching state and federal regulatory requirements, drafting contract language, and negotiating and formulating options to resolve compliance issues to ultimately obtain approval of product filings. Her past product experience includes Comprehensive Major Medical (Managed Care, PPO, POS), Short-Term Medical, Disability, Employee Benefits, Expatriate, LTC, Accident, Hospital / Fixed Indemnity.
Julie resides in a suburb of Minneapolis, Minnesota with her two Australian Shepherd rescues and enjoys traveling, cooking and volunteer work.
Job Titles:
- Vice President of Finance
Justin joined Martin & Company in 2023 and leads the Accounting & Finance function. Holding both a CPA & CMA designation, Justin has extensive experience in process improvement, technical accounting analysis and enterprise business planning in order to support both the employees and clients of Martin & Company. Justin is a graduate of Ursinus College in Collegeville, PA and enjoys attending Philadelphia sporting events, concerts, running, and playing basketball in his free time.
Katy has over 17 years of experience in the health insurance industry. Katy began her actuarial career at Wellmark Blue Cross Blue Shield in 2001 where she spent 5 years working on reserves, financial statements, forecasting, and individual and small group rate filings. She then transitioned into Large Group commercial business where she was responsible for managing the day-to-day actuarial accountabilities for the Large Group market including base rates, network and area pricing, stop loss pricing, and ensuring large groups were compliant with state and federal mandates. Katy then moved into the Associate Actuary role where she spent over 10 years consulting with account managers, product development, and senior level executives regarding group specific plan designs, employee contributions, and health and pharmacy product offerings using various models that she created to help these groups understand and mitigate trend within their employee populations. Katy also has experience with Work Comp filings, including Large Deductible, Retro and Dividend plans.
Katy is a 2003 graduate of Drake University in Des Moines, IA with a Bachelor's degree in Actuarial Science and Accounting. She earned her ASA designation from the Society of Actuaries in 2012 and is working on her final exam needed to earn her FSA designation. She currently resides in Cumming, IA where she enjoys spending time with her husband James and their two children.
Kevin Cleary joined Martin & Company with over 28 years of pricing and reserving experience. Kevin's experience covers Personal Auto, Commercial Auto, Homeowners, Commercial Property, Commercial General Liability, Workers Compensation, Professional Liability, Construction Defect and Asbestos/Environmental lines.
Kevin's pricing experience includes developing new product offerings, territorial indications, creating GLM models, responding to DOI questions and attending rate hearings.
Kevin's reserving background includes extensive SQL work, working with internal and external auditors to comply with SOX requirements and communicating results to senior management.
Kevin is the father of five children and lives in Naples Florida. He enjoys most sports including basketball, volleyball, pickleball and pool.
Job Titles:
- Member of the Association
Larry has over 40 years of experience in the insurance industry. He has held technical and supervisory/management positions in a career that includes three insurance companies, a trade association, state insurance department (Vermont), consulting firm, and a stint as a self-employed consultant.
Experience across many lines of business including Allied Health, Aviation, Cyber & Network Security, Professional / Medical Liability, Pet Health, Crime, Oil & Gas, Property, General Liability and Umbrella/Excess. Also involved with Life, Long Term Care and Credit Life and Disability filings.
His past duties also include company licensing and statistical reporting.
Larry is a member of the Association of Insurance Compliance Professionals (AICP) and has participated on various committees at the national and chapter level. He is also a past Treasurer of the Great Lakes Chapter.
Larry is a runner and completed the Chicago Marathon four times in the 1980's. Currently, he runs mostly 5K and 10K's. In the rest of his spare time, he enjoys vegetable gardening, reading, watching sports and spending time outside with the family cats Oatmeal and Calypso.
Job Titles:
- Senior Compliance & Project Coordinator
Laura joined Martin & Company in 2021, as a Senior State Filing Analyst. Laura has over 30 years of experience in the insurance industry, most recently with W.R. Berkley Corporation, and prior to that with American Association of Insurance Services (AAIS) and GuideOne. She has experience preparing, submitting, and maintaining form, rate, and rule filings for both commercial and personal lines of business, as well as reviewing ISO, NCCI, AAIS and various independent bureau circulars. Laura also has a strong product development and compliance background and familiar with the UCAA application process for company licensing. Laura has taken various insurance courses, earning her ACP designation, and has been an active member of the Association of Insurance Compliance Professionals (AICP), including two terms as chapter secretary, and has attended many conferences.
Laura lives in Des Plaines, Illinois with her husband Rick. She has two grown children (Ricky and Kaitlynn) and a grandson (Jase).
Job Titles:
- Product & State Filing Analyst
Job Titles:
- Director of Business Development
Matt has been responsible for the oversight and management of M&C's Competitive Intelligence & Research Team in addition to furthering the company's key Business Development and Technology initiatives. He has led a broad range of projects and has implemented process improvements that have helped M&C better serve their clients. His experience ranges across many Commercial and Personal lines of business including Professional, Med Mal, Cyber, CMP, Hospitality, Public Entity, Business-Owners, Auto & Homeowners as well as Life, Accident & Health, and various Digital and Insure-Tech startups. Matt became Director of Business Development in May 2019 with a focus on developing growth strategies, overseeing new marketing initiatives, and establishing long-term business relationships with new and existing clients.
Matt holds a Bachelor of Business Administration in Marketing from Villanova University. During summers, he is an avid cyclist, competes in triathlons, golfs, and during the winter months he enjoys snowboarding and skiing. Matt, his wife Lindsay, their son Wesley and daughters Brooke and Quinn reside just outside of Philadelphia in West Chester, PA.
Job Titles:
- CPCU / U.S. Practice Leader & Senior Compliance & State Filings Analyst
Nicole began her insurance career in 2007 with AXA XL where she held a variety of positions, all within the Regulatory Compliance department. She handled various commercial property and casualty lines of business including, but not limited to, Professional Liability, Commercial Umbrella and Excess, Commercial General Liability, and Commercial Property. Nicole's last position at AXA XL consisted of being a liaison between the various business units and the Regulatory Compliance department, preparing products and supporting documents for filing, and handling state objections. Previous roles she held involved making filings for bureau adoptions and proprietary products, as well as loading forms to the company's form library.
Nicole also worked for MetLife as a Contract Development Analyst for Life, Accident, and Health products. Her responsibilities here included issuing policies, monitoring legislative changes, processing applications, addressing policy language, and filing submissions as needed.
Nicole resides in Newark, DE with her husband and two children. When she is not working, Nicole enjoys baking, gardening, and playing the piano.
Job Titles:
- Chief Executive Officer
- Founder
Paul founded Martin & Company in 1993 and currently oversees the day-to-day operations of all business segments of the company. Paul started his insurance career as a retail agent in 1990 and quickly recognized the lack of competitive information in the market. With just a few years of insurance background, Paul decided to form his own company and launch a series of newsletters and reference guides that would change the way insurance professionals obtained reliable and competitive industry information. With the success of his newsletters, the launch of FilingsDirect.com, and subscribers countrywide, Paul decided to turn Martin & Company into a full-service professional consulting firm. His goal was to build a boutique-like firm that was customer-centric and offered a complement of professional services that would reshape the outsourcing model. Today, Martin & Company has 45 employees and is recognized as an industry-leading consulting, advisory, and data solutions firm. The company's growth is attributed to an exceptional and talented staff, technology initiatives, and a leadership team with vision. Paul is a member of various industry associations, and an occasional industry presenter and was recently appointed Board Member of the Targets Markets Program Administrators Association (TMPAA).
Paul wishes to thank the many friends and associates that have helped his company become such a well-respected and highly regarded consulting and advisory firm in the industry. Paul resides in Newtown Square, PA with his amazing wife Colleen and has three equally amazing daughters. He enjoys golfing, skiing, and cycling, and his company actively supports various charitable organizations.
Job Titles:
- AVP, U.S. Actuarial Practice Leader
Raissa has over 17 years of P&C industry experience and joined Martin & Company in 2012. Raissa's pricing experience spans numerous lines of business and products including Homeowners, Property, Personal Auto, Commercial Auto, Inland Marine, General Liability, Package, Crime, Commercial Output Policy (COP), Businessowners (BOP), Professional Liability, Management Liability, Workers Compensation, Excess & Umbrella, Cyber, and Aircraft.
Prior to joining M&C, Raissa worked at Philadelphia Insurance Companies, AAA Mid-Atlantic, and Signature Consulting Solutions. She's been involved with all parts of the rate filing process from product development, competitor analysis, and strategic planning with leadership to rate indications and DOI objections. Raissa also has experience developing unpaid claims estimates.
Raissa holds a Bachelor of Arts degree from the University of Notre Dame and a Master of Science degree (with Academic Distinction) in Actuarial Science from Temple University. She is one exam away from her ACAS designation. She lives in Philadelphia and enjoys spending as much outdoor time as possible with her spouse and daughter and their family dog.
Job Titles:
- Client Service Specialist
Job Titles:
- Senior VP, Compliance and State Filings
- Vice President and Director of Compliance
Sonja is the Vice President and Director of Compliance. She began her insurance career in 1985 on the Property and Casualty Underwriting side of the industry and transitioned into Compliance in 1992.
• Working closely with Insurers, Managing General Agents, and Program Administrators to develop new/revised products
Sonja is the Vice President and Director of Compliance. She began her insurance career in 1985 on the Property and Casualty Underwriting side of the industry and transitioned into Compliance in 1992. Responsibilities throughout her career have included:
• Establishing, developing, and overseeing successful compliance and state filing departments
• Working closely with Insurers, Managing General Agents, and Program Administrators to develop new/revised products
• Program & product development
• State rate, rule, and form filings
• Bureau circular monitoring
• Overseeing various licensing responsibilities
• Developing and implementing procedures and best practices
• Performing system and underwriting audits
• Company Licensing / UCAA application
In addition, Sonja has been very involved in coordinating the Compliance and Underwriting aspects of insurance requirements in various policy issuance and rating systems. She has been instrumental in developing new and innovative technology for tracking and monitoring rate, rule, and form filings as well as Bureau Circulars. Experience across all Commercial lines of business including Business-Owners, Cyber, Inland Marine / Non-Filed Inland Marine, Professional Lines, Property, Transportation, and Workers' Compensation.
Current member of Target Markets Program Administrators Association (TMPAA) and Association of Insurance Compliance Professionals (AICP). She was previously the President of the AICP Great Lakes Chapter. She has been a panel speaker at various Conferences including AICP, TMPAA, as well as a Speed-to-Market Seminar.
Job Titles:
- Senior State Filing & Compliance Analyst
Job Titles:
- Project Coordinator
- Systems Analyst
Job Titles:
- Senior Product & State Filing Analyst