Captive Open House Representatives


The Captive Open House is an opportunity to learn more about captives and the options they may provide your program business. Below are the Association Member Representatives who can answer questions specifically about your book of business. Plan to connect with them at the event.

The open house is designed to accommodate the attendee looking for initial information, or those who already have captive experience.

Website Photo Ian Pom

 

 

Ian Podmore 
Atlas Insurance Management 
Senior Vice President, Business Development, Marketing & Underwriting
Tel: (704) 945 6620
Cell: (704) 280 6834
ipodmore@atlascaptives.com 


Prior to joining Atlas in 2014, Ian held various senior underwriting and management positions. Mr. Podmore holds the Associate designation and Chartered Insurer status to The Chartered Insurance Institute (U.K.). Additionally, he holds the Associate in Risk Management (ARM) and Associate in Reinsurance (ARe) designations.


Atlas Insurance Management, established in 2002, is a leader in the formation and management of captive insurance companies for diverse clientele. The firm’s senior executives hold decades of experience and provide consulting and management services in major U.S. and offshore domiciles. Atlas is committed to creating custom captive insurance models for the efficient financing of risk and matching innovative techniques to the client’s strategic business objectives and appetite for risk.

 

Jim Ossner photo

 

 

Jim Ossner
Managing VP - Sales
York Alternative Risk Solutions 
(570) 595-2044
jim.ossner@yorkrsg.com


Jim is the Managing VP of Sales for York’s Alternative Risk division. He oversees all new business development for the division which provides claims and loss control services to existing captives and helps develop new captive risk sharing structures for clients. Jim has 28 years’ experience in Property and Casualty industry having spent the majority of his career with various national insurance carriers. He also has 12 years’ experience with developing new agency, association and group captive structures.


York Alternative Risk Solutions (ARS) is a division of York Risk Services Group, who is a preeminent provider of specialized risk services to the insurance industry including claims, managed care, loss control and premium audit services. York ARS provides these services to captive and self insured clients as well as assisting new clients in developing captive risk sharing structures. York also has the ability to assume risk alongside their captive clients when they handle the claims, creating a unique alignment of interest between the captive, the carrier and claims TPA.

 

Monica Everett Headshot

 

 

Monica Everett, CRIS
Vice President – Sales 
York Alternative Risk Solutions 
(858) 922-9886
Monica.everett@yorkrsg.com


Monica is a Vice President of Sales for York Alternative Risk Solutions. She is responsible for seeking opportunities to provide claims and loss control services to captives as well as the development and implementation of new captive insurance programs. Monica holds a Construction Risk and Insurance Specialist Designation. She has 33 years’ experience in Property & Casualty and Alternative Risk Insurance. Monica is well versed in Group Captives and Single Parent Captive Insurance Programs. She was the lead broker and top producer for a very successful Group Captive Insurance Program for ten years and has established many Captives and Alternative Risk Programs throughout her career. Her focus is on the long-term reduction of risk and expense for clients. Monica has extensive experience in the Alternative Risk Marketplace, which has enabled her to advise clients seeking Captive, Self-insured, Large Deductible, Risk Retention Groups or Retrospective Rating Plan Insurance Programs.


York Alternative Risk Solutions (ARS) is a division of York Risk Services Group, who is a preeminent provider of specialized risk services to the insurance industry including claims, managed care, loss control and premium audit services. York ARS provides these services to captive and self insured clients as well as assisting new clients in developing captive risk sharing structures. York also has the ability to assume risk alongside their captive clients when they handle the claims, creating a unique alignment of interest between the captive, the carrier and claims TPA.

 

Steve Boccia 1

 

 

Steven Boccia
Alternative Markets-Hartford Office
sboccia@archinsurance.com 
Arch Insurance Group, Inc.
Office Tel: (860) 275-6539


I am currently an underwriter for the Arch Insurance Company-Alternative Markets Division located in Hartford, CT. I began my career in 1980 joining The Travelers National Accounts Department in their home office. After 15 years, I left Travelers and joined The Hartford's newly formed Specialty Risk Financing division which was part of their Risk Management operations. Prior to joining Arch in April of 2014, I was a Senior Vice President for SPARTA Insurance Company which was a specialty carrier for captive and program business.


Arch offers several different types of captive solutions including Group Captives, Sponsored or Association Captives, Agency Captives, and Single Parent Captives.


 Bill Murphy 3

 

 

Bill Murphy
Vice President - Alternative Markets
Arch Insurance Group, Inc.
Wmurphy@archinsurance.com 
Office Tel: (860)-760-4032


I am currently the underwriting manager in Hartford for Arch Insurance Company-Alternative Markets division. I began my career at Chubb and Reliance in various underwriting roles and then spent 10 years as an MGA and wholesale broker with AmWins and Partners Specialty Group. Prior to joining Arch in April of 2014, I was an underwriter at SPARTA Insurance Company, a specialty carrier for captive and program business.


Arch offers several different types of captive solutions including Group Captives, Sponsored or Association Captives, Agency Captives, and Single Parent Captives.


Carol Frey

 

 

Carol Frey
Divisional Vice President
Great American Alternative Markets
cfrey@GAIG.COM 


Carol Frey joined Great American Insurance Company in 2011. She is responsible for marketing and new business development for agency, association, group captives. Ms. Frey received both her B.A. in Psychology/Business and her M.B.A. from the University of Delaware. She is the author of a wide variety of articles related to captive and alternative risk and is a frequent speaker at industry conferences. She has been actively involved with the Vermont Captive Insurance Association (VCIA) and Captive Insurance Companies Association (CICA) during her years in the alternative market sector and will join the CICA Board on March 12, 2017.


Great American is a market leader in building profitable and sustainable agency and association captive programs. Agency and association captives generally fall into two categories: Program and Generalist. While Program captives support a specific class or industry group, the Generalist captives support a variety of industries. Alternative Markets supports Workers Compensation, General Liability, Auto Liability, Property and full array of bolt-on and standalone Cyber offerings. Package and BOP policies are available for risk sharing. Alternative Markets is open to a variety of captive structures and flexible with respect to Third Party Administrators and Loss Prevention providers.

 

SCOTT REYNOLDS HIGH RES 3

 

 

Scott Reynolds
sreynolds@memberinsurance.com 
Office (704) 237-8710
Mobile (704) 607-4669


Scott has been president of Member Insurance (a long-standing Bermuda-based captive) since 2011. Scott’s began his career as an actuary with Royal Insurance and spent 15 years of his career there before joining AmWINS, where he became President of Underwriting. Before joining Member Insurance, Scott led United National Group as president. Scott has been providing guidance and leadership in captives and program administration for over 15 years.



 Mike Covert  

Mike Covert
Principal & Consulting Actuary
Perr&Knight
mcovert@perrknight.com
201-963-2166


Mike Covert is a Principal & Consulting Actuary with Perr&Knight. In this role, Mike oversees actuarial work such as ratemaking (development and support for new rates, changes to existing rates, etc.), reserving, feasibility and funding studies, class plan analyses, rate and rule filings across all jurisdictions and competitive comparisons across most personal and commercial lines of business. As an actuary and lead project manager, Mike advises clients from an actuarial perspective regarding competitiveness and profitability in the insurance marketplace. Mike has extensive experience with personal automobile, including usage-based insurance, and homeowners insurance ratemaking and reserving.


Captive Feasibility Study: We perform an analysis calculating historical and projected ultimate incurred loss and defense and cost containment expense (“DCCE”) ratios by year and in total based on historical program experience. The projected ultimate incurred loss and DCCE ratios will include the trending of losses to an effective date in the future and on-leveling of premiums. If historical data is not available, we will perform competitive analyses, based on publicly available information, to show that proposed rates are reasonable, not inadequate or excessive. We will also produce incremental loss payment patterns which will be used in proforma financials. Upon completion of the Feasibility Study, we will be available for any discussions with upper management, reinsurers and/or Departments of Insurance to explain our findings and results.


Kyle Mrotek

 

Kyle Mrotek
Consulting Actuary
Actuarial Advantage
kmrotek@taa-inc.com

Kyle Mrotek is a Consulting Actuary with Actuarial Advantage. Throughout his actuarial consulting career spanning nearly 20 years, he has worked with numerous captives on many initiatives including captive feasibility, pricing, loss reserving, capital adequacy, and retention optimization. He is a Fellow of the Casualty Actuarial Society, a Member of the American Academy of Actuaries, and an approved actuary in every domicile imaginable.


Actuarial Advantage, Inc. provides an array of actuarial services to both captive insurers and entities considering a captive insurer. Services include actuarial captive feasibility reports, premium setting, and loss reserving. Actuarial captive feasibility reports help businesses evaluate the feasiblity of forming and operating a captive insurer. Plus most captive insurance regulators require actuarial support in the license application. Actuarially sound premiums and reasonable loss reserves are essential to a well-functioning captive insurer.

 

 

Laura Martin

 

Laura Martin
Consulting Actuary
Actuarial Advantage
lmartin@taa-inc.com


Laura Martin joined Actuarial Advantage in January of 2008 as a consulting actuary. Her clients include entities that self-insure medical malpractice liabilities through a captive arrangement. For these clients, she performs reserve analyses, funding studies, including exploring the impact of varying retention levels and confidence levels. Actuarial Advantage also has a growing number of captive clients in other industries and Laura works on those projects in various capacities.


Actuarial Advantage, Inc. provides an array of actuarial services to both captive insurers and entities considering a captive insurer. Services include actuarial captive feasibility reports, premium setting, and loss reserving. Actuarial captive feasibility reports help businesses evaluate the feasiblity of forming and operating a captive insurer. Plus most captive insurance regulators require actuarial support in the license application. Actuarially sound premiums and reasonable loss reserves are essential to a well-functioning captive insurer.

 

 

Dawnmarie BlackNEW2016  

Dawnmarie Black
Senior Vice President
BMS Group Ltd.
Dawnmarie.Black@bmsgroup.com 
978-760-3877

Dawnmarie Black joined BMS Risk Solutions Ltd., in April 2014 as Senior Vice President. In this capacity she partners with BMS Re US to assist brokers in the development of new facultative ideas and solutions for reinsurance clients. She also supports the development of program and MGA opportunities in this sector of the market. Dawnmarie brings to BMS more than 24 years of experience within multiple segments of the insurance industry. She is an accomplished leader/producer with extensive broking and underwriting background.


BMS Re US has approximately 20 captive clients currently and we were named Captive Review Reinsurance Broker of the Year in 2012. We can provide reinsurance review or restructuring; reinsurance market finding; answer front/cut through needs; place excess limits and non-core lines of business into the reinsurance market (including professional, cyber, products, property, and work comp); share effective risk management insights; offer consolidated resources for members (i.e. predictive analytics, actuarial, and cat modeling); offer process consulting for claims and accounting or consulting on contracts utilizing our third party partners; and sponsor segregated cell structures to facilitate greater flexibility for larger clients.