She comes to SES with a diverse background in insurance, most recently in AON’s Financial Institutions Practice group where she was responsible for driving growth and innovation in specialty products.
Prior to AON, Kelly spent 15 years at QBE’s Financial Institutions group (through its acquisition of Balboa Insurance Group in 2011) in a variety of leadership positions including product support, business development, strategic operations, IT program management and business analytics. Exposure to many aspects of financial institutions has given Kelly broad subject matter expertise necessary to build long-lasting relationships and craft unique insurance solutions for her clients. At SES, Kelly will focus on expanding the Trust client engagement model and developing new, innovative solutions that combine risk, technology and SES’ signature service to address the evolving needs of Trust and Financial Institutions.
Kelly joins a dynamic SES team, which has long been the clear leader in providing insurance solutions for properties held in trust by the nation’s largest financial institutions. Blair Schrum, SES’ CEO said “Kelly’s long track record in providing great service to financial institutions is a perfect fit with our culture at SES, but what truly excites us is her energy and passion in finding new and different ways to help our clients meet the challenges of the future. She’s going to be a real difference maker.”
This assignment will be effective January 1, 2017, which provides a three-month transition of leadership coinciding with the March 2017 retirement of the current leader of SES’ trust group, Janet White. Janet’s retirement is the capstone of a 40 plus year career, 20 of which were in various leadership positions at SES. Bill Mecklenburg, SES’ President said “There is no way to replace what Janet has meant to SES and our market for the past 20 years. We have been blessed to have her leadership and friendship, and we are very appreciative that she will stay on for some time to ensure a smooth transition of leadership. Her retirement is well-earned.”
SES Insurance Brokerage Services, Inc. is a leading provider of insurance services for large portfolios of residential real estate. SES currently services over 40,000 properties for over 700 clients through master policies on a nationwide basis. SES has a 28-year history of offering comprehensive insurance solutions comprised of flexible and competitive coverage, efficiency enabling technology, and unparalleled service for dynamic portfolios of SFR properties. SES has a customized solution to address the evolving insurance needs of Real Estate Investors in the REO to Rental Market, including LLCs, LPs, PE firms and individuals that own portfolios of SFR rental properties.