Analytics

Lexington, Ky.— Exstream Software LLC, a Lexington, Ky.-based enterprise document automation solution provider, announced that Davis Marksbury is transitioning his role as president and chief executive officer to former IBM executive Richard Troksa, who has held various executive management positions at Exstream for the past four years. The transition was effective Oct. 1, 2007. Marksbury will remain on the board of directors as chairman and maintain an active role in Exstream's strategic planning and key initiatives.

Hartford, Conn. — The Hartford Financial Services Group has promoted Ronald Gendreau to executive vice president in charge of its group benefits division. Gendreau was previously a senior vice president in the division, overseeing risk management and customer service. He replaces Dick Mucci, who is leaving the company to pursue a new opportunity.

Reston, Va. — The Association for Insurance Compliance Professionals (AICP), an organization dedicated to promoting regulatory competence and awareness for the improvement of regulatory compliance within the insurance industry, announced the following election results for the 2007-2008 board of directors:

Reston, Va. — The Association for Insurance Compliance Professionals (AICP), an organization dedicated to promoting regulatory competence and awareness for the improvement of regulatory compliance within the insurance industry, announced the following elections results for the 2007-2008 chapter officers:

Needham, Mass. — First American Insurance Underwriters Inc., the Needham, Mass.-based life insurance brokerage firm, has named Karen Kappler as a brokerage manager. She is responsible for working with agents and carriers to process new cases quickly and efficiently. Before joining First American, Kappler was employed by Commonwealth Financial Network in Waltham, Mass., where she served as executive vice president and was responsible for overseeing all aspects of the company's insurance department, including marketing, sales, operations and business management. Source: First American Insurance Underwriters Inc.

Hartford, Conn. - The Phoenix Cos. Inc. announced that two insurance industry veterans, John Hillman and Frank Gencarelli, will lead a new subsidiary that will explore a range of options to meet changing customer needs. Hillman is chief executive officer of Phoenix's Philadelphia Financial Group subsidiary, and will direct the effort while continuing in his current role. Gencarelli, formerly senior vice president, business development at Genworth Financial, joined Phoenix as senior vice president, reporting to Hillman. Hillman has been involved in the life insurance industry for more than 25 years, initially as a member of the national insurance practice group at Arthur Andersen & Co., an international accounting firm. In 1996 he founded Philadelphia Financial Group, which provides private placement life insurance products for high-net-worth clients. Philadelphia Financial became a wholly owned subsidiary of Phoenix in 2003. Gencarelli has spent much of his career in the insurance industry developing relationships with advisors who serve the high-net-worth market. He joins Phoenix Life Solutions after 14 years with Genworth Financial and First Colony Life, most recently as senior vice president, business development. In that position, he was responsible for launching Genworth's new distribution channels. Earlier he was president of Genworth's Retirement Services group. Prior to Genworth, he worked in various positions at AON/Life of Virginia, ultimately as president of AON Financial Institution Services in Chicago. Source: The Phoenix Cos. Inc.

Boca Raton, Fla. - Imperial Finance & Trading LLC, a specialty finance company focused on the premium finance and life settlement industries, announced the addition of Randy Marcin as national sales manager. With eight years of industry experience, Marcin joins Imperial from Peachtree Life Settlements, Boynton Beach, Fla., where he was national sales manger for the Life Settlement and Premium Finance divisions. Marcin played a key role in creating the Premium Finance division. He was also a regional vice president in the state of Florida for Travelers Life & Annuity. Source: Imperial Finance & Trading LLC

New York - Switzerland-based Zurich Financial Services Group named Kevin Dunham as senior vice president and global relationship leader for the Western region of its Global Corporate in North America business unit. Dunham is based in Glendale, Calif., and will manage accounts primarily in the Southwest and Western United States. "Kevin's range and depth of experience in all aspects of customer service and relationship management, specifically in this region, make him an ideal candidate for this role," says Mario Vitale, chief executive officer of Zurich Global Corporate in North America. "His focus will be on developing and expanding relationships with our brokers and customers in order to provide them with a differentiated experience, and to deliver Zurich products and services." Dunham has more than 14 years of insurance experience, most recently with ACE Risk Management, part of Philadelphia-based ACE USA, as senior vice president and manager of its Los Angeles branch. Prior to that, he served as the regional vice president responsible for new business production in 15 Western states for ESIS Inc., also part of ACE USA; director of national accounts for AIG Claim Services, part of New York-based American International Group Inc.; and managed large casualty accounts for Bloomington, Ill.-based State Farm Fire and Casualty Co. Dunham is a graduate of California Polytechnic State University at San Luis Obispo. Source: Zurich Financial Services Group

Bend, Ore. - Randy Cline has been named executive vice president and chief operating officer for Clear Choice Health Plans Inc., which offers health insurance, including Medicare Advantage plans, commercial plans, individual plans and third-party administration to individuals and businesses throughout Oregon In this role, he will be responsible for strategic planning and business development, external affairs, internal operations, IT, human resources, marketing, sales, underwriting and corporate communications. Cline joined Clear Choice Health Plans in 2006 as its chief marketing executive. Prior to joining Clear Choice Health Plans, Randy was senior vice president of a Blue Cross Blue Shield plan with a wide range of responsibilities at the executive level. Source: Clear Choice Health Plans Inc.

Blue Bell, Pa. - Portico Systems, a specialist in provider network management solutions, announced the addition of Jon Wampler, former president and chief executive officer of PacifiCare of California, to its board of directors.