Data and information management

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.

Columbus, Ohio - Nationwide Mutual Insurance Co. executive vice president and chief financial officer Robert Rosholt announced his plans to retire next year. Larry Hilsheimer, partner at New York-based Deloitte & Touche USA LLP, and managing partner of Deloitte's Columbus office, has been named as Rosholt's replacement. Since joining Nationwide in 2002, Rosholt has overseen financial operations, investments and corporate strategy for the Nationwide family of companies, including Nationwide Financial Services. He previously served as executive vice president for Aon, Chicago, where he was responsible for the company's risk services unit, e-business initiatives, corporate marketing and communications, strategic sourcing and strategic investments. Prior to that, he served as chief financial officer for Chicago-based Bank One Corp. Hilsheimer, who will join Nationwide in October, has held numerous positions as a partner at Deloitte & Touche, including Columbus office managing partner, vice chairman and regional managing partner. He also is a member of the board of directors of the Deloitte Foundation. In these various roles, he has been a key participant in the development of Deloitte's market strategy. Source: Nationwide Mutual Insurance Co.

Hamilton, Bermuda - Ironshore Inc. announced that Peter McKeegan and Tom Monaghan have joined New York-based IronPro, its professional liability facility that focuses on directors' and officers' liability products. McKeegan is senior vice president supporting underwriting and wholesale producer servicing while Monaghan serves as vice president responsible for developing and managing IronPro's errors and omissions insurance capabilities. McKeegan has more than 20 years of insurance industry experience, including 15 years with New York-based AIG and four with Arch Insurance Group. He was also founder of Axcelera Specialty Risk, and most recently served with Mercator Risk Services as executive vice president overseeing the management and professional liability group. Monaghan has 25 years of professional liability experience in the specialty lines industry, most recently serving as managing director of Kansas City, Mo.-based Specialty Global Insurance Services, an underwriting and claims manager offering professional liability products. Prior to joining Specialty Global, he spent 17 years as senior vice president at Gulf Insurance Group, responsible for overseeing all professional liability lines. Source: Ironshore Inc.

St. Louis, Mo. - Brown Smith Wallace LLC, a locally owned, independent CPA and business consulting firm, hired Aaron Cooper as a senior auditor in the insurance and reinsurance services practice. Dwayne Richardson also has joined Brown Smith Wallace as a principal in the insurance and reinsurance services practice. Cooper, with more than three years of experience, and Richardson, with more than 20 years of experience, both will provide assistance to the firm's growing insurance and employee benefit practices. Prior to joining Brown Smith Wallace, Cooper served as an audit senior with Deloitte & Touche. Richardson previously served as a director in the St. Louis audit and accounting services practice of CBIZ / Mayer, Hoffman and McCann, PC. He also is a member of AICPA and MSCPA, and is the treasurer for the Employment Connection, a United Way-funded organization. Source: Brown Smith Wallace LLC

Northbrook, Ill. - Allstate Insurance Co. announced the appointment of Victoria Dinges to assistant vice president of public social responsibility. In her newly created position, Dinges will oversee the corporation's public social responsibility efforts, directing strategy and initiatives for The Allstate Foundation and its domestic violence and teen driving signature programs, employee volunteerism, corporate social responsibility programming, and Chicago cultural and civic affairs. With more than 20 years of strategic communications, marketing and nonprofit experience, Dinges joins Allstate from the McCormick Tribune Foundation, where she was vice president of External Affairs. Source: Allstate Insurance Co.

Pearl River, N.Y. - Insurance standards association ACORD has chosen John Kellington as senior vice president. Kellington, a former Ohio Casualty Group and IBM executive, has a long relationship with ACORD having served on the ACORD board of directors and chaired the ACORD Standards Committee. Kellington joined the ACORD Board in 2004 and served as chair of the ACORD Standards Committee following its formation later that same year. He also participated in the ACORD LOMA Insurance Systems Forum CIO Panel in 2006. Prior to this appointment, Kellington served as the senior vice president and chief technology officer for Fairfield, Ohio-based Ohio Casualty Group, and was a member of their executive management team, responsible for all corporate technology initiatives. He is credited with the transformation of their technology into a state-of-the-art platform. During Kellington's 18-year career at Armonk, N.Y.-based IBM, he held several positions including architect and principal for IBM Global Services' National Insurance Practice. Source: ACORD

Overland Park, Kan.- Swiss Re's Commercial Insurance, a provider of property/casualty insurance, professional liability insurance and excess medical expense and risk management services, announced that Matt Leming has joined the firm as sales leader for stop loss products. Leming has more than 20 years of experience in the health benefits field, including 10 years with The Hartford, and seven years building managing general underwriter (MGU) business. Leming has opened sales offices, increased market share and presided over the expansion of several MGUs. He also opened a regional sales office for The Hartford in Kansas City, and has extensive underwriting experience from both The Hartford and The Travelers. Source: Swiss Re

Branchville, N.J. - Selective Insurance Group Inc. announced that its principal subsidiary, Selective Insurance Company of America, made several management changes as part of its leadership development process that created new roles for existing officers. Richard Connell, presently senior executive vice president, chief information officer, will assume the new role of chief administrative officer, with continued responsibility for the project management office and information technology, and added oversight for human resources, administrative services, and procurement and contracts administration. John Marchioni, presently senior vice president, personal lines and flood operations, will assume the role of chief field operations officer with added oversight for commercial and personal lines field operations, including the personal lines service center, agency programs, Selective risk solutions and bonds. Chuck Musilli, presently senior vice president, chief field operations and marketing officer, will head the newly created Selective risk solutions operation, which includes the Selective risk managers large account operation, the human resources outsourcing operation, Selective HR solutions and responsibility for developing an excess and surplus lines business. In his new role, Musilli will also be responsible for agency programs and flood operations. Musilli will report to John Marchioni. Ed Pulkstenis, senior vice president, chief commercial lines underwriting officer, with responsibility for the commercial lines strategic business units, commercial lines of business and reinsurance, will have additional oversight for marketing and communications, the business services unit and accounts, the commercial lines service center, and the strategic operations group which encompasses knowledge management, information strategy and market planning. Daniel Bravo, senior vice president, strategic operations group, which includes knowledge management and information strategy, will assume added responsibility for market planning. Bravo will report to Pulkstenis. Sharon Cooper, presently senior vice president, director of communications, will assume the role of chief marketing and communications officer with added responsibility for marketing strategy and business integration, marketing communications, branding and advertising. Cooper will report to Pulkstenis. Jeff Kamrowski, senior vice president, business services unit and accounts, will assume added responsibility for Selective's small business operation and commercial lines service center. Kamrowski will report to Pulkstenis. Source: Selective Insurance Group Inc.

Southborough, Mass. - Cynthia Burghard has joined ikaSystems as vice president of marketing intelligence. Burghard has over 30 years experience in healthcare, including leading enterprise data warehousing initiatives for private payers and building analytic applications for Blue Cross Blue Shield organizations. During the past 14 years, Burghard was recognized as an expert in the health insurance industry through her role as a research director for Gartner Inc., the Stamford, Conn.-based IT research and advisory services firm. Burghard's research spans more than 100 publications on topics such as care management and consumer engagement technologies, the use of magnetic card technologies and underwriting automation. Source: ikaSystems

Chicago and London - Chicago-based Aon Corp., the worldwide insurance broker and risk adviser, has appointed Hamish Roberts as global practice leader for its power business. In this role, Roberts will lead the global power strategy with an immediate focus on building Aon's strength and capabilities in this industry sector for the UK and Americas regions. Roberts, who has more than 20 years of experience in the insurance industry, was responsible for the successful growth of London-based Jardine Lloyd Thompson Group plc 's (JLT) global power business over the last three years. Prior to joining JLT, he was managing director at Marsh UK, London, where he led their power practice group. Roberts will be based in London. Source: Aon Corp.

New York - New York Life Insurance Co. announced that Craig Merdian has joined New York Life International (NYLI) as executive vice president and chief financial officer. Meridian reports to Chairman and Chief Executive Officer of New York Life International Joseph A. Gilmour. In his new role, Merdian is responsible for managing several of New York Life International's core functional areas, including all financial, accounting, investment and actuarial matters for NYLI. Additionally, he is a member of NYLI's Senior Leadership Team, which is responsible for establishing management policies in all areas of the NYLI's business and affairs. Prior to joining New York Life, Merdian most recently served as vice president within the international insurance business at Newark, N.J.-based Prudential Financial Inc., where he was responsible for pricing and developing the financial structure for mergers and acquisitions. Merdian also served as a principal with Tillinghast business of New York-based Towers Perrin, a consulting firm, for 13 years. In that role, he established a Singapore office, building a life insurance consulting practice with responsibility for leading projects in Japan, Taiwan, Indonesia, Malaysia and Singapore. Source: New York Life