Policy adminstration

Boston — Deutsche Bank's Asset Management division has appointed Rick Jackson a director in its Global Insurance Asset Management (GIAM) business centering on North America and Bermuda.

Windsor, UK - Pitney Bowes Inc. has appointed Tony Boobier EMEA strategic industry manager for the insurance sector, based at Pitney Bowes MapInfo in Windsor, UK European headquarters.

New York — New York Life Insurance Co. announced that S. Thomas Moser, a vice chairman of KPMG LLP, will join the New York Life board following his retirement from KPMG in February 2008. Moser will join the board's Insurance and Operations Committee.

Atlanta - Connecture Inc., a provider of Web-based sales, service and process-automation solutions to the health insurance industry, has hired Mike Lambert as chief financial officer. Lambert will be responsible for Connecture's finance and administration areas, including human resources. He will be located in the Atlanta, Ga. office of Connecture.

Los Angeles — John Ingersoll has joined Farmers Insurance Group Inc. as vice president of marketing. In his new role, Ingersoll will assume responsibility for Farmers' marketing, advertising and brand awareness while working with the company's e-Business to develop Internet and direct-mail marketing

Chicago - Chicago-based Aon Corp., a global risk services provider, announced that Christa Davies, an executive of Microsoft Corp., Redmond, Wash., has joined Aon as executive vice president, global finance. Davies will be appointed as chief financial officer in March 2008. She succeeds David Bolger, who announced in May that he will be leaving Aon, and has since been named chief operations officer of the Chicago Olympic Committee.

San Diego — Mitchell International Inc., a San Diego-based provider of information, workflow, and performance management solutions to the automotive insurance claims and collision repair industries, announced the addition of James Gilmartin to its board of directors.

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