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Insurance Leaders and Marketing Gurus Take the Stage

Shelly Habecker

Shelly Habecker

Consumer Content and Engagement Specialist, Swiss Re

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Shelly Habecker is the Consumer Content and Engagement Specialist for Swiss Re's US Life and Health business.  She is responsible for coordinating and managing the development of new digital business strategy and consumer engagement solutions.   Prior to taking this role in 2016, she was an anthropology professor at Purdue University in Fort Wayne, Indiana and George Washington University in Washington, DC.  Shelly has a PhD from Oxford University.  She is passionate about using her anthropological lens to better understand consumers. 

John Wurzler

John Wurzler

President, OneBeacon On-line On Demand Business

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Up until a year ago, John led OneBeacon Technology Insurance, an OneBeacon Insurance Group specialty business focused on the technology industry. In this capacity he is responsible for all insurance operations worldwide for technology, life science and medical technology, content providers and media businesses. Products include property-casualty as well as cyber coverages (information risk) tailored for the unique risks faced by these industries building that business from a small viable base to $200 million in annual sales. Now he has a new role and has been tasked with building an on line, on-demand platform for the distribution of OneBeacon’s existing products while creating new products for the market.

Prior to joining OneBeacon, Wurzler’s career has been focused on the technology sector since the mid-90s, when he recognized the paradigm shift affecting traditional brick and mortar processes precipitated by the rapid advances in technology and the internet. He embarked on extensive research and within two years, began a company that developed products insuring companies’ e-commerce and e-business models. In a short period of time, Wurzler and his company grew to be one of the leaders in a competitive global marketplace. Wurzler joined CNA in 2005, as a Vice President of the technology segment and the cyber team. He joined OneBeacon in 2010.

It was in 1996, when Mr. Wurzler began to realize a paradigm shift was about to take the business world apart at the seams. The traditional brick and mortar methods and processes were on the cusp of adapting to a shift in point of sale, shipping and receiving as well as hours of operation. All precipitated by the rapid advances in technology and the Internet. He embarked on extensive research and within two years began a company that would develop insurance products to fill the needs of the new business models. That specialized in insuring companies developing their e-commerce and e-business models. These new business models all indicated that data and information were about to become the biggest exposures for all businesses.

It all starter because in 1995 a Doctor friend of his asked him about ways to solve medical issues in forums, an idea was formed that sparked the creation of Medical-Net, a company that would facilitate peer to peer confidential discussions between doctors nationwide that would help improve diagnosis and improve medical outcomes. This was successfully done using early Internet technology and later sold.

Throughout his career, Wurzler has been published in The Industry Standard, CIO, Investor’s Business Daily, E-Commerce Business, Wall Street Journal and other journals. He authored Information Risks and Risk Management, 2013 and has coauthored several publications: Managing the Risks of Intangible Assets; 2009 and the ANSI Primer on Cyber Event Management in 2008. He is also a frequent speaker and panelist at technology and insurance conferences. He is known to be a visionary with crazy ideas that come to fruition.

Lisa Woznica

Lisa Woznica

VP Customer Experience, Wawanesa

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Dave Savoy

Dave Savoy

Digital Marketing and Strategy Director, Farmers Insurance

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Dave leads digital marketing and customer experience optimization at Farmers Life Insurance.  His focus is on innovation and simplification leading to world-class CX across all distribution channels and customer touchpoints. Leveraging more than 15 years in digital and business transformation, Dave brings a strong passion for operational excellence and drive in order to deliver a world-class user experience at every stage along the customer journey. 

Samantha Chow

Samantha Chow

Senior Life and Annuities Analyst, Aite Group

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Debra Feresten

Debra Feresten

Director Marketing Programs, AXA US

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Brent Korte

Brent Korte

SVP/ CMO, Ameritas

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Douglas Turk

Douglas Turk

Chief Marketing Officer, JLT Group

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Douglas Turk has global responsibility for marketing, public relations, and internal communications for JLT Group.  Doug is also a member of the US Specialty business leadership group with a focus on developing and growing the US platform and client relationships.  Prior to his current role, Douglas Turk lead Aon Risk Solutions Western Region.  He was also the CEO of Aon/Albert G. Ruben (Aon/AGR), the film and television entertainment brokerage division of Aon. Prior to his regional roles, Turk was the co‐leader of Aon Risk Solutions sales and marketing globally responsible for field sales and marketing activities, focusing on organic revenue growth for new and cross‐sell business.

Doug is a recognized expert in sales and marketing strategy, customer relationship management, process and technology solutions. Turk serves on the United Way Board of Southern California and has served as an adjunct professor at Pepperdine University and an instructor at the Kellstadt Graduate School of Business at DePaul University.

He has a published book and periodical author on the subject of Strategic Business Alignment and Customer Strategies with CRM Unplugged – Releasing CRM’s Strategic Value – John Wiley & Sons. Turk received his Juris Doctor and Master of Business Administration from DePaul University in Chicago, IL. His undergraduate studies were at John Carroll University, where he received a BSBA in management.

Gerardo Monroy

Gerardo Monroy

CMO, CNO Financial Group

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Gerardo Monroy was named chief marketing officer of CNO Financial Group in March 2017. In this role, he leads CNO's enterprise Marketing and Communications.

Monroy served previously as president of Colonial Penn. Prior to that, he served as vice president of the long-term care business for CNO’s Bankers Life segment.

Monroy began his career with CNO in 2001 as a vice president in the corporate marketing group and, in 2002, joined Bankers Life as vice president, distribution strategy and field support. In 2004, he was named vice president, career distribution and operations strategy and chief of staff to the company’s chief operating officer. He became vice president of field administration and analysis with Bankers Life in 2006 and was then named vice president of Bankers Life’s long-term care business in 2008.

Before joining CNO, Monroy worked for international corporations in Mexico and Italy, including Procter & Gamble and Carrier Corporation (part of United Technologies).

He holds a Master of Business Administration from Harvard University and a bachelor's degree in public accounting from the Universidad Iberoamericana in Mexico City.

Monroy serves on the board of the Greater Philadelphia Chamber of Commerce and the Children’s Scholarship Fund Philadelphia, and is a member of the Peirce College Board of Trustees in Philadelphia and the Advisory Board of the American College Center for Ethics in Financial Services.

Katherine Frattarola

Katherine Frattarola

Chief Marketing Officer, PURE Group of Insurance Companies

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John H Bell

John H Bell

Vice President of Enterprise Digital Marketing, Travelers

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Emily Hathcoat

Emily Hathcoat

Vice President of Corporate Marketing and Advertising, CNA Insurance

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Andrei Utkin

Andrei Utkin

Chief Marketing Officer, Insureon

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Camerine Robinson

Camerine Robinson

Medicare Marketing Director, Fidelis Care

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Heidi Sirota

Heidi Sirota

Vice President of Marketing and Communications, ConnectiCare

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Lori Nitschke

Lori Nitschke

Chief Marketing Officer of Global Risk and Specialties Division, Marsh

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Gary Stephen

Gary Stephen

Executive Vice President, Claims and Risk Management, Pure Insurance

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Gary Stephen is Executive Vice President of Claims and Risk Management for PURE Insurance, based in White Plains, New York. PURE is the only carrier in the United States that is exclusively focused on the highly affluent marketplace. In his current role, Mr. Stephen is responsible for building an organization that provides exemplary claim service to its insured’s as well as advice and services to promote the safety and security of their families and property.

Mr. Stephen started his career in New York City with Aetna Life and Casualty as a claim representative. His steady career progression with Aetna ultimately led to leading their largest claim region at the time of the Aetna/Travelers merger in 1997. Following that merger, He assumed leadership for Travelers commercial property claim operations. In 2000 and prior to joining PURE, Mr. Stephen was Vice President of Personal Lines Claims for Hartford Insurance.

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