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Insurance Leaders and Marketing Gurus Take the Stage

Neal Rideout

Neal Rideout

Vice President - Auto Insurance Experience, USAA

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Neal Rideout leads the Auto Insurance Experience function at USAA.  In this role he is responsible for all auto insurance member experience touchpoints across phone, mobile, digital, and paper platforms.

 Previously, Neal Rideout led the Marketing Client Management function at USAA.  Neal was responsible for planning and executing integrated marketing, sales and service plans for USAA P&C, Bank, and Investments business units as well as key cross-business and enterprise platforms.

Prior to joining USAA in 2012, Neal was Vice-President for Red Ventures and was responsible for direct marketing and sales driving online demand generation and offline call center sales. Prior to Red Ventures, Neal served as Senior Vice President, Digital Marketing for Bank of America. There he was responsible for digital marketing of all card, deposits, home loans, integrated, and enterprise programs. Prior to Bank of America, Neal spent seven years with General Electric (GE) in sales and marketing roles, the last being the Marketing Lead overseeing all marketing for the eBay/PayPal credit portfolio.

Neal holds a B.A. from Illinois Benedictine College as well as an MBA from the University of Chicago and is a GE Six Sigma Black Belt.

John H Bell

John H Bell

Vice President of Enterprise Digital Marketing, Travelers

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John Bell has been building innovative marketing organizations for more than 20 years. The common thread is applying the next innovation – data-driven performance marketing, account-based marketing, social selling, programmatic advertising and more – to deliver business outcomes – growth, retention, and customer value.

John leads the Enterprise Digital Marketing team at Travelers putting data-driven content, digital marketing and social engagement at the heart of marketing. His team works out of the Travelers Engagement Center, a data-enabled marketing environment driving insight and creativity. John joined Travelers after 13 years at Ogilvy & Mather where he founded Social@Ogilvy, a global social and digital marketing practice. John drove digital and social strategy and programs for major brands including Ford, Nestlé, IBM, DuPont and more.

Claire Burns

Claire Burns

Chief Customer Officer, Metlife

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More information coming soon...

Brent Korte

Brent Korte

SVP Chief Marketing Officer, Ameritas

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Brent Korte is senior vice president and chief marketing officer at Ameritas Life Insurance Corp. His role includes making customers and employees feel awesome about every interaction they have with Ameritas. This involves functions like marketing, customer experience, analytics, digital, communications, community relations, and innovation.

Before joining Ameritas, Brent spent over 20 years in the financial services industry with companies across the country including LPL Financial, BlackRock/iShares, T. Rowe Price, Principal Funds and Washington Mutual. He has won numerous industry awards in advertising and marketing communications. Brent holds his B.A. and M.B.A. from the University of Washington Foster School of Business.

Outside of work, you’ll find Brent on the board of directors for Ameritas Investment Corp., the Lincoln Chamber Economic Development Corporation, and the Lied Center for Performing Arts.

He and his wife, Robin, live in Lincoln, Nebraska. Their son is a senior in high school who will pursue a major in aerospace engineering next year, and their 15-year-old daughter is an aspiring professional ballerina.

Lisa Woznica

Lisa Woznica

Vice President Customer Experience, Wawanesa

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isa is a senior customer experience and strategy professional with extensive experience advising C-level executives and executive teams on strategy and transformation, business performance improvement, and customer experience, with a focus on Financial Services.

At Wawanesa, Lisa is responsible for designing and implementing the company’s customer-centricity strategy and culture. As such, she is accountable for the company’s customer-focused evolution through identifying key drivers of customer satisfaction and potential, creating and managing a portfolio of CX initiatives, and developing key performance indicators to measure and reward our success with customers.

Prior to joining Wawanesa, Lisa was with PwC Consulting Services where she worked on client engagements focused on omnichannel customer experience and business transformation. She previously worked at BMO Financial Group, where she led several teams accountable for Customer Experience. Earlier in her career, Lisa worked with other global consulting firms building her expertise in strategy and transformation across multiple companies and industries. Lisa holds an MBA from the Ivey School of Business and a BA from Harvard University.

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.

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Emily Hathcoat

Emily Hathcoat

Vice President of Corporate Marketing and Advertising, CNA Insurance

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Emily serves as Vice President of Corporate Marketing & Advertising within the Corporate Communications department of CNA. In this role, she is responsible for achieving the company’s business objectives for growth and profitability through marketing and communication programs that generate demand from target customer groups, enable sales, engage customers, and positively represent the CNA brand.

During her tenure at CNA, Emily has held positions of increasing responsibility in the marketing, branding, communications and distribution management functions. Emily takes most pride in working with her team to deliver actionable results from creative marketing campaigns. These efforts have resulted in numerous awards of excellence and best of show honors from the Insurance Marketing and Communications Association. Prior to joining the company in 2001, Emily served as marketing manager for Advanced Technologies Group, where she led the company’s entry into new markets.

Emily holds the CNA-sponsored seat on the InVEST board of directors for the Independent Insurance Agents & Brokers of America and the Insurance Industry Charitable Foundation Midwest Region board of directors. She currently serves as the executive vice chair of the Insurance Marketing and Communications Association board of directors, and serves on the Ravinia Associates Board. She is also a member of the Business Marketing Association and is active in her local community. Emily has been a featured speaker at the Chief Marketing Officer Forum, the Insurance2Customer Summit and the Insurance Marketing & Distribution Summit.

Emily earned a bachelor’s degree in history from Creighton University, and an MBA from Saint Louis University.

Lori Nitschke

Lori Nitschke

Chief Marketing Officer of Global Risk and Specialties Division, Marsh

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Lori Nitschke is the chief marketing officer for Global Risk & Digital division at Marsh. In this role, she leads the marketing teams for the dozen businesses that are part of GR&D, including the consulting, underwriting, digital, affinity and consumer businesses. Lori was head of Global Marketing Solutions and Digital Marketing at Marsh. Lori joined Marsh in January 2011 from Towers Watson, where she managed digital marketing. She has also worked in media relations and editorial (for Watson Wyatt) and as a journalist. Lori holds a bachelor’s degree in journalism and political science from the University of North Dakota, and master’s degrees in journalism and business administration from Columbia University in New York.

Clément Brunet

Clément Brunet

Senior Director Business Intelligence Research and Innovation, The Co-operators

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Clément Brunet is the Senior Director of Business Intelligence Research and Innovation at The Co-operators General Insurance in Canada. He has 18 years of experience in the Business Intelligence field and holds a Bachelor degree in mathematics from University of Montreal and an MBA from HEC Montreal. He founded and lead advanced analytics and research teams in two of the top 10 major Canadian insurance companies. His track record for innovation in insurance analytics includes the implementation of comprehensive flood coverage (an industry first in Canada), leading edge machine learning applications in pricing, and transforming Insurance Distribution with analytics.

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. 

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Damion Harris

Damion Harris

Sr. Director, Marketing & Data Analytics, CNO Financial Group

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Katherine Frattarola

Katherine Frattarola

Chief Marketing Officer, PURE Group of Insurance Companies

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Katherine has 15 years of experience in the financial services industry, inclusive of almost a decade focusing specifically on the ultra-high-net worth client segment. As Chief Marketing Officer for PURE, Katherine is responsible for the strategic positioning and communication strategy for all product lines, encompassing branding, digital marketing, advertising, sales promotion, direct marketing, and member engagement. 

Prior to joining PURE, Katherine was responsible for leading the Morgan Stanley Wealth Management team that supported business development and client retention initiatives for over 15,000 Financial Advisors, serving 3.5mm clients across the United States and around the world. Katherine’s additional responsibilities included leading marketing for vertical business. These included Private Wealth Management, which focuses exclusively on the ultra-high net worth market; International Wealth Management, focused on non-resident clients; the Client Advisory Center, focused on the mass-affluent business; Global Sports and Entertainment; and units focused on women, Morgan Stanley employees, institutions, online and mobile platforms and the high net worth client loyalty program.

Earlier in her career, Katherine oversaw business development for Citi Smith Barney’s ultra-high net worth group of advisors and, prior to that, worked as the business manager for the Global Client Development Group in Citi Global Wealth Management. Katherine began her career in Citi’s investment bank, first as an analyst in the investment banking management program, where she lived and worked in London, and later as an associate in the Client Strategy & Management Group.

Katherine graduated cum laude from Johns Hopkins University, where she received her Bachelor of Arts degree in international studies with an area of concentration in Western European economics and a minor in Latin American studies. She and her husband, Rob, and their son, James, live in Harrison, New York.

Andrei Utkin

Andrei Utkin

Chief Marketing Officer, Insureon

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Andrei Utkin is the CMO at Insureon, a Small Commercial insurance agency, where he oversees all aspects of customer acquisition, and works to establish Insureon as the destination of choice for Small Business Owners seeking to protect and grow their life’s work. An alum of McKinsey, Capital One and Neustar, Andrei has over 15 years of marketing experience. During his time at Capital One, he launched the company’s presence in digital channels, eventually establishing the firm as a top online marketer in the financial services sector. At McKinsey and Neustar, Andrei consulted clients in a broad range of industries on strategy, analytics, and digital marketing. Andrei holds an MS in Economics from Moscow State University and an MBA from NYU’s Stern School of Business.

Heidi Sirota

Heidi Sirota

Vice President of Marketing and Communications, ConnectiCare

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More information coming soon...

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Chris Hall

Chris Hall

Vice President of Product Management for Customer Engagement Solutions, Pitney Bowes

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Chris Hall is the Vice President of Product Management for Customer Engagement Solutions at Pitney Bowes. In this role, Chris leads the vision, strategy, and execution of our Communicate line of business. He has over 18 years of experience in strategy, product development, and marketing and has held management positions at Red Ventures, Imagitas, Sharecare, Eventful, The Active Network, AOL, and served as an Acquisition Officer in the United States Air Force. Chris holds a Bachelor of Science in Management from the United States Air Force Academy and an MBA from the University of West Florida.

Samantha Chow

Samantha Chow

Senior Life and Annuities Analyst, Aite Group

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Samantha Chow is a senior analyst with Aite Group, specializing in the life and annuities industry. She brings over 18 years of experience in primary and secondary market research, product development, pricing strategies, competitive intelligence, project management, process improvement, and change management in the financial services industry.

Prior to joining Aite Group, Ms. Chow spent nine years at New York Life Insurance Company, most recently serving as corporate vice president of business productivity and innovation. In this role, she was responsible for building and growing an enterprise-wide capability for facilitating transformational and cultural insurance change. Prior to this role, Ms. Chow led the research department at New York Life, where she was charged with providing research and recommendations for business strategies, new products, pricing strategies, and competitive intelligence through both primary and secondary methods. She also worked at American Family Life Assurance Company in multiple research capacities, including agent satisfaction and technology needs assessments.

Samantha is a self admitted insurance geek and super excited about the innovation occurring in the industry.

Paul Schenkel

Paul Schenkel

Director of Strategic Partnerships, Ecrion Software

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Paul Schenkel is the Director of Strategic Partnerships at Ecrion Software based in Rockville, Maryland. Paul recently joined Ecrion’s sales organization to develop new routes to market via solution providers and alliances. The Ecrion Omni System (EOS) delivers value by empowering organizations to improve customer satisfaction and reduce churn. Ecrion’s solutions are affordable, and can often be deployed in 2-4 months for both direct to customer and channel led models. Insurance companies, banks, telecommunications, and hospitality companies use EOS to deepen their customer engagement and increase lifetime value.

Prior to joining Ecrion Software Paul spent 16 years at Microsoft in product management, sales operations, business development, and ultimately held the position of Channel Sales Director leading a national team responsible for 5,000 service providers. Paul began his career in public health managing primary health care, operations research and health policy projects.

Roel Peeters

Roel Peeters

CEO and Co-Founder, Roost Labs

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Roel Peeters is the CEO and Co-Founder of Roost. Roost is a technology company that has developed a unique, patented connected platform that delivers the ultimate in installation simplicity and the most affordable way for consumers to enter the smart home space. Peeters is a serial entrepreneur with over 20 years of startup experience ranging from enterprise software to consumer electronics and semiconductors. Most recently, he was the co-founder of Ozmo Devices, a pioneer in low-power Wi-Fi where he successfully raised angel and venture funding rounds for the company and executed Ozmo’s go-to-market plan.

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Todd Rissel

Todd Rissel

CEO & Chairman, e2Value

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Working with his business partner, George Moore, they founded one of the first “insurtech” companies in 2000. Since then they have grown their business to work with over one-third of the P&C carriers in the US and Canada. e2Value is a part of the “Big Data” revolution helping carriers to better evaluate, value, rate and build new coverages for structures.

Todd’s appraisal knowledge is partially captured in e2Value’s patented Expert Valuation System. Right out of high school he was a carpenter building custom homes on the coast of Maine. After a few cold winters shingling houses, he went to Ithaca College, graduating with a Bachelor of Science.

With his background, the original Chubb Insurance recruited Todd for their, then, unique appraisal service to value the homes and unique commercial structures they insured. He worked across the United States, Canada and even Caribbean pricing and managing risk for some of the most valuable homes and art collections in the world.

When not working on valuation, data or with the best customers out there, Todd is working on his farm on the coast of New Hampshire with his family while trying to use those carpentry skills.

Eric Gewirtzman

Eric Gewirtzman

CEO, BOLT Solutions

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Co-founder of BOLT Solutions, Gewirtzman is a leading force for innovation in the insurance industry. Blending over 20 years of expertise with extensive experience in creating and delivering game-changing insurance-related products and services, he continuously strives to help carriers meet market demand and realize business growth in the face of significant disruption. He takes advantage of the lessons learned throughout a history of consulting top firms on ground-breaking technology implementations, to give today’s carriers a competitive advantage and stronger growth.

Anatola He

Anatola He

Vice President of Business Development, HyperScience

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Anatola He is Vice President of Business Development at HyperScience, an AI company focused on using machine learning to automate and simplify office work. She is responsible for developing and implementing new ideas to grow the company and expand its business.

Ana began her career at J.P. Morgan, where she spent most of her time in corporate strategy and business development on a broad scope of projects. Initiatives included driving operational process efficiencies, creating balance sheet optimization models, and evaluating new technologies. Ana went on to join the founding investment team at Tusk Ventures, a New York venture capital firm focused on helping startups navigate regulated industries. She sourced, evaluated, and executed technology investments and helped raise the firm's first outside capital.

Ana graduated from Harvard University with a degree in Economics and a minor in Environmental Science & Public Policy.

Alex Glanz

Alex Glanz

Global Insurance Practice Lead, Medallia

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Alex Glanz is the global insurance practice lead at Medallia, the customer experience management software leader whose clients include Zurich, Four Seasons, and Delta. In his role, Alex provides strategic guidance to insurers who are driving business outcomes by anticipating the needs of customers and adapting their organizations to meet them.

Alex began his career in the property & casualty industry with Chubb, where he held a number of commercial underwriting leadership roles in his 8 years with the company. Alex also holds a Bachelor's degree in Finance from McGill University, and an MBA from UCLA's Anderson School of Management.

David Bliss

David Bliss

Senior Director, CCC

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As Senior Director, Product Management, David leads CCC’s core automotive claims product lines. In this role he sets strategic direction for the company’s product investment roadmap with a focus on mobile solutions, AI, and self-service enablement. Before joining CCC’s product management team, David was Director of Solutions & Consulting at CCC, working closely with insurance partners to future proof their automotive claims experiences. David’s prior experience includes strategy consulting at PwC and B2B software product management.

Eileen Potter

Eileen Potter

Marketing Manager, Appian

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Eileen Potter leads Appian’s marketing for the insurance industry. She has more than 25 years of insurance and insurance technology experience, including marketing, industry alliances, sales support, business operations and system implementations.

Prior to Appian, Eileen worked for other technology providers, including Duck Creek Technologies, Fiserv/StoneRiver and PMSC/CSC. Early in her career, she worked for one of the largest independent agencies in South Carolina, focused on commercial lines marketing and agency operations.

Sean Harper

Sean Harper

CEO and Founder, Kin

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Sean co-founded Kin Insurance, an insurance technology company backed by Omidyar, 500startups, Commerce Ventures, Chicago Ventures and Portag3 Ventures.

Previously Sean founded FeeFighters, a payments company that he sold to Groupon, and TSS-Radio, an ecommerce company that he bootstrapped onto the Inc500.

Before becoming an entrepreneur Sean was a consultant at BCG, an investor at Longworth Venture Partners and did his undergraduate and MBA at the University of Chicago.

Dustin Yoder

Dustin Yoder

CEO, Sureify

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More information coming soon...

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