B.S. Accounting, University of New Orleans - Multi- Lines Broker- Agency Support Services- Licensed in LA, SC and TX
In addition to her duties as a personal lines and commercial producer, Lien is responsible for design and integration of organizations' traffic and workflow, data systems integration and management. Fluent in Chinese.
Ted Jonson, CLCS
Vice President - Commercial Lines Broker B.S. Fin (Honors) Hampton University - Licensed in AL, GA, and LA
CLCS (Commercial Lines Coverage Specialist), Hartford School of Insurance. Eight (8) years experience in commercial insurance brokerage. Commercial Property, Casualty, Workers Comp. Most of his brokerage experience has been done in property, and the building trades and construction sector.
Commercial Lines Broker B.S. Business Management, University of New Orleans
Linda has been responsible for the placement insurance on numerous properties along the Louisiana Gulf Coast. She specializes hotels, motels and retail and habitational sectors along the Gulf Coast.
Markus Crockett, ARM
Commercial Lines Producer/Risk Management B.S. Risk Management
Spent 3 years with Arthur J. Gallagher Risk Management Services. Established the scope of select risk management compliance oversight activities, planned, coordinated, and monitored supervisory compliance activities for insurance and surety bond applicants. Advised clients from construction, public entity, and hospitality sectors on liability exposures. Structured a bond and insurance program for the City of New Orleans Office of Supplier Diversity. Designed and conducted risk surveys for construction clients and briefed construction clients on safety and logistic issues associated with construction projects. In addition: Secured insurance markets to handle each client's property and liability exposures. Facilitated the collection, tracking, and processing of billing from clients. Alleviated and coordinated logistical issues. Led seminars in conjunction with a local non-profit to address the importance of risk management in business
Bachelor of Science in Industrial Technology - University of Louisiana Lafayette
Minor in Business University of Louisiana Lafayette Louisiana License number: 670067
Dan (Candy) Yang
Multi-Lines Producer B.S. International Trade & Economices - Eastern Liaoning University, Liaoning China - Licensed in LA
Ms. Yang was previously employed as a marketing executive for laser products at a technology firm in China. Following her stint at that institution, she was employed as an international marketing executive for a technology company based in Beijing. She comes to us bringing a wealth of experience in sales and customer service involving scientific and technologically oriented firms. She is bilingual in English and Chinese languages.
Commercial Lines Broker, Risk Consultant - Licensed in GA, LA, and TX
Mr. DiBartolo served as Assistant Risk Manager, and Claims Manager for the City of New Orleans from 1995 to 2005, where he was responsible for risk identification , loss control and claims negotiation. Currently one of our lead brokers, specializing in professional liability, technology sector.
Surplus Lines Broker -- Licensed AL, FL, GA, LA, MS, SC & TX
Virgil attended the University of New Orleans where he majored in Psychology with minors in both Biology and Mathematics. He serves as Senior Broker for 3rd Milllenium and is our London markets qualifying intermediary. He is responsible for indentifying and negotiating markets and programs for the firms inventory.
Loretta Rabb, MBA
President & CEO - MBA- University of New Orleans - Licensed in LA
Ms. Rabb was one of the founders of our company. She has over 18 years of experience in Retail Brokerage. She is the lead broker for our non-profit and public entity, practice. Specifically, she provides the brokerage services for our Municipalities, Charter Schools, and Religious Organizations. Formerly a Senior Economic Forecaster, Louisiana Operations, for a Fortune 100 company.
Kimberly Edwards, CISR
BA Public Administration (cum laude) Seattle University – Executive Assistant
Kimberly was formerly aTrainer/Consultant for Vertafore Solutions, a premier insurance software development firm (AMS360, Platform, ClientPortal, PLRating etc.). She is responsible for maintaining our agency management systems’ content & workflows. Her duties also include Customer Support , with a focus on timely case resolution, customer relationship building, and improving overall customer experience. Skilled in conflict resolution and de-escalation protocols.
Commercial and Personal Lines Producer – Claims consultant
Ryan has worked as an independent insurance adjuster and claim handler for catastrophe claim operations and daily claims services, and in doing so has handled large loss claims, commercial claims, and property and casualty claims. Served as an independent adjuster for multiple carriers across America. This includes 8 different catastrophe operations for large carriers, in 7 different states, and local carriers using cutting edge inspection services. Ryan has extensive experience and understanding of insurance policies provided to our clients. With this Ryan can accurately identify, the proper coverages, suited for the particular needs of our customers.