These are our chapter leaders for 2018. Contact them for additional information on various committees or activites. If you are interested in being a Director or Officer, contact Allen Bosch or Dana Bolz at MNPCUSociety@gmail.com.
Ex-Officio Board Members are also listed for reference.
Allen R. Bosch
Allen started in insurance as an underwriter trainee at St Paul Companies. Before joining CNA in April, 2014, he worked 10 years as a Senior Underwriter at MMIC group, specializing in medical malpractice. He recently left OneBeacon Insurance Group as Assistant Vice President in the complex risk division to join J&R Agency. He holds a Management Degree from St Cloud State University.
J&R Agency | 4900 Highway 169N, Ste 225 | New Hope, MN 55248
2018 Vice President
Dana is currently a Commercial Insurance Underwriting Manager. She has been at EMC Companies since July 2010. As a new CPCU designee, she is excited to bring her talents to the executive board role of Vice President for 2018. She will also be chairing the New Designee committee in 2018.
EMC Companies | 11095 Viking Dr. #230 | Eden Prairie, MN 55344
Craig joined Gallagher Bassett Services, Inc. in May 2016 as a Sr. Account Manager - Arch Unit. Prior to that he was with AIG for 26 years, most recently as a Client Service Manager for the claim area. Craig is an experienced premium auditor developing that skill after graduating from St Cloud State University with a degree in accounting.
Craig holds his CPCU designation and is a Certified Insurance Premium Auditor (CIPA) as well as a member of the Twin Cities Insurance Club. Craig enjoys fishing and DIY construction projects.
Gallagher Bassett Services, Inc. | 2 Pierce Place | Itasca, IL 60143
CPCU, AIM, API, AIC
Matt is current Country Financial Medical Claim Supervisor with 9 plus years of supervisory experience. He has supervisory experience in auto liability, property, and medical claims. Matt completed Leadership Development Program Level II for future executive level roles at Country Financial in October 2014.
He co-chairs the All Industry Day committee.
COUNTRY Financial | Two Pine Tree Drive | Arden Hills, MN 55112
Director - GOOD WORKS COMMITTEE
Rick started his insurance carrier in 1977 with Economy Fire and Casualty in Freeport, IL. Originally from Wisconsin, he graduated from the University of Wisconsin-Platteville. His insurance career includes time with The St Paul Companies. For the last 14 years Rick has been at Austin Mutual. Over the years, Rick has been involved in the Boy Scouts of America, International Visitors Group and the American Red Cross.
Rick has been on the MN CPCU board since 2012 and leads the Good Works Committee engaging members in volunteer service activities in the community.
Austin Mutual Insurance Company | 15490 101st Ave. N | Maple Grove, MN 55369
Director - MEMBERSHIP COMMITTEE
Dave is Vice President of Agency Sales at Western National Insurance. He joined them in February 1991, after 7 years with State Form as a Commercial Lines Production Underwriter. Dave graduated from Winona State and is currently is also volunteering as Treasurer with the Bloomington Fire Relief Fund overseeing the defined benefit pension plan.
Dave and wife Lori just celebrated 30 years of marriage. They have 3 children. Dave attained his CPCU designation in 1995. In 2016 he will lead the New Designee Committee.
Western National Insurance Group | 5350 West 78th Street | Edina, MN 55439
DIRECTOR - MEMBERSHIP COMMITTEE
Jason is currently with Chubb Insurance in risk management for over 14 years with specialty in product and environmental liability. I take time with each client to help them understand how we view their various risk exposures and controls, whether they meet with industry best practices or how they can be best improved. Jason obtained his CPCU designation to understand and support his underwriting peers. As a new CPCu designee, Jason is looking forward to connecting with other members and insurance peers.
Chubb Group | 100 South 5th Street, Suite 1800 | Minneapolis, MN 55402
Director - SOCIAL MEDIA / COMMUNICATIONS
Evan focused on marketing and community connections in college. He is currently a Middle Market Underwriter at Liberty Mutual. He previously worked at CNA and Northwestern Mutual. As a new CPCU designee, Even is going to support the social media and communications of the chapter as part of the board role.
Liberty Mutual Insurance Company | 701 Xenia Avenue South, Ste 425 | Minneapolis, MN 55416
CPCU, AIC, IAA
In over 13 years with the claims industry I have been fortunate enough to gain a massive amount of experience and knowledge in a short period of time. Currently Mid-West Region Manager at Broadspire - Crawford & Company. In addition to CPCU designation, Jason has both the Associate in Claims and Property Technical Certifications.
Broadspire – Crawford & Company | 3433 Broadway St NE, Ste 330 | Minneapolis, MN 55413
Director - ALL INDUSTRY DAY COMMITTEE
CPCU, ARM, ARC, AIAF, ARe
David received his BS in Insurance and Risk Management from the University of Minnesota. Since then he has held various roles in claims, underwriting and reinsurance. He joined Western National Insurance in 2015 as a Personal Lines Rating Specialist. David obtained his CPCU in 2006. He has assisted the All Industry Day committee since 2012 and will co-chair in 2018.
Western National Insurance | 4700 West 77th Street | Edina, MN 55435
Immediate Past President
Cindy L. Jordan
CPCU, RPLU, ASLI, AIS, AU, CIC
Cindy has been in the Insurance Industry for over 20 years. She started out underwriting Lawyers, Accountants, Realtors and Tax Preparers Professional Liability. Cindy has been with RPS Minneapolis for over 13 years and specializes in all lines of Professional Liability, including E&O, D&O and EPL.
She is active with the Chapter's Champions program. Cindy served as Chapter Secretary for 2015.
Risk Placement Services, Inc. - Minneapolis | 7300 Metro Blvd, Suite 355 | Minneapolis, MN 55439
Ex-Officio Board Member - EDUCATION COMMITTEE
CPCU, AIC, AINS
Gary is the Subrogation Claim Manager for Western National Insurance Group. He has 30 years or experience in the insurance industry. Prior to Western National, Gary managed a dedicated claims unit for a national restaurant chain, was the Risk Control Manager for a retail store chain, and was employed in the claims department of insurance carriers.
Gary is a past president of the Minnesota Chapter and has served on several of the Chapter’s committees. He obtained the CPCU designation in 1997.
Western National Insurance | 5350 West 78th Street | Edina, MN 55439-3101
Ex-Officio Board Member - PROGRAM COMMITTEE
John G. De Santo
Since beginning his Property & Casualty career in 1968, John has held a number of sales, underwriting and management positions at agencies and insurance companies. John “retired” from AIG in 2010, after 25 years as Minneapolis Branch Manager.
He remains active in the industry teaching two CE classes at Kaplan School for Professional Education and as a guest lecturer at Carlson School of Management. He coordinates the MN Chapter Speakers' Bureau and speakers for Chapter meetings. He is active in the Champions Program.
881 Kimberly Lane| Chanhassen, MN 55317
Ex-Officio Board Member
Gwen R. Jacobson
CPCU, AIS, ACS, AINS
Gwen earned her B.A. Degree from Concordia University in St. Paul, Minnesota. She has been with Federated Mutual Insurance Company for over 37 years in different capacities and is currently a manager in Property & Casualty commercial lines sales support.
She is active with the Chapter's Champions program. Gwen also served on the New Designee Committee.
Federated Mutual Insurance Company | 121 East Park Square | Owatonna, MN 55060
Ex-Officio Board Member - MEMBERSHIP COMMITTEE
CPCU, AINS, API
Jeff received his BA in Business & Economics from Eureka College, Eureka, IL in 1982. In 1984 he joined COUNTRY Financial, Bloomington, IL, as a property casualty underwriter. During Jeff’s 30 years with COUNTRY Financial he has held various property casualty underwriting positions across three regions.
Jeff is Regional Manager, Commercial Underwriting.
COUNTRY Financial | Two Pine Tree Drive | Arden Hills, MN 55112
Ex-Officio Board Member - INTEREST GROUPS
Peter Foley II
Peter earned his B.A. Degree from the University of Wisconsin-Madison. He began his insurance career as a Claims Analyst in 1997. He was the Insurance Examinations Coordinator at the MN Department of Commerce's Insurance Division. Currently he works as a premium auditor at the WCRA. He has been active in the MN Chapter since earning his CPCU designation in 2009.
Workers’ Compensation Reinsurance Association | 400 Robert St N, Suite 1700 | St Paul, MN 55101
Ex-Officio Board Member - WEBSITE & COMMUNICATIONS
CPCU, AINS, ARM
Judie lives in River Falls, Wisconsin. With over 30 years of insurance industry experience, she's been a claim adjuster, licensed agent and broker, underwriter, product developer and regional vice president. Currently she works as an Underwriting Compliance Officer for Travelers in the St Paul, MN office.
Judie received here CPCU designation in 1991 and rejoined the Chapter in 2015 after a 10 year hiatus as an inactive member. She is responsible for Website administration and co-chairs the Chapter Communications Committee.
Travelers | 385 Washington St | St Paul, MN 55102