IN-the-Know
Fuller Consulting Principal Bryan Fuller is a reinsurance and insurance regulatory consultant with more than 30 years of specialized experience for U.S. insurance regulators and international financial institutions. He holds a BS in International Economics from Georgetown University and professional designations as a Chartered Property Casualty Underwriter (CPCU), Associate in Reinsurance (ARe), Accredited Insurance Examiner (AIE), and Market Conduct Management (MCM). He is active in the CPCU Society (former Kansas City Chapter President) and currently serves on the Reinsurance and Excess...
info_outlineIN-the-Know
Glenn Leung is the Vice President of the Surplus Line Association of California (SLA), which serves as the statutory surplus line advisory organization of the California Department of Insurance. Glenn leads a team focused on analyzing the financial solvency of nonadmitted insurers in California, and his team reviews 150 U.S. and Alien insurers that write more than $20 billion of premium each year. He received his bachelor’s degree in Economics & American Studies from the University of California, Santa Cruz, and is the President of the Golden Gate CPCU Chapter, past chair of the RE&S...
info_outlineIN-the-Know
The Data Behind Insurance’s Retirement Wave with Matt Rigsby Description: Matthew Rigsby is a Principal Researcher for Enterprise Research at The Institutes, where he supports education and professional development through market research and business intelligence projects. His recent work includes a white paper called “Talent Transformation: Key Metrics for the Insurance Workforce,” which explores the impact of the demographic shifts facing the industry. In this episode of In the Know, Chris Hampshire and Matt discuss the findings from this paper about the aging workforce and the...
info_outlineIN-the-Know
Lindsey Archila is the Director of Premium Audit at MEMIC. Her 20-year career in the premium audit world began as a field auditor, and she now leads a team of field auditors and audit analysts. She is an authentic, people-centered director with deep experience in Premium Audit, P&C Insurance, Talent, DEI, Operations, and Project & People Management. In this episode of In the Know, Chris Hampshire and Lindsey discuss the impact of premium audit on other departments and how it fits into the overall insurance ecosystem, the evolution of premium auditing, and the future of the insurance...
info_outlineIN-the-Know
Former Kansas City Chiefs lineman Joe Valerio is the Chief Operating Officer for The Baldwin Group’s Insurance Advisory Solutions (IAS) segment. Most recently, Mr. Valerio served as Division Leader, Western Division, for World Insurance Associates, LLC, where he drove revenue growth and margin expansion through disciplined sales execution and operational excellence across 27 offices across 13 states. Before World Insurance, he served as Chief Operating Officer for the CRB North America Industry Verticals Division at Willis Towers Watson, where he guided a team of nearly 3,000 colleagues...
info_outlineIN-the-Know
Diane Hanlon serves as Head of Sales and Market Development at The Institutes. With more than 23 years of experience in Fortune 500 B2B sales, account management, and contract management, Diane brings deep expertise in business development and client relationship management. Before joining The Institutes, she held senior sales leadership roles at On Call International, a Tokio Marine HCC company, and Enterprise Holdings. In this episode of In the Know, Chris Hampshire and Diane discuss sales leadership and insurance industry careers, the latest initiatives at The Institutes, and the value...
info_outlineIN-the-Know
Betsy Brewer is a founding member of the USC Marshall School, Peter Arkley Risk Management Institute. She serves on the Nominating Committee and is past global president of the CPCU Society and of Independent Agents & Brokers of California-Los Angeles. For her service to the risk management and insurance industry, she received the California Ramsden-Sullivan Award. In this episode of In the Know, Chris Hampshire and Betsy discuss her experience as one of the first female leaders in the global CPCU Society, as well as a female leader in the risk management industry and the brokerage...
info_outlineIN-the-Know
Paul Dumitru is an Insurance Specialist at the Financial Supervisory Authority of Romania, President of the CPCU Romanian Chapter, and 2025 CPCU Society International Ambassador, where he will represent the CPCU Society and continue fostering international connections and awareness of the CPCU designation and the CPCU Society. A CPCU Society member since 2013, Paul earned his CPCU designation in 2017. He is a member of the Europe Chapter, serves as the acting President of the newly forming Romania Chapter, and is a committee member on the Global Virtual Community Steering Committee....
info_outlineIN-the-Know
Brian Schmidt is a senior insurance executive with more than two decades of experience across primary insurance, reinsurance, data and analytics, and consulting. At Xceedance, Brian leads the Strategic Accounts division as Senior Vice President and Business Leader, overseeing global teams that deliver operational excellence across the insurance policy lifecycle. Brian holds several industry designations, including CPCU, CIC, and ASLI, and earned both his BBA in Marketing and MBA from the University of Cincinnati’s Lindner College of Business. Brian has served as Chair of the Underwriting...
info_outlineIN-the-Know
Janice Romero is Home Office Manager at ICW Group Insurance Companies and the CPCU Society's inaugural Go-Getter of the Year Award winner. This new award recognizes a CPCU Society member whose professional growth and active engagement best exemplify the spirit of the organization. With over three decades in workers' compensation underwriting, Janice has witnessed the insurance industry's transformation from a traditionally male-dominated field to today's more inclusive and diverse landscape. She is passionate about mentoring the next generation and encouraging young people to consider...
info_outlineKatie Reynolds is the Executive Director of AIRROC, the Association of Insurance and Reinsurance Run-Off Companies, the only U.S. nonprofit dedicated to promoting the interests of the legacy insurance and reinsurance community. She brings nearly a decade of experience in the legacy sector from claims leadership roles at RiverStone and The Hartford. An active AIRROC member since 2020, Katie has served on committees, the NextGen Council, and the Board of Directors. She holds a B.A. from the University of Rochester and a J.D. from the University of New Hampshire School of Law. On this episode of In The Know, Chris Hampshire and Katie discuss her transition from the carrier side to her current work as an executive director focused on the legacy sector.
Key Takeaways
● Katie’s unintentional career journey toward her current position.
● Defining legacy and run-off business.
● Desirable features of the legacy space.
● The current state of the legacy sector.
● Addressing technology challenges in the legacy sector.
● Key aspects to valuating deals.
● AI, claims, and other trends in the legacy space.
● All about the offerings at AIRROC.
● Katie’s insights into her new position and all that it entails.
● Katie’s next-generation pitch for the insurance talent shortage.
● A look at the five-year future of legacy.
● Katie’s encouraging advice to her early career self.
In the Know podcast theme music written and performed by James Jones, CPCU, and Kole Shuda of the band If-Then.
To learn more about the CPCU Society, its membership, and educational offerings, tools, and programs, please visit CPCUSociety.org.
Follow the CPCU Society on social media:
X (Twitter): @CPCUSociety
Facebook: @CPCUSociety
LinkedIn: @The Institutes CPCU Society
Instagram: @the_cpcu_society
Quotes
● “In legacy, celebrate every time something actually works the way you want it to!”
● “There is tremendous opportunity in legacy.”
● “Legacy holds a lot of interest and a steady amount of deals.”
● “I never thought of myself as an insurance nerd, but now I’m literally planning parties to celebrate insurance.”