Ameritas Executive and Leadership Team

September, 2026

Leadership Overview

Ameritas has 8 executives leading key functions including corporate strategy, regional operations, insurance product management, and information technology.

Focused on delivering long-term financial security to families and businesses, Ameritas maintains a commitment to mutual insurance excellence and comprehensive financial services across the United States.

Leadership Roles at Ameritas

  • Chief Executive Officer, Ameritas Mutual Holding Company - Bob Jurgensmeier
  • President and Chief Operating Officer, Ameritas Mutual Holding Company - Susan Wilkinson
  • President - Jeremy Robson
  • Chief Marketing Officer & Programmer - Brian Poe
  • Senior Vice President - Chief Information Officer, Ameritas - Shreejit Nair
  • Regional Managing Director - Lori Terry
  • Regional Managing Director - Taylor Davis
  • Regional Managing Director - Chad Knies
  • Bob Jurgensmeier - Chief Executive Officer, Ameritas Mutual Holding Company

    Bob Jurgensmeier, the Chief Executive Officer, Ameritas Mutual Holding Company at Ameritas, directs the overarching strategic vision for the organization. Overseeing the entire portfolio of life, dental, and disability insurance products, the Chief Executive Officer, Ameritas Mutual Holding Company ensures the firm remains competitive within the national insurance landscape. This leadership role involves constant collaboration with the Board to maintain the mutual structure while driving sustainable growth. By prioritizing policyholder value, Bob Jurgensmeier shapes the long-term trajectory of the company. Jurgensmeier manages the alignment of financial services with the evolving needs of individuals and businesses across the United States. Through rigorous oversight of corporate governance and risk management, the Chief Executive Officer, Ameritas Mutual Holding Company secures the financial stability required to support millions of customers. This executive leadership maintains the integrity of the brand while fostering innovation in product delivery and service excellence.
    Bob Jurgensmeier

    Susan Wilkinson - President and Chief Operating Officer, Ameritas Mutual Holding Company

    Susan Wilkinson, the President and Chief Operating Officer, Ameritas Mutual Holding Company at Ameritas, executes the daily operational strategy for the entire enterprise. Overseeing the integration of insurance and financial services, the President and Chief Operating Officer, Ameritas Mutual Holding Company ensures that internal processes support the overarching mission of the firm. This leadership role involves managing the efficiency of corporate functions and aligning departmental goals with the long-term vision of the organization. By optimizing operational workflows, Susan Wilkinson drives productivity and reduces overhead costs. Wilkinson collaborates with other C-suite leaders to implement technological advancements that enhance the customer experience. Through the management of organizational performance, the President and Chief Operating Officer, Ameritas Mutual Holding Company maintains the operational resilience of the company. This executive focus on process improvement and strategic execution supports the growth of the business. By ensuring operational excellence, Wilkinson secures the foundation for future success.
    Susan Wilkinson

    Jeremy Robson - President

    Jeremy Robson, the President at Ameritas, manages the execution of corporate strategy and the expansion of the financial services division. Overseeing the development of new insurance products, the President ensures that the company meets the evolving needs of families and businesses across the United States. This leadership role involves coordinating with the executive team to drive revenue growth and maintain the mutual status of the firm. By fostering strategic partnerships, Jeremy Robson enhances the market position of the organization. Robson collaborates with regional leaders to ensure that national initiatives are successfully implemented at the local level. Through the management of corporate performance, the President maintains the financial health and stability of the company. This executive focus on product innovation and market expansion supports the long-term mission of the firm. By driving excellence in service and product delivery, Robson secures the future of the organization.
    Jeremy Robson

    Brian Poe - Chief Marketing Officer & Programmer

    Brian Poe, the Chief Marketing Officer & Programmer at Ameritas, directs the digital transformation of the brand and the development of proprietary software tools. Overseeing the alignment of marketing campaigns with technical infrastructure, the Chief Marketing Officer & Programmer ensures that the company leverages data to reach target demographics effectively. This leadership role involves architecting digital platforms that simplify the insurance purchasing process for individuals and businesses. By integrating advanced programming solutions into marketing workflows, Brian Poe enhances the visibility and accessibility of the product suite. Poe collaborates with the IT department to ensure that all digital assets remain secure and scalable. Through the management of brand strategy and technical development, the Chief Marketing Officer & Programmer drives innovation in customer engagement. This executive focus on the intersection of marketing and technology supports the growth of the company. By optimizing digital touchpoints, Poe ensures a seamless experience for all policyholders.

    Shreejit Nair - Senior Vice President - Chief Information Officer, Ameritas

    Shreejit Nair, the Senior Vice President - Chief Information Officer, Ameritas at Ameritas, architects the technological infrastructure that supports the entire insurance and financial services ecosystem. Overseeing the cybersecurity and data management divisions, the Senior Vice President - Chief Information Officer, Ameritas ensures that the company maintains robust digital defenses while enabling innovation. This leadership role involves managing the transition to cloud-based systems to improve operational agility. By implementing advanced analytics, Shreejit Nair provides the executive team with actionable insights into market trends and customer behavior. Nair collaborates with the Board to align technology investments with the long-term strategic goals of the firm. Through the management of enterprise-wide IT initiatives, the Senior Vice President - Chief Information Officer, Ameritas secures the data integrity of millions of policyholders. This executive focus on digital transformation supports the efficiency and competitiveness of the company. By modernizing the technical stack, Nair drives sustainable growth.

    Lori Terry - Regional Managing Director

    Lori Terry, the Regional Managing Director at Ameritas, drives operational excellence across the Eastern market territories. Overseeing the distribution of life and disability insurance products, the Regional Managing Director ensures that local business units meet aggressive growth targets. This leadership role involves managing relationships with independent financial advisors and brokers to expand the reach of the company. By optimizing regional sales workflows, Lori Terry directly impacts the revenue generation of the firm. Terry coordinates with corporate headquarters to implement national product strategies at the local level. Through the management of regional performance metrics, the Regional Managing Director maintains high standards of service for policyholders. This executive focus on market penetration and advisor support strengthens the presence of the company in key geographic sectors. By fostering strong professional networks, Terry ensures consistent delivery of financial solutions to diverse client bases throughout the assigned operational regions.

    Taylor Davis - Regional Managing Director

    Taylor Davis, the Regional Managing Director at Ameritas, architects the growth strategy for the Western operational territories. Overseeing the expansion of dental and financial service offerings, the Regional Managing Director ensures alignment with the broader corporate mission of providing security to families. This leadership role involves identifying emerging market opportunities and scaling distribution channels to capture new business. By streamlining regional operations, Taylor Davis enhances the efficiency of service delivery for clients. Davis collaborates with cross-functional teams to refine product positioning based on regional demographic trends. Through the management of advisor partnerships, the Regional Managing Director drives consistent performance across the Western United States. This executive focus on operational scalability supports the long-term financial health of the organization. By maintaining rigorous standards for client engagement, Davis ensures that the company remains a trusted provider of insurance and financial services within the competitive Western market landscape.

    Chad Knies - Regional Managing Director

    Chad Knies, the Regional Managing Director at Ameritas, manages the strategic deployment of insurance products across the Central United States. Overseeing the performance of regional sales teams, the Regional Managing Director ensures that the company maintains a strong competitive advantage in the dental and disability insurance sectors. This leadership role involves mentoring field representatives and optimizing the sales funnel to increase market share. By implementing data-driven strategies, Chad Knies improves the overall effectiveness of regional outreach efforts. Knies coordinates with the executive team to ensure that local operations reflect the core values of the organization. Through the management of complex client portfolios, the Regional Managing Director secures long-term loyalty among policyholders. This executive focus on regional growth and operational discipline supports the broader financial objectives of the firm. By fostering a culture of accountability, Knies drives consistent results and enhances the reputation of the company throughout the Central region.

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    Frequently Asked Questions Regarding Ameritas Top Executives and Leadership Team

    Who leads Ameritas?
    Ameritas is led by Bob Jurgensmeier (Chief Executive Officer, Ameritas Mutual Holding Company), along with executives such as Susan Wilkinson (President and Chief Operating Officer, Ameritas Mutual Holding Company) and Jeremy Robson (President).
    Who is part of Ameritas’s executive team?
    The executive team of Ameritas includes leaders such as Bob Jurgensmeier (Chief Executive Officer, Ameritas Mutual Holding Company), Susan Wilkinson (President and Chief Operating Officer, Ameritas Mutual Holding Company), Jeremy Robson (President) and other senior executives.
    How many executives does Ameritas have?
    Ameritas has 8 executives leading key business areas.
    What roles are included in Ameritas’s leadership team?
    The leadership team of Ameritas includes roles such as Chief Executive Officer, Ameritas Mutual Holding Company, President and Chief Operating Officer, Ameritas Mutual Holding Company, President, Chief Marketing Officer & Programmer, Senior Vice President - Chief Information Officer, Ameritas.