Leadership Overview
AssuredPartners has 10 executives leading key functions including operations, information technology, financial strategy, regional management, and legal compliance.
Committed to delivering comprehensive risk management solutions, AssuredPartners empowers clients through a unique partnership model that integrates specialized expertise with global brokerage capabilities to ensure long-term financial stability and operational resilience.
Committed to delivering comprehensive risk management solutions, AssuredPartners empowers clients through a unique partnership model that integrates specialized expertise with global brokerage capabilities to ensure long-term financial stability and operational resilience.
Leadership Roles at AssuredPartners
Daniel Stafford - Chief Executive Officer & President, Stafford Financial
Daniel Stafford, the Chief Executive Officer & President, Stafford Financial at AssuredPartners, leads the strategic direction and financial performance of the specialized financial services division. Overseeing the delivery of complex insurance and risk management solutions, the Chief Executive Officer & President, Stafford Financial ensures that client advisory services meet the highest industry benchmarks. This leadership role involves cultivating relationships with institutional partners to expand the market reach of the firm. By focusing on high-value insurance products, Stafford directly impacts the revenue growth of the division. The Chief Executive Officer & President, Stafford Financial also collaborates with the broader leadership team to integrate specialized expertise into the global brokerage platform. Through the management of financial portfolios, Daniel Stafford supports the long-term continuity planning of the client base. Ultimately, the Chief Executive Officer & President, Stafford Financial maintains the competitive edge of the organization through disciplined financial stewardship.
Kevin Kelsey - Chief Operating Officer
Kevin Kelsey, the Chief Operating Officer at AssuredPartners, directs the internal infrastructure and operational efficiency of the global brokerage network. Overseeing the integration of regional agencies, the Chief Operating Officer ensures that standardized risk management protocols remain consistent across all international offices. This leadership role involves optimizing the partnership model to facilitate seamless service delivery for commercial and institutional clients. By refining internal workflows, Kelsey directly impacts the scalability of the organization. The Chief Operating Officer also collaborates with the executive team to align operational output with the broader growth objectives of the firm. Through rigorous oversight of administrative functions, Kelsey maintains the high standards of service required within the competitive insurance landscape. Ultimately, the Chief Operating Officer secures the operational foundation necessary for sustained market expansion and client satisfaction across the United States and abroad.
Claire Chavez - Agency Chief Operating Officer
Claire Chavez, the Agency Chief Operating Officer at AssuredPartners, manages the day-to-day operational execution within the agency network. Focusing on the tactical implementation of insurance programs, the Agency Chief Operating Officer ensures that local teams deliver consistent risk management services to commercial and individual clients. This leadership role involves streamlining the onboarding process for new agency partners to maintain service quality during periods of rapid acquisition. By optimizing resource allocation at the agency level, Chavez directly impacts the efficiency of client-facing operations. The Agency Chief Operating Officer also works closely with regional leadership to resolve operational bottlenecks and improve service delivery timelines. Through the oversight of agency-level performance metrics, Claire Chavez drives the operational excellence required to support the broader mission of the firm. Ultimately, the Agency Chief Operating Officer ensures that the partnership model functions effectively to meet diverse client needs.
Jaime Tatara - Regional Chief Operating Officer, Platform & President, Nc & Sc
Jaime Tatara, the Regional Chief Operating Officer, Platform & President, Nc & Sc at AssuredPartners, oversees the operational and strategic growth of the firm across the North Carolina and South Carolina markets. Directing regional initiatives, the Regional Chief Operating Officer, Platform & President, Nc & Sc ensures that the brokerage platform delivers tailored insurance solutions to local commercial and institutional clients. This leadership role involves managing the integration of regional teams and fostering a culture of collaborative risk assessment. By expanding the market presence in these key states, Tatara directly impacts the regional revenue targets of the organization. The Regional Chief Operating Officer, Platform & President, Nc & Sc also coordinates with the executive team to align regional activities with the global strategy of the firm. Through the development of local talent and client relationships, Jaime Tatara strengthens the competitive position of the company. Ultimately, the Regional Chief Operating Officer, Platform & President, Nc & Sc secures regional growth.
Amy Sroka - President
Amy Sroka, the President at AssuredPartners, drives the overarching strategic vision and market expansion efforts for the organization. Overseeing the development of comprehensive insurance and risk management programs, the President ensures that the firm maintains its position as a leader in the global brokerage industry. This leadership role involves identifying new market opportunities and guiding the firm through targeted acquisitions to enhance capability offerings. By fostering strong relationships with key stakeholders, Sroka directly impacts the long-term growth trajectory of the company. The President also collaborates with the Board and other C-suite leaders to ensure that the partnership model remains effective and scalable. Through the promotion of industry expertise and regulatory compliance, Amy Sroka supports the delivery of high-quality services to a diverse client base. Ultimately, the President maintains the strategic focus required to navigate the complexities of the global insurance market.
Reginald Jarvis - Area President
Reginald Jarvis, the Area President at AssuredPartners, manages the operational and commercial success of the firm within a designated geographic area. Overseeing the delivery of property and casualty insurance, the Area President ensures that local teams provide effective risk mitigation strategies to commercial clients. This leadership role involves driving business development efforts and expanding the client base through targeted outreach and relationship management. By focusing on regional market dynamics, Jarvis directly impacts the performance of the area. The Area President also coordinates with the broader leadership team to ensure that local operations align with the global standards of the firm. Through the management of regional teams, Reginald Jarvis fosters a culture of excellence and client-centric service. Ultimately, the Area President secures the market share of the organization by delivering tailored insurance solutions that address the specific needs of the local business community.
Gregory Hiser - President
Gregory Hiser, the President at AssuredPartners, leads the strategic execution of employee benefits and group coverage initiatives. Focusing on the development of innovative insurance programs, the President ensures that the firm provides competitive solutions to institutional and commercial clients. This leadership role involves overseeing the design of risk management consulting services that support client continuity planning. By leveraging industry expertise, Hiser directly impacts the ability of the firm to attract and retain a diverse client base. The President also collaborates with other executive leaders to integrate group coverage offerings into the broader brokerage platform. Through the management of specialized teams, Gregory Hiser drives the growth of the employee benefits division. Ultimately, the President maintains the high standards of service and regulatory compliance necessary to support the long-term success of the organization in the complex insurance landscape.
Phillip Masi - Agency President
Phillip Masi, the Agency President at AssuredPartners, leads the operational and sales performance of a key agency within the network. Focusing on the brokerage of personal insurance products, the Agency President ensures that local clients receive tailored risk management solutions. This leadership role involves managing the daily activities of the agency team and driving business growth through effective client engagement. By optimizing the sales funnel for personal insurance, Masi directly impacts the regional revenue of the firm. The Agency President also works with the broader organization to implement standardized service protocols that enhance the client experience. Through the development of local expertise, Phillip Masi strengthens the market presence of the agency. Ultimately, the Agency President maintains the high level of service and client satisfaction required to support the overall mission of the company in the personal insurance sector.
Jason Sickle - Chief Information Officer
Jason Sickle, the Chief Information Officer at AssuredPartners, architects the digital framework and cybersecurity posture for the global insurance brokerage. Managing the technological integration of newly acquired agencies, the Chief Information Officer ensures that data security and regulatory compliance remain at the forefront of all digital initiatives. This leadership role involves deploying advanced analytics platforms to support risk assessment and client advisory services. By modernizing the IT infrastructure, Sickle directly impacts the ability of the firm to provide tailored insurance programs to a diverse client base. The Chief Information Officer also coordinates with regional leaders to implement unified software solutions that enhance operational transparency. Through the strategic application of technology, Jason Sickle drives innovation in how the company processes complex risk data. Ultimately, the Chief Information Officer protects the digital assets of the organization while fostering a culture of technological agility.
Stan Kinnett - Chief Legal Officer & Executive Vice President
Stan Kinnett, the Chief Legal Officer & Executive Vice President at AssuredPartners, directs the legal strategy and regulatory compliance framework for the global organization. Overseeing the legal aspects of targeted acquisitions, the Chief Legal Officer & Executive Vice President ensures that all business activities adhere to international and local insurance regulations. This leadership role involves managing risk exposure and providing legal guidance to the executive team on complex corporate matters. By mitigating legal risks, Kinnett directly impacts the stability and reputation of the firm. The Chief Legal Officer & Executive Vice President also coordinates with regional offices to ensure that the partnership model remains compliant with diverse legal requirements. Through the oversight of corporate governance, Stan Kinnett supports the ethical and legal integrity of the company. Ultimately, the Chief Legal Officer & Executive Vice President secures the legal foundation necessary for the firm to operate effectively across multiple jurisdictions.
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Frequently Asked Questions Regarding AssuredPartners Top Executives and Leadership Team
