Leadership Overview
Heffernan Insurance Brokers has 6 executives leading key functions including sales strategy, operational management, retail growth, small commercial services, corporate leadership, and benefits practice development.
Focused on delivering comprehensive insurance solutions nationwide, Heffernan Insurance Brokers maintains a commitment to employee ownership while driving organic growth and strategic market expansion across diverse industry sectors.
Focused on delivering comprehensive insurance solutions nationwide, Heffernan Insurance Brokers maintains a commitment to employee ownership while driving organic growth and strategic market expansion across diverse industry sectors.
Leadership Roles at Heffernan Insurance Brokers
Chris O'Hagan - Chief Operating Officer & President, Amp & General Manager, Amp
Chris O'Hagan, the Chief Operating Officer & President, Amp & General Manager, Amp at Heffernan Insurance Brokers, manages internal operational infrastructure and the specialized Amp division. O'Hagan oversees the integration of technology-driven insurance solutions to streamline service delivery for diverse business clients. By optimizing operational workflows, the Chief Operating Officer & President, Amp & General Manager, Amp ensures that the firm's 500 staff members maintain high efficiency standards across all regional offices. Chris O'Hagan coordinates with executive leadership to align operational capacity with the company's aggressive growth objectives. This position requires constant oversight of administrative processes and the implementation of scalable systems that support the firm's nationwide presence. Through meticulous management of the Amp division, the Chief Operating Officer & President, Amp & General Manager, Amp drives innovation in product delivery. Ultimately, O'Hagan strengthens the organizational foundation, enabling the company to provide superior financial services and insurance products to a wide range of businesses.
Brian Dantzig - President, Retail
Brian Dantzig, the President, Retail at Heffernan Insurance Brokers, leads the retail insurance division, focusing on comprehensive coverage for sectors such as construction, hospitality, and the food industry. Dantzig architects client-centric strategies that address the unique risk profiles of diverse business entities. By overseeing retail operations, the President, Retail ensures that the firm's nationwide reach translates into localized expertise for every client. Brian Dantzig collaborates with the broader executive team to integrate strategic acquisitions into the existing retail framework, thereby expanding the company's market footprint. This leadership role involves managing complex insurance portfolios and ensuring that retail teams deliver high-value financial services. Through the implementation of robust service standards, the President, Retail drives client retention and satisfaction. Ultimately, Dantzig supports the firm's reputation for excellence by maintaining a deep understanding of industry-specific insurance needs and delivering tailored solutions that protect business assets across the entire country.
Yvette Prichard - President, Heffdirect Small Commercial, Small Benefits
Yvette Prichard, the President, Heffdirect Small Commercial, Small Benefits at Heffernan Insurance Brokers, manages the specialized division dedicated to small business insurance and employee benefits. Prichard architects streamlined service models that cater to the specific needs of smaller enterprises, ensuring accessibility to high-quality financial products. By overseeing the Heffdirect platform, the President, Heffdirect Small Commercial, Small Benefits drives efficiency in policy administration and benefit management. Yvette Prichard coordinates with internal teams to scale these offerings across the firm's nationwide network, supporting the company's organic growth strategy. This role involves constant refinement of digital tools and service protocols to enhance the client experience for small commercial accounts. Through strategic oversight of this division, the President, Heffdirect Small Commercial, Small Benefits ensures that the firm remains competitive in the small business market. Ultimately, Prichard strengthens the company's market position by providing essential insurance and benefit solutions to a broad range of smaller organizations.
Gigi Heffernan - President
Gigi Heffernan, the President at Heffernan Insurance Brokers, provides overarching strategic direction and maintains the firm's commitment to employee ownership. Heffernan architects the long-term vision for the company, ensuring that organic growth and strategic acquisitions align with the core mission of providing comprehensive insurance and financial services. By overseeing the executive team, the President fosters a culture of excellence and accountability across all 500 staff members. Gigi Heffernan collaborates with the Board to navigate the complexities of the insurance industry, from nonprofit sectors to large-scale transportation and real estate portfolios. This leadership role involves representing the firm's values in the broader market and ensuring that the company's reputation for integrity remains intact. Through consistent focus on operational success and client satisfaction, the President drives the firm's nationwide expansion. Ultimately, Heffernan secures the company's future by balancing traditional insurance expertise with modern, innovative business practices.
Elizabeth Bishop - Chief Sales Officer (CSO)
Elizabeth Bishop, the Chief Sales Officer (CSO) at Heffernan Insurance Brokers, directs nationwide revenue generation strategies across all business insurance and employee benefits divisions. Bishop architects high-impact sales frameworks that support the firm's $200 million revenue target while fostering organic growth within niche sectors like healthcare and technology. By aligning sales initiatives with the broader corporate mission, the Chief Sales Officer (CSO) ensures consistent market penetration across coast-to-coast operations. Elizabeth Bishop collaborates with regional leadership to optimize client acquisition processes and enhance service delivery models. This role involves constant evaluation of competitive landscapes to maintain the firm's reputation for excellence. Through rigorous performance monitoring and strategic resource allocation, the Chief Sales Officer (CSO) drives sustainable expansion. Ultimately, Bishop secures long-term financial stability by cultivating strong relationships with key stakeholders and ensuring the sales force remains agile in a complex insurance environment.
Jani De La Rosa - Chief Sales Officer & Benefits Practice, Walnut Creek, Ca Leader
Jani De La Rosa, the Chief Sales Officer & Benefits Practice, Walnut Creek, Ca Leader at Heffernan Insurance Brokers, directs the benefits practice while overseeing operations at the headquarters. De La Rosa architects growth strategies for employee benefits, ensuring that the firm provides competitive financial services to a wide range of clients. By leading the Walnut Creek office, the Chief Sales Officer & Benefits Practice, Walnut Creek, Ca Leader manages regional initiatives that contribute to the company's nationwide success. Jani De La Rosa collaborates with other C-suite leaders to integrate benefits solutions into the broader insurance portfolio, enhancing the value proposition for business clients. This role involves mentoring staff and driving sales performance within the benefits division. Through the implementation of targeted outreach and service excellence, the Chief Sales Officer & Benefits Practice, Walnut Creek, Ca Leader supports the firm's revenue goals. Ultimately, De La Rosa strengthens the company's market impact by delivering specialized benefits expertise.
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