Headquarters:
Omaha, NE
Year founded:
1994
Number of employees:
1,000
Phone:
877 234 4420
Email:
info@auw.com
Website:
auw.com
LinkedIn:
linkedin.com/company/applied-underwriters
"We are constantly living by our core values: integrity, impact and teamwork"
Julie Giraldi,
CAAT Pension Plan
Read on
IB Top Brokerages
Award Winner
SHIELDED INSURANCE BROKERS
Award Winner
applied underwriters
Steve Menzies
Founder and Chairman
Jamie Sahara
President
Matt Zender
Senior Vice President
Leadership
A lifelong entrepreneur, Steve Menzies has achievements that include the creation of Applied Underwriters, a global risk services firm helping business and people manage uncertainty through its business services, insurance and reinsurance solutions. As a leader dedicated to positive social outcomes and serious corporate responsibility, Steve has been recognized repeatedly for his care towards customers and employees, and for enriching communities around the globe. He is the founder of The Steve Menzies Global Foundation (www.boldthinkers.org), a non-profit dedicated to using creative, constructive methods to solve large-scale societal and economic issues. Steve also chairs the St. Francis Day Foundation (www.stfrancisday.org), a non-profit organization set to address humanity’s most difficult problems and improve human ecology worldwide.
Founder and Chairman
Steve Menzies
Along with serving as president of Applied Underwriters, Jamie Sahara is the co-founder and managing member of VALE Insurance Partners and the CEO of Rivington Partners, where he oversees strategic initiatives, internal operations and administrative matters. Jamie serves as chairman of MP Reinsurance and United Insurance Company and also serves on the board of National Risk Retention Association, an industry trade group. He has held senior-level roles at General Re, Swiss Re and DGU Insurance Associates. He earned his Bachelor of Science degree from Northwestern University, where
he received an athletic scholarship and served as captain of the
tennis team.
President
Jamie Sahara
Matt Zender is SVP and workers’ compensation product manager for AmTrust Financial Services, one of the top workers’ compensation carriers in the US. At AmTrust, he manages the WC product line and strategy. He has been in the industry for over 25 years and is active in a number of committee and board positions of thought leaders and bureaus throughout the country, including CWCI, NCCI and NYCIRB.
Senior Vice President
Workers’ Compensation Strategy
Matt Zender
SPECIAL REPORT
Home
Bio
“We are constantly living by our core values: integrity, impact and teamwork”
Julie Giraldi,
CAAT Pension Plan
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
Read on
Award Winner
APPLIED
UNDERWRITERS
Brian Barbeau
Vice President,
Field Operations
Jamie Sahara
President
Steve Menzies
Founder and Chairman
Leadership
Headquarters:
Omaha, NE
Year founded:
1994
Number of employees:
1,000
Phone:
877 234 4420
Email:
info@auw.com
Website:
auw.com
LinkedIn:
linkedin.com/company/applied-underwriters
A lifelong entrepreneur, Steve Menzies has achievements that include the creation of Applied Underwriters, a global risk services firm helping business and people manage uncertainty through its business services, insurance and reinsurance solutions. As a leader dedicated to positive social outcomes and serious corporate responsibility, Steve has been recognized repeatedly for his care towards customers and employees, and for enriching communities around the globe. He is the founder of The Steve Menzies Global Foundation (www.boldthinkers.org), a non-profit dedicated to
using creative, constructive methods to solve large-scale societal and economic issues. Steve also chairs the St. Francis Day Foundation (www.stfrancisday.org), a non-profit organization set to address humanity’s most difficult problems and improve human
ecology worldwide.
Founder and Chairman
Steve Menzies
Along with serving as president of Applied Underwriters, Jamie Sahara is the co-founder and managing member of VALE Insurance Partners and the CEO of Rivington Partners, where he oversees strategic initiatives, internal operations and administrative matters. Jamie serves as chairman of MP Reinsurance and United Insurance Company and also serves on the board of National Risk Retention Association, an industry trade group. He has held senior-level roles at General Re, Swiss Re and DGU Insurance Associates. He earned his Bachelor of Science degree from Northwestern University, where he received an athletic scholarship and served as captain of the tennis team.
President
Jamie Sahara
Brian Barbeau was a project manager for over 10 years before becoming president of Benchmark Builders, Fillmore Construction’s sister labour provider company. His diverse background in the construction industry and experience as a Red Seal Journeyman welder gives him a strong construction knowledge base to help solve problems and guide team members. Brian’s professional approach, problem solving skills and attention to detail enable him to drive a highly successful field team while being actively involved in the development of dozens of people’s careers
and futures.
Vice President, Field Operations
Brian Barbeau
SPECIAL REPORT
Home
Bio
For the second year running, Shielded Insurance Brokers has claimed the number-one spot among IB’s Top Brokerages. In 2020, it was record-setting growth that drove the company’s impressive success. This year, says managing director Stuart Brady, the key ingredient behind the win is the Shielded culture. Brady is proud of the shared vision for constant improvement across all aspects of the business. “We are thrilled to take out the win again, and it’s hats off to the team for their hard work over the past year,” he says.
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
“We are constantly living by our core values: integrity, impact and teamwork”
Julie Giraldi,
CAAT Pension Plan
Read on
Award Winner
APPLIED
UNDERWRITERS
Cindy Martel
Vice President,
Finance
Jamie Sahara
President
Steve Menzies
Founder and Chairman
Leadership
Headquarters:
Omaha, NE
Year founded:
1994
Number of employees:
1,000
Phone:
877 234 4420
Email:
info@auw.com
Website:
auw.com
LinkedIn:
linkedin.com/company/applied-underwriters
SPECIAL REPORT
Home
Bio
A lifelong entrepreneur, Steve Menzies has achievements that include the creation of Applied Underwriters, a global risk services firm helping business and people manage uncertainty through its business services, insurance and reinsurance solutions. As a leader dedicated to positive social outcomes and serious corporate responsibility, Steve has been recognized repeatedly for his care towards customers and employees, and for enriching communities around the globe. He is the founder of The Steve Menzies Global Foundation (www.boldthinkers.org), a non-profit dedicated to using creative, constructive methods to solve large-scale societal and economic issues. Steve also chairs the St. Francis Day Foundation (www.stfrancisday.org), a non-profit organization set to address humanity’s most difficult problems and improve human ecology worldwide.
Founder and Chairman
Steve Menzies
Along with serving as president of Applied Underwriters, Jamie Sahara is the co-founder and managing member of VALE Insurance Partners and the CEO of Rivington Partners, where he oversees strategic initiatives, internal operations and administrative matters. Jamie serves as chairman of MP Reinsurance and United Insurance Company and also serves on the board of National Risk Retention Association, an industry trade group. He has held senior-level roles at General Re, Swiss Re and DGU Insurance Associates. He earned his Bachelor of Science degree from Northwestern University, where he received an athletic scholarship and served as captain of the tennis team.
President
Jamie Sahara
Brian Barbeau was a project manager for over 10 years before becoming president of Benchmark Builders, Fillmore Construction’s sister labour provider company. His diverse background in the construction industry and experience as a Red Seal Journeyman welder gives him a strong construction knowledge base to help solve problems and guide team members. Brian’s professional approach, problem solving skills and attention to detail enable him to drive a highly successful field team while being actively involved in the development of dozens of people’s careers and futures.
Vice President, Field Operations
Brian Barbeau
For the second year running, Shielded Insurance Brokers has claimed the number-one spot among IB’s Top Brokerages. In 2020, it was record-setting growth that drove the company’s impressive success. This year, says managing director Stuart Brady, the key ingredient behind the win is the Shielded culture. Brady is proud of the shared vision for constant improvement across all aspects of the business. “We are thrilled to take out the win again, and it’s hats off to the team for their hard work over the past year,” he says.
Brian Barbeau
Vice President, Field Operations
Brian Barbeau was a project manager for over 10 years before becoming president of Benchmark Builders, Fillmore Construction’s sister labour provider company. His diverse background in the construction industry and experience as a Red Seal Journeyman welder gives him a strong construction knowledge base to help solve problems and guide team members. Brian’s professional approach, problem solving skills and attention to detail enable him to drive a highly successful field team while being actively involved in the development of dozens of people’s careers and futures.
Vice President, Field Operations
Brian Barbeau
Matt Zender
Senior Vice President
Matt Zender is SVP and workers’ compensation product manager for AmTrust Financial Services, one of the top workers’ compensation carriers in the US. At AmTrust, he manages the WC product line and strategy. He has been in the industry for over 25 years and is active in a number of committee and board positions of thought leaders and bureaus throughout the country, including CWCI, NCCI and NYCIRB.
Senior Vice President
Workers’ Compensation Strategy
Matt Zender
Matt Zender
Senior Vice President
Matt Zender is SVP and workers’ compensation product manager for AmTrust Financial Services, one of the top workers’ compensation carriers in the US. At AmTrust, he manages the WC product line and strategy. He has been in the industry for over 25 years and is active in a number of committee and board positions of thought leaders and bureaus throughout the country, including CWCI, NCCI and NYCIRB.
Senior Vice President
Workers’ Compensation Strategy
Matt Zender
Cindy Martel
Vice President, Finance
Cindy Martel earned her CMA (CPA) designation in 1995, and gained extensive experience while working in the private sector, fulfilling various leadership roles in the areas of finance and human resources. She joined the Fillmore Construction team in 2014 as controller and progressed into her current role as VP of finance in 2021.
Vice President, Finance
Cindy Martel
Cindy Martel
Vice President,
Finance
Cindy Martel earned her CMA (CPA) designation in 1995, and gained extensive experience while working in the private sector, fulfilling various leadership roles in the areas of finance and human resources. She joined the Fillmore Construction team in 2014 as controller and progressed into her current role as VP of finance in 2021.
Vice President, Finance
Cindy Martel
Brian Barbeau
Vice President,
Field Operations
Cindy Martel earned her CMA (CPA) designation in 1995, and gained extensive experience while working in the private sector, fulfilling various leadership roles in the areas of finance and human resources. She joined the Fillmore Construction team in 2014 as controller and progressed into her current role as VP of finance in 2021.
Vice President, Finance
Cindy Martel
Applied Underwriters is a global risk services company that helps businesses and people manage uncertainty through its business services, insurance
and reinsurance solutions. As a company, Applied Underwriters has been distinguished by its financial strength and innovative approaches to client care. The company operates widely throughout the US, UK, EU and
Middle East.
Applied Underwriters has provided AM Best ‘A’ rated workers’ compensation insurance for nearly three decades. The company took a difficult, heavily regulated line of insurance and focused on making it better by first learning its intricacies and the real human risk it addresses. Then, Applied Underwriters used that insight to help customers better manage their risk. This pattern of deep study, considering the human side of risk, seeing opportunities where others see obstacles and educating customers has earned Applied Underwriters one of the highest customer retention rates in the industry.
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
Brent Fillmore
Founder
Cody Woolf
Director, Health, Safety and Environment
Karen Bannister, CM
Vice President, Marketing
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Fillmore Construction was founded by Brent Fillmore in 1991. He was looking to start his own small construction business and the opportunity presented itself with many repeat client relationships. Through lessons learned from 13 years of managing projects, developing business and holding various VP roles with his previous employer, Brent formulated his own approach to running his company. He knew that the key to success was based on relationships and bringing repeated value to them. He was dedicated to the idea that one does not need hundreds of clients and instead must focus on ensuring that a smaller pool of clients was given the best service possible. With over 40 years of construction management experience Brent has remarkable expertise in nearly every facet of the construction industry.
Founder
Brent Fillmore
Cody Woolf joined the Fillmore team in 2011 and holds the title director of health, safety and environment. He is a Canadian Registered Safety Professional (CRSP). He also has extensive safety experience and background in criminal justice, which provides a depth of experience for the implementation of Fillmore Construction’s health and safety program. Cody is responsible for creating a positive and safe work environment and strives to promote safety as not only a policy but a lifestyle. He has initiated and implements a range of health, safety and environmental features that have been of critical importance to the overall safety objectives, operations, and profitability of Fillmore Construction. The results of his impact are evident in the positive statistical results and policies that have been developed since he joined the company and the emphasis on safety program development.
Director, Health, Safety and Environment
Cody Woolf
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and Call Centre Operations
Sarah M Stewart
Brent Fillmore
Cody Woolf
Sarah M Stewart
Associate Vice President, Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Cody Woolf
Director, Health, Safety and Environment
Fillmore Construction was founded by Brent Fillmore in 1991. He was looking to start his own small construction business and the opportunity presented itself with many repeat client relationships. Through lessons learned from 13 years of managing projects, developing business and holding various VP roles with his previous employer, Brent formulated his own approach to running his company. He knew that the key to success was based on relationships and bringing repeated value to them. He was dedicated to the idea that one does not need hundreds of clients and instead must focus on ensuring that a smaller pool of clients was given the best service possible. With over 40 years of construction management experience Brent has remarkable expertise in nearly every facet of the construction industry.
Founder
Brent Fillmore
Cody Woolf joined the Fillmore team in 2011 and holds the title director of health, safety and environment. He is a Canadian Registered Safety Professional (CRSP). He also has extensive safety experience and background in criminal justice, which provides a depth of experience for the implementation of Fillmore Construction’s health and safety program. Cody is responsible for creating a positive and safe work environment and strives to promote safety as not only a policy but a lifestyle. He has initiated and implements a range of health, safety and environmental features that have been of critical importance to the overall safety objectives, operations, and profitability of Fillmore Construction. The results of his impact are evident in the positive statistical results and policies that have been developed since he joined the company and the emphasis on safety program development.
Director, Health, Safety and Environment
Cody Woolf
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich
School of Business, and most recently completed the Communications and Leadership Program at
The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and
Call Centre Operations
Sarah M Stewart
Brent Fillmore
Founder
Karen Bannister, CM
Vice President, Marketing
Cody Woolf
Director, Health,
Safety and Environment
Sarah M Stewart
Associate
Vice President, Leasing and Call Centre Operations
Fillmore Construction was founded by Brent Fillmore in 1991. He was looking to start his own small construction business and the opportunity presented itself with many repeat client relationships. Through lessons learned from 13 years of managing projects, developing business and holding various VP roles with his previous employer, Brent formulated his own approach to running his company. He knew that the key to success was based on relationships and bringing repeated value to them. He was dedicated to the idea that one does not need hundreds of clients and instead must focus on ensuring that a smaller pool of clients was given the best service possible. With over 40 years of construction management experience Brent has remarkable expertise in nearly every facet of the construction industry.
Founder
Brent Fillmore
Cody Woolf joined the Fillmore team in 2011 and holds the title director of health, safety and environment. He is a Canadian Registered Safety Professional (CRSP). He also has extensive safety experience and background in criminal justice, which provides a depth of experience for the implementation of Fillmore Construction’s health and safety program. Cody is responsible for creating a positive and safe work environment and strives to promote safety as not only a policy but a lifestyle. He has initiated and implements a range of health, safety and environmental features that have been of critical importance to the overall safety objectives, operations, and profitability of Fillmore Construction. The results of his impact are evident in the positive statistical results and policies that have been developed since he joined the company and the emphasis on safety program development.
Director, Health, Safety and Environment
Cody Woolf
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the
Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years
of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation
of the company’s internal customer
service department.
Associate Vice President,
Leasing and Call Centre Operations
Sarah M Stewart