Headquarters:

Gainesville, FL

Year founded:

1987

Number of employees:

835

Phone:

888 918 3960

Email:

info@tangramins.com

Website:

libertycompany.com

LinkedIn:

linkedin.com/company/the-liberty-company-insurance-brokers

“We maintain several cross-company employee networks allowing staff to connect and learn from each other, fostering our inclusive culture and celebrating the diversity within our business”

Marcella McLean, Arch Insurance International

THE LIBERTY COMPANY INSURANCE BROKERS

Bill Johnson

CEO, Chairman & Founder

Jerry Pickett

President

Adam Baillie

Chief Strategy Officer

Leadership

After graduating magna cum laude with a degree in computer science from California State University, Northridge, Bill Johnson founded The Liberty Company in 1987 with a desk and a phone as the only assets of the company. Liberty quickly became successful with Johnson as its CEO. From 2000 to 2018, Jerry Pickett, Johnson’s best friend, led Liberty while the latter pursued a successful film career, producing over 30 feature films and raising over $800 million in capital. In 2018, Johnson returned to Liberty as CEO to launch the company into a new chapter of growth.

CEO, Chairman & Founder

Bill Johnson

In 2003, Jerry Pickett joined The Liberty Company to manage the operations and oversee a growth strategy that propelled Liberty from a single office to a full-service brokerage with numerous niche specialties and a national footprint. Today, he focuses on recruiting new producers. Prior to joining Liberty, Pickett was a member of senior management at a mortgage broker firm with 1,500 employees and 60 offices nationwide. He has a business degree from the University of Redlands, has authored numerous articles on agency value and operations, and has spoken at industry association meetings and conferences.

President

Jerry Pickett

Adam Baillie began his insurance career in 1997 with a small personal lines agency in Orange County. In 2001, he joined Dodge, Warren & Peters as the regional marketing director for their Orange County office. In 2004, he joined Hayward, Tilton & Rolappas as EVP, responsible for leading the development of various agency niches, including a program for automotive parts manufacturers and importers. In 2014, he joined The Liberty Company as managing partner in the Orange County office and has since climbed the ranks to chief strategy officer, where he is involved in every aspect of the business.

Chief Strategy Officer

Adam Baillie

“We maintain several cross-company employee networks allowing staff to connect and learn from each other, fostering our inclusive culture and celebrating the diversity within our business”

Marcella McLean, Arch Insurance International

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Marcella McLean, Arch Insurance International

“We maintain several cross-company employee networks allowing staff to connect and learn from each other, fostering our inclusive culture and celebrating the diversity within our business”

Marcella McLean, Arch Insurance International

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Chari Amaro

Chief Human Resources Officer

A native of Hawaii, Cheri Amaro has worked in the insurance industry since 1992, starting in customer service while in college. Soon, she switched to the carrier side, working as an underwriter for Mercury Insurance before taking time off to be home with her children. She joined The Liberty Company in 2007 as a personal lines account manager, rising through the ranks to office manager, underwriting manager, Northern California regional manager, human resources manager, operations manager, director of corporate operations, and most recently, COO/CHRO, learning every aspect of Liberty’s business model.

Chief Human Resources Officer

Chari Amaro

Francisco Moraga

Sales Director, RightRater Sales Division

Francisco Moraga has 14 years of insurance experience, with the last four years working at RIGHTSURE. In 2007, he began his career in the insurance industry at an independent agency. Since that time, he has held various positions of increasing responsibility throughout several insurance organizations. He is the sales director for the RightRater sales division of RIGHTSURE. Along with his property and casualty insurance license, Morage holds several educational insurance certifications, in addition to his accreditations from both Harvard University and Columbia Business School.

Sales Director, RightRater Sales Division

Francisco Moraga

The Liberty Company Insurance Brokers is an independently owned insurance broker that handles the commercial, personal and employee benefits insurance needs of businesses, non-profits, and individuals for more than 36 years. The company was founded in 1987 by its chairman and CEO, Bill Johnson, who currently leads the firm along with Jerry Pickett, the company’s president. Today, Liberty has over 800 passionate employees – also called a “team of creators” – and boasts 72 locations across 16 states in the US and two international service centers in India and Costa Rica. The firm has consistently been recognized as one of the most dynamic companies and best places to work in the insurance industry and has been named by the Hales Report as the #1 Fastest Growing Privately Held Insurance Broker in the US over the past four years. Liberty has experienced tremendous growth by attracting talented and entrepreneurial people into its energetic and collaborative culture, which focuses on employee happiness, well-being, and personal development.

Marcella McLean, Arch Insurance International

Jaime Almazan, ChFC, CLU, CPCU

Senior Agent

Cheryl Forman

Senior Agent

Scott Crozier

Vice President, Product

Simon Williams

Chief Strategy & Distribution Officer, Arch Insurance International and Active Underwriter, Syndicate 1955

Jaime Almazan, ChFC, CLU, CPCU, senior agent at RIGHTSURE, has been in the insurance industry for 32 years. He has worked in many facets of the insurance industry. He retired from a “large name brand” insurance company. Knowing that he wanted to continue to work, he joined RIGHTSURE in 2017 as an independent agent. Almazan’s area of expertise is in the commercial arena, but she has created a good business catering to a niche market of hard-to-place personal and commercial line clients.

Senior Agent

Jaime Almazan, ChFC, CLU, CPCU

Cheryl Forman has 20 years of insurance industry experience. She began her career at a captive agency as an agency assistant for the first five years but has been on the independent side for the last 15 years, with the last 13 years being at RIGHTSURE as a senior agent. She is licensed in all lines, from personal and commercial to life and health. Forman attended Pima College and Northern Arizona University, where she earned a degree in business management.

Senior Agent

Cheryl Forman

Scott Crozier, who joined Orion180 in January 2023, brings a strong passion for leadership and service to his role. With more than 25 years of experience in property and casualty insurance operations, he has expertise with national, regional, and Florida-specific insurers. Crozier held leadership positions in underwriting, customer experience, product development, and sales. He holds a BA in History from Rhode Island College and esteemed designations such as CPCU, AIC, and API. Crozier’s dedication to service extends beyond insurance; he’s a former U.S. Army Infantryman and officer. As the operations officer for a 3,500-Soldier Infantry Brigade Combat Team, he served in the Florida Army National Guard. With extensive experience, leadership capabilities, and a commitment to service, Crozier contributes to Orion180’s growth and success.

Vice President, Product

Scott Crozier

Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.

Partner

Kimi Shah

Partner

Kimi Shah

Partner

Kimi Shah

Sarah M Stewart

Associate Vice President, Leasing and Call Centre Operations

Karen Bannister, CM

Vice President, Marketing

Dave Longbottom

Chief Technology Officer

Alex Ventura

Head of Marketing

Damian Palovick

Senior Vice President of Underwriting AXA XL – Delegated Authority Programs, North America

Dr. Mary Lavoie

Head of Risk Management and Senior Vice President AXA XL – Delegated Authority Programs, North America

Mark Bernacki

Chief Underwriting Officer

Ryan Armijo

Chief Operating Officer, Underwriting Division

Bob Petrilli

President, Underwriting Division

Arch provides underwriting solutions across a diverse and growing portfolio of more than 20 business classes, spanning multiple platforms in the London company market, the Lloyd’s market, the UK regional market as well as markets in Australia, Bermuda, and the EU. Through their Lloyd’s and London company market platforms, Arch provides customised solutions and high levels of capacity across multiple (re)insurance classes. Arch’s UK Regional division, launched in 2018, offers specialised insurance solutions for a wide range of businesses, from 11 locations across the country. The past few years have been transformational for Arch Insurance International. Since 2019 the company has more than trebled in size in terms of GWP, and this growth has been seen across all territorial platforms. In 2021 Arch launched its new brand promise, Pursuing Better Together, encapsulating an approach to doing business based on collaboration, responsiveness, and a genuine commitment to continually raising the bar. Arch has a clearly defined three-year plan that is underpinned by more than 100 objectives.

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“We will continue to strengthen our service proposition and customer experience as a key differentiator, as we build on the momentum we have achieved to date across multiple business lines and territories,” says McLean. “Our im is to continue to grow our market relevance and strengthen our partnerships with our strategic brokers as we expand our leadership position in key sectors. “We will also continue to invest in talent. We are committed to drawing from the broadest pools of talent, and to creating an environment that attracts and retains stellar employees. We recognise the importance of building teams that are diverse, collaborative, and innovative and are dedicated to cultivating a supportive and inclusive workplace culture in which all our employees can thrive.”