Phoenix, Marsh, Symetra, Allianz, Travelers: Personnel news


PRESS RELEASE: The following content has been reprinted in whole or part from company-supplied press releases.

David Shepherd, Phoenix

The Phoenix Companies, Inc. announced that David Shepherd has joined the company as vice president and corporate auditor. Shepherd will lead the company’s Corporate Audit Department, responsible for planning and performance of all financial, operational, compliance and information technology internal audits. He also will oversee the company’s internal control program. He reports to Bonnie Malley, executive vice president and chief financial officer, and the Audit Committee of Phoenix’s Board of Directors.

Shepherd was most recently assistant vice president, Internal Audit, at Lincoln Financial Group and has more than 15 years of audit, financial reporting controls and risk management experience in the insurance industry.

Kristie Bouryal, Marsh

Kristie Bouryal

Kristie Bouryal

Marsh announced it has appointed Kristie Bouryal as its chief marketing and communications officer, effective immediately. Based in New York, Bouryal will report directly to Joe McSweeny, president of global sales, with an additional reporting line to Ed Dandridge, chief communications officer of Marsh & McLennan Companies.

Bouryal joins Marsh from Nielsen, where she most recently served as senior vice president of global corporate communications. In this role, she acted as the company’s chief corporate spokesperson and communications lead globally, in addition to overseeing everything from strategic communications planning, to issues management, to press relations. Prior to her tenure at Nielsen, Bouryal worked at The Associated Press and ABC News.

Harry Monti, Symetra

Symetra Life Insurance Company announced that Harry Monti will lead operations for its group life and disability income insurance business. As vice president of Group Life and Disability Operations, Monti will be responsible for leading the unit’s administration and claims functions. He will be based in Symetra’s Enfield, Conn., office.

Monti joins Symetra with 25 years of broad financial, operations and strategic experience both in-house and as a consultant. Most recently, he was director, Insurance Advisory Services with PricewaterhouseCoopers (PwC) in Hartford, Conn., providing advice and support to group benefits clients on administrative, claims and strategic issues. Prior to PwC, he spent 13 years in senior level operational and claims roles within The Hartford’s group benefits, retirement plans and enterprise-wide shared services organizations. He also has held financial management roles at MassMutual in Springfield, Mass., and UNUM in Portland, Maine.

Lee Peterson, Allianz

Lee Peterson was recently promoted to assistant vice president of Policyholder Services at Allianz Life Insurance Company of North America (Allianz Life). In this role, Peterson is responsible for the company’s policyholder services functions, including administration, benefits, controls, and tax. He reports to Jasmine Jirele, senior vice president of Enterprise Operations.

Peterson has more than 30 years of leadership experience in the financial services industry. Prior to joining Allianz in 2013, he led efforts transforming systems, processes and services for companies like American Express Financial Advisors/Ameriprise Financial, Wells Fargo Bank and Securities America as a program and project management consultant with Project Partners Consulting. Peterson has also held various positions in operations, marketing and information technology with companies including Lutheran Brotherhood, Mutual Service Life Insurance Company and Ministers Life Insurance Company. In those various roles he has been responsible for new business, underwriting, policyholder services, and claims for annuities and life and group insurance.

Alan Schnitzer, Travelers

The Travelers Companies announced that Alan Schnitzer has been promoted to Vice Chairman and Chief Executive Officer of Business and International Insurance, and Doreen Spadorcia has been promoted to Vice Chairman and Chief Executive Officer of Personal Insurance and Bond & Financial Products, effective July 1, 2014. In these roles, both executives will report to Brian MacLean, Travelers President and Chief Operating Officer.

Schnitzer will maintain oversight of Field Management, Corporate Communications and Public Policy. Spadorcia will maintain oversight of Claim, Risk Control, Analytics, Marketing, Operations, eBusiness, Technology and Special Liability Group.

The company also announced that Bill Cunningham, who served as Executive Vice President, Business Insurance, has decided to leave the company to pursue other opportunities.

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