KATE INNOCENT PROMOTED TO VICE PRESIDENT AT LEVELFIRST

DALLAS–LevelFirst, the service-based wholesale broker and MGA binding facility owned by IIAT Services Co., is pleased to announce the appointment of Kate Innocent to Vice President.

The promotion coincides with Innocent receiving a Life and Health license.

Innocent joined LevelFirst in 2014 as Associate Underwriter and most recently served as Assistant Vice President. She also holds the designations of  Commercial Insurance Counselor and Commercial Lines Coverage Specialist.

“This is a well-deserved promotion and recognition of Kate’s dedication to both the company and clients,” says LevelFirst Executive Vice President April Moeser. “We also recognize her commitment to advancement and personal growth in pursuing the Life and Health license.”

About LevelFirst
LevelFirst offers retail clients unique and exclusive product access in several areas of specialization including property, casualty, energy, transportation, healthcare, hospitality and financial services. IIAT acquired LevelFirst in 2014 to continue its tradition of providing insurance markets for independent insurance agents.

About IIAT
The Independent Insurance Agents of Texas (IIAT) is the nation’s largest state association of Trusted Choice® agencies. IIAT represents approximately 1,700 agencies and more than 14,000 agents and insurance professionals. Trusted Choice® independent agents represent multiple insurance companies. Since they are not employees of any single insurance company, they are advocates for insurance consumers helping them comparison shop for cost-effective and customized coverage. IIAT is also affiliated with the Independent Insurance Agents & Brokers of America and works with legislative, regulatory and judicial bodies in Texas on behalf of independent insurance agents across the state. More information on IIAT can be found online at iiat.org

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MARY TRAVIS NAMED VICE PRESIDENT AT LEVELFIRST

DALLAS–LevelFirst, the service-based wholesale broker and MGA binding facility owned by IIAT Services Co., is pleased to announce the appointment of Mary Travis as Vice President.

In her new role, Travis will be based in Houston and service new and existing clients in the surrounding region.

Travis comes to LevelFirst with more than 25 years in the insurance industry as an Excess and Surplus Lines Underwriter. Her experience includes work with IMS/London American and RPS/Leicht General Agency. She is a member of Houston Insurance Professionals, Insurance Professional of Galveston County, Houston Association of Insurance Professionals and serves on the Membership Committee for the Independent Insurance Agents of Houston.

“Mary is well-known and respected in the industry and brings with her the knowledge of market-specific risks we need to service our Houston area clients,” says LevelFirst Executive Vice President April Moeser. “We are excited to have her on the team.”

About LevelFirst
LevelFirst offers retail clients unique and exclusive product access in several areas of specialization including property, casualty, energy, transportation, healthcare, hospitality and financial services. IIAT acquired LevelFirst in 2014 to continue its tradition of providing insurance markets for independent insurance agents.

About IIAT
The Independent Insurance Agents of Texas (IIAT) is the nation’s largest state association of Trusted Choice® agencies. IIAT represents approximately 1,700 agencies and more than 14,000 agents and insurance professionals. Trusted Choice® independent agents represent multiple insurance companies. Since they are not employees of any single insurance company, they are advocates for insurance consumers helping them comparison shop for cost-effective and customized coverage. IIAT is also affiliated with the Independent Insurance Agents & Brokers of America and works with legislative, regulatory and judicial bodies in Texas on behalf of independent insurance agents across the state. More information on IIAT can be found online at iiat.org

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Richard Deal Named Business Development Manager at LevelFirst

DALLAS–LevelFirst, the service-based wholesale broker and MGA binding facility owned by IIAT Services Co., is pleased to announce the appointment of Richard Deal as Business Development Manager.

In his new role, Deal is tasked with maximizing the potential of existing relationships as well as growing revenue from new business and augmenting the potential of producers.

Deal’s vast industry experience includes work as a National Sales Director for Aetna Retirement Services, an Underwriter for EMC Insurance and as a retail agent. He has a degree in finance from the University of Texas and is a Certified Financial Planner.

“Richard has the skills and personality necessary to strengthen our market presence, build on existing relationships and forge new paths,” says LevelFirst Executive Vice President April Moeser. “His varied experience brings a comprehensive understanding of what is necessary to excel in his new role.”

About LevelFirst
LevelFirst offers retail clients unique and exclusive product access in several areas of specialization including property, casualty, energy, transportation, healthcare, hospitality and financial services. IIAT acquired LevelFirst in 2014 to continue its tradition of providing insurance markets for independent insurance agents.

About IIAT
The Independent Insurance Agents of Texas (IIAT) is the nation’s largest state association of Trusted Choice® agencies. IIAT represents approximately 1,700 agencies and more than 14,000 agents and insurance professionals. Trusted Choice® independent agents represent multiple insurance companies. Since they are not employees of any single insurance company, they are advocates for insurance consumers helping them comparison shop for cost-effective and customized coverage. IIAT is also affiliated with the Independent Insurance Agents & Brokers of America and works with legislative, regulatory and judicial bodies in Texas on behalf of independent insurance agents across the state. More information on IIAT can be found online at iiat.org

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Eric Miller Named Communications and Marketing Manager at LevelFirst

DALLAS–LevelFirst, the service-based wholesale broker and MGA binding facility owned by IIAT Services Co., is pleased to announce the appointment of Eric Miller as Communications and Marketing Manager.

Tasked with overseeing the relaunch of the website and redesign of sales materials, Miller joined LevelFirst in January on a contract basis. This month, Miller joined the team full time, working with LevelFirst and also contributing to marketing and design efforts at IIAT Services Co.

Miller has worked in communications and marketing for more than a decade. He previously served as Editorial Director at Sacks Communications in New York City and as Communications Director for IBA West in Oakland, California. He has a Bachelor’s in Communication from Robert Morris University in Pittsburgh and a Graduate Certificate in Public Relations from New York University.

“Eric brings a broad array of knowledge, skills, and experience to the table,” says LevelFirst Executive Vice President April Moeser. “His knowledge of not only communications, public relations and social media, but also design and video production make him a valuable asset to LevelFirst.”

About LevelFirst
LevelFirst offers retail clients unique and exclusive product access in several areas of specialization including property, casualty, energy, transportation, healthcare, hospitality and financial services. IIAT acquired LevelFirst in 2014 to continue its tradition of providing insurance markets for independent insurance agents.

About IIAT
The Independent Insurance Agents of Texas (IIAT) is the nation’s largest state association of Trusted Choice® agencies. IIAT represents approximately 1,700 agencies and more than 14,000 agents and insurance professionals. Trusted Choice® independent agents represent multiple insurance companies. Since they are not employees of any single insurance company, they are advocates for insurance consumers helping them comparison shop for cost-effective and customized coverage. IIAT is also affiliated with the Independent Insurance Agents & Brokers of America and works with legislative, regulatory and judicial bodies in Texas on behalf of independent insurance agents across the state. More information on IIAT can be found online at iiat.org

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Kelley Sanchez Named Vice President at LevelFirst

DALLAS— LevelFirst, the service-based wholesale broker and MGA binding facility owned by IIAT Services Co., is pleased to announce the appointment of Kelley Sanchez as vice president. Sanchez will assume the responsibility of underwriting new business opportunities with the Transportation Division.

Sanchez came to LevelFirst from USG where she has specialized in transportation since 2011. Prior to USG, Kelley worked as a transportation underwriter for The Parks Group of Arlington. She has more than ten years’ experience in the industry.

Sanchez also served for ten years in the United States Navy.

“We are excited to Kelley has come on board at LevelFirst,” says April Moeser, executive vice president. “She is recognized for expertise in transportation markets, has well-established carrier relationships and understands the coverages needed. She will be an excellent resource for our clients.”

About LevelFirst
LevelFirst offers retail clients unique and exclusive product access in several areas of specialization including property, casualty, energy, transportation, healthcare, hospitality and financial services. IIAT acquired LevelFirst in 2014 to continue its tradition of providing insurance markets for independent insurance agents.

About IIAT
The Independent Insurance Agents of Texas (IIAT) is the nation’s largest state association of Trusted Choice® agencies. IIAT represents approximately 1,700 agencies and more than 14,000 agents and insurance professionals. Trusted Choice® independent agents represent multiple insurance companies. Since they are not employees of any single insurance company, they are advocates for insurance consumers helping them comparison shop for cost-effective and customized coverage. IIAT is also affiliated with the Independent Insurance Agents & Brokers of America and works with legislative, regulatory and judicial bodies in Texas on behalf of independent insurance agents across the state. More information on IIAT can be found online at iiat.org.

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Rhonda Fomby Named Vice President at LevelFirst

DALLAS— LevelFirst, the service-based wholesale broker and MGA binding facility owned by IIAT Services Co., is pleased to announce the appointment of Rhonda Fomby as vice president. Fomby will assume the responsibility of underwriting new business opportunities with the MGA Binding Authority Division. In addition, she will broker opportunities within the Wholesale Brokerage Division.

Fomby has more than 25 years of experience in the wholesale Excess and Surplus industry. She is also an experienced commercial lines underwriter and producer focusing on marketing and customer development.

Prior to joining LevelFirst, Fomby was vice president, commercial producer/broker with USG Insurance Services where she worked for more than 14 years.  She also has experience with Leicht General Agency, Burns & Wilcox, and Western Surplus Lines Agency.

“We are excited to bring Rhonda on board,” says April Moeser, executive vice president at LevelFirst. “Rhonda is recognized for her commitment to customer service, has well-established carrier relationships and her in-depth knowledge of coverages for multiple industry segments. She will be an excellent resource for our clients.”

About LevelFirst

LevelFirst offers retail clients unique and exclusive product access in several areas of specialization including property, casualty, energy, transportation, healthcare, hospitality and financial services. IIAT acquired LevelFirst in 2014 to continue its tradition of providing insurance markets for independent insurance agents.

About IIAT

The Independent Insurance Agents of Texas (IIAT) is the nation’s largest state association of Trusted Choice® agencies. IIAT represents approximately 1,700 agencies and more than 14,000 agents and insurance professionals. Trusted Choice® independent agents represent multiple insurance companies. Since they are not employees of any single insurance company, they are advocates for insurance consumers helping them comparison shop for cost-effective and customized coverage. IIAT is also affiliated with the Independent Insurance Agents & Brokers of America and works with legislative, regulatory and judicial bodies in Texas on behalf of independent insurance agents across the state. More information on IIAT can be found online at iiat.org

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Heath McCasland Named Vice President at LevelFirst

DALLAS— LevelFirst, the service-based wholesale broker and MGA binding facility owned by IIAT Services Co., is pleased to announce the appointment of Heath McCasland as vice president. McCasland will assume the responsibility of brokering new business opportunities within the wholesale brokerage and MGA business units.

McCasland has more than 20 years of experience in commercial insurance marketing, underwriting, and brokerage.

Most recently, McCasland was Vice President, Broker/Producer at USG Insurance Services where he served for more than ten years.

“Heath is an established insurance professional and is well regarded in the industry,” says April Moeser, executive vice president at LevelFirst. “We are excited to have him join the LevelFirst team.”

About LevelFirst
Wholesale Insurance Broker and Managing General Agent (MGA) LevelFirst offers retail clients unique and exclusive commercial insurance products for property and casualty with specialization in habitational, construction, energy, transportation, hospitality, healthcare and financial services. The Independent Insurance Agents of Texas (IIAT) acquired LevelFirst in 2014 to continue its tradition of providing insurance markets for independent insurance agents.

About IIAT
The Independent Insurance Agents of Texas (IIAT) is the nation’s largest state association of Trusted Choice® agencies. IIAT represents approximately 1,700 agencies and more than 14,000 agents and insurance professionals. Trusted Choice® independent agents represent multiple insurance companies. Since they are not employees of any single insurance company, they are advocates for insurance consumers helping them comparison shop for cost-effective and customized coverage. IIAT is also affiliated with the Independent Insurance Agents & Brokers of America and works with legislative, regulatory and judicial bodies in Texas on behalf of independent insurance agents across the state. More information on IIAT can be found online at iiat.org

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April Moeser Named Executive Vice President of LevelFirst

AUSTIN — LevelFirst, the wholesale broker and managing general agency owned by IIAT Services Co., is pleased to announce the hiring of April Moeser as its executive vice president. Moeser will assume the primary strategic and operational responsibilities for the Wholesale Brokerage and MGA business units. Moeser has more than 25 years of experience in commercial insurance sales, marketing, underwriting, and claims.

Most recently, she was an area manager and senior underwriter for Advanced E&S (AES) where she specialized in commercial property and casualty insurance products for the hospitality industry. Before joining AES, Moeser served in various leadership roles with RCA Insurance Services, Axiom Insurance Managers, U.S. Risk and American International Group.

“April has an outstanding track record of developing new markets and increasing net revenues,” said IIAT President and Executive Director Marit Peters. “She has a great depth of knowledge and passion for the industry. We’re excited to have her on board leading LevelFirst.”

About LevelFirst
Wholesale Insurance Broker and Managing General Agent (MGA) LevelFirst offers retail clients unique and exclusive commercial insurance products for property and casualty with specialization in habitational, construction, energy, transportation, hospitality, healthcare and financial services. The Independent Insurance Agents of Texas (IIAT) acquired LevelFirst in 2014 to continue its tradition of providing insurance markets for independent insurance agents.

About IIAT
The Independent Insurance Agents of Texas (IIAT) is the nation’s largest state association of Trusted Choice® agencies. IIAT represents approximately 1,700 agencies and more than 14,000 agents and insurance professionals. Trusted Choice® independent agents represent multiple insurance companies. Since they are not employees of any single insurance company, they are advocates for insurance consumers helping them comparison shop for cost-effective and customized coverage. IIAT is also affiliated with the Independent Insurance Agents & Brokers of America and works with legislative, regulatory and judicial bodies in Texas on behalf of independent insurance agents across the state. More information on IIAT can be found online at iiat.org

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