VNAProposal_CBIZResponse

CB I Z Re s pon s e │ Pa g e 23

Property & Casualty Organization Chart

Meet Your Property & Casualty Team

MONTE GIDDINGS

Engagement Leader and Public Entity Practice Lead

Responsible for ensuring CBIZ meets its client service obligations. Some of which includes collaborating with Account

Executive to strategize on client service delivery, market access, and additional service needs. As well as ensuring all

CBIZ corporate resources are available to the client.

816.945.5554

TOM MCGUIRE

Senior Consultant

Accountable for the overall delivery of strategy and services to the client. Tom is responsible for insurance program design and

implementation. He is accessible to all CBIZ resources as needed by the client. He works with the client to identify and assess risk

issues, both current and emerging. Tom coordinates with market placement specialists and industry resources. He also provides

information on all issues and product lines, industry, insurers and emerging market trends. In addition, he ensures maximized

coverage, innovative solutions and competitive pricing.

816.945.5293

SANDY LOWERY

Kansas City Service Leader and Account Executive

Responsible for management and implementation of all client services including marketing, coverage questions, certificates of insurance, etc.

816.945.5292

ERIC HAGE

Account Executive

Responsible for all aspects of the insurance service needs of the client including coverage changes, billing questions,

certificates of insurance, etc. He has extensive healthcare background at a large local private insurance broker. He will be

the day to day contact come 4/1/2018.

816.945.4005

Tom McGuire

Senior Account

Executive

Monte Giddings

Engagement Leader and

National Public Entity

Practice Leader

ACCOUNT

MANAGEMENT

Sandy Lowery

Senior Account

Executive

Eric Hage

Account Executive