Rodney A. Harvey, President & CEO

Mr. Harvey began his extensive insurance career in 1973. Rodney was originally employed as a multi-line property and casualty underwriter at INA (now CIGNA). He held similar senior underwriter positions at Allstate, Atlantic Mutual and AIG. Mr. Harvey received his Bachelor of Arts from Northwestern University and his Masters in Business Administration from Keller Graduate School of Management.

In 1978, Rodney entered the brokerage community working as a marketing representative for Nordstrom Agency, a national brokerage firm. After three months, Mr. Harvey was moved to the risk management agency division and placed in charge of a then statewide program for nonprofit organizations. Mr. Harvey was responsible for underwriting, marketing, reinsurance and direct sales activities. The program was the First Non-Profit Risk Pooling Trust (now First Non-profit Mutual).

Mr. Harvey was the primary sales agent and sold, over a three year period, more than 200 nonprofit accounts, including some of the largest nonprofits in Illinois, such as the YMCA of Metropolitan Chicago, The Museum of Science and Industry, the Chicago Association of Retarded Citizens, Chicago Youth Centers and many more.......

Mr. Harvey assumed the presidency of the Management company of First Trust and expanded the program nationwide with the use of Great American Insurance Co. Additionally, Rodney developed and managed the field underwriting of a program with Nonprofits Insurance Exchange (now Riverport Insurance Co.). Rodney retained some direct sales activity on larger accounts and was the producer of 20 years for the YMCA of Chicago, perhaps the largest social service organization in Chicago.

In 1998, Mr. Harvey assumed the presidency of Ze/USI, which was a joint venture between Zurich Financial and USI, one of the nation's largest insurance brokers. In a period of less than five years, Rodney grew Ze/USI into a $25 million company with over 600 accounts.

Rodney, in the words of one insurance executive, "has tremendous stature in the nonprofit insurance community" and was complimented on his contribution to nonprofit insurance by the former Director of Insurance for the State of Illinois. Rodney has written widely on the subject of insurance and has been quoted by the trade press. Additionally, he has spoken to industry associations, including CPCU, on the subject of insuring nonprofits.

Mr. Harvey's greatest professional legacy lies in the fact that First Non Profit, Great American's Human Services Division, Riverports and Ze/USI's programs are still in operation due to his initial successful efforts. The total volume of these operations is over $200 million.

Rodney is very active in nonprofit endeavors, both as a volunteer and as a financial contributor. Rodney has been and continues to be a hands-on member of several nonprofit Boards.

Lynda is a 25 year veteran of the insurance business. Upon receiving her BA degree at Northern Illinois University (1972) she began her career as a P&C underwriter at Allstate Ins. Co. Lynda also worked as a multi-lines underwriter at INA (CIGNA) and as a large and specialty lines property underwriter at Northbrook E&S (part of Allstate). Lynda entered the brokerage business in the placement unit at Fred S. James (AON). After a few years at home raising a family, Lynda returned to the industry in a account executive position at FNP Agency. FNP was a direct writing broker for the predecessor company to First Nonprofit Mutual Insurance Company. This was in 1985 and was her first exposure to insurance products and services to nonprofit organizations. FNP had over 300 nonprofit clients. In 1989, Lynda left FNP and joined ABI Special Risk, which was an underwriting manager and program administrator for Great American Insurance Company. ABI also had a small retail insurance agency operation. ABI Special Risk in a 9 year period grew to an operation with over $25 million in premium. The company was highly profitable and its succeeding organizations remain in business today. In 1998, Lynda accepted a position with a start-up operation named Ze/USI. This entity was a joint venture between Zurich Insurance Companies and USI (a national Insurance broker). Lynda, along with other executives, built Ze/USI into a significant player in the nonprofit insurance market area.

Colleen is a 1999 graduate of Northwestern University. She began working in the insurance business while still in school and was employed at ABI Special Risk. Colleen has been involved in client services working directly with nonprofit organizations. She has served as the account executive and customer service representative to both large and small accounts. After receiving her Bachelors degree in organization behavior, she undertook the overall responsibility of developing the sales and marketing plan for Ze/USI. She developed websites and all promotional material. Her efforts resulted in a start-up operation generating over $25 million premium in less than 5 years. Colleen was the account manager for one of Ze/USI's largest direct accounts. She assisted in the solicitation of the account. Her efforts covered many of the gaps in the insured's program. Colleen has been innovative in the use of technology both for the purpose of general management and marketing. She has met with and established hundreds of relationships with insurance agents and insureds. Colleen has developed national programs for specific segments of the nonprofit market. She is a student of the industry and has completed three parts of the Chartered Property and Casualty Underwriter program (CPCU). Colleen has attended many continuing education programs and has placed emphasis on errors and omissions training.