SPECIAL REPORT
ELITE WOMEN 2018 LORI WHEELER
ESMERALDA TEMORES
Managing director Wortham Insurance
Vice president and broker Worldwide Facilities
Esmeralda Temores is a broker and underwriter who specializes in brokerage and binding authority business, including property, casualty and financial services lines. Since 2010, she has been based in Worldwide Facilities’ downtown Los Angeles office, where she has built an extensive book of business while mentoring young brokers and contributing to the firm’s branding and professional development efforts. As part of the WSIA education committee, Temores helps develop courses and curriculum on insurance, and she began teaching classes in 2017. Temores is also a member of LiNC, a nonprofit organization that connects high school students to career opportunities in insurance, and she has mentored half a dozen high school students through summer internships at Worldwide Facilities.
Starting out in insurance in 1990, Lori Wheeler has spent more than two decades specializing in D&O liability for private, public and nonprofit organizations, as well as in E&O, employment practices and fiduciary liability, crime coverage, and kidnap and ransom. She has served as a senior-level broker/technician in several brokerages and as a senior underwriter/ manager for AIG and ACE. Wheeler focuses on building relationships with carriers and gaining a thorough understanding of their underwriting and claims processes to effectively help clients. She is responsible for program design and implementation, as well as daily service and claims management under Wortham’s professional indemnity line. Recognized as a technical insurance professional, Wheeler frequently reviews and comments on insurance carriers’ policy forms at the drafting stage. She drafted Wortham’s proprietary crime policy form to provide coverage that was not available in the domestic market. Wheeler also regularly speaks at industry conferences and lectures at a local university’s risk management and insurance program. She is a mentor for the Houston Young Risk Professionals and has trained numerous young underwriters.
REBECCA ROBERTS Associate vice president and managing director Burns & Wilcox
An associate vice president and managing director with Burns & Wilcox in Indianapolis, Rebecca Roberts has more than 20 years of experience in the wholesale and broker insurance industry. She is responsible for office growth, profitability, employee development and oversight of marketing initiatives for the Indianapolis division, in addition to helping grow Burns & Wilcox’s commercial auto liability offerings in the Midwest. Roberts addresses challenges head-on and has been recognized internally and externally for her efforts, receiving multiple awards individually and for her team, including the PIA MGA of the Year Award in 2017 and being named a Top Specialist Broker by IBA in 2018. In 2013, she successfully completed the Kaufman Advanced Management Program. In addition to her role with Burns & Wilcox, Roberts helps educate her industry peers by teaching continuing education courses. She also serves on the board of directors for Brendanwood Financial Brokerage and the Motor Carrier Insurance Education Foundation.
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