President, Nonprofit Division
Committed to His Industry
As a founder of the Professional Insurance Marketing Association 35 years
ago, Riggs, Counselman, Michaels & Downes’ Patrick “Allen” Haney stamped
himself as a professional who is dedicated to knowledge sharing within the
insurance industry. PIMA honored Haney with its Founder’s Award for the work
he did in establishing the organization.
Haney has also been very active in the District of Columbia chapter of the
CPCU Society. Haney is a past president of that group, as well as being a past
board member of the Society of Financial Service Professionals. Most recently,
Haney received the Association Trends 2010 Vendor of the Year Award.
Haney’s involvement with professional societies has extended to mentorship
within those societies.
Four of the chapter presidents that followed Haney in that position were
professionals that he selected for leadership positions and mentored.
As a broker, Haney was approached within the past year by a trade
association that was interested in developing an insurance program for its
members. Haney determined that the trade group should not undertake such
a program, saving the trade association a lot of time and trouble, as well as the
reputational damage it would have suffered had it undertaken the program and
Category: Real Estate
As a managing partner of Neace Lukens’ Cincinnati office, which includes
northern Kentucky and Dayton. Richard Lonneman promotes a culture that
recruits and mentors young producers. That approach has helped grow that
office from $6 million in sales to $16 million in sales. It has also created a
relationship with clients who now view the Cincinnati office of Neace Lukens as
a versatile team.
“The reason that Rich has grown with us and we are so loyal to him, is he’s
always out there giving us ideas and looking ahead,” one client said.
Not simply a broker, Lonneman works with his clients on workplace issues
such as safety, culture and operations.
Lonneman has helped real estate investment trusts that manage shopping
centers tackle the troublesome issue of uninsured tenants. For large clients, that
can mean keeping track of the insurance coverages of thousands of tenants.
Office as Classroom
Perhaps all one needs to know about how seriously Christie Mattull takes her
responsibilities as a commercial insurance mentor is to hear how she coached
a young account executive. Mattull met once or twice a week with him in her
office over lunch and helped him study every single type of policy that she could
think of. For months, she reviewed policies with the young executive, helping
him learn and grow as a professional.
As a managing director with Momentous Insurance Brokerage, Mattull
now has three younger professionals in her department that she is mentoring.
When they entered her department, they knew very little about film & television
insurance. But Mattull considers this segment of the commercial insurance
industry one that demands on-the-job training.
“There is no class to take and no book to read to learn how to do it,”
“I want to bring in young people who are smart and eager and teach them
the business, so they can take the place of the senior group of entertainment
brokers,” Mattull said.
Outside of the office, Mattull participates in company volunteer and charity
work. One of the beneficiaries of her volunteerism is the work she does with
Habitat for Humanity, the organization that builds homes for low-income citizens.
Mattull also brings a winning, thoughtful approach to her relationships with
her clients. She helped one entertainment executive avoid paying a $20,000
premium when he was under the mistaken impression that he needed aviation
coverage to fly in an audience on a commercial airliner on an annual basis. She
could easily have sold this coverage, but she did the right thing and talked him
out of it even though it cost her a commission.
As a U.S. Naval Academy graduate and retired naval commander, Marsh’s Dan
McGarvey has never felt much temptation to do anything other than the right
McGarvey, a national expert on the topic of nuclear power plant risk
management, was one of a handful of instructors initially selected to present in
the online Marsh University forum. He has presented five courses to educate
colleagues and has been designated a Marsh University ambassador.
He has acted as a volunteer instructor for the CPCU, most recently for the
CPCU finance course at his base of operations in Greenville, S.C. In addition,
he has also taught all three parts of the Associate in Risk Management
For years, McGarvey has been charged with identifying and hiring young
officers from the Navy who have obtained nuclear engineering credentials and
have developed and demonstrated leadership skills.
Marsh’s current five-member Marsh nuclear practice is made up naval
nuclear chief engineering professionals that McGarvey helped introduce to the
As the head of Marsh’s Greenville office, McGarvey has spearheaded
charitable efforts, such as dunking himself in the Reedy River to insure 100
percent participation by his office in the United Way. For the past six years he
has served as Santa during his company’s sponsorship of an annual holiday
party for a local special-needs school. Through an office “jeans day” and
other fundraisers, McGarvey and his team at Marsh support more than 20
fundraisers and have been recognized for their efforts in support of child-abuse
prevention and the Juvenile Diabetes Association.