Regulator
We’re here to serve you and your mission. Our goal is to bring state regulators together to serve the public interest. We provide tools and resources to help regulators set standards and best practices, provide regulatory support functions, and educate consumers and stakeholders on U.S. state-based insurance regulation.
The Power of Uniting and Uplifting Insurance Regulators
In order to ensure our members can protect consumers and keep markets competitive, we are responsive to each state’s diverse and market-specific risks. NAIC provides tools and education so regulators can perform their jobs with knowledge and intent.
Ensuring State Law Compliance
We ensure insurance policy forms and rates comply with state laws and enforce state laws relating to company conduct.
Developing Professional Standards
We develop training programs and establish professional standards.
Protecting Consumer Interests
We manage extensive systems of peer-reviewed, multi-state oversight and accreditation programs and provide education, training and accreditation programs to regulators at all levels.
Featured Member
Alice T. Kane
Superintendent
Superintendent Alice T. Kane joined the New Mexico Office of Superintendent of Insurance (OSI) on June 12. She has previously served as vice president and senior advisor to the general counsel at Guardian Life Insurance Company, as insurance regulatory counsel at Clifford Chance, and as the group general counsel at Zurich Insurance Group and New York Life Insurance Company.
Member Funding
Access forms and tools to file expense reports, review grant and zone scholarship balances, and access NAIC travel guidelines.
Member Services
Awards
The NAIC recognizes state insurance departments and their staff for their efforts collaborating with other member states and the NAIC, as well as the advancement of the insurance regulatory profession through their work.
Robert Dineen Award
In June 1989, we established the Robert Dineen Award in honor of the founder of our Support and Services Office.
Raymond G. Farmer Award for Exceptional Leadership
Honoring exemplary leadership, a sustained length of industry service, and contributions to advancing our mission
Insurance Departments
Select a state or jurisdiction for insurance department contact information.
Events
Education & Training
The NAIC Education & Training Department produces resources and tools to help our members thrive. As a centralized hub for NAIC professional development initiatives, we provide regulatory, technical, and compliance training programs, act as a repository for knowledge and best practices, and support the performance objectives of NAIC members.
General Inquiries
General Inquiries
help@naic.org
(816) 783-8500
Executive Office
(202) 471-3990
Central Office
(816) 842-3600
Capital Markets & Investment Analysis Office
(212) 398-9000
Media Inquiries
Media Inquiries
news@naic.org
Erica Chester
Senior Manager, Strategic Communications
echester@naic.org
240-319-5001
Matt Hawes
External Communications Manager
mhawes@naic.org
816-835-9085
Alana LaFlore
Communications Manager
alaflore@naic.org
816-783-8079
Communications
The Communications division provides support to commissioners and internal departments to disseminate information that educates and engages audiences around the NAIC’s strategic priorities. For media inquiries and general information, please email news@naic.org.
Kim Stewart
Director, Communications
klstewart@naic.org
202-471-3984
Erica Chester
Senior Manager, Strategic Communications
echester@naic.org
240-319-5001
Alana LaFlore
Communications Manager
alaflore@naic.org
816-783-8079
Matt Hawes
External Communications Manager
mhawes@naic.org
816-835-9085
Evan Kuhlmann
Web Communications Manager
ekuhlmann@naic.org
816-783-8077
Alexander Beal
Senior Front End Developer
ajbeal@naic.org
Rylee Walker
Content Strategist / Scrum Master
rewalker@naic.org
816-783-8823
Mike Knust
Graphics and Website Communications Specialist
mknust@naic.org
816-783-8656
Phillip Ransburg
Web Developer
pransburg@naic.org
816-783-8008
Support
Address
Phone
816-783-8500
Capital Markets Bureau
The Capital Markets Bureau supports state insurance departments in regulating investment activities at insurance companies. It supports assessments and analysis of portfolios owned by the insurance industry, financial solvency, macro-prudential efforts and also monitors and analyzes developments and trends in the financial markets.
Learn More
Jean-Baptiste Carelus
Senior Analyst, Capital Markets
jcarelus@naic.org
212-386-1957
John Hopman
Insurance Market and International Policy Research Analyst, Capital Markets
jhopman@naic.org
212-386-1926
Jennifer Johnson
Manager II, Capital Markets
jvjohnson@naic.org
212-386-1938
Dimitris Karapiperis
Capital Markets Analyst III
dkarapiperis@naic.org
212-386-1949
Tim Nauheimer
Senior Financial Markets Advisor, Macroprudential Surveillance, Capital Markets
tnauheimer@naic.org
212-386-1941
Michele Wong
Manager II, Capital Markets
mwong@naic.org
212-386-1978
Support
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Center for Insurance Policy and Research
The Center for Insurance Policy and Research provides data and education to drive discussion and advance understanding of insurance issues among policymakers, insurance commissioners and other regulators, industry leaders, and academia. It conducts research and provides analysis on important insurance issues. Through this work, the Center drives dialogue and action on today’s insurance issues.
Learn More
Jeff Czajkowski
Director, Center for Insurance Policy and Research
jczajkowski@naic.org
Eryn Campbell
Research Library Manager
eecampbell@naic.org
Patrick Cho
Post-Doctoral Researcher
pcho1@naic.org
Kelly Edmiston
Policy Research Manager
kedmiston@naic.org
Jennifer Gardner
Catastrophe Risk and Resilience Research Manager
jgardner@naic.org
Shaveta Gupta
Catastrophe Risk and Modeling Advisor
sgupta3@naic.org
Paula Harms
Senior Research Analyst
pharms@naic.org
Connie Roland
CIPR Coordinator
croland@naic.org
Brenda Rourke
Communication Research Scientist
blrourke@naic.org
Emma Tapp
Research Librarian
etapp@naic.org
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Center of Excellence
Jeff Czajkowski
Director, Center for Insurance Policy and Research
jczajkowski@naic.org
Jennifer Gardner
Catastrophe Risk and Resilience Research Manager
jgardner@naic.org
Shaveta Gupta
Catastrophe Risk and Modeling Advisor
sgupta3@naic.org
Elisabetta Russo
Enterprise Risk Management Advisor
erusso@naic.org
816-783-8913
Research Library
Eryn Campbell
Research Library Manager
eecampbell@naic.org
Connie Roland
CIPR Coordinator
croland@naic.org
Education and Training
The Education and Training Department serves as a centralized hub for NAIC professional development initiatives, a repository for regulatory knowledge and best practices, and supports the performance objectives of NAIC members.
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Megan Bone
Instructional Designer I
mdbone@naic.org
816-783-8208
Kate Brewer
Instructional Designer I
kbrewer@naic.org
816-783-8202
Sandy Brower
Manager II, Course Administration
sbrower@naic.org
816-783-8207
Hannah Cleveland
Course Registration Coordinator
hcleveland@naic.org
816-783-8897
Kelly DuBois
Instructional Designer II
kdubois@naic.org
816-783-8204
Reggie Graf
Technical Trainer I
rgraf@naic.org
816-783-8518
Melissa Griffin
Assistant Director, Education and Training
mlgriffin@naic.org
816-783-8203
Teresa Pantoja
Sr. Technical Trainer
tpantoja@naic.org
816-783-8611
Madison Short
Course Administrator II
mshort@naic.org
816-783-8603
Brandon Smith
Manager II, Instructional Design
bsmith@naic.org
816-783-8209
Frances Stuart
Sr. Manager, Education and Training
fstuart@naic.org
816-783-8586
Lesa Taylor
Designation Program Manager
ldtaylor@naic.org
816-783-8320
Jessica Vail
Management and Leadership Trainer
jvail@naic.org
816-783-8602
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Executive
Andrew Beal
Acting Chief Executive Officer, Chief Operating Officer and Chief Legal Officer
abeal@naic.org
Julianne Jensby
Executive Assistant to the CEO
jjensby@naic.org
202-471-3985
Lia Thomas
Senior Finance Division Coordinator
lcthomas@naic.org
816-783-8011
Lori Tyrer
Senior Executive Assistant
ltyrer@naic.org
816-783-8021
Jim Woody
Chief Financial Officer
jwoody@naic.org
Support
Address
Financial Regulatory Affairs
The Financial Regulatory Affairs Division provides an array of technical advisory, administrative and operational services to state financial regulators to help ensure insurer financial solvency and stability in insurance markets. The Division provides these services in the areas of: Insurance Department Accreditation, Statutory Accounting & Reporting, Financial & Life Actuarial Analysis, Reinsurance, Receiverships, Company Licensing, Alien Surplus Lines Insurers, Financial Data Quality Assurance, and Investment Securities Research & Analysis.
Jeffrey Johnston
Managing Director, Financial Regulatory Affairs
jjohnston@naic.org
816-783-8014
Support
Address
Financial Regulatory Policy and Data
The Financial Regulatory Policy & Data Department provides subject matter expertise and business analyst support to internal and external users of the Financial Data Repository system (aka the FDR database) and co-lead the business and data governance efforts in our new Enterprise Data Platform along with the Market Analysis Team/Market Regulation Department.
Matt Minnich
Manager II, Technical Projects
mminnich@naic.org
816-783-8418
Todd Sells
Director, Financial Regulatory Policy and Data
tsells@naic.org
816-783-8403
Support
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Financial Regulatory Services
The Financial Regulatory Services Department provides a wide array of support to state insurance solvency regulators (and the industry where appropriate), including but not limited to technical advice, training and assistance in maintaining and improving accounting, reporting, examination, analysis and risk-based capital processes, all designed to help protect the solvency of the insurance industry. The Department also provides support to the NAIC Accreditation Program and principle-based reserving framework.
Pat Allison
Managing Life Actuary
pallison@naic.org
816-783-8528
Erin Arscott
Administrative Assistant, Solvency Monitoring
earscott@naic.org
816-783-8414
Jane Barr
Company Licensing Program Manager
jbarr@naic.org
816-783-8413
Crystal Brown
Senior Health Risk-Based Capital Specialist & Education Lead
cbrown@naic.org
816-783-8146
Ramon Calderon
Director, International Policy
rcalderon@naic.org
816-783-8052
Mary Caswell
Senior Manager I, Data Quality
mcaswell@naic.org
816-783-8409
Andy Daleo
Sr. Mgr. - P/C Domestic and International Analysis
adaleo@naic.org
816-783-8141
Dan Daveline
Director, Financial Regulatory Services
ddaveline@naic.org
816-783-8134
Jason Farr
Senior SCA Valuation and Accounting Policy Advisor
jfarr@naic.org
816-783-8132
Amy Fitzpatrick
Life Actuary
afitzpatrick@naic.org
816-783-8837
Dave Fleming
Senior Life Risk-Based Capital Analyst
dfleming@naic.org
816-783-8121
Sherry Flippo
Senior Policy Advisor – ERM/Receivership
sflippo@naic.org
816-783-8133
Sara Franson
Accreditation Program Manager
sfranson@naic.org
816-783-8425
Jennifer Frasier
Life Examination Actuary
jfrasier@naic.org
816-783-8834
Julie Gann
Assistant Director, Solvency Policy
jgann@naic.org
816-783-8966
Rodney Good
Manager I, Property/Casualty and Title Financial Analysis
rgood@naic.org
816-783-8430
Bailey Henning
Financial Examination Manager I
bhenning@naic.org
816-783-8129
Kelly Hill
Sr. International Financial Analyst I
kahill@naic.org
816-783-8402
Linda Hunsucker
Senior Blanks and Vendor Liaison Specialist
lhunsucker@naic.org
816-783-8404
Wendy Jacks
Senior Administrative Assistant, Solvency Policy
wjacks@naic.org
816-783-8415
Bruce Jenson
Assistant Director, Solvency Monitoring
bjenson@naic.org
816-783-8348
Elise Klebba
Examination Coordinator
eklebba@naic.org
816.783.8645
Jane Koenigsman
Senior Manager I, Financial Analysis – Life and Health
jkoenigsman@naic.org
816-783-8145
Amy Lopez
Senior Administrative Assistant
alopez@naic.org
816-783-8423
Robin Marcotte
Senior Manager II, Accounting and Risk-Based Capital
rmarcotte@naic.org
816-783-8124
Angela McNabb
Principle-Based Reserving Life Associate Actuary
amcnabb@naic.org
816-783-8631
Scott O'Neal
Life Actuary
soneal@naic.org
816-783-8814
James Portuguez
Electronic Workpaper Program Manager
jportuguez@naic.org
816-783-8534
Jane Ren
Group Capital & Macroprudential Policy Advisor
jren@naic.org
212-386-1942
Diane Riley
Manager III, Financial Data Repository (FDR)
driley@naic.org
816-783-8601
Bill Rivers
Health Financial Analysis Program Manager
wrivers@naic.org
816-783-8142
Elisabetta Russo
Enterprise Risk Management Advisor
erusso@naic.org
816-783-8913
Sherry Shull
Accreditation Program Specialist
sshull@naic.org
816-783-8128
Jacob Steilen
Financial Examination Specialist
jsteilen@naic.org
816-783-8421
Jim Stinson
Principle-Based Reserving Life Associate Actuary
jstinson@naic.org
816-783-8428
Jake Stultz
Manager II - Accounting Policy
jstultz@naic.org
816-783-8481
Ralph Villegas
Manager I, Life Financial Analysis
rvillegas@naic.org
816-783-8411
Bree Wilson
Senior International Financial Analyst II
jfarr@naic.org
816-783-8412
Eva Yeung
Senior Property/Casualty RBC Specialist & Technical Lead
eyeung@naic.org
816-783-8407
Jill Youtsey
Senior Insurance Reporting Analyst
jyoutsey@naic.org
816-783-8419
Support
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Government Affairs
The Government Affairs division coordinates the NAIC’s ongoing work with state, federal, and foreign government officials on legislative and regulatory policy. Its role is to help develop, coordinate, and implement the NAIC’s domestic and international policy and outreach initiatives.
Learn More
Jennifer Cook
Senior Health and Life Policy Counsel
jcook@naic.org
202-471-3986
Mary Laboy
Office Manager, Government Affairs
mlaboy@naic.org
202-471-3972
Maurice Maloney
International Policy and Bilateral Affairs Advisor
mmaloney@naic.org
202-471-3976
Jolie Matthews
Senior Health and Life Policy Counsel
jmatthews@naic.org
202-471-3982
Nikhail Nigam
International Relations Policy Advisor
nnigam@naic.org
202-471-3992
Shana Oppenheim
Sr. Financial Policy and Legislative Advisor
soppenheim@naic.org
202-649-4982
Ethan Sonnichsen
Managing Director, Government Affairs
esonnichsen@naic.org
202-471-3980
Kim Stewart
Director, Communications
klstewart@naic.org
202-471-3984
Rashmi Sutton
Senior International Relations Policy Counsel
rsutton@naic.org
202-649-4986
Gita Timmerman
Senior International Relations Policy Counsel
gtimmerman@naic.org
202-471-3981
David Torian
Health Policy Analyst and Counsel
dtorian@naic.org
202-471-3979
Joe Touschner
Senior Health Policy Advisor
jtouschner@naic.org
202-649-4989
Ned Tyrrell
Senior International Solvency Policy Advisor
ntyrrell@naic.org
212-386-1986
Taylor Walker
Chief of State Relations and Policy Advisor
twalker@naic.org
202-471-3991
Brian Webb
Assistant Director, Life and Health Policy and Legislation
bwebb@naic.org
202-471-3978
Ryan Workman
Assistant Director, International Relations and Policy
rworkman@naic.org
816-783-8072
Support
Address
Information Technology Group
Rona Bingham
IT Group Senior Coordinator
rbingham@naic.org
816-783-8073
Angie Boedecker
Senior Manager, MFL Systems, BA, SQE and Product Support
aboedecker@naic.org
816-783-8033
Renee Brownfield
Senior Manager I, Application Support, Filing Solutions
rbrownfield@naic.org
816-783-8305
Eric Chamas
Manager III, LAN and Messaging Systems
echamas@naic.org
816-783-8876
Coleson Douglas
Manager, Data Management, State Based Systems
ccdouglas@naic.org
816-783-8916
Shana Eutzy
Manager II, Business Analysis & Quality Assurance
seutzy@naic.org
816-783-8041
Ginny Ewing
Assistant Director, Market, Financial and Licensing Systems
gewing@naic.org
816-783-8649
Cindy Gordanier
Manager, Business Analysis, State Based Systems
cgordanier@naic.org
816-783-8512
Roger Graves
Product Manager, State Based Systems
rgraves@naic.org
816-783-8507
Bryan Hall
Manager III, IT Service Desk
bhall1@naic.org
816-783-8895
Shawn Hardin
Product Manager, Market, Financial and Licensing Systems
shardin@naic.org
816-783-8633
Josh Henderson
Senior Project Manager I, State Based Systems
jhenderson2@naic.org
816-783-8669
Jason Hughes
Manager II, Enterprise Architect Data
jhughes@naic.org
816-783-8587
Jim Hurst
Manager III, Application Security and Package Software
jhurst@naic.org
816-783-8464
Bridget Kieras
Senior Manager II, Filing Solutions
bkieras@naic.org
816-783-8493
Mark Korb
Manager III, Production Support, State Based Systems
mkorb@naic.org
816-783-8516
Michael Masters
Assistant Director, State Based Systems
mmasters@naic.org
816-783-8084
John McCrary
Senior Manager I, LAN, Messaging and Package Systems
jmccrary@naic.org
816-783-8549
Steve McKinzie
State Based Systems
smckinzie@naic.org
816-783-8817
Cody Mendenhall
Manager I, Database Administration
cmendenhall@naic.org
816-783-8565
Scott Morris
Chief Technology Officer
samorris@naic.org
816-783-8709
Joy Morrison
Assistant Director, Filing Solutions
jmorrison@naic.org
816-783-8471
Christine Murtha
State Based Systems
cmurtha@naic.org
816-783-8448
Joe Paolucci
Senior Manager, Application Development
jpaolucci@naic.org
816-783-8644
Teresa Rhodes
Senior Manager I, Enterprise Team
tlrhodes@naic.org
816-783-8636
Alex Rogers
Implementations, Filing Solutions
arogers@naic.org
816-783-8470
Jacob Sampson
Manager II, Systems Engineering
jsampson2@naic.org
816-783-1116
Lisa Schmucker
Manager II, Network Technologies
lschmucker@naic.org
816-783-8579
Kyle Sexton
Chief Enterprise Architect
ksexton@naic.org
816-783-8796
Sherry Stevens
Senior Project Manager II
sstevens@naic.org
816-783-8936
Candy Thoennes
Manager III, IT Internal Support
cthoennes@naic.org
816-783-8747
Traci Wills
Assistant Director, Enterprise Project Management Office
twills@naic.org
816-783-8722
Zach Wilson
Assistant Director, IT Operations
zwilson@naic.org
816-783-8733
Chris Witt
Product Manager, Market, Financial and Licensing Systems
cwitt@naic.org
816-783-8723
Support
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Legal
The Legal Division provides quality, comprehensive legal assistance to NAIC members. The Legal Division represents the interests of the NAIC, protects the organization from liability, and safeguards its assets. The Division is an integral partner with members and internal clients in support of regulatory initiatives, special projects, and corporate business development. The Division also assists with determining state compliance with laws and regulations needed for NAIC accreditation.
Learn More
Kara Binderup
Senior Counsel II
kbinderup@naic.org
816-783-8023
Cindy Catron
Sr. Legal Division Coordinator
ccatron@naic.org
816-783-8022
Patricia Cook
Senior Paralegal
pcook@naic.org
816-783-8066
Beth Hargarten
Senior Counsel II
bhargarten@naic.org
816-783-8029
Casey McGraw
Senior Counsel
cmcgraw@naic.org
816-783-8048
Olivea Myers
Legal Counsel
omyers@naic.org
816-783-8028
Jennifer Neuerburg
Model Laws Coordinator
jneuerburg@naic.org
816-783-8064
Kay Noonan
General Counsel
knoonan@naic.org
816-783-8020
Dan Schelp
Chief Counsel, Regulatory Affairs
dschelp@naic.org
816-783-8027
Holly Weatherford
Senior Legislative Affairs Counsel
hweatherford@naic.org
816-783-8676
Support
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Market Regulation
The Market Regulation Department provides subject matter expertise on market regulation and the NAIC’s Market Information Systems. The department assists commissioners in their efforts to maintain consumer confidence in the insurance industry by ensuring companies and producers operate legally and fairly.
Lois Alexander
Manager II, Market Regulation
lalexander@naic.org
816-783-8517
Teresa Cooper
Manager II, Market Analysis
tcooper@naic.org
816-783-8226
Taylor Cullen
Market Data Reporting Analyst II
tcullen@naic.org
816-783-8263
Angela Hamilton
Market Information Systems Supervisor II
amhamilton@naic.org
816-783-8625
Randy Helder
Assistant Director, Market Analysis
rhelder@naic.org
816-783-8261
Jun Lian
Senior Market Analyst–Data Visualization
jlian@naic.org
816-783-8095
Kyle Lichtenberger
Senior Market Analyst
klichtenberger@naic.org
816-783-8356
Leana Massey
Market Regulation Specialist II/Trainer
lmassey@naic.org
816-783-8715
Tim Mullen
Director, Market Regulation
tmullen@naic.org
816-783-8260
Kristen Noel
Senior Market Data Reporting Analyst
knoel1@naic.org
816-783-8835
Ryan Radovich
Market Analyst II
rradovich@naic.org
816-783-8994
Paul Santillanes
Market Regulation Senior Collaborative Actions Coordinator
psantillanes@naic.org
816-783-8267
Lacey Seeman
Administrative Assistant, Market Regulation
lseeman@naic.org
816-783-8056
Roshawnda Walker
Senior Market Data Reporting Analyst
rvwalker@naic.org
816-783-8662
Petra Wallace
Senior Market Regulation Specialist
pwallace@naic.org
816-783-8272
Greg Welker
Antifraud and Producer Licensing Program Manager
gwelker@naic.org
816-783-8872
Support
Address
Meetings and Events
The NAIC Meetings, Events and Travel Services Department provides logistical support in the coordination and execution of NAIC sponsored programs and events. This support is provided to our Members, Regulator Staff, as well as internal NAIC, NIPR and IIPRC staff. The Meetings staff also helps coordinate travel arrangements in conjunction with our travel agency partner, as well as other vendors, for the same internal and external customers.
Lauren Harlan
Senior Meetings and Events Planner
lharlan@naic.org
816-783-8974
Whitney Nelson
Assistant Director, Meetings, Events and Travel Services
wnelson1@naic.org
816-783-8101
Tracy Orpin
Senior Meetings and Events Planner
torpin@naic.org
816-783-8112
Hayes Richard
Meeting and Event Planner/Hybrid Producer
hrichard1@naic.org
816-783-8836
Liz Stillson
Meetings Coordinator
lstillson@naic.org
816-783-8106
Tyece (Tye) Wofford
Manager, Meetings and Events Program
twofford@naic.org
816-783-8104
Zebo Yuldasheva
Meetings and Events Planner I
zyuldasheva@naic.org
816-783-8919
Support
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Member Services
The Member Services division brings state regulators together; provides tools and resources to help regulators set standards and best practices, provide regulatory support functions, and educate consumers and stakeholders on U.S. state-based insurance regulation; and maintains member and committee records of NAIC activity.
Learn More
Susan Anderson
Manager, Internal Editing
seanderson@naic.org
816-783-8306
Christian L. Carter
Director of Member Services and Engagement
ccarter1@naic.org
816-621-0575
Katie Chance
Senior Member Services Coordinator
kchance@naic.org
816-783-8847
Michele Kiely
Senior Manager, Member Services
mkiely@naic.org
816-783-8302
Becky Meyer
Assistant Director, Member Services
bmeyer@naic.org
816-783-8434
Taylor Nettles
Editor, Internal Editing
tnettles@naic.org
816-783-8829
Support
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Property and Casualty Regulatory Services
The Property and Casualty Regulatory Services Department provides staff support for Committees, Task Forces and Working Groups focused on property and casualty issues; provides P&C expertise to answer media, federal, consumer and other requests; produces statistical publications; and assists states with data call collection and analysis.
Aaron Brandenburg
Assistant Director, Data Collection and Statistical Analysis
abrandenburg@naic.org
816-783-8271
Justin Cox
Data Analyst II
jcox7@naic.org
Libby Crews
Senior P&C Insurance Specialist
lcrews@naic.org
816-783-8563
Steve Kincaid
Senior Software Engineer I
skincaid@naic.org
816-783-8756
Anne Obersteadt
Regulatory Research Specialist
aobersteadt@naic.org
816-783-8225
Sara Robben
Regulatory Research Specialist
srobben@naic.org
816-783-8230
Miguel Romero
Director, P&C Regulatory Services
maromero@naic.org
816-783-8479
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Research and Actuarial Services
The Research and Actuarial Department is committed to providing insurance regulators, consumers, academics, industry and government entities, and other interested persons with insurance statistical, actuarial, financial, and market conduct information for both economic analysis and regulatory monitoring of the insurance marketplace.
Learn More
Dorothy Andrews
Senior Behavioral Data Scientist and Actuary
dlandrews@naic.org
816-783-8068
Kris DeFrain
Director, Research and Actuarial Services
kdefrain@naic.org
816-783-8229
Eric King
Senior Health Actuary
eking@naic.org
816-783-8234
Sam Kloese
Property/Casualty Rate Modeling Actuary
skloese@naic.org
816-783-8097
Roberto Perez
P&C Rate Modeling Actuary
rperez@naic.org
787-239-5842
April Yu
P&C Modeling Actuary and Data Scientist
ayu@naic.org
Support
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Securities Valuation Office
The Securities Valuation Office (SVO) is responsible for the day-to-day credit quality assessment of securities owned by state-regulated insurance companies. Insurance companies report ownership of securities to the Capital Markets and Investment Analysis Office when such securities are eligible for filing on Schedule D, DA, or BA of the NAIC Financial Statement Blank.
Learn More
Susan Ding
Credit Analyst Supervisor, Securities Valuation Office
sding@naic.org
212-386-1929
Jeffrey Evans
Credit Analyst Supervisor, Securities Valuation Office
jevans@naic.org
212-386-1977
Denise Genao-Rosado
Senior Administrative Assistant
dgenaorosado@naic.org
212-386-1924
Peter Kelly
Manager, Securities Valuation Office
pkelly1@naic.org
212-386-1953
Robert Nelson
Credit Analyst Supervisor
rnelson@naic.org
212-386-1935
Katherine Nolan
Credit Analyst Supervisor
knolan@naic.org
212-386-1952
Marc Perlman
Investment Counsel, Securities Valuation Office
mperlman@naic.org
212-386-1945
Linda Phelps
Manager II, Securities Valuation Office
liphelps@naic.org
212-386-1921
Charles Therriault
Director, Securities Valuation Office
ctherriault@naic.org
212-386-1920
Support
Address
Structured Securities Group
The Structured Securities Group (SSG) is responsible for the analysis of Residential Mortgage-Backed Securities (RMBS) and Commercial Mortgage-Backed Securities (CMBS) owned by state-regulated insurance companies subject to Statement of Statutory Accounting Principles No. 43 Revised - Loan-Backed and Structured Securities. Insurance companies report ownership of securities to the Capital Markets and Investment Analysis Office when such securities are eligible for filing on Schedule D or DA of the NAIC Financial Statement Blank.
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Help Desk for Modeling Process, Analytics, & Results
cloinquirydesk@naic.org
212-398-9000
Eric Kolchinsky
Director, Structured Securities Group
ekolchinsky@naic.org
212-386-1943
Azar Abramov
Analyst II, Structured Securities Group
aabramov@naic.org
212-386-1982
Steven Bardzik
Manager, CMBS
sbardzik@naic.org
212-386-1948
Rodney Cornish
Investment Data Analyst, Securities Valuation Office
rcornish@naic.org
212-386-1933
Hankook Lee
Manager I, Structured Securities Group
hlee@naic.org
212-386-1947
Elizabeth Muroski
Administrative Assistant III
emuroski@naic.org
212-386-1946
Support
Address
Technical Services Division
Skyler Gunther
Security Audit Manager
sgunther@naic.org
816-783-8820
Caleb Kopta
Security Operations Center Manager
ckopta@naic.org
816-783-8955
Frosty Mohn
Chief Information Security Officer, Technical Services and Office Services
fmohn@naic.org
816-783-8545
Traci Overstreet
Records and Contract Manager
toverstreet@naic.org
816-783-8560
Peggy Pugh
Manager, Computer Operations and Copy Center
ppugh@naic.org
816-783-8593
Support
Address
Uniform Certificate of Authority Application
Jane Barr
Company Licensing Program Manager
jbarr@naic.org
816-783-8413
Crystal Brown
Senior Health Risk-Based Capital Specialist & Education Lead
cbrown@naic.org
816-783-8146
Help Desk
help@naic.org
816-783-8500
myNAIC
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