Officers
Officers
President
Nancy Campbell
Nancy Campbell - Assurance IQ, LLC
Nancy Campbell has been in the insurance industry for over 34 years. Nancy currently is the Compliance Director at Assurance IQ, LLC, an insurance agency that provides solutions for life, health, property & casualty, Medicare, pet insurance, mortgage, and personal finance. Prior to her most recent position, she was employed as Compliance Director with Symetra Life Insurance Company providing compliance oversight over individual life and annuities, with a focus on annuity suitability, replacements, and third-party distribution through banking channels. Nancy also was the Examiner-in-Charge for Life and Health Market Conduct for the State of Washington for several years, as well as Operations Manager and Customer Service Representative for two insurance brokerages.
In her free time, Nancy enjoys traveling and Seattle Seahawks football. Her favorite travel destinations include Las Vegas, Maui, London, and Mexico. As a season ticket holder of the Seahawks since 2005, Nancy and her husband Jim, through their involvement with various charities and NFL events, have met many fans from other cities and enjoy visiting other NFL cities to see friends and hosting friends during the NFL season. Their travels to see Seahawks games have included trips to San Francisco, Arizona, two trips to New York (once for Super Bowl XLVIII), and to London.
Nancy is also involved in charity work with the National MS Society, Mary’s Place, and Fanz 4 Good (formerly 12s Helping 12s).
Vice President
Stacy Koron
Stacy Koron - Ethos Technologies Inc.
Stacy Koron is associate general counsel and head of compliance for Ethos Insurance Technologies Inc. Prior to joining Ethos, Stacy spent 20 years providing regulatory consulting services for insurance carriers and related companies. In both her roles at an insurtech company and as a consultant, Stacy has had the opportunity to find solutions to the unique challenges innovative companies have as they navigate insurance regulation.
Past President
Karen Pollitt
Karen Pollitt - AXIS Insurance Company
Karen is a seasoned insurance compliance and product professional. She is currently Director, Product Development at AXIS Insurance Company, in the accident and health division.
Karen’s experience includes insurance regulatory affairs, managing state filings & statutory reporting, product development and contract drafting, advertising review, legislative/regulatory review and research and complaint handling. Her career began with the John Hancock Companies as a NASD Registered Representative, then with Combined International Insurance as a Group Contract Analyst. She was the Lead Compliance Analyst at Colonial Penn Life Insurance Company for 17 ½ years before becoming a Senior Contract & Compliance Consultant for 5 years working with Coulter & Associates, Inc.
Karen has served the AICP in numerous capacities including:
- National Executive Committee and Board of Directors:
Vice President 9/2019 – 10/2021
Regional Director – 9/2017 to 9/2019
Chapter Relations Chair – 9/2018 to 9/2019
Secretary 9/2013 – 9/2015 - Regional Chapter Board
Mid-Atlantic Chapter Past-President: 2009 – 2010
Mid-Atlantic Chapter President: 2008 – 2009
Mid-Atlantic Chapter Secretary: 2007-2008
Mid-Atlantic Chapter Sponsorship Chair 2017 to 2019 - National Committee Work: Marketing; Membership; Government Relations; Canadian Initiative
Karen has a Bachelor of Science Degree in Business Management from Thomas Jefferson University. She has earned the compliance designations of Associate, Insurance Regulatory Compliance, Associate Compliance Professional and Certified Compliance Professional
Treasurer
Bri Dahl
Bri Dahl - NAMIC
Bri is a native Washingtonian with strong family roots in the region. She graduated from the same high school as her dad and grandpa. Her kids even go to the same schools now! Her insurance career began in 1999 with Mutual of Enumclaw. She spent 13 of her 21 years with the company in a compliance related role. Bri is currently part of the compliance team with the National Association of Mutual Insurance Companies (NAMIC). Her involvement with AICP began in 2007. Bri has served the Northwest Chapter as secretary, vice president, president, past president and regional director. She has served the national organization in several committee roles and as a long serving member of the Board of Directors. Bri is also the President and Director of Rainier Volleyball Club, a non-profit youth sports program in her area. In her spare time, Bri enjoys travel with her family and friends, hiking and any extra time she can get with her kids.
Secretary
Rona Finkelstein, JD
Rona Finkelstein, JD - Chesapeake Employers’ Insurance Company
Rona S. Finkelstein, Esquire, is Chief Compliance Officer for Chesapeake Employers’ Insurance Company. In this role, she oversees the company’s corporate regulatory compliance program. Since joining the company in 1988, Ms. Finkelstein has held various management positions, including Senior Vice President of Human Resources and Legal Services. Prior to working there, she spent five years in private practice where she specialized in litigation.
Ms. Finkelstein graduated from the University of Baltimore School of Law, cum laude, in 1983 and was admitted to the Maryland Bar that same year. While at the University of Baltimore, she received the American Jurisprudence award for civil litigation and was a member of the law school’s National Moot Court Team.
Ms. Finkelstein has made presentations on compliance topics at the American Association of State Compensation Insurance Fund’s (AASCIF) Law Workshop. Additionally, she has presented on workers’ compensation topics on behalf of IWIF, The Maryland Institute for Continuing Professional Education of Lawyers, Inc., and the Safety Council of Maryland.
Ms. Finkelstein has been a member of the Association of Insurance Compliance Professionals (AICP) since 2009. She has served previously as Vice-President, President, Past President, and Regional Director of AICP’s Mid-Atlantic Chapter. Additionally, Ms. Finkelstein serves on the board of directors for Kids’ Chance of Maryland, Inc. and Kids’ Chance of America.
Regional Directors
Regional Directors
Great Lakes Chapter
Michael Hartman
Michael Hartman, FLMI, AIRC - Dearborn National Life Insurance Company
Michael is a seasoned insurance professional with 32 years of experience in the insurance industry, 29 in a regulatory compliance and state filing role. Currently he is the Manager of the Regulatory Oversight & Compliance area for Dearborn Life Insurance Company and oversees product filings for all product lines; state statutory reporting; legislation monitoring and reporting; legislation research; TPA licensing; Department of Insurance and consumer complaints and grievances for the Dearborn enterprise; and works with the Privacy Officer with privacy breaches.
A member of the Dearborn Group family since 2006, Michael started as a product filing analyst. He has served in his current role since 2014. Previously, he worked at Protective Life Insurance (formerly Zurich Life Insurance Company of America), First Penn-Pacific Life Insurance Company and Federal Kemper Life Insurance Company all within compliance related roles.
Michael has earned the compliance designations of FLMI, AIRC, ARA, AAPA, AIAA, PCS, and CCP.  He is a member of the Life and Health Compliance Association (LHCA) and has been a member of the AICP since 2006. His involvement in the AICP is listed below.
- Regional Director, Great Lakes Chapter – 2018 – present
- Chapter Outreach Committee – 2018 – present
- Chapter Outreach Committee chairperson – 2021 – present
- National Conference Planning Committee – 2017 – 2019
- Chapter Conference Planning Committee – 2017 – present
Gulf States Chapter
Nikki Bundrick
Nikki Bundrick - RSUI Group, Inc.
Nikki has had the privilege of working her entire career at RSUI Group over the last 20 years. She is currently a Property Development Consultant overseeing form development and compliance for the Property department. Prior to this role, she was a Property underwriting assistant for 12 years. Having worked in both underwriting and compliance provides an appreciation for both sides and an understanding of how they best work together in maintaining a strong and collaborative business relationship.
Nikki has been a member of the AICP since 2014. She has served on the website committee, as well as being Vice President and President of the Gulf States chapter, prior to becoming Regional Director.
Heartland Chapter
Lori Straight
Lori Straight - Sammons Financial Group
Lori Straight, Assistant Vice President – Compliance Investigations has over 22 years of experience in the life, health and annuity insurance industry. Ms. Straight has experience with underwriting, complaint handling, market conduct exams, product filing, advertising review, legislative research and overall insurance compliance knowledge. Ms. Straight has over 16 year of experience investigating various insurance fraud schemes involving providers, insureds, agents, internal employee fraud, and was the AML Compliance Officer and Privacy Officer at her prior organization. Ms. Straight has served in various Board roles for the Heartland Chapter of the Association of Insurance Compliance Professionals. Ms. Straight has a Bachelor’s Degree in Sociology with a minor in Criminal Justice from Iowa State University and has earned several insurance designations.
Mid-Atlantic Chapter
Jean Moriarity
Jean Moriarity - AFLAC
Jean has been a member of AICP and the MidAtlantic Chapter since 2008. She has served  in multiple roles as a Chapter Board Officer including treasurer, secretary, Vice President and 2 years as President. She currently serves as Past President and Regional Director.
Jean’s career in the insurance industry has spanned over a 33 years.  She has worked at two start up companies building national portfolios of group life, health and disability health products from the ground up. Both were sold to fortune 500 companies, one for $8 billion and one for $200 million. Jean has a strong network or regulator contacts and industry professionals and believes AICP has helped to expand her network and industry knowledge.
 Jean has worked at multiple insurance companies including U.S. Healthcare, Aetna, and Zurich as a Life and Health Compliance Director specializing in the regulatory development of employee benefit plans. She has held multiple compliance roles such as product development, company licensing, advertising compliance, policy development, and product and rate filings. Currently she is the Director of Contract Development in AFLAC’s Group Life and Disability Division.
Jean has earned the designations of Associate Compliance Professional and Certified Compliance Professional. Â She has a Bachelor of Science Degree from Temple University and lives in suburban Philadelphia.
Midwest Chapter
Carmen Brown
Carmen Brown - Jackson National Life Insurance Company
Carmen Brown is an Insurance professional with over 20 years’ in the industry. Experience includes regulatory compliance, state filings, form development, product implementation, project management and advertising review. She works in the Legal Department at Jackson National Life Insurance Company where she has the privilege of overseeing a team that partners with multiple business units across the organization to develop, implement and maintain product specific documents. Carmen strives to be a strong, compassionate, and inspirational leader in thoughts, words, and actions. She values building new and maintaining existing relationships through careful, considerate, and truthful, but respectful dialog and collaboration.
Carmen obtained an Associate degree in Marketing & Management from Lansing Community College and is currently earning her Bachelor of Business Administration, Management from Northwood University.
Carmen is a longstanding member of the Association of Insurance Compliance Professionals (AICP), has served as president and vice-president of the AICP’s Midwest chapter, and as the Committee Chair for the AICP Chapter Outreach committee.
New England Chapter
Rachel Galasso
Rachel Galasso - Markel Specialty
Rachel has been an AICP member since 2014 and has many years of experience in the Property & Casualty insurance industry. This experience includes everything from agency relations to product regulatory compliance. She is currently a Sr. Regulatory Compliance Specialist at Markel Specialty.
Rachel has served the AICP in numerous capacities including:
- Regional Director – 9/2019 to present
New England Chapter Past President:Â 2017 – 2018
New England Chapter President: 2016 – 2017
New England Chapter Vice President: 2015 – 2016
- National Committees: Education (L&D), ATLaS and Chapter Outreach
Rachel is currently pursuing the Associate Compliance Professional (ACP) designation with a concentration in property & casualty through the AICP. She has also earned an AINS designation and just recently starting working towards an Associate in Regulation and Compliance (ARC™) from The Institutes Risk & Insurance Knowledge Group.
Rachel has been an active member of the following groups or committees. The American Property Casualty Insurance Association, Product Steering Committee, Life & Health Compliance Association, Massachusetts Justice of the Peace Association and the Association of Notaries.
Northwest Chapter
Dawn Wellenbrink
Dawn Wellenbrink - Standard Insurance
Dawn has worked in the insurance industry for over 16 years. As a Compliance Analyst, she’s been responsible for The Standard’s Individual Annuity suitability program; conducting and drafting the department’s annual audits, as well as providing the department’s suitability and replacement trainings. She reviews and files various products, forms and advertising materials, assists with data calls and market conduct exams, as well as drafting compliance advisories. Having worked on both sides of the business, she adds a unique perspective.
Dawn is a native Oregonian and has been married to her husband Scott for the past twenty-three years. She enjoys traveling, spending time with friends and family and hunting for vintage treasures.
Dawn has been a member of the Association of Insurance Compliance Professionals (AICP) since 2016 and was the acting Northwest Chapter Secretary from 2018 – 2021. This month she’s been elected as the chapter’s new Regional Director.
South Central Chapter
Terri Hitchcock
Terri Hitchcock - Thimble
Terri Hitchcock’s insurance career has spanned the past 40 years, mostly on the insurance company side, in disciplines that include legal, compliance, underwriting, product design, company operations, reinsurance, and litigation management. She has been a member for AICP for 9 years and encourages those who have not yet joined to do so and take advantage of the incredible opportunities to develop professionally and to meet some incredibly talented industry professionals.
Western Chapter
Lori Dreaver Munn
Lori Dreaver Munn - AAIS
Regulatory compliance manager with over 20 years’ experience in the insurance industry, with an emphasis on compliance and new program development. Member of the Association of Insurance Compliance Professionals (AICP), has served as president, regional director and treasurer of the AICP’s western chapter, and has been a contributing writer for the AICP journal/blog. Pursuing both the chartered property casualty underwriter (CPCU) designation and certification as an associate in risk management (ARM). Longstanding relationships within the state insurance departments. Significant background in regulatory and privacy compliance, NAIC/SERFF, underwriting, and program development.
Committee Chairpersons
Committee Chairpersons
Brand & Marketing
Sean Cox
Sean Cox - First Consulting and Administration
Conference Planning – Chair
Laura Helvey
Laura Helvey - Milliman, Inc.
Laura has been with Milliman for eight years and has experience as both an underwriter and compliance consultant. She specializes in UCAA filings and assisting with underwriting guidelines. Laura also works extensively with group and individual life and annuity products.
Conference Planning – Vice Chair
Machael Heise
Machael Heise - Ethos Technologies Inc.
Machael Heise is currently the Insurance Product Manager with Ethos Technologies Inc. For over 20 years, Machael has worked in the insurance industry at a major carrier, as a consultant, and at an insurtech start-up. Her compliance experience includes product development for life, annuity, and supplemental health products for individual and group lines of business. Machael has been a long time member of the Association of Insurance Compliance Professionals (AICP), serving as the Western Chapter Treasurer for several years.
Conference Planning – Consulting
Katie Gurnett
Katie Gurnett, AIRC, CCP - Physicians Mutual Insurance Company
Katie Gurnett has worked in the insurance industry for over 30 years – both in P&C and L&H. She is the Compliance Manager at Physicians Mutual Insurance Company in Omaha, Nebraska. She has held several leadership positions in both the Heartland Chapter of AICP and on the National Board. She has been awarded the AICP Heartland Chapter President Award, the National AICP President Award and the National AICP Lennon Award. She has written several articles for the AICP Journal as well as other publications. She has taught sessions for the AICP and the Society of Actuaries, as well as been a guest lecturer for Creighton University and College of St. Mary in Omaha, Nebraska. She has served as the Life Insurance representative on the NAIC SERFF Advisory Board.
Katie has a Bachelor of Science Degree in Mathematics and a Masters in Business Administration. She has earned designations of CPCU, CLU, LTCP, HIPAAP, AAPA, AIRC, HIA, FLMI, and CCP.
Diversity, Equity, & Inclusion
Constance Jackson
Constance Jackson - Allianz Global Corporate and Specialty NA
Constance Jackson is a Senior Regulatory Compliance Analyst -in the Legal and Compliance Division at Allianz Global Corporate and Specialty NA; Chicago office, and is the SME for the Entertainment Division, the Energy and Construction Programs and the Commercial Inland Marine segments, all Country Wide.  She is an Alumni of the University of Illinois (BA in Sociology), has been employed by Allianz since 2013 and carries over 40 years of Insurance Industry experience, from Multiple fortune 500 companies.Â
Constance currently resides in the Chicago land area and has been an AICP member since 1987 (formerly the Society of State Filers,) where she is currently volunteering for the AICP DEI initiative.
Finance
Bri Dahl
Bri Dahl - NAMIC
Bri is a native Washingtonian with strong family roots in the region. She graduated from the same high school as her dad and grandpa. Her kids even go to the same schools now! Her insurance career began in 1999 with Mutual of Enumclaw. She spent 13 of her 21 years with the company in a compliance related role. Bri is currently part of the compliance team with the National Association of Mutual Insurance Companies (NAMIC). Her involvement with AICP began in 2007. Bri has served the Northwest Chapter as secretary, vice president, president, past president and regional director. She has served the national organization in several committee roles and as a long serving member of the Board of Directors. Bri is also the President and Director of Rainier Volleyball Club, a non-profit youth sports program in her area. In her spare time, Bri enjoys travel with her family and friends, hiking and any extra time she can get with her kids.
Governance
Dan Cotter
Daniel Cotter, JD - Howard & Howard Attorneys PLLC
Dan is an experienced attorney who has served in a variety of legal roles in his career, including as general counsel of a large life insurance company, as well as extensive experience in private practice. Dan’s mix of clients includes insurance companies and other financial institutions, IT and consulting companies, and nonprofits. He has been working on privacy and cybersecurity issues since 1996, including development of terms and conditions and disclaimers on Fortune 500 websites in the late 1990s. He has been the chief privacy officer of several companies and law firms, and has extensive experience as in-house counsel. Dan is experienced in dealing with complex insurance regulatory issues and transactions, and substantial reorganizations of holding company systems. Throughout his career, he has negotiated thousands of contracts from simple to complex, including outsourcing. He also has substantial experience with internal investigations and employment-related issues.
Learning & Development
Terri Hitchcock
Terri Hitchcock - Thimble
Terri Hitchcock’s insurance career has spanned the past 40 years, mostly on the insurance company side, in disciplines that include legal, compliance, underwriting, product design, company operations, reinsurance, and litigation management. She has been a member for AICP for 9 years and encourages those who have not yet joined to do so and take advantage of the incredible opportunities to develop professionally and to meet some incredibly talented industry professionals.
Membership
Cole Finchen
Cole Finchen - Assurance IQ
I began my career as a Compliance Auditor working at a TPA on behalf of the Western Conference of Teamsters Pension Trust in 2014. In 2017 I began my dedicated insurance journey as a Compliance Analyst at Symetra, and now happily work as a Compliance Director at Assurance IQ, focusing on the CRMP program. I live just south of Seattle with my fiancée, our two dogs and two cats.
Student Engagement
Ilana Kauffman
Ilana Kauffman - Wysh Life and Health Insurance Company
Ilana Kauffman is an experienced Insurance Compliance Professional with a background in both the P&C and LAH arena, working to build compliance programs, manage corporate governance, develop products and expand the business into new territories. Ilana is currently the Director of Compliance for Wysh Life and Health Insurance Company, an Insurtech specializing in term life insurance. Since joining the AICP, Ilana has volunteered for the Brand & Marketing Committee and is currently an active member of the Student Engagement Committee and Chair of the Diversity, Equity & Inclusion Committee. Ilana Kauffman graduated Cum Laude from New York University with a Bachelor of Science Degree in Media, Culture and Communications. She lives in Long Island, New York with her husband and 3 boys: 2 human and 1 K9. In her free time enjoys taking her kids to the park and drinking pumpkin coffee.
