The Monarch-Kneis property
and casualty team is structured in three specialized broker service
segments – Insurance Brokerage Services, Safety & Loss
Prevention Services and Claims Management Services – working
seamlessly to deliver Monarch-Kneis Insurance Services’ proven
service platforms to clients of all sizes and levels of risk management
sophistication.
Insurance Brokerage Services
Principal
Kenneth
Kneis
Ph: 415-694-7543
Responsible for overall team direction and coordination,
providing our clients with innovative solutions to their
exposures and risks
Responsible for maintaining a high level of expertise
in the constantly-changing issues facing risk management
in the construction and healthcare industries
Surety Broker
Dixon
Wright
Ph: 415-209-9921
Responsible for maintaining a high level of expertise
in construction industry-related concerns and issues. Broad
based construction industry experts with experience in
not only standard surety administration but also injoint
venture project specific surety placements, co-surety management,
backup surety planning
Responsible for local surety market relationships and
for acting as liaison with national surety company senior
executives
Account Executive
Trudie
Lee Ph: 415-694-7545
Responsible for the coordination of all daily services
and marketing efforts;
Works with broker and clients to identify exposures for
the development of a comprehensive insurance and risk management
program
Provides ongoing technical support and placement of project
specific and/or difficult to place risks with a focus on
innovative program design
Maintains and develops new construction market relationships
and stays on top of changes in each carrier’s appetite
for risk, product availability and expected changes affecting
programs available to our construction clients
Works with client and broker team in marketing strategies
and program design
Client
Manager
Soy
Wong
Ph: 415-694-7542
Liaison between client and their insurance underwriter
Coordinates marketing, loss prevention, daily client
services and carrier /surety services.
Contract reviews and technical support
Responsible for the preparation of insurance specifications
Responsible for ensuring consistent, prompt, efficient
and accurate daily services including policy maintenance,
coordination of certificates issuance, coordination of
renewal processes and all other issues our clients are
faced with on a daily basis
Available to the
team above, and to our clients, are in-house assistants, who
assist in special projects and in the processing of daily services
(policy maintenance, certificates of insurance, auto ID cards,
claims processing, accounting/invoicing, etc.)
Our safety manager,
as a former firefighter/paramedic, safety consultant and AGC
Safety & Health Council Chair, is recognized by his peers and clients
as one of the best and brightest in the industry, who speaks
the same language as field personnel yet who also communicates
safety strategy and vision to top management. He is responsibilities are:
Supports/audits the safety efforts of our construction
clients in any manner necessary
Provides resource materials and educational programs
to clients and is a specialist instructor in job site training
and crisis management
Reviews current safety programs and procedures and offers
recommendations for IIPP enhancements or revisions in response
to evolving OSHA regulations and legislation
Creates and improves clients’ overall safety cultures
while also increasing their bottom line when it comes to
lowering their Experience Modification Factors via reduced
claims frequency and severity
Offers immediate crisis management support and OSHA question
feedback via on-line & cell direct communications
