Adam is the Vice President of Underwriting & Case Management. His main goal is to provide Case and Underwriting support to partner firms to help excel their business.

By being the first contact with regards to Underwriting, Adam is able to assist partner firms in selection of insurance carriers, and products that fit their client’s needs. Adam also heads up the New Business team to include Case Management and is an excellent escalation contact to assist in complex matters.

Adam has been in the Life Insurance industry for the past 15 years with duties ranging from Sales, Case Design, Case Management, Underwriting, and Relationship Management.

Adam’s experience, in the industry, includes working for Brokerage Agencies to include: LifePro Financial Services, CBIZ Insurance Solutions, and LionStreet. The experience gained, within these organizations, has helped Adam provide his level of expertise to Clarus Hall, and the member firms.

Adam holds a degree in Communications from Framingham State University in Massachusetts as well as certifications from LOMA, an industry leading insurance education.

Team