Communications Team The Lockton Difference. Graphics. Visualize. Concepts Charts. Tables. Images. Word Contact Story.

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1 Concepts Charts Images Tables PowerPoint Constant Proof HQ Word Contact Illustrator InDesign Story Graphics Visualize Typography Prezi Photoshop Excel Storyboard Communications Team The Lockton Difference L O C K T O N C O M P A N I E S

2 Index Linda Aldridge... 3 Heather Almquist... 3 Trish Anderson... 3 Denise Blessing... 3 Corey Bolden... 3 Leonie Booyse... 3 Brian Bosiljevac... 3 Patty Caldwell... 3 Tracie Charvat... 3 Bob Cortellino Sharon Costanza Denise Crossen... 4 Ash Curtis... 4 Dean Davison... 4 Jim Delgado... 4 Andy DiOrio... 4 Bob Ellis Breanne Frakes... 4 Libia Gonzalez... 4 Erik Halvorson... 4 Shannon Hopfinger... 5 Sarah Horler... 5 Meg Johnson... 5 Sarah Knight... 5 Kurtis Lavoie... 5 Nicole Link... 5 Erin Maulding... 5 Jeanette Mausolf... 5 Bridget McBee... 5 Shirley McMillan... 6 Jeannine McNeil... 6 Sheila McPherson... 6 Katie Michels... 6 Thais Moore... 6 Constantine Okoye... 6 Glauco Ormond... 6 Gigi Otney... 6 Erin Petry... 6 Anita Rankine... 6 Amy Ritterskamp... 7 Celina Rodriguez... 7 Molly Schill... 7 Kristi Scott... 7 David Tedesco... 7 Jill Tilton... 7 Scott Verissimo... 7 PJ Waters... 7 Jeannie Wilcox... 7 SERVICE AROUND THE WORLD Strategic Service Partners Location Affinity Atlanta/SE Series Chicago Dallas Denver Dunning- Dallas Florida Houston Kansas City Associates Tracie Charvat Sharon Costanza Erin Maulding Scott Verissimo Trish Anderson Patty Caldwell Katie Michels Denise Blessing Erik Halvorson Meg Johnson Erin Petry Celina Rodriguez Nicole Link Heather Almquist Brian Bosiljevac Denise Crossen Dean Davison Andy DiOrio Bob Ellis Breanne Frakes Shannon Hopfinger Sarah Knight Jeanette Mausolf Bridget McBee Shirley McMillan Location Kansas City London/ United Kingdom Los Angeles Mexico Northeast- Hartford Perth (Australia) San Diego São Paulo (Brazil) St. Louis Series Associates Sheila McPherson Gigi Otney Amy Ritterskamp Molly Schill Kristi Scott Jill Tilton Jeannie Wilcox Leonie Booyse Constantine Okoye Sarah Horler Corey Bolden Jim Delgado David Tedesco Libia Gonzalez Thais Moore Bob Cortellino Kurtis Lavoie Jeannine McNeil Ash Curtis Anita Rankine PJ Waters Glauco Ormond Linda Aldridge 2

3 Lockton Brand and Communications Team PARTNERING FOR SUCCESS Linda Aldridge AVP, Manager, ISS Location: St. Louis Series Role: Manage ISS, Office Services, TSU, and Facilities. Expertise: Streamline processes; utilize/create templates to provide for quick turnaround. Support P&C and EB account teams. Leonie Booyse Graphic Designer Location: London Role: Expertise: Heather Almquist Manager of IPS Location: Houston Role: Support Producers in new business development; manage department staff and workflow. Extensive development of RFPs and support with marketing collateral. Expertise: InDesign CC User. Energy expertise and RFP information. Brian Bosiljevac Mergers and Acquisition Communications Specialist Role: Specialist in Lockton s PECAP, specializing in Employee Benefits and due diligence reviews. Expertise: Reviewing and editing due diligence reports for quick turnaround. Trish Anderson Document Production Manager Location: Dallas Role: Manage the Document Production department. Expertise: Word, PowerPoint, and InDesign documents. Primary focus on RFPs, capabilities presentations, and other materials for P&C. Patty Caldwell VP, Producer Communication Specialist Location: Denver Role: Assist Producers in all facets of work products. Expertise: Creating clients/prospects documents. Assists with all RFPs, fee agreements, and presentations. Resource for Producer Assistants. Denise Blessing Director of Communications Location: Dallas Role: Manages EB communications, consultation, creation, design, production, and printing. Heads a team of designers and proofreaders. Integrates mobile technology. Expertise: EB communications and strategic, creative thinking along with overall communication management/development. Tracie Charvat VP Marketing Location: Affinity Role: Manage marketing team at Lockton Affinity. Expertise: Marketing advertising, direct marketing, and e-commerce. Corey Bolden Creative Specialist Location: Los Angeles Role: All IP-related tasks, corporate Brand, and large client/prospect presentations preparation. Expertise: Software knowledge, Brand, animation, presentations, and design. Bob Cortellino Graphic Designer and Information Processor Location: Northeast-Hartford Role: Produce and design EB presentations, RFPs, and customized client communications. Expertise: Graphically display and integrate client Brand into customized EB communications. 3

4 Sharon Costanza VP-Marketing Manager Location: Affinity Role: Manage day-to-day marketing activities across all Lockton Affinity programs. Expertise: Project management, work prioritization, scheduling, quality control, brand work product reviews, copywriting, design, and management of purchased services. Andy DiOrio Communications Manager Role: Lead content management process including Market Update, success stories, and content promotion, as well as media relations support. Expertise: Internal and external communications, writing/editing, public speaking, and process management. Denise Crossen Communications Consultant Role: Writing/editing white papers, newsletters, success stories, and other communications for internal and external audiences. Expertise: Marketing and communications planning, market research, brand strategy development, ad/ marketing campaigns, writing/editing, and collateral development. Bob Ellis Project Coordinator Role: Coordinate, write, and edit Intranet communication pieces, including, Lockton Wins; Facebook administrator, Closer Look editor, and coordinating Best Work Product postings. Ash Curtis Brand and Marketing Location: Perth (Australia) Role: Responsible for marketing and brand consistency; key responsibilities include development of standard templates, communication tools, marketing materials, and coordination of RFPs Expertise: Marketing, communications, Brand, insurance broking, and design. Specialist in Adobe Creative Suite and Microsoft Office Suite. Dean Davison Director of Communications Role: Responsible for Lockton s brand and communications globally. Expertise: Strategic communications, crisis communications, Brand, organizational communications, merger and acquisitions communications, media relations. Breanne Frakes Communications Intern Role: Assists in writing articles for internal publications, drafting news releases, and posting content to Lockton.com. Libia Gonzalez Marketing Manager Location: Mexico Role: Responsible for marketing in Mexico (Mexico City, Monterrey, Guadalajara and Hermosillo). Expertise: Coordinate Internal and external communications, produce enrollment campaigns for clients, public relations, plan corporate events, and produce in-house printing materials. Jim Delgado Communications Consultant Location: Los Angeles Role: Write, proof, and assist in the production of EB materials: Coordinate internal, technical, legal, and client reviews; manage/ coordinate vendors/printers and fulfillment; develop text for , web, and traditional print; assist with proposal writing. Erik Halvorson Communication Director Location: Dunning-Dallas Role: Responsible for marketing, sales support, and communication consulting practice. Expertise: Strategic communications, crisis communications, marketing, employee communication, and media relations 4

5 Lockton Brand and Communications Team PARTNERING FOR SUCCESS Shannon Hopfinger AVP, Senior Project Manager Role: Operations Expertise: Help with the intranet, Lockton.com, and Constant Contact distributions Nicole Link Executive Assistant Location: Florida Role: Expertise: Sarah Horler Head of PM and Marketing Location: London/United Kingdom Role: Manage responses to RFPs. Expertise: Report writing, presentation skills, project management, client service deliver, insurance program design, and transition management. Erin Maulding Creative Service Specialist Location: Atlanta/SE Series Role: Team Lead Expertise: Providing creative support to P&C and EB account teams. Meg Johnson Marketing Specialist Location: Dunning-Dallas Role: Responsible for sales support, RFP development, marketing execution, and prospect management for Producers. Expertise: Benefits consulting, sales support, and marketing. Sarah Knight Sr. Research Analyst Role: Supports Producers and account teams with high-level research projects, maintenance and development of Lockton Online, and produces NewsLink. Expertise: Research, intranet development, and intellectual capital. Jeanette Mausolf Lead Research Analyst Role: Leads Information Services (IS) team as part of Brand and Communications. IS provides internal research and maintains resources to provide business and company intelligence necessary for Associates to win and keep clients. Manages LocktonOnline content, Lockton s knowledge library. Expertise: Master s degree in Library Science and Information Technology. Bridget McBee Communications Intern, LBG Role: Contribute ideas and content to different social media accounts, write and edit content for Lockton.com, assist in creating various communications materials, work with legal to register patents. Kurtis Lavoie Graphic Designer Location: Northeast-Hartford Role: Work with clients and associates to create customized communications, develop RFPs, and design presentations. Expertise: Living Service, finding solutions, print design, website design, and Brand. 5

6 Shirley McMillan Manager, Administrative Services Role: Manage KC Design and Document Services and Office Services Departments. Serve as DDS lead resource for document design, management, production, and process and procedure implementation for corporate-wide initiatives to include brand consultation. OSD lead resource for print production, records retention, purchasing, and mail services. Expertise: Document management, software technical applications/testing, process/ procedure implementation, and administrative services strategic planning. Jeannine McNeil Graphic Specialist Location: Northeast-Hartford Role: Produce and design presentations, RFPs, stewardship reports, renewal documents, and other client marketing materials for the Northeast P&C teams. Expertise: Print layout and design, Adobe Creative suite, Microsoft Office, and print/color management. Sheila McPherson Communications Coordinator Role: Manage lockton.com and marketing (Constant Contact). Coordinate Lockton Daily, press releases, blog administration, and ads. Manage ThinkStock and Zmags licensing. Expertise: Finding answers. Constantine Okoye Marketing Manager Location: London Role: Work with business units/ producers in managing their marketing activity. Expertise: Social media, developing marketing materials for our various areas of expertise, creating content for websites, CMS systems, advertising, and event management. Glauco Ormond Marketing Coordinator Location: São Paulo (Brazil) Role: Head of marketing Brazil. Expertise: Marketing strategy, social media, Lockton Brazil site, presentations, events, internal marketing, value propositions to customers, the press office. Gigi Otney Design Consultant Role: Serve as a graphic design resource for IPS departments. Provide solutions to technical issues, guidance to ensure team members design visually appealing products to internal clients, and uphold Identity Guidelines. Work with team to create new and update existing graphics and documents. Support IPS with special projects. Expertise: Adobe CC, professional printing/ color management, and Microsoft Office products. Katie Michels Benefits Communications Specialist Location: Denver Role: Create employee benefits communications for Denver, Phoenix, and Las Vegas clients. Expertise: Writing, editing, communicating change, project management, grant writing, research design, and publication management. Erin Petry Communication Specialist Location: Dunning-Dallas Role: Responsible for client account services. Expertise: Corporate communication, writing, and project management. Thais Moore Marketing and Comms. Consultant Location: Northeast Role: Provide EB comm services to NE office, manage sales and marketing support efforts for NE. Expertise: Consultative services for external EB clients, partner with Producers for sales and marketing efforts. Team is heavy user of InDesign CS6 and support P&C and EB account teams. Anita Rankine Business Operations/Training and Compliance Manager Location: Perth, Australia Role: Develop Australian web presence, produce and maintain Australian content for locktononline, ensure consistency with Lockton guidelines, coordinate template library and community relations. Expertise: Insurance broking, event planning, charity relationship management/ event coordination, and strategic communication. 6

7 Lockton Brand and Communications Team PARTNERING FOR SUCCESS Amy Ritterskamp Communications and Research Specialist Role: Write and edit corporate communications, conduct research for Associates, assist with maintenance and development of intranet, and manage social media presence. Expertise: Social media and client success stories. Jill Tilton Senior Graphic Designer Role: IPS resource for technical support and design development. Ensure brand consistency and document integrity for corporate-wide use (master templates). Provide conceptual and project management support. Expertise: Graphics, print layout, Adobe Creative Suite software, and preflight to print. Celina Rodriguez Marketing Support Manager Location: Dunning-Dallas Role: Responsible for sales support, RFP development, marketing execution, and prospect management for Lead Producers. Expertise: Benefits consulting, sales support, and marketing. Scott Verissimo Manager, Information Processing Services Location: Chicago Role: Manage Chicago IPS staff and workflow. Increase IPS visibility. Expertise: Document layout and design, workflow and scheduling, project management, and team building. Molly Schill Sr. Research Analyst Role: Supports Producers and account teams with high-level research projects, maintenance and development of Lockton Online, and monitoring industry news. Expertise: Research, Intranet development, and general knowledge of Lockton. PJ Waters VP, Communications Consultant Location: San Diego Role: Communications consulting for Benefits and support Producers. Expertise: Writing, design, and compliance communications (employee/member benefits). Kristi Scott Marketing Assistant Role: Assist Producers in winning and retaining clients. Expertise: Presentations, sales materials, communication tools, social media, research, and success stories. David Tedesco Manager, Communications Services Location: Los Angeles Role: Serve as manager of Lockton Pacific s Communications Services Group which handles the presentation and document preparation needs of all six California offices and over 400 Associates. Expertise: Over eight years of insurance service experience prior to communications role. Expertise in areas of stewardship reports, RFP responses, business writing, and presentation strategy. Jeannie Wilcox AVP, Director of Communications Role: Promote and escalate intellectual capital from LBG inside Lockton, with clients, and in the media; tap into new channels to increase awareness of LBG resources and experts, including developing social media strategies. Expertise: Writing/editing of white papers, newsletters, press releases, and flyers in concert with LBG experts. Communications planning, writing, collateral development, and rollouts for major projects. 7

8 Team At-A-Glance Linda Aldridge AVP, Manager, ISS Location: St. Louis Series Tracie Charvat VP Marketing Location: Affinity Bob Ellis Project Coordinator Heather Almquist Manager of Information Processing Services Location: Houston Bob Cortellino Graphic Designer and Information Processor Location: Northeast-Hartford Breanne Frakes Communications Intern Trish Anderson Document Production Manager Location: Dallas Sharon Costanza VP-Marketing Manager Location: Affinity Libia Gonzalez Marketing Manager Location: Mexico Denise Blessing Director of Communications Location: Dallas Denise Crossen Communications Consultant Erik Halvorson Communication Director Location: Dunning-Dallas Corey Bolden Creative Specialist Location: Los Angeles Ash Curtis Brand and Marketing Location: Perth (Australia) Shannon Hopfinger AVP, Senior Project Manager Leonie Booyse Graphic Designer Location: London Dean Davison Director of Communications Sarah Horler Head of PM and Marketing Location: London/United Kingdom Brian Bosiljevac Mergers and Acquisition Communications Specialist Jim Delgado Communications Consultant Location: Los Angeles Meg Johnson Marketing Specialist Location: Dunning-Dallas Patty Caldwell VP, Producer Communication Specialist Location: Denver Andy DiOrio Communications Manager Sarah Knight Sr. Research Analyst 8

9 Lockton Brand and Communications Team PARTNERING FOR SUCCESS Kurtis Lavoie Graphic Designer Location: Northeast-Hartford Katie Michels Benefits Communications Specialist Location: Denver Celina Rodriguez Marketing Support Manager Location: Dunning-Dallas Nicole Link Executive Assistant Location: Florida Thais Moore Marketing and Comms. Consultant Location: Northeast Molly Schill Sr. Research Analyst Erin Maulding Creative Service Specialist Location: Atlanta/SE Series Constantine Okoye Marketing Manager Location: London Kristi Scott Marketing Assistant Jeanette Mausolf Lead Research Analyst Glauco Ormond Marketing Coordinator Location: São Paulo (Brazil) David Tedesco Manager, Communications Services Location: Los Angeles Bridget McBee Communications Intern, LBG Gigi Otney Design Consultant Jill Tilton Senior Graphic Designer Shirley McMillan Manager, Administrative Services Erin Petry Communication Specialist Location: Dunning-Dallas Scott Verissimo Manager, Information Processing Services Location: Chicago Jeannine McNeil Graphic Specialist Location: Northeast-Hartford Anita Rankine Business Operations/Training and Compliance Manager Location: Perth, Australia PJ Waters VP, Communications Consultant Location: San Diego Sheila McPherson Communications Coordinator Amy Ritterskamp Communications and Research Specialist Jeannie Wilcox AVP, Director of Communications 9

10 Shared Resources Key Strategies Brand and Communications Team Focus: Win and Keep Clients Leverage the Lockton Brand and Culture Keep it simple: Provide tools, not rules Tell stories Share 10

11 Lockton Brand and Communications Team PARTNERING FOR SUCCESS Lockton Guidelines and Fact Sheet Lockton Brand Guidelines April 19, 2013 Lockton, Inc. U:\IPSTemplates\Lockton Brand Guidelines.pdf Lockton Fact Sheet July 23, 2014 Lockton, Inc. U:\IPSTemplates\Lockton Fact Sheet.docx L O C K T O N C O M P A N I E S L O C K T O N C O M P A N I E S Focused on Making Our Clients' Businesses Better 11

12 Our Mission To be the worldwide value and service leader in insurance brokerage employee benefits and risk management Our Goal To be the best place to do business and to work Lockton Inc. All rights reserved. Images 2014 Thinkstock. All rights reserved. [Rev 07/31/14] S\ALD\Brand_Comm\2014\2014 Comms Chart\Branding Look book.pdf