Leadership

Meet Our Leaders

Ballator was founded in 2007 by a group of proven career insurance professionals who had previously been in senior management positions with publicly traded insurance brokers. Each of the founders identified the benefit of specialization in industry classes and realized that the needs of these classes were not being served by traditional insurance brokers or companies.

Shane Caldwell

CEO

Shane Caldwell has served as Ballator CEO since the company’s inception in March 2007, and is responsible for the design, planning and execution of the business plan for Ballator Group, its subsidiaries and affiliated companies. Prior to starting and acquiring the Ballator companies in 2007, Shane served in various senior management positions with a national, publicly-traded broker. Most recently he served as the President of the broker’s most profitable division specializing in special programs and alternative insurance products. Prior to his service to the publicly-traded broker, Shane developed and operated a private group of insurance companies that specialized in municipal, not-for-profit organizations and truckers in the Southeast United States. Those companies were sold to a national broker and became the basis for a nationwide specialty group. Shane is a 1989 graduate of the Florida State University with a Bachelor of Science in Risk Management – Insurance.

Hasib Bangloria

Executive Vice President

Hasib Bangloria has been with Ballator Insurance Group since its inception and serves as Ballator’s Executive Vice President. He is responsible for the day‐to‐day operations of the Ballator operating companies including execution of the annual business plan and financial results for all its subsidiaries. Prior to serving in this capacity with Ballator, Hasib was part of senior management at a mid-size, national specialty broker specializing in municipal, non-profit, and healthcare program development and brokerage. He was involved in the creation of the largest social service insurance pool in the State of Florida. Additionally, he was involved in developing several specialty products geared towards niche, underserved industries. Prior to his tenure at the specialty insurance programs and brokerage firm, Hasib served in the management team of a publicly-traded insurance broker. There, he was responsible for program management and development for the governmental risks division. Hasib is a Cum Laude graduate of DePaul University in Chicago with a Bachelor of Science in Commerce – Finance Honors.

John Hartin

Director of Accounting

John W. Hartin, CPA serves as the Director of Accounting for Ballator and has been with the company since 2014. He is responsible for accounting and Operations for the parent company and subsidiaries (including First Florida Insurance Brokers and Non-Profit Insurance Services, Inc.). In addition, John is responsible for the accounting and operations of the Florida Insurance Trust (F.I.T.). Prior to his tenure with Ballator Insurance Group, John held accounting and operations positions at various organizations in the Central Florida area. John also spent seven years at a local CPA firm with responsibilities ranging from financial statement preparation, audit, reviews, compilations and tax preparation. John is a graduate of Florida Southern College with a presidential citation in academics.

Richard Childers

Vice President of Business Development

Doug Childers has been with Non-Profit Insurance Services, Inc., a Ballator subsidiary, since its inception in March 2007, and is responsible for marketing Florida Insurance Trust products to qualified “non-profit” organizations in Florida as well as strategic advice, planning guidance and day-to-day agency relations for the company. Prior to 2007, Doug owned and operated a privately-held insurance agency for over 20 years and sold it to a large national broker. He spent his next ten years as Senior Vice President, and as a public entities specialist. Doug has been an active member of his community as a Trustee of the Lake Sumter Community College, former School Board member, City Councilman, the Executive Committee of the Mid Florida Community Action Board and a member of the Rotary Club of Wildwood, Florida. Doug is a 1967 graduate of the University of Southern Mississippi with a Bachelor of Science degree in Political Science.

Travis Childers

Business Development Director

Travis Childers serves as the Business Development Director for Ballator Insurance Group. He is responsible for agency & carrier relationship management, sales and program development for NPIS’s main division of interest, non-profit insurance programs. Travis has nearly two decades of insurance background primarily focused specifically on pooling, risk retention and large direct placements. Over his career, he has been able to secure the most financially sound insurance placements for hundreds of federal funded entities in areas of both property & casualty and employee benefits. He is an expert in assisting the public and non-profit communities navigate difficult insurance market conditions & meeting tight budgets. Travis holds a B.S. in Marketing from  Florida State University and Certified Insurance Counselor designation.

Jennifer Lister

Vice President of Risk Management & Claims Advocacy

Jennifer Lister is part of Ballator’s management team and serves as the VP of Risk Management & Claims Advocacy. She oversees the Claim Operations and Loss Control – All lines, WC, GL, PR, Auto, and EPLI. Her experience includes 28 years of Insurance Industry, working with Third Party Carriers.  Her last position prior to Ballator was working for FIT’s current carrier (FARA/YORK) for 15 years, last serving as the Branch Manager overseeing the Claims Department. She has worked on the FIT program since its inception in 2007 wherein many of her duties as Branch Manager transferred to her current position with Ballator. Jennifer holds a B.A. degree from Columbia-Green College and is licensed in Florida & New York.

Non-Profit Insurance Services Leadership Team

Peter Herron-Brown

Senior Vice President

Peter Herron has been with Non-Profit Insurance Services since the inception in May 2007. Since the formation of NPIS, he has worked in every facet of the company from underwriting to operations. Prior Peter, served as the IT/Operations Manager for a statewide claims TPA company for a nationally traded Brokerage company, for 12+ years.

Kevin Fernandes

Vice President – Underwriting & Operations

Kevin Fernandes has been with Non-Profit Insurance Services since 2014, starting as an intern. Currently, he serves as Vice President, overseeing the Operations and Underwriting departments. His role involves managing the NPIS service team, which consists of Account Managers, Underwriters, and Underwriting Assistants, plus developing/maintaining the underwriting operations for various programs.

Kevin graduated from the University of Central Florida with a B.A. in Finance with Cum Laude Honors. He is a member of the National Society of Leadership and Success.

Mike Cathcart

Assistant Vice President – Underwriting

Mike Cathcart has been with Non-Profit Insurance Services (NPIS) since 2016. Mike is responsible for the rating and quoting of new and renewal business as well as overseeing day-to-day operations. Mike joined NPIS after spending almost 10 years with a nationally traded brokerage company where he worked with retail agents in Florida and across the country. Mike has obtained his Florida Insurance License and AINS (Associate in General Insurance) designation. He graduated from the University of Central Florida with a B.A. in Liberal Studies.

World Risk Management Leadership Team

Michele Jones

President

Michele Jones has served as World Risk Management’s President & Managing Director since its inception in December 2006. As President, Michele is responsible for the strategic planning, implementation, and management of the company and its employees. Currently, WRM serves the needs of approximately 55 cities, counties and other public entities in the State of Florida, and has been called “second to none” by some of its clients. Prior to starting WRM, Michele worked at a national brokerage firm for 15 years. Ultimately she worked as the Vice President of Operations for the local branch, wherein she handled the human resources and executive responsibilities for the company. For most of her tenure, she handled the insurance and risk management needs of public entities in the State of Florida. Michele has extensive experience in all facets of property and casualty insurance, especially as it relates to governmental entities. Michele is a 1991 graduate of the University of Central Florida with a Bachelor of Science in Business Administration-Finance.

Andy Cooper

Senior Vice President

Andy Cooper has been the Vice President of World Risk Management, LLC since its inception. Andy is responsible for marketing and reinsurance placement for the Public Risk Management program and day-to-day interaction with public entity clients. Prior to joining World Risk Management, Andy worked for a national brokerage firm for 22 years. He spent his earlier years working in the London insurance marketplace where he specialized in both the United States and United Kingdom public entity business. Andy transferred to Orlando in 2001 and has concentrated on Florida public entity business ever since. His experience in global insurance matters and his knowledge of the complex needs of governmental entities have been called “extraordinary” by many of his peers. Andy studied Business at Redbridge College in England.

Adam Balls

Vice President

Adam Balls helps clients evaluate their appetite for risk and find effective ways to reduce their cost of insurance and have a true understanding of their Total Cost of Risk. From there we find a starting point on how to measure the entire Cost.  After that we begin the process of implementing risk management strategies to drive our total cost of risk down and not simply being focused on the cost of insurance premiums.  For smaller organizations, Adam finds the best traditional insurance coverage available. With larger corporations, risk management and self-insurance are options available to Company’s to reduce their cost of risk and reliance on traditional insurance. But understanding the best direction requires substantial due diligence and a thorough understanding of each approach.

Adam and World Risk Management provide the tools and information Public Entities need to decide what’s right for them based on the latest industry trends, market fluctuations and specifics of their organization. Quite often, he is able to uncover opportunities for savings with new clients that had been hidden for years.  It takes considerably more time than one-size-fits-all solutions, but the results can be impressive. Adam has experienced that this approach produces clients who stay with him for years.

Jon Rivera

Assistant Vice President & Risk Management Consultant

Jon Rivera is an assistant Vice President/Risk Management Consultant for Word Risk Management. Since joining the Ballator family in March 2013, Jon has aided the company’s Business Development team to further grow Ballator’s Social Service and Public Sector divisions. Prior to joining World Risk Management, he began his career at the corporate HQ of a large, publicly-traded brokerage firm where he focused on marketing and insurance placements for large long-term care organizations. Jon graduated from Florida State University in 2011 with his Bachelors in Risk Management and Insurance. He currently holds a 02-20 and 02-15 license.

First Florida Insurance Brokers Leadership Team

John Orebaugh

President

John Orebaugh is the President of First Florida Insurance Brokers, a Ballator subsidiary. In this role, John is responsible for the day-to-day operations of Tampa’s premier insurance brokerage, as well as the design, sale, and service of the various insurance products offered. John has been a leader in the insurance industry for many years, both as a company executive and as senior management at retail brokers. He started his career with Crown Life and then moved to Hartford Life where he was responsible for large case disability for their Southern Region, as well as the development of a Point of Service product in a joint venture with AvMed Healthcare. From there, John became the Assistant Vice President for the Tampa office of a large, publicly-traded national broker wherein he was the National Practice Leader of Managed Disability. In this role, he provided consulting and brokerage services to large local and national employers. He also served on the National Broker Advisory Council to several reinsurance companies. John is a graduate of Stetson University with a Bachelor of Science in Marketing with a minor in Statistics. He also attended the University of South Florida’s MBA program.

Kathleen Sullivan

Vice President

Kathleen Sullivan joined the Ballator team in 2011 as the Vice President of Business Development for First Florida Insurance Brokers. A 20-year veteran of the group health insurance industry, Kathleen is responsible for developing a health insurance captive for members of the Ballator-managed Florida Insurance Trust. Kathleen’s expertise is in building clinical delivery systems, efficient plan administration and comprehensive population health management resulting in reduced costs to our clients. Her career in the insurance industry is marked by successful engagements at Aetna, Oxford HealthPlans and HealthPlan Services. Most recently, Kathleen was the Executive Vice President of Client Services for First Service Administrators, Inc. where she was instrumental in delivering considerable cost savings to clients through innovative cost containment solutions, high-risk management tools, and long-term wellness initiatives. Active in the Tampa Bay community, Kathleen was a Finalist for Businesswoman of the Year by the Tampa Bay Business Journal in 2010 and has served in leadership roles with state and local health underwriters and financial advisors associations, as well as an Advisory Committee Member for Verisk Health. Kathleen is a graduate of the University of Connecticut with a major in Clinical Dietetics.

Maggie Boykin

Vice President

Maggie Boykin, ARM-P, is the Vice President of Property and Casualty for First Florida Insurance Brokers, a Ballator subsidiary. In this role, Maggie handles the design, implementation and administration of property and casualty insurance programs, with a specific focus on the Public Entity, Scholastic and Non-Profit niches. Her responsibilities include several counties and school districts in and around the Tampa area, as well as non-profits around the state. Maggie has been in the insurance industry for 14 years and started her career with a national brokerage firm where she assisted with the renewals and policy management for several public entities in the State of Florida. From there, Maggie joined First Florida Insurance Brokers furthering her insurance knowledge and education while continuing to bring innovative risk solutions to her clients. Maggie’s experience extends to multi-layered property programs, and all aspects of property and casualty insurance, especially as it relates to governmental and non-profit entities. Maggie is a graduate of the University of Florida with a Bachelor of Science in Finance. She also earned her Associate in Risk Management and Risk Management for Public Entities designations from the prestigious American Institute for Chartered Property and Casualty Underwriters.

Libertate Leadership Team

Paul Hughes

President

Paul Hughes has been working with the Professional Employer Organization (“PEO”) industry since 1995 and data management since 2005. He is responsible for the day to day operations of both Libertate Insurance Services, LLC and RiskMD, which reports into the overall Ballator Insurance Group family of companies. Having started with Liberty Mutual in 1992, Paul went on to become the Regional Sales Manager for ManagedComp out of Boston and started the firm Risk Transfer in the year 2000. Since 2000, he has become the controlling agent on six different workers’ compensation insurance programs for the PEO industry and has underwritten and bound close to $2 billion in premiums. He is a huge advocate for the PEO industry, having been a founding member of both NAPEO’s Workers’ Compensation Certification Board as well as Cyber Board. Paul has advocated on behalf of the PEO industry to the NCCI, various state insurance departments, and the insurance industry in general. He created an industry-specific blog “The PEO Compass,” which opines to all issues PEO.

Paul Hughes is a graduate of Rollins College and the Crummer School of Business where he obtained his Masters in Business Administration.

Sharlie Reynolds

Executive Vice President

Sharlie Reynolds is the Executive Vice President of Libertate Insurance Services, LLC and has been with the company since its inception in 2014. Prior to joining Libertate, Sharlie served several different service and sales capacities at Risk Transfer Programs, LLC. Her initial assignment was the management and stewardship of five master policies generating $35m of premiums. Later, she went on to be the lead in rolling out the company’s patented technology, RiskMD, to the company’s top 50 clients. During her career, Sharlie has successfully managed almost $200m of commercial property and casualty insurance premiums.

Before Sharlie started in the insurance industry, she had 14 years of successful Consumer Packaged Goods experience working for companies such as Coca-Cola, Tyson Foods, Cadbury Schweppes and Bacardi USA in the roles of Sales or Sales Management. She managed multiple key accounts as well as national and local program executions for high-profile brands such as Dewar’s Scotch, vitaminwater, smartwater and Canada Dry where she held lead roles in planning, sell-in, creative development, program execution, and evaluation.

Sharlie has a BSBA from the University of Arkansas and an MBA from the University of Florida.

David Burgess

Executive Vice President

David Burgess began working in the insurance industry with Zenith Insurance as an Underwriter. In time, David went on to become the Vice President of Underwriting for MCIM, a regional workers’ compensation carrier.

Under his direction, MCIM worked with both PEO and retail agents. Additionally, David led a team of underwriters with the pricing and program placement for the workers’ compensation insurance. In 2012, David became the Underwriting Manager for Patriot National Insurance, a company who specialized in mono-line work comp products which included retail workers compensation underwriting and captive management services. Most recently, David led the PEO division of AmTrust Financial as the Director of Underwriting before transitioning to an independent agent and joining Libertate Insurance as an Executive Vice President.

David remains an active member of various industry and insurance associations and carries the designation for a Certified Marine Insurance Professional (CMIP), gaining an absolute understanding of marine-related risks and their associated coverages. He focused especially on those coverages and risks related to U.S. Longshore and Harbor workers legislation as he served as the specialist in this coverage for Zenith, MCIM, and AmTrust Financial.

David Burgess graduated from Cumberland University with a Bachelor of Science degree in Business Administration and a minor in Accounting.