Lead with knowledge first

Margery has almost four decades of insurance industry expertise and spent 28 years with Equifax where she held various positions in management, client service and operations. She focuses on aligning our partnership with your strategic goals by understanding and addressing each customer’s unique needs.

Ada leads strategic account management for several top 10 US retail agencies, providing complex, high-impact changes. She has almost two decades of experience in retail insurance service delivery and holds a Six Sigma Green Belt.

Rajesh has over 20 years experience in operations and delivery, risk management, design, and change management. At ReSource Pro, Rajesh manages client teams across retail brokers, MGAs, and carriers. He holds certifications as a Project Management Professional, Prince2 Practitioner, Kanban Management Professional, and Lean Six Sigma Certified Black Belt.

Brett spent over sixteen years at Nationwide in a variety of roles in Underwriting, Specialty Auto and Affinity Programs. Following his time as Nationwide, he spent two and half years as the Business Development Director at EASE Logistics, where he was responsible for acquiring new customers and growing existing relationships. In his Client Executive role, Brett is responsible for National Retail clients.

Elvis has over two decades of P&C insurance operations experience and holds a CII Certificate in insurance. He oversees and directly manages critical accounts, drives growth and maintains exceptional quality standards. His expertise in lean practices, transition management, and performance management frameworks builds high-performing teams that strengthen our client relationships.

Rita has over a decade of experience servicing some of our largest retail and carrier clients. She is responsible for directing and managing operations; leads and executes strategic projects that drive growth; and holds a Six Sigma Green Belt Certification.

Helen joined ReSource Pro in 2022 as a Client Executive. She is an insurance executive who began her career on the agency side with Fowler Agency (which became Bollinger) and Willis. She transitioned to Distinguished Programs Group where she served in multiple capacities such as SVP overseeing Underwriting, Marketing and Claims, EVP for the Community Association and Umbrella product lines, and COO with oversight of 65 program executives. She also served as Chief Strategy Officer of IT Room Solutions.

Since joining Resource Pro in 2006, Bonny has been managing client teams across retail brokers, MGAs, and carriers in both P&C and EB sectors. As a Director of Service Delivery, she now oversees new client onboarding, account management, and operation management of multiple clients, including one of the world’s largest privately owned insurance brokerage firms. Over the past years, Bonny has led teams to support several clients in completing data migration, operation integration, workflow redesign, and more after clients’ business M&A. She recently obtained her CISR certification.