Defining and Communicating Boundaries in your Relationships with Clients

Phil leads the product development and claims elements, with some work in business development, and is a GE Six Sigma Certified Black Belt leading process improvements. Phil has 43 years of commercial and consumer finance and insurance experience in affiliate CEO, and SVP roles with GE Capital, GE Financial Assurance, AIG, and Sun Oil. His P&C and L&H insurance expertise include national affinity distribution, product development, and claims management. Phil is insurance licensed in 50 states for Property & Casualty and Allied Lines, and Life, Health, Accident, Annuities, and Allied Lines. Phil is a graduate of the University of Pennsylvania Wharton School and Arts & Sciences Ph.D. and M.S. degree business and organization applied economics programs. His published Dissertation is “Managing Strategic Change” UMI Company #9712960. Phil also earned the M.I.T. Sloan School Executive Program in Corporate Strategy designation while Phil was the affiliate division CEO at Sun Oil Company. Phil is a Board member of the Chester County, PA Intellectual Disability program guiding a $58MM annual budget across 200,000 households in the Congressional Districts 6th, 7th, and 16th

Dina Larsen has been with Western Litigation (currently Gallagher) since 2006. In her current role, Dina provides a variety of risk and claim related services to a large multi-hospital Risk Retention Group (RRG) and a Risk Retention Group for social workers. Other responsibilities include assisting with claims and risk management; preparing statistical analysis and applicable reports reflecting claim and risk activity; interacting with risk managers at various facilities; participating in claims and risk subcommittee meetings; completing miscellaneous projects as requested; coordinating monthly risk management meetings in various locations throughout the U.S.; and serving as administrator for the online incident reporting system (RL Solutions) for several of the hospitals. Dina also provides claim management and routinely answers calls on a national hot-line service for the NASW Risk Retention Group. She also holds a Certified Professional in Healthcare Risk Management (CPHRM) designation which is an exclusive certification offered by the American Hospital Association (AHA) for health care risk managers. Ms. Larsen spent 18 years working as the main paralegal for a medical malpractice group of attorneys. She was responsible for preparation and maintenance of medical record summaries for specific files; reviewing all pleadings filed with courts or hearing processes; confirming legal citations and document citations; responsible for office docketing system to confirm compliance with calendar deadlines and court rules and; working with co-defense counsel and clients on document preparation and production, and other items needed for ongoing litigation.

Lonnie Ropp serves as the Director of Product Management and Underwriting for the NASW RRG. Before stepping into her current role, she served the organization as the underwriting manager and has held operation support roles including training, quality assurance and started as the sales specialist for the social service agency program. She holds a BA in Political Science from Mount Saint Mary’s University and is a licensed property and casualty agent. She joined the NASW RRG in 2013 with over 12 years of insurance direct sales, marketing, training and operations experience with other insurance carriers. Lonnie supports community organizations as a board member of the Frederick County Mental Health Association, Women’s Giving Circle and a member of the Rotary Club of Carroll Creek.