WSS California Operation Expands with New Hires

Stevenson Ranch, California, July 10, 2018 – WSS, part of XPT a new specialty insurance distribution company, continues to expand with two new hires who join the additional hires announced in June.  Lynn Bertram will be Senior Broker/Underwriter in the Commercial Lines Department and Stefanie McLeod will serve as Vice President and Senior Production Underwriter in the Personal Lines Department.

Bertram previously spent 15 years at Monarch as a Broker/Underwriter with Mark Kaufman, as part of his team, and most recently as Manager of their Commercial Lines Department. 

McLeod, who was also with Monarch, established and ran their Personal Umbrella Department for the past 16 years.  With WSS she will be tasked with expanding the Personal Lines Department writing Personal Umbrellas, Homeowners and other ancillary personal lines products.

Mark Kaufman, Chief Operating Officer, said, “I am very pleased to announce the addition of these two individuals to the WSS team.  I had the privilege of previously working with both Lynn and Stefanie and I am certain that their knowledge and expertise will be invaluable assets to our company.”

About WSS

Since 1981, WSS has been providing retail brokers an extensive line of Commercial and Personal Lines products, with access to both admitted and non-admitted markets. WSS continues to expand their reach and now writes in most of the Sun Belt states. West-Pro, a division of WSS, writes bars & taverns with exclusive markets and coverage forms for wholesale brokers in over a dozen states.

WSS is a proud member of the following trade associations: CIWA, WSIA, and TSLA. WSS is headquartered in Plano, TX with employees also located in California.

About XPT Group

XPT is a new specialty insurance distribution company formed through a partnership of highly-experienced management executives and an institutional investor who backs start-up insurance distribution firms.  XPT brings together underwriting and wholesale brokerage firms across many specialty lines through acquisitions and new product development. XPT stands apart by delivering expertise through a collaborative partnership culture.

Contact: Chantal Nation +1.972.702.0500