Allison Gerwick
Director, Brokerage
Ms. Gerwick has over 10 years experience in the insurance industry and presently
manages producer, carrier and other vendor relationships along with negotiating
compensation and strategic partnerships that drive business. Ms. Gerwick also plays
an important role in working with brokers to ensure client compatibility as it relates
to product and case design on life insurance cases. Prior to joining and creating
SteringBridge with SBIA, Ms. Gerwick was Principal and Vice President of a boutique
general agency.
Ms. Gerwick was also previously with National Financial Partners (NFP) serving as
Director of Annuities and Product Management, Director of Marketing for the Special
Case Unit, and AVP of NFP Life Brokerage. Ms. Gerwick marketed the Special Case
Unit's abilities to secure accounts for the $250,000 target premium high net worth
life insurance case market. The Special Case Unit helped generate life insurance
target premiums in excess of $200 MM.
Prior to her positions at NFP, Ms. Gerwick helped start a Brokerage General Agency,
Allied Financial & Insurance Services that focused on life insurance and annuity
sales and is still in business today. She started her career in the insurance industry
with GE Financial Assurance, where she was a Career Agent focusing on life, annuity,
LTC and Medicare Supplement sales. Ms. Gerwick received her B.A. from Texas A&M
University-Corpus Christi, and holds her Series 6 and 66 and Life and Health Insurance
Licenses.
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