Janice (Jan) Berthold, Cpcu
About Janice (Jan) Berthold, Cpcu
Janice (Jan) Berthold is an Executive Vice President and Trusted Insurance Risk Advisor with over 20 years of experience in the insurance industry. She specializes in helping C-Suite leaders make strategic decisions regarding commercial insurance to reduce costs and risks while enhancing profitability.
Work at Heffernan Insurance Brokers
Janice Berthold serves as the Executive Vice President and Trusted Insurance Risk Advisor at Heffernan Insurance Brokers. She has held this position since 2005, accumulating 19 years of experience in the role. In her capacity, she focuses on helping clients, particularly C-Suite leaders, make informed strategic decisions regarding their commercial insurance. Her approach emphasizes reducing costs and risks while enhancing profitability and productivity for clients.
Education and Expertise
Janice Berthold has a robust educational background in finance and insurance. She studied at The American College of Financial Services, where she achieved multiple designations, including Chartered Life Underwriter, Chartered Property Casualty Underwriter, and Chartered Financial Consultant, over a nine-year period from 1985 to 1994. Additionally, she completed her CPCU designation through The Institutes Knowledge Group from 1992 to 1995. Janice also holds a Bachelor of Arts degree in English and Italian from Loyola University Chicago and a BA in Liberal Arts and Sciences from the University of San Francisco.
Background
Janice Berthold has over 20 years of experience in the insurance industry, which has equipped her with extensive knowledge and skills in risk management. She has developed the trademarked Proactive Risk Solution process at Heffernan Insurance Brokers, which involves comprehensive interviews, reviews, and analyses to identify and mitigate potential gaps or exposures in clients' coverage. This process reflects her commitment to providing tailored risk management solutions.
Current Board Memberships
In addition to her role at Heffernan Insurance Brokers, Janice Berthold has been actively involved in several organizations. She has served on the Board of Fellows at Santa Clara University since 2008, contributing to the institution for 16 years. Furthermore, she has been an Advisory Board Member of The CFO Leadership Council since 2018, engaging with professionals in the San Francisco Bay Area to share insights and foster leadership in finance.