Joanne Taylor
About Joanne Taylor
Joanne Taylor is an Account Executive specializing in Large Commercial Accounts with over 20 years of experience in the insurance industry. She utilizes technology to offer comprehensive coverage options and risk assessment services, focusing on client needs and safety.
Work at Heffernan Insurance Brokers
Joanne Taylor has been serving as an Account Executive for Large Commercial Accounts at Heffernan Insurance Brokers since 2018. In this role, she utilizes technology to provide clients with comprehensive insurance coverage options and competitive pricing. Her responsibilities include conducting thorough assessments of coverage and policy wording, as well as engaging in loss control and claims management assistance. Taylor's expertise helps clients navigate the complexities of the insurance landscape, ensuring they receive tailored risk assessment services.
Education and Expertise
Joanne Taylor completed her high school education at Lynbrook High School in San Jose, CA. She furthered her studies at California State University, Chico, where she earned a Bachelor of Arts (B.A.) in Family and Community Services. With over 20 years of experience in the insurance industry, Taylor specializes in risk transfer options that align with business cash flow. Her educational background and extensive experience equip her to analyze claims effectively and provide solutions that prioritize client needs and safety.
Background in the Insurance Industry
Joanne Taylor has a diverse background in the insurance sector, having worked in various roles since 2003. She began her career at Pennbrook Insurance Services, Inc. as a Broker from 2003 to 2007. Following that, she worked at Barbary Insurance Brokerage from 2008 to 2016, where she gained significant experience as an Insurance Broker. Taylor then spent two years at Hays of California Insurance Services from 2016 to 2018, focusing on property and casualty risk management. This extensive background has provided her with a comprehensive understanding of the industry.
Specialization in Risk Management
Joanne Taylor specializes in managing real estate portfolios, Low-Income Housing Tax Credit (LIHTC) projects, construction, and casualty claims management. Her role involves providing access to specialized programs and alternative risk financing solutions, including captives and management liability. Taylor's focus on risk assessment services helps business owners and executives address challenges in a rapidly changing and litigious environment, ensuring they are well-prepared to mitigate potential risks.