Karen G. Bartak, CPCU, ARM, ASLI

Clients including: Bay Area Rapid Transit (BART), Los Angeles Metropolitan Transportation Authority (Metro), Los Angeles Department of Water & Power (LADWP), Contract Cities of Los Angeles County (LA County Sheriff’s Dept), Los Angeles Unified School District, Sacramento Regional Transit, Sonoma Marin Area Rapid Transit (SMART), and King County WA.

Brokered largest, most complex accounts for Los Angeles, San Francisco, and Seattle offices. Clients included: Los Angeles MTA (Metro), County of San Bernardino, The Irvine Co, T-Mobile, VISA, Bank of the West, 24 Hour Fitness, Trader Joe’s, and Ingram Micro. Leadership Committee, Women’s International Network Leader, Sales Contribution Award.

Established and grew risk management-focused accounts with large retail brokers. Maintained atypical long-term client relationships through market cycles. Clients included: Dole/Castle & Cooke, Scripto-Tokai Corp., Smith & Wesson, Global Crossing, Red Bull NA, Virgin Atlantic, Hilton Hotels, and Platinum Equity Holdings. Member Executive Advisory Committee, IIA; Member, NAPSLO Internship Committee; Member, California Surplus Lines Association Education Committee.

Underwrote casualty treaty reinsurance, interfacing with carrier senior management.

Underwrote primary general liability, auto liability, and workers compensation.

Underwrote primary and excess casualty; completed General Re underwriters’ training course.

Chartered Property and Casualty Underwriter (CPCU)

Associate in Risk Management (ARM)

Associate in Surplus Lines Insurance (ASLI)

Bachelor of Arts, Political Science and Psychology, University of Missouri-Columbia

CA Insurance License: 0E51449