WHY

Protecting organizations that positively affect people’s lives

HOW

Experts in what we do; inch wide and a mile deep; dedicated exclusively to non-profit and social service organizations

WHAT

Insurance benefits; insurance products

CORE VALUES

Work Ethic; Caring; Passion; Professional Expertise; Dynamic

LEADERSHIP TEAM

Joshua Lamberg

CEO and Founder

Josh Lamberg is the founder and CEO of Lamb Insurance Services, the nation’s largest insurance broker dedicated exclusively to social service organizations. Prior to founding Lamb Insurance Services, he worked for insurance carriers- Philadelphia Insurance Companies and Liberty Mutual. Before starting his career in the insurance industry, Josh had a short career as a professional baseball player; a catcher with several different teams including a short minor league stint with the Cincinnati Reds organization.

The values and ethics that created his success as a professional athlete are the foundation of the character embraced by every Lamb employee. Attitude, Effort, and Preparation are the core elements of his company’s success. Grit, relentless drive, and continuous improvement are Lamb’s best practices.

Josh is a graduate of the University of Richmond with a degree in Rhetoric and Communications.

Rich Spitzer

Chief Revenue Officer

Rich brings over 30 years of sales and marketing leadership experience and excitedly joined Lamb based on the culture, core values, leadership and growth prospects of the company.

Most recently, he was VP - Sales Operations Center of Excellence at Wolters Kluwer, a company primarily serving the financial services and legal segments, where he was responsible for sales enablement and investments in sales force effectiveness and led all functions essential to driving sales productivity. Prior to that, during a long, successful career with Xerox Corporation, he held several leadership roles with responsibility spanning the U.S. and North America, including; VP/GM - North America Supplies Business, VP - U.S. Sales, and VP, North America Product Marketing and VP- Northeast Sales. He started his career at Xerox as a sales representative in N.J. and progressed through multiple sales/management roles while building toward the leadership roles mentioned above.

Rich is a graduate of Rutgers University with a degree in Business Economics and also holds an MBA from the William E. Simon School of Business Administration - University of Rochester.

Daniel Heller

Chief Financial Officer

Dan comes to Lamb Insurance Services with two decades of experience in Technology and Finance. Prior to joining the team, Dan was Vice President of Acquisitions at Diamond Equity Partners, LLC. There he built the acquisitions group from the ground floor, and served as an integral part of operations for the portfolio, including marketing, finance, accounting, and business development duties. Prior to his work at Diamond Equity Partners, LLC, Dan was an Associate in the Acquisitions Group at RAF Industries, Inc and spent ten years working in investment banking.

Dan received a B.S. in Finance, and a B.A. in Marketing from Lehigh University, and an MBA with honors from Columbia Business School.

Tom Greenwald

Chief Strategy Officer

Tom brings over 30 years of executive leadership experience in the insurance industry to Lamb Insurance Services. Tom’s role as Chief Strategy Officer for Lamb is to provide strategic direction, carrier negotiations as well as insight on loss ratio development and profitability. Tom will help drive growth initiatives in P&C. In addition to his role at Lamb, Tom also serves as President and Chief Executive Officer of Convelo Insurance Group, LLC. His responsibilities there include revenue and growth, program development, carrier relations, reinsurance / alternative risk and financial structures. Prior to Lamb, Tom held executive roles at several large MGA’s where he had responsibilities for revenue growth and profitability across all divisions. He has served on the Board of Directors for several Bermuda and Cayman reinsurance companies as well as several reinsurance intermediaries. He has also served on the Board of Directors for several domestic insurance companies and risk management firms.

Tom received his BS in Decision Sciences /Mathematics from Rider University. He earned the Six Sigma designation while working at GE.

Salvatore V. Abano

Global Chief Information Officer

Sal joins Lamb with over 30 years of Technology and Insurance experience having multiple roles as Global Chief Information Officer, Chief Technology Officer and other senior leadership and management positions for Convelo Insurance Group, Hiscox Insurance, Argo Group International, Tower Group International, QBE the Americas, Kemper Insurance, Munich Re America and AIG. Sal specializes in IT Strategy, Business Transformation, Cloud Computing, Enterprise Data Management, Architecture, Infrastructure, and Governance.

In addition to his corporate experience, Sal completed a 24-month overseas tour of duty with the United States Army as Chief Technology Officer, Military and Technology Operations, in Operation Iraqi Freedom III. He was awarded the Bronze Star and Combat Action Badge among other prestigious awards during his career; he is now retired military officer with over 26 years of service in the United States Marine Corps and United States Army reserves.

Sal has a Bachelor of Science degree in Computer and Information Science from Brooklyn College - The City University of New York, a Master’s in Business Administration degree from Regis University, and executive certifications from Harvard Business School and MIT – Sloan School of Management.

Charles Alexander

General Counsel

Prior to joining Lamb, Charles held a variety of senior executive positions at the Xerox Corporation including Associate General Counsel, North American Operations as well as Senior Vice President for Sales, Marketing, and Engineering. In addition, Charles has lectured and consulted on a wide variety of legal and business topics.

As General Counsel Charles provides Lamb senior management with advice on company strategies and their implementation, manages the legal function, and obtains and oversees the work of outside counsel.

Alexander has a Bachelor’s degree from Cornell University and a Juris Doctorate from the State University of New York at Buffalo Law School. He has also completed executive MBA coursework at the University of Pennsylvania (Wharton), the University of Michigan, and Duke University (Fuqua). In recent years he has devoted significant time to his leadership roles on the Board of Directors for multiple non-profit organizations with a particular emphasis on addressing the issues of inner-city poverty.

Dave Fitzgerald

Chief Human Resources Officer

Dave brings over 20 years of management, leadership and human resources experience to Lamb Insurance Services. Prior experience includes Head of HR at Aon, Canada; Senior Strategic HR Leader at Xerox, Prudential and Intel.

Dave’s responsibilities have included being an integral part of the internal development of Human Resources, succession plans, Human Capital Strategy and performance management programs. He is a retired Colonel, United States Army and has received numerous commendations for leadership, to include the covenant Legion of Merit and the Bronze Star Medal.

Dave has a Bachelor of Arts in Behavioral Sciences, from California Polytechnic University and a Master’s in Strategic Studies, from United States Army War College as well as HRLR Certification from Cornell University.

MANAGEMENT TEAM

COREY heller

President of Employee Benefits

Corey serves as the President of Employee Benefits at Lamb Insurance Services. He is responsible for the day-to-day consulting services the firm provides to its clients, the development of strategic initiatives, and leading new business production. Corey has spoken, and presented to numerous audiences on health and welfare related subjects such as; alternative funding strategies, healthcare reform, emerging benefits and HR trends, and the role of technology and I.T. in developing a complete benefit portfolio. Prior to joining Lamb Insurance Services, Corey worked for AXA Advisors as the VP of Employee Benefits responsible for mid-market sized accounts.

Corey is a graduate of Lehigh University with a degree in Finance. He is licensed in Health, Life and Accident in multiple states.

Jeanne Oronzio Wermuth

Director of Client Services

Jeanne joined Lamb Insurance Services in 2015 with 20 years of experience in the Property & Casualty Insurance industry. Prior to joining the Lamb team, Jeanne spent 12 years at a large insurance brokerage and consulting firm in Philadelphia where she was a member of the Health and Human Services team and leader of the Management Liability Practice Group. Jeanne’s professional career also led her to become an adjunct professor of insurance at Temple University for several semesters. Her experience includes insurance coverage analysis, captives, reinsurance, training, and education. Jeanne oversees our Property & Casualty service team, and is an additional resource to our clients for coverage and service-related questions.

Jeanne earned her BA in Finance, Risk Management and Insurance from Temple University and an MBA in Corporate Finance from Drexel University.

Alexander Yeres

Marketing Manager

Alex Yeres joined Lamb Insurance Services in 2014 as our Marketing Manager. Prior to joining the Lamb team, Alex practiced law for 10 years, concentrating in commercial real estate transactions and general corporate law. Most recently, he was an Associate with a leading New York City real estate law firm where he represented clients in all aspects of conveyancing, leasing, as well as sophisticated real estate financing transactions.

Alex earned his BA from Syracuse University and his Juris Doctor, cum laude, from Pace University School of Law.

Mitch Sacks

Head of Claims & Loss Control

Mitch brings over 30 years of Insurance Claims & Operations experience to Lamb Insurance Services. Mitch's role as Head of Claims & Loss Control is to oversee and develop Claims Advocacy & Loss Control Services in order to support the firms' growing national client base across all Lines of Business.

Most recently Mitch was responsible for Claim Performance Development at ACE Overseas General Insurance Company and oversaw the ACE & Chubb Insurance merger of the International Claim organization. Previously, Mitch was the International Claims Operations & Systems Executive for American International Underwriters, (AIU) and while based in Chicago with was a Senior member of KPMG's (BearingPoint) Insurance Management Consulting Practice as well as Director, AVP of Global Accounts for Crawford & Company.

He has a BA in Political Science & International Studies from the College of New Jersey.

Steve Phillabaum

Regional Sales Manager

Steve is Lamb’s Regional Sales Manager and is responsible for leading our relentless drive to implement comprehensive risk management strategies for our new clients. Prior to joining Lamb Insurance Services, he led Navy engineering, operations, and anti-terrorism teams during Operation Iraqi Freedom. He was responsible for immediate conflict engagement and point defense of strategic infrastructure in the Northern Arabian Gulf. Steve also spent several years working for Datalogic Industrial Automation, a world leader in the material handling industry. He advanced through technical and managerial positions in finance, engineering, new product development, and project management. Steve is a published author on risk management issues, and serves on the board of several community and veteran organizations.

Steve is a graduate of the United States Naval Academy where he played NCAA Division I Water Polo and received his MBA from Saint Joseph’s University’s Erivan K. Haub School of Business.

Michael Lamberg

Regional Sales Manager

Michael joined Lamb Insurance Services in 2013. Michael oversees business development for New York and surrounding areas. Prior to joining the Lamb team, Michael spent 8 years at Thomson Reuters as a valued member of the Corporate Services Group where he was responsible for providing stock market advisory research for publicly traded companies. In addition to his knowledge and understanding of insurance products designed to help social service organizations, Michael is an expert in our Workers Compensation offerings here at Lamb Insurance Services.

Michael earned his BA from Syracuse University and his Masters (Cum Laude) from New York University.

Carly Shaver

Regional Sales Manager

Carly joined Lamb Insurance Services in 2018 bringing with her over 15 years of property and casualty insurance experience. Carly oversees business development for Lamb’s Midwest region. Her well established background includes personal lines, commercial property and casualty, specialty lines, team assembly and management, lead generation, recruitment, sales planning, coverage/carrier differentiators, sales incentive programs and training programs. Prior to joining the team, Carly worked for CNA in their Chicago region, where she was responsible for a an overall $20MM book of business. Carly also spent 7 years with the Joe Schneider Allstate agency where she built out the commercial property and casualty platform and was awarded Top Commercial Producer for 2013, 2014 and 2015 nationwide.