John Keenan, CLU, CPCU is founder and Chairman of Keenan & Associates, one of the largest privately-held insurance broker/consulting/TPA firms in the United States. He founded the company in 1972, with four employees in one office, and has subsequently directed its growth to a firm of over 600 employees with 10 offices located throughout California. Keenan & Associates specializes in providing insurance services to schools and hospitals.
Before forming Keenan & Associates, Mr. Keenan served as Vice President with Cal-Surance, as well as Vice President with Frank B. Hall. Prior to these executive positions, Mr. Keenan worked for New York Life and Metropolitan.
Mr. Keenan graduated from Loyola University in 1952 with a Bachelor’s degree in Business Administration and began his career in the insurance business in 1954. He received his Chartered Life Underwriter (CLU) designation in 1960 and his Chartered Property & Casualty Underwriter (CPCU) designation in 1984. He also holds a certificate in Agency Management and Group Insurance from the American College. He was a Life Underwriter Training Council (LUTC) instructor for four years.
Mr. Keenan has been a big supporter of education in the insurance industry by not only providing facilities for instruction, but also providing financial aid for his employees to continue their education.
Sean Smith, is the President and Chief Executive Officer, succeeding company founder and Chairman John Keenan in 2000. He gained his broad background in operational, technical and marketing facets of the insurance consulting and brokerage business through more than 23 years of experience in the industry. Sean empowers an entrepreneurial culture among the company’s 600 employees through a goal-oriented management system that emphasizes customer focus.
During his years at Keenan, Sean progressed through several previous sales and management positions, from Account Executive, then leadership of the northern California sales team, before returning to the Torrance headquarters to head up operations for the entire Schools Division.
Prior to joining Keenan & Associates in 1989, Sean served as a major accounts manager for Anthem Blue Cross, where he handled large commercial and school clients. He began his career at Prudential Insurance Company where he developed and negotiated their first preferred provider organization, and conducted cost management analysis for commercial clients.
Sean graduated from the University of Redlands (California) with a Bachelor of Science degree in Political Science and Economics. Business Insurance designated Sean as one of the “Millennium Heirs to the Industry”. He is actively involved in the Young Presidents’ Organization, an international forum for the exchange of ideas and continuing education between today’s corporate leaders.
David Seres is the Chief Financial Officer in the Torrance office. He is responsible for the areas of internal accounting and client service accounting. He is also responsible for all of the company’s treasury functions.
David has been with Keenan & Associates since 1999. He had most recently worked for Ernst & Young LLP in Dallas and Los Angeles for a total of five years. Subsequent experience also included work in the accounting department of a major company in the petroleum industry.
David graduated from the University of Texas at Austin. He is a Certified Public Accountant, Chartered Life Underwriter, Chartered Property Casualty Underwriter, and is a Fellow of the Life Management Institute.
Henry R. Loubet is Chief Strategy Officer for Keenan. Mr. Loubet came to Keenan in the spring of 2003. Named in 1997 as one of California’s Top 100 Healthcare Executives, Mr. Loubet has considerable accomplishments in executive level managed healthcare, hospital administration, and e-healthcare.
Mr. Loubet has extensive managed healthcare experience, with UnitedHealthcare where he served as CEO of their Western Region. Prior to UnitedHealthcare, Mr. Loubet was President of Foundation Health of California. Before that, he was Senior Vice President and Regional Executive of Health Net. In six years, he led the healthplan to grow to 500,000 members. Mr. Loubet also served as Vice Chairman/Chief Operating Officer of the early adopter to the online pharmacy industry, DrugEmporium.com from 2000-2003.
Mr. Loubet serves on a number of the nation’s premier healthcare organizations in Board of Director and Advisory Board capacities, as well as non-profit boards. Mr. Loubet holds master’s degrees from University of Pittsburgh and University of San Francisco, and a bachelor’’s degree from Rider University, New Jersey.
Tara Schilling, Senior Vice President, is in charge of developing and managing all TPA Operations which includes claims administration for property & liability, workers’ compensation, medical benefit claims and disability claims. Tara works closely with employers to design integrated claim management strategies and interventions that facilitate employer control of medical management, litigation and disability issues and to minimize the adverse costs of claims cost drivers. Tara also develops managed care provider and claim payer outcomes. In addition, she also oversees our cost containment programs, Partnership for Review and Integration of Medical Expenses (PRIME) and Partnership for Review and Integration of Defense Expenses (PRIDE) and Regency Investigations.
Prior to joining Keenan & Associates in 1990, Tara worked for various third party administrators and insurance carriers where she was responsible for designing and implementing effective procedures and workflow, developing quality control, and creating outcome management reports.
Tara has a Bachelor of Arts degree in Legal Studies and is certified by the Department of Industrial Relations, Self-Insurance Plans as a Workers’ Compensation Administrator. She has also completed many technical and managerial courses pertinent to claims administration and is an active participant in various industry committees.
John began his career in the employee benefits business in 1984 holding various insurance brokerage, consulting, technology and carrier positions. He began his career with The Unum Group, a specialty insurance company, working in their New York City branch office. John eventually moved to California in 1993 where he served as a Western Regional Vice President. He later worked for BenefitPoint as Head of Sales and Marketing and now has been with Keenan for over 10 years.
John is a 28 year industry veteran with employee benefits experience including leadership roles in operations, product development, sales and service management, and technology. John received his Bachelor of Arts in Economics from Wittenberg University, Springfield Ohio in 1984.
John oversees the Property & Casualty distribution for Keenan’s Public Agency Division which consists of 800+ public agencies, educational entities and joint powers authorities. John is involved in the corporate design and marketing of Keenan’s proprietary Property & Casualty programs working with the global reinsurance marketplace. Additionally, John has hosted several Risk Management Symposiums and has been a featured speaker for several public agency organizations, including:
- California Association of Joint Powers Authorities (CAJPA)
- California Coalition on Workers’ Compensation (CCWC)
- California School Board Association (CSBA)
- Community College Internal Auditors (CCIA)
- California Association for School Business Officials (CASBO)
John has both Fire & Casualty as well as Life & Health licenses in the State of California. John graduated with a Bachelor of Science in Business Administration from California Lutheran University.
Prior to Keenan, Jim served as the President and Chief Operating Officer of Kagan Insurance Services, a local Benefits and Life insurance broker. In addition to overseeing each division in the company, Jim managed an account team of eight individuals who handled the Employee Benefits for a Fortune 500 company with 25,000 employees.
Before Kagan, Jim spent 20 years with Johnson & Higgins (J&H). He led a large Property/Casualty and Employee Benefits Middle Market Division, with responsibility for over 80 employees. In addition to Jim’s management responsibilities, he served as a Senior Client Manager on 10 accounts. Before moving into insurance brokerage management, Jim served as the Chief Financial Officer of the Western Region for J&H.
Jim received a Bachelor of Science degree in Accounting from Rutgers College and a Master of Business Administration degree from the University of Massachusetts.
Through her career, Suzanne has served in various leadership capacities and has provided strategic and tactical support on business issues. She is a member of the Society for Human Resource Management, Professionals in Human Resources Association and HR Roundtable, a California-based executive HR association.
Suzanne holds a Master’s of Business Administration degree from Pepperdine University, Graziadio School of Business and Management, and a Bachelor’s of Science degree from Lesley University, Cambridge, Massachusetts.
Dan joined Keenan & Associates in 1983, working first in the Personnel Services Department. He moved to Retirement Planning in 1984 when the first early retirement plans were implemented and was instrumental in improving the implementation of early retirement plans by negotiating with carriers to obtain a guaranteed annuity product as well as improving the counseling and enrollment process.
Dan graduated from California State University, Long Beach receiving a degree in Business Administration with an emphasis in Human Resources. He earned his Life Underwriters Training Counsel Fellow (LUTCF) in 1993 and in currently working on his Certificate of Employee Benefits Specialist (CEBS) designation. Dan holds Series 6, 7, 63 and 65 licenses through The Independent Financial Group, LLC who serves as his Broker Dealer.
One of our most experienced Keenan employees, Jenise joined Keenan & Associates in 1980 as a Service Representative, and has subsequently advanced into various management positions in the Schools Division and Corporate. Jenise has led a project to re-engineer the company’s employee benefits service delivery model to maintain efficiency and keep our customers’ costs more affordable. She is responsible for executive management of training on Keenan products and services, and for meeting and event coordination. She has extensive technical expertise in group benefits and organizational management. Jenise graduated from Whitney College of Court Reporters as a Certified Shorthand Reporter.