JASON
HELFERT

“Risk managers typically either choose to work with a small, family-run agency where every client is known on a personal level, or for a large ‘alpha house’ broker. However, there are very few agencies where the benefits of both exist simultaneously. That is why I joined The Horton Group,” said Jason Helfert

With almost a decade’s worth of experience in underwriting and management for ACE and Aon, Jason’s underwriting knowledge is what sets him apart from many of his industry peers. “After being an underwriter, I understand the best way to convey a client’s risk profile to underwriters, which leads to a more cost-effective and comprehensive risk management program,” explained Jason.

Jason’s expertise is with clients who have complicated Workers’ Compensation exposures or with international operations. In fact, on more than 30 occasions, Jason has presented on the topics of overseas manufacturing exposures, international trip-travel insurance and the basics of international exposures for manufacturers. “Horton saw the value of expanding internationally by opening their office in Beijing several years ago and building their partnership with Assurex Global. My international background only compliments Horton’s already established experience with international risks,” said Jason.

Jason’s objective is to be an outsourced risk manager for his clients. “My goal is to handle the risk management responsibilities for customers without a designated risk manager and to enhance the risk management programs for customers who have full-time risk managers,” Jason commented. His experience comes from spending two of his underwriting years working extensively with risk managers on loss control, learning how to implement effective safety programs.

Jason resides in Orland Park, Illinois, with his wife, Laura and daughter, Tessa. While he is away from the office, Jason enjoys time with his family and friends. He spent years as a competitive baseball and hockey player through college, and now plays softball in the summer. While he prefers playing sports to watching them, Jason is a devoted White Sox and Notre Dame fan.

	"While acting as the lead underwriter on our account, Jason was always energetic, informed and responsive to our needs. Jason’s professionalism, and his sense of humor, helped to make a good business relationship great. It has been my pleasure to work with Jason Helfert!" John T. Hernick, Insurance Administrator Xcel Energy