Sammons Financial Group Promotes Casey Decker to COO Role

Sammons Financial Group Elevates Leadership with New COO

Sammons Financial Group has announced the promotion of Casey Decker to the position of Chief Operating Officer. Alongside him, Katie Bartling has also been recognized with a promotion, now serving as Chief People Officer. This strategic move aims to bolster the company's operations and overall growth trajectory.

Strategic Organizational Development

In response to a thorough organizational assessment, the leadership at Sammons Financial Group recognized the necessity for a refined structure to support their expansion plans. Esfand Dinshaw, the Chief Executive Officer, stated that the establishment of the COO role is pivotal in streamlining operations while enhancing the focus on technology, service delivery, and talent management to propel scalable growth.

Insights into Decker’s Responsibilities

As the new COO, Decker will be tasked with overseeing several crucial aspects of the business, including agency services, new business initiatives, underwriting, policy administration, claims handling, information technology, and human resources. This role holds significant importance as it corresponds to Sammons Financial Group's Operations team, the company's largest division, comprised of over 1,300 employees who effectively manage more than 1.7 million active life insurance policies and annuity contracts.

Casey Decker: A Suitable Choice for Growth

Decker has been with Sammons Financial Group since 2022, playing an instrumental role in establishing their new Wealth Management division. He brings with him a wealth of experience, having managed various operational roles, marketing strategies, technology advancements, and sales initiatives across multiple major companies. His background includes over 20 years in the financial services sector, complemented by an MBA from the University of Iowa and a Master's in Management Information Systems from DePaul University.

A Vision for Employee Success

Dinshaw emphasizes that with Decker in place, the company is well-positioned to leverage its entrepreneurial spirit and commitment to the development of its workforce and business partners. This organizational change marks a new chapter for the company as it aims to enhance its service delivery and customer engagement.

Katie Bartling's New Role

Katie Bartling has been a pivotal leader within Sammons Financial Group since 2007, most recently overseeing Marketing and Customer Experience in the life insurance sector. As Chief People Officer, she will now guide the Human Resources team to cultivate an outstanding workplace culture, focusing on employee experience and alignment with the company’s overarching business aims.

Leveraging Expertise for Future Growth

Decker praises Bartling's deep understanding of the organization and its needs, which will be vital in crafting business strategies that foster growth. By capitalizing on the exceptional talents of their HR team, Decker believes they can effectively implement their strategic people and growth initiatives.

Company Overview

With a workforce surpassed by 2,000 employees, Sammons Financial Group boasts a Midwest presence, with operational offices spanning across states such as Iowa, Illinois, Minnesota, North Dakota, Ohio, and South Dakota. This geographical reach underlines their commitment to serving a broad client base and enhancing the financial wellbeing of families and businesses alike.

Looking Ahead

According to Dinshaw, these appointments bring a new dynamic to the firm, infused with fresh perspectives and extensive leadership experience. He expresses utmost confidence in their capability to navigate the company toward future success.

Frequently Asked Questions

Who is the new Chief Operating Officer of Sammons Financial Group?

The new Chief Operating Officer is Casey Decker, who was previously involved in launching the company's Wealth Management business.

What changes is Sammons Financial Group making for growth?

They are establishing a new COO position and promoting Katie Bartling to Chief People Officer to enhance operations and focus on employee experience.

What prior experience does Casey Decker have?

Casey Decker has over 20 years of experience in the financial services industry, having held various leadership roles in operations, marketing, and technology.

How many employees does Sammons Financial Group have?

Sammons Financial Group has over 2,000 employees across multiple offices throughout the Midwest.

What is the focus of Katie Bartling in her new role?

Katie Bartling will lead the Human Resources team to enhance workplace culture, employee experience, and align people strategies with business objectives.

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