"Providing insurance
professionals with the
information and advice they
need to make informed,
intelligent decisions"
OUR TEAM


Jon Persky

Jon Persky graduated from Duquesne University, holds an MBA in Finance from the University of Pittsburgh, is a Certified Public Accountant, a Certified Insurance Counselor, and a Professional in Human Resources.

 

He has spent the majority of his professional career in the insurance industry in positions such as Controller, Chief Financial Officer, and Personnel Director. The agencies Jon has been associated with range from a large commercial lines agency to a 35 location non-standard specialty auto agency.

 

As a national faculty member of the Society of Certified Insurance Counselors for over 20 years, Jon is the Society's exclusive lecturer on Perpetuations, Mergers & Acquisitions, and Agency valuations. He facilitates these topics as well as many others at Graduate Studies Ruble Seminars and Agency Management Institutes countrywide.

 

Contact Jon at jon@optperform.com

 




Becky Lathrop

Becky Lathrop, is a Certified Insurance Counselor, a Certified Professional Insurance Agent, has a degree in Risk Management and Insurance from Florida State University, and has been working in the insurance industry for over 25 years. She has spent the majority of her professional career in industry positions such as Business Consultant, Sales Manager, Underwriting Consultant, and Portfolio Manager.

 

Since 1998, Becky has been helping agencies to grow profitably by counseling them in areas such as workflow management, staff organization and stratification, sales/marketing business plans, client retention, strategic planning, and producer compensation.. She has developed and facilitates a Marketing/Profitability workshop to help agents manage their loss ratios and to assist them with capitalizing on agency growth and contingency bonus opportunities.

 

Becky's agency and corporate experience provides unique perspective when assisting her clients. She is also on the faculty of the Society of Certified Insurance Counselors and lectures on a variety of topics.

 

Contact Becky at becky@optperform.com




Ranelle Smith

Ranelle Smith graduated from Western Michigan University and holds an MBA in Finance and Commercial Law. Since graduation, Ranelle has worked for both stock and mutual insurance companies. Her positions have included: personal lines underwriter, product development analyst, distribution strategy manager, and business consultant director.

 

Ranelle has worked closely with insurance agents advising them in the areas of financial management, staff compensation, long-term planning, marketing, and office policies / procedures / workflow. Her carrier knowledge provides valuable insight to the insurance agents she works with.

 

Contact Ranelle at ranelle@optperform.com.




Taylor Moore

Taylor Moore has been active in the fields of organizational development and continuous improvement for over three decades. After having served as a Marine Officer and Naval Aviator in the 1970s and 1980s, he has gone on to successful careers as a stockbroker, insurance executive, business owner and internal strategic project manager for several major financial services organizations.

 

Taylor has a BA from Vanderbilt University and an MBA from Belmont University, with additional postgraduate work at the Naval Postgraduate School. He certified as a LEAN / Six Sigma Master Black Belt in 1998 and has led dozens of strategic LEAN / Six Sigma projects across the spectrum of financial services industry. LEAN / Six Sigma are “best practice” process re-engineering and quality improvement methodologies employed by many of the FORTUNE 100 companies to optimize their processes and increase stakeholder value.

 

As a Business Process Improvement Deployment Director, Taylor has developed customized training programs for all levels of an organization. He has also been invited to lecture at a number of MBA programs as well as executive-level groups in both private industry and the Department of Defense.

 

Contact Taylor at taylor@optperform.com