John has nearly 30 years of experience in insurance underwriting and operations, the last 20 years with West Point Insurance Services. He used his knowledge and expertise to design and build West Point’s on-line quoting, rating, policy issuance, and inquiry system. This system prevents data entry errors and incompleteness on the electronic application, with 95 percent of issued policies requiring no human intervention at the inception of the policy.

Prior to co-founding West Point, John held various roles for the Jerger Companies, which specialized in support for the Florida insurance industry. These roles included Director of Marketing and Assistant Vice President, as well as Personal Lines Underwriter and Operations Manager. He also serves as President of American Traditions Insurance Company and TJ Jerger MGA.

Lisa is a Certified Public Accountant who holds a Bachelor’s degree in Accounting from University of South Florida and has more than 30 years of experience managing financial operations and reporting.  In addition to attaining corporate revenue performance targets, Lisa prepares monthly financial statements, oversees compliance reporting, client accounting for billing and premium refunds, and works closely with the IT Department to identify and improve efficiencies.

Prior to joining West Point, she served for 25 years as a Manager/Controller for Eagle Asset Management, Inc. which is a wholly owned subsidiary of Raymond James Financial.  Eagle Asset Management, Inc. provides institutional and individual investors with a broad array of equity and fixed-income products.

Steve has more than 35 years of experience in insurance underwriting and operations, the last 20 years with West Point Insurance Services. Since 2011, he has served as the company’s Senior Vice President of Operations, directing all back-end operations, including underwriting, customer service, data processing, all print, and fulfillment services for West Point clients. He also leverages leading-edge technology to deliver transactional capabilities, superior client service, and leads and motivates key management teams to peak levels of performance.

Prior to joining West Point, Steve was employed by the Jerger Company, which specialized in support for the Florida Insurance Industry.

Valerie has served as the Vice President of Underwriting and Customer Services at West Point Insurance Services since 2014, developing and implementing long- and short-term underwriting strategies, and strategic business planning activities designed to increase the company’s market presence and effectively achieve profit and performance objectives for clients. She also manages and provides oversight to the regional underwriting staff on portfolio management and strategic underwriting decisions.

Prior to joining West Point, she was employed by Allstate for 12 years, including six years as a Regional Sales Support Leader. In this role she managed a team of 50 charged with supporting all aspects of the company’s regional sales distribution operations. She holds a Bachelor of Science degree from the State University of New York, and has both Property & Casualty licenses and a Surplus Lines Broker license.

Bobby has been in the insurance industry since 2012 but has been in in the IT industry since 2005. Bobby joined West Point in 2014 and has served in a few different roles including Sr. Business Analyst, Project Manager, Product Manager and Customer Success Manager since joining the company. He was promoted to VP of Business Development in 2021.

Prior to joining West Point, Bobby spend 7 years at Raymond James Financial within their IT department at their home office in St. Petersburg, FL. Bobby graduated from the University of South Florida with a degree in Management and Information Systems.