2023 Break Out Awards NORTHEAST SOUTH MIDWEST WEST
Jordann Coleman Senior vice president, commercial lines manager
Heffernan Insurance Brokers
Walnut Creek, California
A team player in high school and college sports, Jordann Coleman says she feels perfectly suited to her new position as commercial lines manager at Heffernan Insurance Brokers, where she has worked for 19 years, previously as a producer.
She began her journey in the insurance industry when her father, who worked for an insurer, encouraged her to interview with Heffernan.
“I’ve played softball in college and always gravitated toward sports,” she said, but she took his advice. “I was offered the job on the spot. I thought about it and gave myself two years, and if I didn’t like it, then I would go into sports.”
At the end of two years, Ms. Coleman decided to stay on and that’s when she began her career as a producer.
“One reason I wanted to take on this new challenge is that I am much better in a team setting, and I enjoy working with people and helping them be the best they can be,” she said.
Heffernan has “great people who enjoy what they do, enjoy working together, and I also want to bring others into that,” she said.
Brian Dantzig, president of retail at Heffernan, said, “In my 35 years of insurance experience, I have never seen anyone who can juggle the demands of sales and the challenges of managing a large and experienced service team like Jordann.”
Among her accomplishments, she has “built and maintained a $1 million revenue book of business as a commercial insurance producer. She has specialized in nonprofits, Indian tribes and casinos,” he said. She also was the featured panelist on the 2019 San Francisco Travelers’ SHE Travels Women in Leadership Forum.
Ms. Coleman, “has the ability to include many individuals in various corporate initiatives to give a voice to people that may not be heard,” he said.
Her collaboration with peers and co-workers, Mr. Dantzig said, “allows her to gain the respect of all, while creating a much better environment within Heffernan.”
Caroline McDonald
