Novatae Risk Group

Dallas

Novatae is a modern wholesale insurance distributor offering innovative solutions from responsive brokers, underwriters, and program managers who are passionate about helping you and your clients. The Dallas location specializes in helping brokers who need coverage for high-net-worth individuals as well as general liability, workers comp, and other commercial lines.

Wholesale Insurance Brokers in Dallas, TX

Ronny Barnett
Production Underwriter
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Ronny started his career in insurance in 2007 after a rewarding career in nonprofit. He has held positions with multiple carriers on the underwriting side moving to retail sales and management and now MGA production underwriting. He has also been involved with special program creation providing valuable input. He specializes in High Net Worth & Private Client account placement.

Ronny specializes in Personal Lines.

Courtney Kerr Brooks
Senior Vice President, Private Client Solutions/ Fine Art & Specie
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Courtney brings nearly 20 years of experience helping clients protect what matters most - from world-class fine art collections to valuable private client assets.

Known for her creative problem-solving and collaborative style, Courtney partners with her agents and brokers closely to deliver bespoke solutions backed by deep market expertise. Her passion lies in making complex risks simple, while providing the personal attention and responsiveness clients deserve.

Whether working with private collectors, family offices, or specialty brokers, Courtney is committed to being a trusted partner and resource every step of the way.

Industry specialties include Personal Lines, Fine Art & Collectibles, and Fine Wine & Liquor.

Daniel Kerr
Vice President/Managing Director
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Daniel started his insurance career in 2005. Daniel manages Novatae's wholesale broker division and leads Program development. During his career, he has focused on providing solutions for oil and gas-related risk, construction, product-driven accounts, and environmental risk. Daniel holds an MBA from the University of Texas at El Paso and holds a CIC and CISR designation.

Industry specialties include Oil and Gas, Construction, and Manufacturing.

Christopher Kerr
Senior Vice President/Managing Director
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Chris Kerr is an experienced Insurance executive with over 18 years of experience in the insurance Industry.  He specializes in Workers' Compensation insurance, helping agents nationwide place coverage. Before joining Novatae, he led the work comp department of MarketScout and also led the marketing and sales team.

Industry specialties include Healthcare, Transportation, and Construction.

Bobbie Williams
Healthcare Practice Leader, Vice President
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Bobbie Williams is a seasoned insurance professional with over two decades of experience in underwriting, specializing in allied healthcare and professional lines. Currently serving as Vice President and Healthcare Practice Leader, Bobbie is the program director and lead underwriter for one of Novatae's in-house Lloyds bind facilities, offering medical professional coverage placement solutions for the allied healthcare and social services space.

Bobbie holds a background in Industrial Psychology and Pharmacology from the University of Texas.

A dedicated industry leader, Bobbie has held multiple leadership roles within a non-profit organization, Tarrant County Insurance Professionals, including President and Director.

Industry specialties include Healthcare, Social Services, and Staffing.

Miguel Valladares
Broker/Underwriter
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Miguel was born and raised in Gainesville, Florida, and currently lives in Charleston, SC, with his wife and kids. He has been in the industry since 2013, focusing on Commercial Property & Casualty. In his free time, Miguel enjoys traveling and fishing in Charleston Bay.

Industry specialties include Restaurant, Hospitality, and Professional Services.

Wiley Morgan
Broker
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Wiley Morgan brings over 8 years of invaluable experience from two other MGAs to his role at Novatae. Throughout his career, he has cultivated strong agency relationships across Louisiana, Mississippi, Georgia, Alabama, and Texas, prioritizing a 'Customer First' mentality in all interactions. Wiley's dedication to excellence and his strategic approach have led to numerous successes in the insurance industry.

Prior to joining the wholesale insurance sector, Wiley spent over two decades thriving in the diamond import business, where he honed his skills in negotiation, customer service, and business development. His diverse background and wealth of experience bring a unique perspective to his work at Novatae. Wiley is committed to delivering exceptional results for Novatae and its clients.

Keli Whaling
Program Director
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My insurance career kicked off with a college internship at Lloyds of London. My expertise is in professional liability underwriting, primarily in the surplus lines arena. I’ve worked with various Lloyds coverholders for over 20 years, specializing in allied, miscellaneous, EPLI, cyber, insurance agents and architects, and engineers.

Fun fact: When I am not working, I am travelling, as life is not meant to be in one place.

Industry specialties include Personal Lines and Social Services.

John McGee
Broker
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Industry specialties include Transportation, Construction, and Small Business.

David Kono
Property and Casualty Broker
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David has been in the wholesale broker space for 10+ years and the insurance industry for 17 years, specializing in commercial property on the West Coast.

He is a Korean-American and fluent in Korean, English not so much (Kidding.) He loves to golf but claims he isn't very good.

Industry specialties include Apartments, Cannabis, and Construction.

Brian Panzeri
Senior Broker
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Brian, a seasoned commercial insurance broker since 2015, specializes in Workers' Compensation, prioritizing excellence and risk mitigation. With expertise spanning transportation, construction, healthcare, manufacturing, agriculture, and staffing, Brian forges strategic partnerships to navigate insurance complexities. Dedicated to fostering trust and integrity, he ensures tailored solutions for effective protection and long-term client relationships.

Industry specialties include Cannabis, Staffing, and Professional Services.

AJ Lunsford
Broker
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AJ began his insurance career in 2010 after graduating from the RMI program at Ole Miss. Starting in customer service for a small MGA, he has seen many aspects of the wholesale business and focuses on general binding authority and brokerage business. He hold the CPCU and ASLI designations from The Institutes.

Lena Chasteen
Account Manager
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I started my Insurance Career in late 1999 with an MGA specializing in inland Marine / Yachts/sailboats and Race Boats. I have gained extensive knowledge over the years in Commercial Insurance (Specifically Contractors). I am married to a retired E7 Army Master Sargent, who spends most of his time doing executive protection. I have a soon-to-be high school graduate who wants to specialize in Biochemical Engineering. I have 3 cats and a dog who all seem to think I am the boss instead of my hubby lol. I also have a Bearded Dragon. For fun, I like to go on random road trips at the spur of the moment and enjoy going to concerts when I can. I am active in my church as well as my husband; we find that serving others not only brings us joy but serves a higher purpose.

Industry specialties include Oil and Gas, Professional Services, and Small Business

Janice L Lovett, AU, AIS, MBA
Vice President of Transportation
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Janice brings more than 30 years of experience in the insurance industry, with a strong focus on building thoughtful, specialized solutions for the transportation sector. Now leading the Transportation unit at Novatae, Janice is focused on streamlining underwriting and distribution to better serve clients and partners in this complex space. She is also a proud veteran of the United States Air Force, where she developed a deep commitment to leadership and service. Outside of work, Janice is passionate about mentoring, community involvement, and spending time with her family and friends.

Janice specializes in Transportation.

ADDRESS & CONTACT INFO

Novatae Risk Group
12700 Park Central Drive Suite 1300
Dallas, TX 75251
972-934-4200

HOURS OF OPERATION

Day of the Week
tue8:00 AM - 4:00 PM
wed8:00 AM - 4:00 PM
thu8:00 AM - 4:00 PM
fri8:00 AM - 4:00 PM
satClosed
sunClosed
mon8:00 AM - 4:00 PM

NOVATAE INSURANCE GROUP

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