Primary Agent - April 2022

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STAFF PROFILE

Get to Know … David Wertz, CPIA Insurance Placement Specialist

Years with IA&B: 2003-2014; 2017-Present

Role at IA&B: As Insurance Placement Specialist, I’m the person responsible for securing new business opportunities for the [IA&B insurance] agency. I sell E&O, Cyber, EPLI, and commercial umbrella. There are also times when you will find me working with an agency to explain the benefits of becoming a member of IA&B.

Best part of your job: I find that getting to know agents and learning about their different hobbies and where they live fascinating. If I have been to an area where an agent is located, I can normally find places to eat, points of interest, or in some cases, have discussions about events that have happened in the area. I have met some very cool people along this journey, and I’m thankful for the opportunity to talk with them.

Favorite sports team: It’s really a 50/50 toss up here. I tend to schedule my Saturdays in the fall around Penn State football. However, like several of my coworkers, I also bleed red and blue during the winter months watching the Washington Capitals … choke every season.

What keeps you busy outside of work? Spending time with my family is always priority one. I do have the opportunity to sneak in some hiking now and again. I love to be outside in nature, walking dirt paths and seeing amazing sites. I will also throw the kayaks in the water during the warmer months and take a “cruise” down a river or creek, or paddle my way across a lake. My goal this summer is to climb Mt. Washington in New Hampshire.

You can reach David at: 800-998-9644, ext. 506 DavidW@IABforME.com

IABforME.com |

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