Barney & Barney/MMA Partners with Beyond School Walls

By Claudette Linzey, Communications Associate, Digital Media

clock May 23, 2017 at 10:00 AM

In the spring of 2016, our Barney & Barney/Marsh & McLennan Agency's San Diego office began a partnership with Big Brothers Big Sisters of San Diego County (BBBS) through Beyond School Walls (BSW). BSW is an innovative one-to-one youth mentoring program that matches colleagues from neighboring companies with students from area schools in the professional workspace. Through BSW, youth can learn the ins and outs of working for a corporation and the educational requirements needed to achieve professional success. And most importantly, the mentoring program builds strong, supportive relationships.

Roughly twenty MMA colleagues (Bigs) were matched with students (Littles), ranging from ages 11 to 13. A BBBS staff member then managed the program on site while Bigs and Littles worked together on curriculum provided by BBBS. They also toured the office and other times just talked with one another about things like friendship, getting along with teachers, life goals, peer pressure, etc.

Read More

Topics: Community Outreach, Culture

From One CFO to Another: Look for the Game-Changers

By Steve Berk, CFO, Marsh & McLennan Agency - West Region

clock May 15, 2017 at 10:00 AM

As a CFO, I understand the importance of vetting and selecting business partners to support the needs of a growing business. From accountants to law firms, commercial real estate brokers and banks, who you choose to do business with can have a significant impact on the bottom line, your workload and the level of risk to your organization.

When it comes to insurance, I have the benefit of understanding the business as well as the key traits CFOs should look for when evaluating and selecting a broker. The time you gain from partnering with the right insurance broker leaves you more time to focus on your core business strategies and growth opportunities for the future.

The No-Brainers

For most brokers these traits are a given, and for good reason they should be. If they aren’t core strengths, keep looking.

  • Reputation - A solid and long term reputation in your community and the industry often points to a track record of success.
  • Intellectual Capital – Experienced, seasoned and intelligent colleagues, who possess the technical insurance knowledge to guide you on what risks to cover and how best to cover them.
  • Industry Expertise – Depth of knowledge in your specific industry is key. Access to benchmarking data, trends, and industry changes are essential when evaluating your organization’s risk profile.
  • Insurer Relationships – Strong and deep relationships with insurance companies help provide the leverage you need to get the best coverage, best terms and best price available.

The Game-Changers

Read More

Topics: Culture, Inside MMA, Leadership

Why Gratitude is the Secret to the Happiest of Holidays

By Hal Dunning, President & Chief Operating Officer

clock December 19, 2016 at 10:00 AM

Throughout the year at Barney & Barney, we hold core value training for our associates.  In these sessions, we talk about our values and explore how those values impact our work and personal lives.

I enjoy each one of these trainings, but I especially like discussing our core value attitude. When the group is sharing about how to foster a positive attitude, the importance of approaching life with a spirit of gratitude always comes up in our discussion. It’s no accident that attitude and gratitude rhyme. They go hand-in-hand.

Gratitude shapes so many aspects of our lives and leads to the natural outflow of connection with others.  When I take the time to  make a list of all the “things” I’m grateful for, what always comes up first is not a “thing” at all, but the people in my life. I’m guessing the same is true for you, too.

In this way, an attitude of gratitude is intertwined with another one of our corporate values—community involvement. When we appreciate all that we have, especially our close relationships with family, friends, colleagues and clients, we naturally feel a strong pull to pay forward all that we have received. 

Read More

Topics: Inside B&B, Culture

Sneak Peak of the RTF 2016 Headliner: Atomic Groove

By Arlene Lieberman, Executive Director, Barney & Barney Foundation

clock September 6, 2016 at 10:00 AM

Returning to the Paddock at the Del Mar Fairgrounds, this year’s Rock the Foundation benefit concert is sure to be another fun-filled event that you don’t want to miss! This year, the Barney & Barney Foundation will be awarding over $200,000 in grants, part of which will be presented to San Diego non-profits at Rock the Foundation: Boy’s & Girl’s Club of San Dieguito, Junior Achievement of San Diego County, Social Advocates for Youth, and Women’s Resource Center of Oceanside.

Check out the video below for a sneak peek of our awesome headliner, Atomic Groove. With a repertoire ranging from classic rock to dance jams from the 60’s to today's hits, Atomic Groove is a high-energy band, sure to get you on your feet and dancing!

Join us on Thursday, September 29th at the Del Mar Fairgrounds as we rock out with an amazing band, enjoy delicious food and drinks and celebrate our 2016 grant recipients. Get your tickets today:

Read More

Topics: Community Outreach, Culture

Making the Math Work: Inside the Head of CFO Steve Berk

By Erin Swain, Corporate Communications Director

clock February 29, 2016 at 10:00 AM

Marsh & McLennan Agency Western Region CFO, Steve Berk, has spent the last three decades (and counting) with the same company. If words like “predictable” or “uneventful” come to mind when you hear about his long-term tenure with the firm, you don’t know Steve very well. We recently sat down with him to discuss his CFO journey, an unexpected detour into sales, and what he sees as the most important business opportunities CFOs need to navigate today.

After starting his career as a CPA with Deloitte & Touche, Steve joined Marsh where he held various finance roles, ultimately becoming Western Regional CFO in 1992. He enjoyed his years in finance but after the heartbreaking loss of a number of his colleagues in the World Trade Center in 2001 and growing weary of ongoing travel, in 2005, Steve declared a need for a change.

Unwilling to lose a dynamic leader, Marsh asked Steve to run the sales division in Portland. The request seemed unconventional at first, but with his experience as CFO, Steve knew exactly what kept prospects up at night. With his CFO insider knowledge and extroverted personality, Steve proved to be the perfect candidate to reenergize sales. Soon, Steve was made head of sales for Marsh’s Western Region.

Fast forward to Steve’s relocation to San Diego in 2009, his career would soon come full circle. In 2014, Marsh & McLennan Agency acquired Barney & Barney and folded in much of Steve’s Marsh office a year later. With CEO Paul Hering and COO/President Hal Dunning’s roles expanding, Steve was the perfect addition to the team – once again as CFO.

We sat down with Steve to get some insight on his experience as CFO.

How does your sales experience help you in your role as CFO?

Read More

Topics: Inside B&B, Associate Spotlight, Culture

Do you LOVE what you do?

By Debbie Chelberg, Director of Human Resources

clock February 11, 2016 at 2:30 PM

We_love_Insurance_Graphics-02-1.jpgThis Sunday millions of people will be making romantic gestures with roses and chocolates to express their love and fidelity to their Valentine. At Barney & Barney, we’ve only had eyes for insurance for over a century.

To celebrate Valentine’s Day we asked some of our more passionate associates to tell us what keeps the spark alive when it comes to loving insurance.

I LOVE to help my clients make their employees happy. Our impact starts with the employer and resonates all the way through the employees and their families. It’s an amazing feeling to be able to provide peace of mind and expertise to so many. - Jaymee Kelso, Client Manager II, Employee Benefits Orange County

When my clients arrive to work each day, what is top of mind for them…Business Insurance? I certainly hope not! Running and growing a business requires their full attention. Insurance and risk management is my job. I love helping them do theirs. – Kevin Mirsky, Principal, Property + Casualty San Francisco

Read More

Topics: Culture, Careers

Associate Spotlight: Jaymee Kelso

By Daniela Posada, Corporate Recruiter

clock May 27, 2014 at 10:00 AM

Like many associates here at Barney & Barney, Jaymee was referred to her position by a former colleague, who is now a B&B principal. After working in the Property & Casualty side for many years, Jaymee made the move to Employee Benefits in 2006. Unlike most, Jaymee has seen both sides, but found her passion working with clients in the Employee Benefits Division.

Growth & Opportunity

“The growth opportunity attracted me to Barney & Barney”. With Barney & Barney’s Premier Partnership with Brandman University, Jaymee was able to take advantage of the opportunity and go back to school for her Master’s Degree in business.  “I have always played with the thought of going back to school for my Master’s Degree but financially could not take on the risk.  When the opportunity came knocking at my door as an employee at Barney & Barney, I knew I could not pass it up.  I will be graduating in the Fall of 2015 with my MBA degree with an emphasis and certificate in Organizational Leadership.”

Read More

Topics: Associate Spotlight, Culture

The Power of Barney & Barney + MMA

By Paul Hering, CEO & Managing Principal

clock May 12, 2014 at 10:00 AM

In February, Barney & Barney joined the Marsh & McLennan Agency (MMA) family because we saw a unique opportunity to better serve our 3 C’: clients, colleagues and community.

After just two and a half months, we are pleased to announce that we have already started to see the benefits of our new venture exemplified in our ability to deliver greater value for our clients and communities, and create more opportunity for our associates.

Some recent examples:

  • We have access to new resources through MMA, which we’re now providing to clients.
  • We are sharing our own capabilities and offerings with MMA affiliates, helping even more employers across the country and broadening our reach.
  • MMA colleagues from around the country are sharing best practices. The exchange of ideas is improving the way the entire organization does business.
Read More

Topics: Culture

Sustainability Pays Off

By Erin Swain, Corporate Communications Director

clock May 2, 2014 at 1:30 PM

Productivity and Sustainability: 5 Tips for a Greener Workplace

Every April, Barney & Barney hosts Spring Cleaning Week to encourage associates to clean up, get organized and this year, create a sustainable workplace. Research has shown that organized employees with tidy work stations are more creative and less stressed. Clutter can hinder productivity by invading open spaces that allow people to problem solve.* Less clutter coupled with eco-friendly, “green” habits result in a more productive and engaged workforce. According to a recent UCLA study**, employees who perceive their company to be environmentally friendly typically have higher morale and are more motivated, resulting in higher productivity.

Here are 5 tips to kick-start your sustainability program and help employees make a difference at work and in the community.

Read More

Topics: Human Resources, Culture

Annual G.R.O.W. Keynote Wrap-Up

By Claudette Linzey, Communications Associate, Digital Media

clock April 7, 2014 at 11:09 AM

B&B G.R.O.W., which stands for Growth in Relationship and Opportunities for Women, hosts an Annual Keynote Speaker Event each year to inspire our associates, clients and business partners in the community. This year, we were fortunate to have Molly Fletcher, also commonly referred to as the female Jerry Maguire, speak about her experiences and provide key points to help women reach their full potential and improve performance. As a top sports agent in a male-dominated industry, Molly Fletcher shared her unique approach to success that these experiences have helped her develop.

Read More

Topics: G.R.O.W., Culture

Subscribe to the Blog

Follow Us

Search Blog