Meet our key team members. Click on the name to email that person directly.

Lori Ballis, (Comptroller): Lori acts as our CFO. Lori's expertise is in managing an operation of well over $ 250 million in premium. Lori is a second generation Insurance Professional and runs the entire Accounting and IT Teams for the Enterprise. Lori manages the financial day to day operations of AIS and handles all accounting functions for our Clients and our related endeavors.
Joanne Small,CIC,CPIW,PIAM (AIS VP Underwriting): Joanne has been in the business for 42 years, her experience has been on a management level and has built and managed both life and health and property and casualty agencies in her career. She has served in the Past as President of the Insurance Agency of Greater St Petersburg and later Independent Insurance Agents of Tallahassee, also President of Insurance Women of St Petersburg and later Capital City Insurance Professionals. 
Derek Berset, AIS President: A Florida State Grad, Derek is a 3rd Generation Insurance Professional having studied and learned the Industry from the Florida roots of Comegys as well as the roots of the Insurance Industry: London, England. Derek has worked in London, Bermuda, and Florida with Clients spanning across state and international lines as well as multi-industries as well.

Mark Berset, CIC, MBA (Managing Member) :A Georgia State MBA Grad, Mark has built a family corner Agency established in 1939 to an Enterprise ranked in the “Top 100 Agencies in the US” by Insurance Journal Magazine for 5 straight years. In addition to serving on 5 Insurance Boards or Advisory Groups, Mr. Berset also has founded and sits on the Boards of local Banks, REITs, and Hospitals.

 

Association Insurance Specialists

One Beach Drive • Second Floor • St. Petersburg, FL 33701

877-440-2479

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