RISE Habitational

Habitational Risk Management and Property Insurance

Habitational Risk Management and Insurance Program

RISE delivers specialized risk management and insurance solutions through agents and brokers to help today’s upscale real estate and property managers minimize or mitigate their risk.

Contact

RISE Habitational

Phone: 317-753-8008

About RISE

Property managers face a wide variety of risks in today’s world. The varied and liability-prone nature of property management work requires professional and general liability expertise. RISE was borne from Tradesman’s involvement with construction property as coverage needs changed from builder’s risk to maintenance and general liability.

At RISE, we take a holistic approach to risk management with expertise in loss control services and end-to-end claims management. Our team has the unique ability to handle complex commission structures and policy changes resulting in highly efficient service for your clients.

We remain focused on prevention services, the integration of core safety principles and custom underwriting tools for rate development, predictive modelling, and data mining.

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RISE Habitational

What We Write

Habitational General & Excess Liability

Availability:
NY & NJ – Admitted/E&S; All other States E&S (AL, AZ, CA, CT, FL, GA, LA, MA, NC, NM, PA, SC, TX & VA)

Features:
ISO General Liability

  • $1MM per occurrence / $2MM general aggregate (minimum)
  • $2MM per occurrence / $4MM general aggregate (maximum)
  • Excess Liability Limits: $3MM
  • Minimum Premium: $200,000 in the 5 Boroughs for $1/$2/$2 Limits; $250,000 in the 5 Boroughs for $2/$4/$4 Limits; $150,000 Outside of 5 Boroughs

Eligibility Map

Who We Insure:

  • Real Estate Property Owners, Landlords & Managers
  • Real Estate Developers (excluding construction operations)
  • Apartments (including low income, subsidized, section 8, section 42)
  • Condos, Co-Ops, Townhome Associations
  • Senior & Retirement facilities (no assisted living providing medical)
  • Commercial Lessors Risk locations
  • Shopping Centers & Strip Malls
  • Light Industrial facilities
  • Office Buildings & Condominiums
  • Warehouses
  • Parking Garages (in conjunction with living facilities)
  • Student Housing

Program Highlights:

  • A.M. Best A- (Excellent) VIII financial stability
  • Conservative Underwriting Approach
  • NY Labor Law Coverage is Provided
  • Full-service platform capabilities
  • Consistent schedules
  • Credible, Complete Loss Data and Historical Exposures
  • Crime Score Underwriting
  • Mandatory Deductible or SIR – (Skin in Game)
  • Emphasis on Mandatory Loss Control Metrics, including but not limited to:
    • Inspection of property and adequate insured loss control budget for cameras, lighting improvements (ideally pre-binding)
    • Incident Reporting, real time, thru smart phone app
    • Mandatory Standardized Third-Party contracts with vetting process (for construction subs, snow removal, security, etc.)
  • Limited, trustworthy trading partners
  • Insureds who will allocate resources to mandatory risk management practices

Applications

NameFormatDownload / Form
RISE Real Estate Supplemental ApplicationDownload
RISE SOVDownload
Hired Auto Supplemental ApplicationDownload

Submission and Carrier Information

What are the submission requirements?

Submission Requirements

To obtain a quote with the best possible terms, we need:
  • Minimum of 7 years, ground up and currently valued loss data with corresponding historical unit count.
  • 5 years of audited historical premium(s)
  • Completed ACORD application
  • Copy of current GL Policy with pricing, rating basis, terms and conditions.
  • If requesting 2/4/4 limits, please provide a copy of the current $1M x $1M or Umbrella Policy including pricing, terms and conditions.
  • Completed ‘RISE’ Supplemental Application
  • Completed ‘RISE’ Statement of Values with COPE information
  • Signed authorization of Loss Control Inspection (pre or post binding)
  • Copy of standard tenant lease
  • Copy of 3rd party contracts/hold harmless agreements that are utilized with all contractors/vendors.
Who is the carrier partner for RISE?

Carrier Partner

Clear Blue Insurance Group

Why Work with RISE?

Real Estate and Property niche market focus

Specialty MGU service platform

Full-service, specialty MGU platform

Experienced Management Team

Experienced Management Team

Impressive U/W Performance

Impressive U/W Performance

Industry Expertise

Roosevelt Road Re Capacity

Diverse panel of 30+ Authorized Reinsurers

Apply to become one of our appointed brokers today!

Do you need to file a claim?

Our Team

The RISE management team is comprised of seasoned experts with extensive experience across the MGA and reinsurance industry, and the proven ability to navigate today’s market.

Dan Hickey

Dan Hickey

CEO
Roosevelt Road Specialty
Rick Ecklord

Rick Ecklord

CFO
Roosevelt Road Specialty
Thomas Kelly

Thomas Kelly

General Counsel
Roosevelt Road Specialty
Anthony Dietz

Anthony Dietz

CUO
Roosevelt Road Specialty
Sean McDonnell

Sean McDonnell

CMO
Roosevelt Road Specialty
Greg Jablonsky

Greg Jablonsky

CIO
Roosevelt Road Specialty
Nick Markgjonaj

Nick Markgjonaj

CUO
RISE Habitational
Samuel Hickey, CRIS

Samuel Hickey, CRIS

VP - Broker Relations East Coast
Roosevelt Road Specialty
Carrie Ginchereau

Carrie Ginchereau

Controller
Roosevelt Road Specialty
Mark McDonnell

Mark McDonnell

SVP-Business Auto
Roosevelt Road Specialty
Roger Flores

Roger Flores

SVP-Business Auto
Roosevelt Road Specialty
Joe Mercurio, Jr.

Joe Mercurio, Jr.

SVP-Loss Control
Roosevelt Road Specialty
Anthony Baird

Anthony Baird

SVP-Technology Solutions
Roosevelt Road Specialty
Al Gutierrez

Al Gutierrez

VP-Broker Relations West Coast
Roosevelt Road Specialty
Chris Enderes

Chris Enderes

SVP-Property
Roosevelt Road Specialty
Kristin Thorne

Kristin Thorne

SVP-Corporate Communications
Roosevelt Road Specialty
Jennifer Pymm

Jennifer Pymm

Associate General Counsel-Casualty
TPM, RISE & RSI
Jocelyn Kelly

Jocelyn Kelly

Associate General Counsel-Casualty
Roosevelt Road Specialty
Jim Kilduff

Jim Kilduff

Director of Reinsurance and Business Development
Roosevelt Road Specialty
Lily Hickey

Lily Hickey

Director of Claims
RISE Habitational & Renaissance Specialty Insurance
Kymbra Lier

Kymbra Lier

Underwriting
RISE Habitational

Dan Hickey

CEO

To the International Insurance Industry, Daniel Hickey brings 27 years of diverse insurance experience across the Property & Casualty industry, which includes the independent agency system, Domestic Insurance Company and unprecedented understanding of the Bermuda Re-insurance marketplace.  He graduated from Northeastern University in 1990 with a B.A. in Business Administration, majoring in finance with honors, (Cum Laude).
Daniel served as CEO and Chairman of Majestic Holdings, LLC, a company he took public in 2005. Mr. Hickey led the negotiation and acquisition of Majestic Insurance Company. He succeeded in turning a B++ company into an A- “AM Best” rated company, grew premiums from roughly $50 million to over $150 million, and expanded the business into new states including NJ, NY, NV, and FL.
Daniel Hickey Jr. has a thorough understanding of the intricacies of the insurance model from top to bottom, understands the role each key discipline plays in a successful operation and possesses the keen ability and vision to build and execute an effective company strategy.

Phone

845-453-1787

Business Unit

Roosevelt Road Specialty

Rick Ecklord

CFO

Rick Ecklord is the Chief Financial Officer and joined in 2019 bringing 25 years of experience to the firm. Prior to joining TPM, Mr. Ecklord served as the President and COO of Sandell Re, Ltd. a Class 3A Bermuda Reinsurer, which he founded in 2014. During this period Mr. Ecklord also created a Joint Venture, SOBC Sandell, which focused on mid-cap investments in the insurance run-off space. He was with Sandell Asset Management, a Global Event Driven Hedge Fund, for 18 years where he was a Partner and Senior Managing Director. In this capacity he led investments in the Merger Arbitrage universe.
Previously, Mr. Ecklord worked in Equity Derivative roles for Goldman Sachs, SLK Capital Markets and was a member of the American Stock Exchange. Mr. Ecklord graduated from The Citadel, The Military College of South Carolina in 1995 with a BS in Business Administration with a concentration in Finance.

Phone

917-617-8630

Business Unit

Roosevelt Road Specialty

Thomas Kelly

General Counsel

Tom Kelly is a New York State admitted attorney who has practiced in New York for over 35 years. He is admitted to the Southern and Northern District Federal Courts as well as the 2nd Circuit Court of Appeals.
Tom brings a wide range of experience to the company as his area of expertise is in personal injury litigation, insurance coverage disputes, and regulatory compliance. Tom has extensive experience in handling Labor Law Claims and will work hand in hand with our TPA and outside counsel to vigorously defend these actions. He is married with three children and sits on various civic minded boards in the Greater New York Area.
Throughout his career, he has represented a number of insurance carriers including Main Street America, Liberty Mutual and Lloyds of London. He also represents several municipalities in defense of personal injury and constitutional violation claims including the City of Poughkeepsie Police, Town of Poughkeepsie and County of Dutchess.

Phone

914-474-1475

Business Unit

Roosevelt Road Specialty

Anthony Dietz

CUO

Anthony Dietz is the Chief Underwriting Officer of Roosevelt Road Specialty, bringing over two decades of experience in the insurance industry. Prior to joining RRS, Anthony was the Head of Insurance Brokerage at Procore Risk Advisors and has held several senior leadership positions, including Senior Vice President at NFP, an Aon company, and Vice President at Arch Insurance Group Inc. His broad expertise spans underwriting, brokerage, and leadership within the insurance sector, having also served as Regional Manager at AIG.
Anthony earned his bachelor's degree from Hofstra University, where he studied Finance and Business Law, and later received his MBA in Management from the Fordham Gabelli School of Business in New York City.

Business Unit

Roosevelt Road Specialty

Sean McDonnell

CMO

Sean McDonnell has over 30 years of insurance experience and joins TPM after (10) years at RT Specialty where he brokered directors & officers and professional liability coverage. He began his career at Chubb & Son in 1989 as an excess umbrella underwriter, working in offices throughout Upstate NY and New York city. In 1995, Sean then joined Constitution Reinsurance in New York City as a facultative casualty underwriter and concentrated on general liability, umbrella and professional liability. In 2000, Sean then moved back to his hometown of Buffalo, NY and worked for American International Group as a Business Development Manager until late 2001 when joined Compensation Risk Managers, which was founded by Dan Hickey. Sean was regional sales manager and worked with independent agents throughout NY and NJ.

Phone

716-361-9505

Business Unit

Roosevelt Road Specialty

Greg Jablonsky

CIO

Greg Jablonsky has served as CIO of Roosevelt Road Specialty since 2021 and manages IT strategy and operations for all subsidiaries, including Roosevelt Road Reinsurance. His unique strength lies in attentive listening and effective communication. Greg is passionate about assisting and learning across business areas and routinely collaborates with the CFO on actuarial analyses. His fresh perspective enables seamless connections with different departments, enhancing overall efficiency. The most challenging aspect of Greg’s job is substantiating the time-intensive nature of IT projects to all parties involved. He takes pride in his career growth, maintaining a "What's Next" mindset. With eight years as a CIO, Greg's diverse experience includes roles at the New York Power Authority and IBM. He holds a Bachelor of Science in Information Systems from Pace University and enjoys golfing with members of the Buffalo Bills outside work.

Phone

332-345-3303

Business Unit

Roosevelt Road Specialty

Nick Markgjonaj

CUO

Phone

845-820-0964

Business Unit

RISE Habitational

Samuel Hickey, CRIS

VP - Broker Relations East Coast

Sam Hickey is the Vice President of Broker Relations at Roosevelt Road Specialty. In this pivotal role, Sam dedicates his efforts to cultivating and strengthening broker relationships across all four verticals of the organization. With an extensive background in the New York construction market and a wealth of experience in both retail and wholesale sectors, Sam brings unparalleled expertise and insight to his position.
Sam is committed to delivering Roosevelt Road’s value proposition on a national scale. Through a strategic distribution model, he highlights the company’s dedication to exceptional claims handling and superior loss control services, ensuring clients receive best-in-class support and solutions.
Outside of his professional endeavors, Sam enjoys traveling, golfing, and spending quality time with friends and family, balancing a dynamic career with a fulfilling personal life.

Phone

845-392-3689

Business Unit

Roosevelt Road Specialty

Carrie Ginchereau

Controller

Carrie Ginchereau is the Controller at Roosevelt Road Specialty and joined the firm in 2024, bringing over a decade of accounting and advisory experience to the team. Prior to joining Roosevelt Road, Carrie held various roles at Wouch, Maloney & Co., LLP. Most recently, she served as Manager of Business Advisory Services, providing strategic financial guidance to clients. Earlier in her career, she advanced through roles as Senior Accountant and Junior Accountant at the same firm, developing a comprehensive understanding of accounting practices across diverse industries.
Carrie is a Certified Public Accountant (CPA) and holds a Bachelor of Business Administration in Accounting from Temple University’s Fox School of Business and Management. She also earned a Master’s degree in Accounting from DeVry University.

Phone

917-933‑5461

Business Unit

Roosevelt Road Specialty

Mark McDonnell

SVP-Business Auto

Phone

716-510-3174

Business Unit

Roosevelt Road Specialty

Roger Flores

SVP-Business Auto

Phone

908-447-9898

Business Unit

Roosevelt Road Specialty

Joe Mercurio, Jr.

SVP-Loss Control

Joe Mercurio has spent the last eight years of his career with Pro Safety Services, LLC as a Senior Safety Consultant. His experiences there include many big projects, such as:
  • Structure Tone- 10 Columbus Circle (SSM)
  • Roger & Sons/Turner Construction- 66 Hudson Blvd (SSM)
  • AECOM Tishman- Hudson Yards Tower E (CSFSM)
  • W&W Steel Erectors- Hudson Yards Retail and Tower A(Safety Manager)
  • Yonkers Contracting- Montreign Resort Casino at Adelaar (Safety Rep.)
  • Belway Electric- Regeneron Pharmaceuticals (Safety Rep.)
  • Lendlease- Winthrop University Hospital (Safety Rep.)
He is extremely qualified and has worked hard for his many certifications:
  • Certified Safety Professional (CSP)
  • Licensed NYC Site Safety Manager (SSM)
  • Associate Safety Professional (ASP)
  • Construction Health and Safety Technician (CHST)
  • 62 Supervisor SST Card
  • OSHA Authorized Construction Trainer
  • National Safety Council Defensive Driving Instructor
  • Construction Site Fire Safety Manager (CSFSM)
  • ATSSA Certified Flagging Instructor
  • ATSSA Certified Traffic Control Supervisor
  • 32 Hour Signal Person/Rigging Supervisor Trainer
  • 32 Hour Rigging Supervisor

Phone

845-206-7220

Business Unit

Roosevelt Road Specialty

Anthony Baird

SVP-Technology Solutions

Anthony Baird is the Operations Manager at K&B Specialty Insurance (KBSI) and has been with a Roosevelt Road Specialty since October 2021. For KBSI, Anthony oversees day-to-day operations, focusing on business process improvement, innovation, and IT initiatives. Anthony's unique blend of underwriting and IT skills equips him to tackle diverse organizational challenges, ensuring the underwriting and risk management teams operate efficiently. His passion for technology drives him to build and deliver solutions that simplify processes. Anthony is focused on industry trends including emphasis on automation and data analytics. Prior to joining Roosevelt Road, Anthony managed operations at an Insurtech startup and held roles at K&B Underwriters. He holds a BA in Political Philosophy from the University of Dallas. Outside work, Anthony enjoys hiking, skiing, snowboarding, and most recently, cycling.

Phone

571-250-7023

Business Unit

Roosevelt Road Specialty

Al Gutierrez

VP-Broker Relations West Coast

Al Gutierrez brings over three decades of expertise to his role as Vice President of Broker Relations for our expanding West Coast initiatives. Throughout his career, Al has held pivotal positions in both regional and national insurance agencies, as well as insurance carriers. He has a profound understanding of the commercial insurance landscape and easily navigates complex issues.
Al has an unique ability to cultivate business relationships based on innovation, strategic foresight, and a commitment to excellence. This makes for “win-win-win” benefits for him, his brokers and the carriers he works with. His leadership skills, coupled with his valued expertise in underwriting, distribution, and product development, positions him as a trusted ally to brokers and carriers alike.
Roosevelt Road Specialty will benefit from Al's strategic approach and adept negotiation skills as we expand our footprint across the U.S. In his role as VP of Broker Relations for the West Coast, he provides an innate understanding of the market, selfless support to our distribution partners, and the leverage that comes from our limited distribution model and cutting-edge underwriting platform.

Phone

714-875-1116

Business Unit

Roosevelt Road Specialty

Chris Enderes

SVP-Property

Business Unit

Roosevelt Road Specialty

Kristin Thorne

SVP-Corporate Communications

Kristin Thorne is the Senior Vice President of Corporate Communications at Roosevelt Road Specialty. With over 20 years of experience in the media industry as an on-air investigative journalist, she most recently worked at WABC Channel 7 Eyewitness News.
Kristin's reporting has earned her five Emmy Awards and two regional Edward R. Murrow Awards. She holds a master's degree in broadcast journalism from Northwestern University and a bachelor's degree from Georgetown University.

Phone

317-296-5870

Business Unit

Roosevelt Road Specialty

Jennifer Pymm

Associate General Counsel-Casualty

Jennifer Pymm, Esquire, is a seasoned legal professional currently serving as the Associate General Counsel at Tradesman Program Managers. Prior to this position, Jennifer served as SVP of Claims and Senior Litigation Manager.
In her current role, Jennifer oversees the entire claims team, comprising both attorneys and seasoned claims executives. Her responsibilities extend to managing litigation and claims handled by Gallagher Bassett, Tradesman’s third-party administrator (TPA). She collaborates closely with defense counsel, leveraging her legal and claims background to achieve optimal outcomes in the cases under her purview. Jennifer also maintains active communication with brokers, providing updates and conducting regular claim reviews.
Jennifer has over 13 years in private practice in New York and has worked for two large insurance carriers, where she developed a thorough perspective on claims, litigation, and coverage. Her supervisory role at a TPA further enhanced her skills and understanding of the intricacies involved in achieving favorable results for insured partners.
Beyond her professional accomplishments, Jennifer appreciates the collaborative spirit at Tradesman, especially as the company has experienced significant growth during her three-year tenure.
Jennifer is admitted to practice law in New York and holds additional admissions to the SDNY, EDNY, NDNY, the 2d Circuit, and the United States Supreme Court, highlighting her extensive legal expertise.

Phone

332-345-3716

Business Unit

TPM, RISE & RSI

Jocelyn Kelly

Associate General Counsel-Casualty

Jocelyn Kelly serves as Associate General Counsel overseeing the Tradesman coverage department. In that capacity, Jocelyn expertly manages insurance coverage matters, navigating the complexities of insurance agreements, as well as participating in open claim resolution. Jocelyn is dedicated to continuous professional development and maintaining an in-depth knowledge of current relevant case law, regulations and legislation.
Jocelyn is an attorney admitted to practice law in the State of New York, as well as in the Southern District of New York Federal Court. Her expertise primarily focuses on matters of insurance coverage and its associated disputes, as well as regulatory compliance and New York State Labor Law litigation. Jocelyn has comprehensive experience in all areas of insurance coverage law, as well as experience in handling New York State Labor Law matters from both the plaintiff and defendant sides.
Jocelyn earned her Juris Doctorate from New York Law School and sits on the New York City Bar Association’s Insurance Law and Animal Law committees. She also currently serves as General Counsel for Roosevelt Road Re.

Phone

(914) 474‑9732

Business Unit

Roosevelt Road Specialty

Jim Kilduff

Director of Reinsurance and Business Development

Phone

682-712-6205

Business Unit

Roosevelt Road Specialty

Lily Hickey

Director of Claims

Phone

914-267-0473

Business Unit

RISE Habitational & Renaissance Specialty Insurance

Kymbra Lier

Underwriting

Phone

914-265-9202

Business Unit

RISE Habitational

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