Article
Jeanne Flanagan
Favorite Smell
Olive oil & garlic
My Inner Beast
Hawk – intuitive & observant
Never Have I Ever
Gotten a tattoo
I’d Eat That
Cold pasta straight from the fridge
Motivated By
Treasure hunts – AKA Thrifting
Best New Thing
Using AI to work smarter
Hidden Talent
Master of last-minute magic
Don't Laugh At My…
Navigation skills
Jeanne Flanagan is the director of management liability at M3 Insurance, specializing in directors & officers (D&O) liability, fiduciary liability, and other executive risk coverages. She serves as a key resource to clients, colleagues, and industry partners by providing guidance on coverage placement, policy structuring, risk management strategies, and industry trends.
Known for her technical knowledge, problem-solving skills, and ability to design customized insurance solutions, Jeanne supports sales efforts and contributes to the continued development of M3’s executive risk offerings.
- Earned Bachelor of Science in business administration from the Barney School of Business at the University of Hartford-Connecticut
- Gained 30 years of specialized management liability insurance expertise through leadership roles with various brokers
- Joined M3 in 2019
Involvement
- Oconomowoc community volunteer
Helping ESOPs Navigate Management Liability Challenges
Many insurance carriers may decline to underwrite or entirely exclude coverage for recently established ESOPs.
Directors & Officers Liability (D&O) insurance for ESOPs excludes claims made under ERISA, and Fiduciary Liability policies often contain exclusions related to ESOP plans. And, ESOP fiduciaries are held to the same high standards of care as ERISA plans.
It’s crucial to work with a broker who specializes in ESOPs, is well-versed in the associated insurance implications, and has access to specialty carriers.
