Meet Our Team
Jeff Otteson
Vice President of Sales
Jeff specializes in working with community bank executives and board of directors with insurance policy review, risk assessment, insurance company negotiations, internal control recommendations, best practices, claims support, management/Board of Director education and insurance placement. Jeff has been providing professional lines (FI Bond, D&O Liability, Cyber/Privacy Liability) P&C Lines and Lender related insurance solutions and education to financial institutions with over 33 years of experience.
Contact Jeff at jeffo@mbisllc.com or 608-217-5219.
Adam Dawson
Regional Sales Manager
Adam specializes in working with community bank executives and board of directors with insurance policy review, risk assessment, insurance company negotiations, internal control recommendations, best practices, claims support, management/Board of Director education and insurance placement. Adam has over 20 years of insurance experience and started his professional career in banking.
Contact Adam at adamd@mbisllc.com or 952-261-8978.
Melissa Noonan
Account Manager
Melissa provides administrative support for Jeff and handles the servicing of the customer accounts. She handles the agency management system and is involved in renewing and reviewing policies. Melissa has worked in the insurance industry for over 18 years, that includes a strong background in commercial property & casualty.
Becky Gatzke
Insurance Assistant
Becky prepares meeting materials, policy quote comparisons and annual policy reviews to support sales efforts in Wisconsin, Minnesota and North Dakota. Becky has worked in the insurance industry for over 20 years.
Carla Blas
Account Manager
Carla provides administrative and technical support for Adam and handles the servicing of customer accounts. She handles the agency management system and is involved in renewing and reviewing policies. Carla began her career in the banking industry and has over 15 years of insurance experience.
Daryll Lund
MBIS President
Daryll has over 30 years of banking trade association experience in Wisconsin. In addition to his MBIS duties, he serves as the Executive Vice President and Chief of Staff for the Wisconsin Bankers Association.
