William Jordan Sr., President
Phone: 410-312-0811 x201
Mr. Jordan is the Founder and CEO of The Jordan Insurance Group. He has more than 20 years of experience in the fields of Employee Benefits Planning, Financial Planning, Retirement Planning, and Family Legacy Planning. He is a member of Highcap Financial, the largest group of independent life insurance professionals in the country. His affiliation brings him and his firm the scale and clout needed to get difficult underwriting cases issued and placed. It also puts him in the unique position of being part of the team that is the #1 distributor for 9 of the top 15 insurance carriers in the country and # 2 for the others. His experience and expertise in the market means the best carriers from a financial stability, product and price perspective are always brought to the table. Independence and objectivity is the cornerstone of his practice.
His career has progressed steadily through an array of increasingly responsible positions into Senior Management. Prior to the formation of The Jordan Insurance Group, Mr. Jordan served as Vice President of The Meltzer Group for more than 8 years. By delivering unparalleled results to his clients, Mr. Jordan earned a reputation as an expert in the areas of Defined Benefit Plans, Individual Life Insurance, Annuities, Estate Planning as well as Employee Benefits. Mr. Jordan is well known for being available to his clients for any inquiries 24/7.
Tanner comes to The Jordan Insurance Group with several years of experience in group benefits. He has worked extensively in the small group market managing group clients, ranging in size from 2-100 employees. As The Jordan Insurance Group Account Executive, it is his responsibility to manage client renewals, billing and eligibility issues. Tanner analyzes each client’s needs in hopes of establishing a tailored and comprehensive benefits package.
Tanner is native to the DC area, growing up in Gaithersburg, MD and graduating from the University of Delaware. He returned to the area after graduation to pursue a career in property management, but soon thereafter, found his niche in the insurance industry.
He is known for delivering honest results, diligent follow-up, and the ability to provide solutions when few seem to be available.
Office (410) 312-0811
Fax (410) 312-0815
Cell (301) 821-7060
As The Jordan Insurance Group Account Specialist, Andrew lends his expertise in the areas of underwriting, RFP submission and developing detailed spreadsheets to assist with the renewal process. Previously, Andrew managed the underwriting system for a block of businesses ranging in size from 50-200 employees. It was his responsibility to collect and verify all data as part of the submission process.
Andrew was introduced to the insurance industry by his father, who has been in the field for nearly 30 years. He received his degree from the University of Delaware and like his fellow colleague Tanner Herpst, grew up in Montgomery County.
With this strong organizational skills and his fierce attention to detail, Andrew is a valuable asset to The Jordan Insurance Group and the clients they represent. He can be counted on to deliver accurate and precise data, regardless of the project.
Phone: (410) 312-0811 x202
Fax (410) 312-0815
Colleen recently joined The Jordan Insurance Group upon graduation with a Bachelor’s of Science degree from the Erivan K. Haub School of Business at Saint Joseph’s University. She specializes in the field of human capital management, with a focus on talent acquisition and retention; employee relations; and employment law. Colleen is eager to utilize her studies in a real world capacity, and is prepared to be a valuable asset to The Jordan Insurance Group and its clients.
Colleen proudly serves as a founding member of the Society for Human Resource Management, SJU Philadelphia Chapter.
Phone: (410) 312-0811
Fax (410) 312-0815
At the Jordan Insurance Group, we can provide Maryland individuals for auto, home and health, Maryland businesses with group benefits and financial services.
7230 Lee Deforest Drive, Suite 202
Columbia, MD 21046
“Large enough to serve, small enough to care”