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Risk and Insurance Firm Launches in OKC

Helio will provide risk financing, management and consulting for commercial and captive insurance placements.

Helio, a risk and insurance services company, recently launched its headquarters in Oklahoma City to provide services in risk financing, management and consulting for commercial and captive insurance placements.

Helio will also assist businesses in forming and managing captive insurance companies to be domiciled in Oklahoma and other locations. Unlike the commercial marketplace, where insurance companies accumulate and retain surplus funds from policyholders, captive insurance structures allow enterprises to customize their own insurance policies and retain their own surplus when premium exceeds losses. This method also allows for the growth of investment income on that surplus and its ultimate distribution back into the company itself.

 Helio’s team members have decades of experience and relationships within the industry, enabling partnerships with companies offering insurance and reinsurance solutions in all industries: Chief Executive Officer Blake Kerr brings experience in accounting, financial operations, consulting and syndicating capital to Helio Risk. General Counsel and Chief Risk Officer Heather McClure has managed client risk inside law firms and organizations, overseeing risk financing, risk management, insurance procurement and captive operations, claims and litigation for more than 25 years. McClure’s previous roles included Chief Risk Advisor at a global insurance firm, Chief Risk Officer of a major academic medical center and Director of Litigation at a large healthcare system. McClure was elected by the captive industry as Captive Review’s U.S. Captive Risk Manager of the Year in 2020 and was voted by peers as #27 on its Power 50 list. McClure holds an executive officer position on the board of the Captive Insurance Companies Association, the largest nondomicile industry association for captives in the world.

Chief Strategy Officer Kyle Sweet also has decades of experience as a lawyer representing businesses, individual professionals and insurance companies across the country while managing complex litigation and advising clients on risk solutions. Sweet is a multiple-captive owner himself and has experienced how captives transform managing and financing risk into something other than a chronic expense that never generates returns.

And Chief Operating Officer Ashley Napier has experience in insurance business operations. In her previous role, Napier managed the operations of a large independent agency that operated in many states and provided all lines of commercially available insurance. Napier has worked with businesses and owners in multiple industry sectors, including healthcare, private security, franchised businesses, manufacturing, professional services, construction and technology.

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