Wallace & Turner Elevates Four to Partnership

Ben Galbreath

Jason Heims

Mary Jo Leventhal

Myles Trempe

Wallace & Turner, Inc., Springfield and Urbana, Ohio’s largest, locally owned independent insurance agency, has announced four new equity partners: Ben Galbreath, Jason Heims, Mary Jo Leventhal and Myles Trempe. All are based in Wallace & Turner’s Springfield office.

“Wallace & Turner places great importance on superior client service and professionalism, deep industry knowledge and community leadership, and these four absolutely exemplify these traits,” commented President Patrick Field. “They set a standard of excellence within the agency and their elevation to partner is well-deserved.”

“Ben, Jason, Mary Jo and Myles have been instrumental in driving Wallace & Turner's growth and success,” said Vice President and Partner Otto Larson. “Their innovative thinking and relentless work ethic continue to push us forward, and we are excited to welcome them to the partnership.

Ben Galbreath has nearly two decades of experience in personal, commercial, life and supplemental benefits insurance. He also holds a farm certification from Nationwide Insurance Company. Ben obtained a B.A. from Kent State University where he lettered in Division I baseball. He sits on numerous boards including serving as Vice President of the Board of Education for the Clark‐Shawnee Local School District.

Jason Heims has been with Wallace & Turner since 2007, specializing in both personal and commercial lines, and overseeing claims management. He has a B.A. from Wright State University. Active in the community, Jason currently serves on the Clark County Literacy Coalition board of directors.

Mary Jo Leventhal serves as Director of Operations & Business Development, and is a Certified Insurance Counselor (CIC) and Certified Risk Manager (CRM). She obtained a Bachelor’s degree with honors from Wittenberg University. Mary Jo holds numerous leadership roles, including as a Board member of Second Harvest Food Bank of Clark, Champaign & Logan Counties and Co-Chair of the Springfield Museum of Art’s Art Ball for All.

Myles Trempe is a second-generation Wallace & Turner employee and handles both personal and commercial lines coverage. He has a B.S. from Ball State University. Myles gives back significant time to community organizations, including as a Finance Committee member for Springfield Foundation and a board member with Ferncliff Cemetery and Arboretum, Springfield Arts Council and Partners for the Parks.

About Wallace & Turner, Inc.

An independent insurance agency, Wallace & Turner has provided comprehensive personal and commercial insurance services since 1870, including homeowners, auto, business, farm, umbrella as well as life & health coverage. With offices in Springfield and Urbana, Ohio, Wallace & Turner works with a range of top-rated carriers which means clients receive cost effective insurance options tailored to their needs. The agency is a long-standing member of Keystone Insurers Group, Trusted Choice, Ohio Insurance Agents Association, and Independent Insurance Agents Association both in Ohio and nationally. Connect with Wallace & Turner on Facebook, X and LinkedIn.

Catholic Central's 31st Annual Emerald Evening - Patrick & Tiffany Field Serve as Event Chairs

Wallace & Turner President Patrick Field and his wife Tiffany are serving as Chairs for Catholic Central’s 31st Annual Emerald Evening. The evening will feature cocktails, dinner and a live auction while recognizing special guests, Green Blazer recipients and Hall of Honor inductees.     

Emerald Evening is being held Saturday, March 29, 2025, at 5:30 p.m. at Hollenbeck Bayley Creative Arts & Conference Center, 275 South Limestone Street, Springfield, Ohio. The celebration continues immediately following the live auction at The State Theater, 19 South Fountain Avenue, with live music and a complimentary beer & seltzer bar.

Patrick is a 1984 graduate of Catholic Central serves and has given tremendous time and resources back to the school, including as a Board Member for the Catholic Central Foundation (the fundraising arm for scholarships) and serving as Co-Chair of Catholic Central's Capital Campaign. Tiffany is a 1994 graduate.

Learn more here.

Ohio Insurance Agents Association Recognizes Wallace & Turner with Community Service Award

Ohio Insurance Agents Association (OIA) recognized Wallace & Turner as the recipient of the Community Service Award 2024. The award honors an independent insurance agent or agency that has provided extraordinary service within their community. This is defined by demonstrating commitment to their local neighbors by going above and beyond in volunteering time and enthusiasm to causes close to their heart.

OIA acknowledged Wallace & Turner for living by the agency motto "Take care of the community, and they'll take care of you” by expanding our impact across education, hunger relief, the arts and environmental stewardship. Some examples of this include Wallace & Turner’s longtime support of Second Harvest Food Bank of Clark, Champaign & Logan Counties through grants and events like the Empty Bowls fundraiser; backing initiatives such as Clark State Community College’s Champaign City Scholars program and Catholic Central School’s Emerald Evening Auction, helping to raise over $7 million for school expansions.

Each year, the recipient of the Community Service Award selects a charity to receive a donation in the amount of $2,500 from OIA on their behalf. Wallace & Turner selected Project Woman, a nationally accredited non-profit domestic violence and crisis center in Springfield, Ohio to receive that donation.

Patrick Field Honored with Second Harvest Food Bank "Patrick Field Volunteer of the Year Award"

Wallace & Turner President Patrick Field was honored with the Second Harvest Food Bank of Clark, Champaign & Logan Counties “Patrick Field Volunteer of the Year Award” in recognition of his leadership, stewardship and strong commitment to volunteerism within our community.

Patrick has been a Second Harvest Board member for the past six years and will be retiring from the Board at the end of December 2024. Looking back on Patrick's time with Second Harvest, one of his most impactful contributions was serving as a key member of the Board during the organization's transition from Catholic Charities to an independent 501(c)(3) nonprofit. Patrick was an integral part of this success!

His impact has left a lasting mark on Second Harvest and the organization will continue to honor his legacy by annually recognizing an outstanding community volunteer.

We Are Hiring! Commercial Insurance Account Manager

Are you a problem-solver with an aptitude in insurance and commercial account management? Wallace & Turner is seeking a Commercial Insurance Account Manager with exceptional skills in client service and strong insurance product knowledge to maintain and develop our customer base.

Responsibilities and Duties:

As an Account Manager, you will:

• Manage a portfolio of clients' insurance coverage policies.

• Handle renewal process and policy modifications.

• Establish and maintain strong relationships with clients.

• Identify the needs of clients and recommend appropriate insurance solutions.

• Navigate insurance carrier technology sites to quote and issue policies.

• Develop relationships with our carrier partners and underwriters.

• Follow and adhere to set process and workflows.

Qualifications and Skills:

Candidates must possess the following:

• A minimum of two years’ experience as a commercial insurance account manager or a similar role.

• Proficient understanding of the insurance industry and products.

• Excellent negotiation and customer service skills.

• Ability to work in a fast-paced environment.

• Significant computer skills and the ability to educate clients on digital tools and features.

• Certifications such as Certified Insurance Service Representative (CISR) or Certified Insurance Counselor (CIC) are a plus.

  Additional Requirements:

• This role requires a valid insurance license.

Submit your resume to: info (at) WTins.com

Otto Larson Presents to Clark County Bar Association

Partner Otto Larson presented “Lines of Insurance and How They Affect Your Clients” to the Clark County Bar Association on November 7, 2024. His talk examined a range of coverage lines, including property, general liability, cyber and data, crime, and more. Otto also explained available risk management solutions such as OSHA compliance, claims management, risk financing and human resources management. A lively discussion ensued around current trends and hot topics as well as claim examples like failure to perform, metal theft and social engineering fraud. Attendees received 1.5 hours of CLE credits.

If you’re interested in a presentation for your organization, contact Otto at (937) 324-8492 Ext: 145 or OLarson@WTins.com

Wallace & Turner Launches New Text Line for Policyholders: 937-918-7632

We are excited to announce the launch of our new dedicated text line – 937-918-7632 – making it easier than ever for you to reach us for all your insurance needs!

Whether you have questions, need to make policy changes, send photos for claims or any other general correspondence, you can now text us directly.

This text line is designed to provide a seamless and efficient way for you to connect with us 24/7. We look forward to serving you with this added convenience!

Night at the Scare-itage Center - Wallace & Turner Sponsors Clark County Historical Society at the Heritage Center Event

Wallace & Turner was proud to sponsor Clark County Historical Society’s Night at the Scare-itage Center on September 28 featuring an evening of eerie tours, where history came to life through the voices of historical figures sharing true, spooky, sad, and strange tales.

The Clark County Historical Society collects, preserves and interprets resources which provide understanding and appreciation of Clark County’s heritage, and to relate the community’s past to the present and its future.

Otto Larson and Mary Jo Leventhal Celebrate 20-Year Certified Insurance Counselor Designation

The Risk & Insurance Education Alliance has recognized Partner Otto Larson and Director of Operations & Business Development Mary Jo Leventhal for 20 years as a Certified Insurance Counselor (CIC)! The Certified Insurance Counselor program is a highly respected, national insurance professional designation for agency owners, producers, agents, CSR’s, brokers, and insurance company personnel. The CIC designation demonstrates the insurance professional’s expertise and commitment to continuing education and their career industry.

Wallace & Turner Bolsters Leadership Team with Addition of Mary Jo Leventhal as Director of Operations & Business Development

Wallace & Turner, Inc., Springfield and Urbana, Ohio’s largest, locally owned independent insurance agency, announced that Mary Jo Leventhal has joined as Director of Operations and Business Development. A Certified Insurance Counselor and Certified Risk Manager, Leventhal has more than 25 years of experience in the insurance industry with a focus on commercial lines and risk management services. Prior to joining Wallace & Turner, she was a Commercial Lines Placement Manager with Kraft Lake Insurance Agency.

“With a wealth of experience and a proven track record in driving strategic growth, Mary Jo will play a pivotal role in furthering Wallace & Turner’s success and continuing to elevate the client experience,” commented Wallace & Turner President Patrick Field. “She is a dynamic leader, and we look forward to leveraging her expertise to achieve new milestones under her guidance.” 

“I am thrilled to join Wallace & Turner – a team I’ve known and respected for many years,” said Leventhal. “I’ve witnessed the dedication, professionalism and collaborative spirit that define the culture here, which makes this transition an exciting and natural step. It also gives me an opportunity to commit more time to the local organizations and causes that I am passionate about.”

In her Business Development role, Leventhal will craft customized insurance solutions and foster lasting relationships with policyholders. As Director of Operations, she will focus on enhancing organizational efficiency and implementing strategic initiatives that contribute to the success and growth of Wallace & Turner and its clients.

A lifelong resident of Springfield, Ohio, Leventhal obtained a Bachelor’s degree with honors from Wittenberg University. She has made an impact in the local community through her many leadership roles, including Co-Chair of the Springfield Rotary Gourmet Food Truck Competition, past President of the Springfield Rotary Club, Board member of Second Harvest Food Bank of Clark, Champaign & Logan Counties, Co-Chair of the Springfield Museum of Art’s Art Ball for All, past Area Director for American Heart Association, and continues to be active in United Way of Clark, Champaign & Madison Counties.

About Wallace & Turner

An independent insurance agency with offices in Springfield and Urbana, Wallace & Turner works with a range of top-rated carriers which means clients receive comprehensive and cost-effective insurance options tailored to their needs. The agency is a long-standing member of Associated Risk Managers International, Keystone Insurers Group, Trusted Choice, Ohio Insurance Agents Association and Independent Insurance Agents Association, both in Ohio and nationally. Connect with Wallace & Turner on Facebook, Twitter and LinkedIn.

Senior Accounting Manager Zach Vaughn Selected to Leadership Clark County Ohio Academy

Zach Vaughn - Senior Accounting Manager

Wallace & Turner congratulates Senior Accounting Manager Zach Vaughn on being selected to the Leadership Clark County Ohio Academy for 2023-24.

Each year, 35 individuals are accepted into the Community Leadership Academy based on the applicant’s leadership potential and diverse background. The Academy consists of monthly sessions beginning in the fall of each calendar year and running through the following spring that focus on the history of Clark County, the community’s current needs and leadership development. 

Since 1981, Leadership Clark County has been a change agent for community activism by dedicating time, money and resources to developing servant leaders in the Clark County community. Programming that focuses on leadership skills, sensitivity to community needs and diversity empowers Leadership alumni to become change agents themselves, assuming leadership roles and contributing their talents and energies to community service.

Partner/Producer Otto Larson Joins Ohio Small Business Development Center – Springfield Board of Trustees

Otto Larson, Partner / Producer

Partner/Producer Otto Larson has been appointed to the Board of Trustees of the Ohio Small Business Development Center in Springfield, which provides the coaching and financing that small business owners and aspiring entrepreneurs need to start, grow and sustain their business.

The Springfield Small Business Development Center was recently selected as the SBA Region VI’s SBDC Innovation and Excellence Award winner. Out of 101 centers in the six-state region, Springfield’s SBDC rose above for how it has creatively served small businesses in an area that has been devastated by population and job loss. The SBDC Program is funded in part through a cooperative agreement with the U.S. Small Business Administration, the Ohio Development Services Agency and the City of Springfield.

Wallace & Turner Sponsors Junior Achievement 2023 7-Eleven Bowl-A-Thon

In support of Junior Achievement of the Mad River Region, Wallace & Turner is serving as a sponsor of the 2023 7-Eleven Bowl-A-Thon – Tropical Heatwave fundraiser which is being held through March 10th. Teams of five bowl two games, enjoy snacks and have a chance to win prizes based on money raised. Additional prizes can be won for Best Team Costumes and Most Spirited Team.

Learn more and register here.

Junior Achievement’s mission is to inspire and prepare young people to succeed. The inspiration piece comes from community volunteers who not only deliver the organization’s lessons, but share their experience. In the process, these volunteers serve as role models helping to positively impact young people’s perceptions about the importance of education, as well as critical life skills. Preparation involves Junior Achievement’s proven lessons that promote financial capability, work and career readiness, and business ownership.

Wallace & Turner Expands Senior Team with Addition of Partner/Producer Otto Larson

Otto Larson - Partner/Producer

Wallace & Turner, Inc., Springfield and Urbana, Ohio’s largest, locally owned independent insurance agency, announced that Otto Larson has joined as a Partner/Producer. Larson brings over two decades of experience in the insurance industry and will work with both commercial and personal lines clients at Wallace & Turner. He was previously a Business Insurance Consultant and Market President with Marsh & McLennan Agency in the Midwest Region.

“We are thrilled to have someone with Otto’s breadth and depth of experience join Wallace & Turner,” commented President Patrick Field. “His insurance expertise and tenacity combined with local area knowledge will be a tremendous asset to our agency and clients. We know he will also be a great mentor to the next generation of agents as we continue to grow.”

“I am honored to join Wallace & Turner and be part of an organization with a rich history of serving their customers and communities for over 150 years,” said Larson. “The agency has an outstanding reputation for excellence in service and financial stability, and leads with a client centered approach, which was important to me when deciding to make a change. I look forward to getting to know our customers and helping them navigate the insurance marketplace while protecting their assets and future.”

Larson obtained a B.S. from Bowling Green State University and earned a Certified Insurance Counselor degree from the National Alliance of Insurance Education and Research. He is an active community member serving on various boards and as a volunteer, including Mental Health Foundation, Springfield Arts Council, Springfield Country Club, Ohio Means Jobs and the Red Cross, and co-chaired The Art Ball and Emerald Evening with his wife, Therese. He is also a graduate and served on the board of Leadership Clark County. Otto is currently a member of the Springfield Rotary Club, which serves children and adults with disabilities. 

About Wallace & Turner

An independent insurance agency with offices in Springfield and Urbana, Wallace & Turner works with a range of top-rated carriers which means clients receive comprehensive and cost-effective insurance options tailored to their needs. The agency is a long-standing member of Associated Risk Managers International, Keystone Insurers Group, Trusted Choice, Ohio Insurance Agents Association and Independent Insurance Agents Association, both in Ohio and nationally. Connect with the agency on Facebook, Twitter and LinkedIn.

Wallace & Turner Celebrates the Holidays

The Wallace & Turner 2022 holiday party kicked off at Springfield Country Club testing our golf skills on the simulator with pro Jake Houston. Then we headed to Fratelli’s for a delicious lunch.

West Bend Mutual Insurance Awards $6,000 to Second Harvest Food Bank of Clark Champaign & Logan Counties Through Nomination by Wallace & Turner

Brian Erwin, Sr. Regional Sales Manager with West Bend; Tyra Jackson, Executive Director of Second Harvest Food Bank of Clark, Champaign and Logan Counties; Patrick Field, President of Wallace & Turner

Second Harvest Food Bank of Clark Champaign & Logan Counties received a grant of $6,000 from West Bend Mutual Insurance as part of the Spirit of the Silver Lining Award 2022. Each year, West Bend presents the award to several independent insurance agents and the nonprofit organizations they support. The award recognizes those agents and organizations for their dedication to delivering a silver lining to those in need.

The nonprofit recipients of the award receive a grant from the West Bend Independent Agents’ Fund. Since 2006, the Fund has awarded more than $1.4 million in grants which are used for sustaining support, special projects, or capital projects for nonprofit organizations that represent a broad field of interests, including, but not limited to arts and culture; education; the environment; family, youth, and elderly; health and human services; medical research; and community development.

For many years, Wallace & Turner has supported Second Harvest through financial contributions as well as been a sponsor and volunteer for numerous fundraising events. President Patrick Field donates significant time as the current Board Vice President and will serve as the incoming President for 2023.

Second Harvest Food Bank’s mission is to alleviate hunger in Clark, Champaign, and Logan Counties by sourcing and distributing nutritious food to people in need, building community partnerships, and mobilizing the public to support hunger relief.

New Score Table Heading to Cedarville University Athletics – Wallace & Turner Donates to Longtime Client

Wallace & Turner has gifted a new score table to be used in Cedarville University’s Stranahan Gymnasium. The gift will help the Yellow Jackets fulfill the need of enhancing the game day experience for student-athletes, staff, and fans at the Callan Athletic Center.

We are proud to be the University's insurance carrier for more than 20 years.

Learn more here.

Wallace & Turner is Growing! Julie Medley Joins Personal Lines Team; Life & Health Department Brings on Loran Axtell & Tammy Hodge

Wallace & Turner is excited to announce the addition of several new team members: Julie Medley as Personal Lines Account Manager, Loran Axtell as Life & Health Account Manager and Tammy Hodge as Group Benefits Manager.

Additionally, Tia Keith, formerly in the Life & Health Department, has moved into the role of Commercial Lines Account Manager.

We are also pleased to welcome Spencer McCleery as an intern. Spencer is currently attending The Ohio State University and majoring in Actuarial Science.

View our full team directory here.

We Are Hiring! Group Benefits Account Manager

APPLY NOW! Submit resumes to ccorrigan@wtins.com

Group Benefits Account Manager

PRIMARY ROLE:              

Providing superior service and support to all Group Health accounts, including but not limited to:

• Maintaining a high level of client service and satisfaction

• Achieving agency account growth and retention goals by providing extraordinary service and proactive communication with all Group Accounts 

DUTIES: 

• Support Broker sales efforts by handling all Group accounts from quoting to implementation

• Maintain client files and ensure proper documentation, by processing all enrollments, plan changes and documentation of all activities in Agency’s management system per Agency procedures

• Respond to client inquiries and correspondence in accordance with agency and benefit guidelines

• Maintain current knowledge of underwriting and system requirements of carriers. Keep current with industry trends by attending Agency approved continuing education classes and attending Agency run meetings and education sessions

• Be an advocate for all Agency departments and product offerings

• Maintain all required state licensing and company appointments as required

• Participate in any special projects and duties at management’s request

BENEFITS:

• Paid Time Off program

• 401k Program with Employer Contribution

• Medical, Dental, Short-Term Disability, Long-Term Disability and Life Insurance programs

• Other voluntary type benefits available via payroll deduction

QUALIFICATIONS & EDUCATION: 

• Currently have or able to earn Health and Life Insurance License through the State of Ohio and any/all other appropriate state license(s) required

• Extensive knowledge of group health insurance benefits and different Carrier service platforms and technology requirements

• Thorough knowledge of Carrier Administration and Quoting systems

• Understand human resources laws as it applies to group health insurance benefits

• Experience and expertise in operating in an electronic environment using computer programs and Agency client relationship management system

• Proficient in all Microsoft programs including Excel and Word

• Possess excellent time management, organizational and communication skills

• Ability to multi-task and prioritize work on a constant basis

• High degree of self-motivation and self-direction

• Available to work overtime if necessary or needed as dictated by workload and Agency need

Myles Trempe Serves as Slice of Springfield 2022 Event Co-Chair; Wallace & Turner is a Premier Sponsor

Producer Myles Trempe is serving as co-chair of the Slice of Springfield event featuring eight non-franchise restaurants that will put out their tastiest pizza to sample, 4:30-7 p.m. on February 10 at Mother Stewart’s Brewing Co., 102 W. Columbia St.

Participating restaurants include Bogey’s at Rocky Lakes; Buckeye Barn; Crust & Company; Fent’s Dairy Corner; Fratelli’s; The Hickory Inn; Mikey’s Pizza; and Station 1.

“There’s a real interest because as a community, we have good, local non-franchise pizzerias,” Myles told Dayton.com in an interview. “In the dead of winter, this is a place you can come and enjoy a lot of different pizza and have a good craft beer or other drink.”

Tickets cost $25 each and include at least eight squares of pizza and a drink, a choice of soft drink, beer or wine. Tickets for ages 12-under cost $10 each and will be available at the door. Attendees will also enjoy live entertainment. 

Wallace & Turner is a Premier Sponsor of Slice of Springfield. Proceeds from the event will go to National Trail Parks and Recreation District and Partners for the Parks efforts. The sprayground in Snyder Park was established with Slice funds, and Myles said funds from this outing will help toward projects such as revitalizing the tennis and pickleball courts in Snyder Park in the future.

Tickets are available at the National Trail administration building at 1301 Mitchell Blvd. or at the door. Learn more.