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Leadership Changes at SAN Group and Kansas City Life

📅 2026-10-30 | 📰 Insurance Business America
#san group #kansas city life #insurance leadership #tom von jess #kellie s. needham

Two insurance organizations have announced significant leadership updates. SAN Group, a prominent alliance of independent insurance agencies in the Northeast, has appointed Tom von Jess as its new chief operating officer, effective October 19. Von Jess, who previously served as national sales director of strategic partnerships at LegalShield and held senior roles at Liberty Mutual Insurance, brings over two decades of experience in distribution networks and partnerships to the position.

This appointment marks a strategic shift for SAN Group, separating the COO role from the presidency held by Tom Lizotte. As independent agencies increasingly compete with digital platforms and direct writers, SAN Group aims to leverage its network—which connects member agencies to over 45 carriers—to maintain operational scale. Von Jess will focus on supporting growth across the group’s nine-state footprint.

Separately, Kansas City Life Insurance Company has added Kellie S. Needham to its board of directors, effective October 26. She replaces outgoing director Nancy Hudson. Needham’s appointment is notable for maintaining the company's lineage; she is the great-great-granddaughter of J.B. Reynolds, representing the fifth generation of the founding family to serve on the board. Outside of her board duties, Needham is a manager at Hofmann Trucking, LLC, and a volunteer firefighter in Wyoming.

Context: For the broader insurance sector, the SAN Group appointment signals a focus on operational efficiency as smaller agencies seek to aggregate power. Meanwhile, the Kansas City Life board change highlights the enduring influence of founding families in long-standing insurance institutions.

Why it matters

These appointments reflect a dual focus in the insurance industry: operational scaling for independent agencies and the preservation of long-term corporate governance.

FAQ

Who is the new COO of SAN Group?
Tom von Jess was appointed as the new chief operating officer, effective October 19.

What is the primary function of SAN Group?
SAN Group acts as an alliance of independent insurance agencies, providing members access to over 45 carriers to help them compete with digital platforms and direct writers.

Who did Kellie S. Needham replace on the Kansas City Life board?
She filled the seat vacated by board director Nancy Hudson.

Source: Insurance Business America. See the original source for full details.