Kathleen Kozlowski

Kathleen wears too many hats to count, but it doesn’t stop her from picking up a few more every year. She began her insurance career 30 years ago, as an underwriter, and soon transitioned to working in account management roles for top insurance brokerages, including Marsh and Willis. She later became a business relationship manager for large clients in the financial services sector, where she helped institutions like JP Morgan and Wells Fargo to insure properties and other assets held within legal trusts. At Wood Gutmann & Bogart, Kathleen is the firm’s secret weapon for building relationships with clients, carriers and other partners, but she spends just as much time creating an arsenal of marketing tools to support WGB’s sales team and executive partners. Kathleen not only coordinates WGB’s marketing campaigns, but also those of the firm’s partner agencies, Champion Risk & Insurance Services, Coastal States Insurance and Silicon Valley Risk & Insurance. While Kathleen is often tapped for new roles and projects, she never leaves her relationships behind. Her approach is to build friendships that last decades, saying simply, “I like to get to know people.”
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Recent Posts

Lisa Doherty of WGB nominated as one of the Top Businesswomen in Orange County

Posted by Kathleen Kozlowski on Apr 16, 2019 3:12:52 PM

Wood Gutmann & Bogart Insurance Brokers is proud to announce that Lisa Doherty, Executive Vice President and Executive Director of our Private Client Services division has been nominated by the Orange County Business Journal as one of the Top Businesswomen in Orange County. The 2019 Women in Business Awards program allows for the recognition of five exceptional businesswomen in Orange County. Five awards will be presented at the 2019 Women in Business Awards Luncheon & Program on May 8, 2019 at the Hotel Irvine.

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Topics: WGB Team

How “Safe Drinking Water” (Proposition 65) poses a financial threat to your business

Posted by Kathleen Kozlowski on Mar 12, 2019 10:33:00 AM

Sometimes laws with the best of intentions — To prevent pollution of the state's drinking water sources from "chemicals known to the State of California to cause cancer and birth defects or other reproductive harm" and to inform and provide warnings to customers of the presence of these chemicals — just become impossibly burdensome.

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Topics: Liability Insurance, Manufacturing, Prop 65

Changes in Sexual Harassment Laws for 2019

Posted by Kathleen Kozlowski on Jan 17, 2019 2:17:20 PM

The onslaught of new laws on the books regarding sexual harassment is undoubtedly a result of the recent high profile celebrity sexual harassment scandals. The most important things you can do as an employer to protect your employees from sexual harassment and yourself from sexual harassment lawsuits are:

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Topics: Compliance, Liability Insurance, Sexual Harassment

Wood Gutmann & Bogart Insurance Brokers is California's premier, full-service regional insurance brokerage. We provide a complete range of commercial, personal and employee benefits insurance products and services. We are proud to be ranked among the Top 100 Independent Insurance Agencies by Insurance Journal and one of the Best Places to Work by the Orange County Business Journal.

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