• Joe E. Carter, President

    Joe Carter brings decades of leadership experience in commercial insurance to his role at EIS.  His dedication to education-specific insurance was developed through his work as Vice President of Business Development and Marketing for United Educators, where he plays an essential role in developing products that meet the evolving needs of educational institutions for liability insurance protection.

    Joe has held leadership roles at Bank of America, Prudential Property and Casualty, and Allstate Insurance Company. At Bank of America’s insurance services group, he planned and built the bank’s proprietary insurance sales center. Joe also brings experience as an insurance agent, having established and operated a middle-market focused insurance brokerage.  

    Joe is a graduate of Old Dominion University, is actively engaged in the alumni association, and was a longtime member of the alumni association board of directors.


    Wendell Smith, Associate Vice President

    Wendell Smith is the operational lead of EIS. In addition to overseeing the daily operations of the agency, he also has the responsibility of expanding UE’s capabilities by developing and introducing products to the underserved segments of the education market. 

    His background includes 19 years commercial underwriting, marketing, loss control and claims.  Most recently, he was the underwriting manager of a property and casualty program for over 350 public school districts at a national carrier. 

    Smith earned an M.B.A. at the Zicklin School of Business at Baruch College and a B.A. from The City College of New York.


    Lisa James, P&C Account Manager

    Lisa’s role includes underwriting, broker and carrier relationship management, and new business development. She has over 20 years of professional experience and is a licensed insurance representative, holding her Property & Casualty and Accident Life & Health licenses. Lisa had a successful sales career with State Farm Insurance for over five years and most recently worked for Sutherland Global Solutions as a senior insurance representative in Chesapeake, Va.

     

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