Anne Long
Education
- CLU®, Chartered Life Underwriter
- RICP®, Retirement Income Certified Professional
- M.P.A., Public Administration with a Concentration in Public Finance, Temple University
- B.A., Political Science, Temple University
Recognition
- 2021, 2015 and 2012 Irish America Wall Street 50 Honoree
- 2021 Leonard A. Mellman Exemplary Board Service, Temple University
- 2019 Temple University Gallery of Success Inductee
Location
Overview
Anne Long serves as President of CBIZ Individual Insurance Solutions, bringing over 35 years of experience in the insurance and financial services industry. In this role, Anne leads strategy and oversight for individual insurance product lines, including life and disability insurance, annuities, executive benefits and life settlements.
Anne is a proven business leader with expertise in driving growth, launching new product lines and building collaborative relationships across business development, product, risk, finance, technology and operations. Prior to rejoining CBIZ, she held executive leadership roles with NFP, Merrill Lynch and Manulife. She also led a successful consulting practice supporting financial services clients in business start-ups and product development.
Previously, Anne served as President of CBIZ Wealth Management from 2007 to 2010. She returned to CBIZ to lead the organization’s expanded focus on individual insurance solutions.
Anne holds dual citizenship in the United States and Ireland.
Community Involvement
- Board Member, Board of Visitors, College of Liberal Arts, Temple University, 2013-Present
- Chair, Board of Visitors, College of Liberal Arts, Temple University, 2016–2022
- Board Member, The American College of Financial Services, 2014–2019
- Board Member, The First Tee of Greater Austin, 2002-2005
- Board Member, Liv in the Game, 1999-2003
Professional Memberships
- Finseca (formerly AALU), 1998–Present
- National Association of Independent Life Brokerage Agencies (NAILBA), 2004–Present
- Financial Planning Association (FPA), 2012–2016
- Women in Financial Services, Founding Corporate Sponsor for Austin Chapter, 2013-1015