Courtney Montfort

Managing Principal | Commercial Risk Management

Phone: 317-559-3738

Fax: 317-924-5693

Email: Cmontfort@thegibsonedge.com

Courtney Montfort

Professional Experience

Courtney is a Managing Principal for Gibson Indianapolis. In that capacity, she is responsible for management, support, and overall growth for the central Indiana marketplace. She also serves as a Sales Team Leader and Risk Advisor, specializing in National Account customers including those experiencing Merger & Acquisitions, multi-state risks, and alternative risk financing arrangements. Courtney specializes in identifying business, strategic, and hazard risk exposures. She also consults with clients to develop and implement strategies to effectively and efficiently grow and protect their businesses. Courtney has been a Vistage Worldwide Member since 2023, and has been on Gibson's Board of Directors since December, 2020.

Prior to joining Gibson in 2017, Courtney worked at Willis Towers Watson for 13 years. She gained extensive commercial insurance and risk management experience working with large global clients in various business sectors, including private equity, hospitality, real estate, and manufacturing. She specialized in contractual risk management consultation, risk management and insurance considerations during acquisitions/divestitures, program design & implementation, international considerations in a global marketplace, and strategic account management solutions. Internally, Courtney served on the Willis Client Service Advisory Council for five years, including two years as acting chairperson.

Designations

  • Certified Insurance Counselor (CIC)
  • Certified Risk Manager (CRM)
  • TrueU Advanced Leadership Graduate - 2023

HONORS

  • RIMS Educational Scholarship Recipient, 2003
  • Indiana State University Gongaware Scholar Recipient, 2000
  • Spirit of Excellence, Gibson 2020
  • Core Values Award, Gibson 2024

Community Involvement

  • Participant, Susan G. Komen 3-Day Fundraising Event
  • IU Health Adult Academic Health Center- Philanthropy Council Member (2024 - Present)
  • Team Organizer, Light the Night - Leukemia & Lymphoma Society
  • Indiana Fire Academy, Team Treasurer/Volunteer – 2023 - 2024 Season

Specialty Areas

  • Mergers & Acquisitions
  • Contractual Risk Management
  • Alternative Risk Financing
  • Commercial Insurance Strategic Program Design
  • Manufacturing
  • Real Estate
  • Property & Casualty Insurance
  • Hospitality
  • Risk Management in Private Equity
  • Strategic Account Management Solutions
  • International Considerations in a Global Marketplace

Education

  • Indiana State University | Bachelor of Science degree in Insurance and Risk Management