Headquarters:

Charlotte, NC

Year founded:

2020

Number of employees:

Phone:

704 686 7275

Email:

saray.uribe@charsanusa.com

Website:

www.charsanusa.com

LinkedIn:

https://www.linkedin.com/company/charsan-insurance-consulting-llc

“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”

Saray Uribe, CharSan Insurance & Consulting

Saray Uribe

Chief Executive Officer

Dana Gonzalez

Agency Support

Betty Guerra

Marketing Director

Leadership

Saray Uribe, an insurance professional of Cuban descent, has been working in the insurance industry since 2006. After 14 years of experience in a retail agency, she decided to go independent and opened CharSan Insurance & Consulting. After years of hard work and study, Uribe has earned four insurance designations. This, together with being bilingual, gives her a unique approach to the insurance customers in the Hispanic community. Uribe’s passion to provide insurance education to her clients in their native language has attracted many business owners and contractors. She is committed to “keep learning, keep growing,” and this perspective is now part of her agency’s culture. She believes that a knowledgeable agent assists the client in making appropriate insurance decisions.

Chief Executive Officer

Saray Uribe

Dana Gonzalez, with a background in social work and psychology, joined the CharSan team in 2021. As an agency support specialist, she has become an integral part of the company, as she interacts with business owners and assists them with their requests. Her expertise in dealing with a diverse population has played an important role in the company’s marketing success. Of Cuban descent and raised in Miami, FL, Gonzalez has bilingual skills, which are vital to one-to-one interactions with Hispanic clients who constitute a large portion of CharSan’s book of business. She is committed to providing the same standards of customer service that the company stands for.

Agency Support

Dana Gonzalez

Betty Guerra joined the CharSan team in 2020. Her background in digital photography, together with her marketing expertise, have been a fundamental part of the company’s social media presence. From website management to in-depth data analysis of digital platforms, her insights and techniques to promote the business have been impressive. The implementation of new strategies, and the ability to communicate the right message, work together with her creativity in designing new campaigns and marketing products for the agency. Like the rest of the team, Guerra is involved in one-to-one interactions as agency support, providing excellent service to customers with various insurance needs.

Marketing Director

Betty Guerra

“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”

Saray Uribe, CharSan Insurance & Consulting

Leadership

“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”

Saray Uribe, CharSan Insurance & Consulting

Leadership

Conrad D. Brooks

General Counsel

Conrad D. Brooks is General Counsel of AXIS Capital, where he has global oversight of legal, compliance and regulatory operations across all AXIS offices. Prior to his appointment to the role in January 2017, he served for nearly a decade as the company’s corporate counsel. He joined AXIS from McKenna Long & Aldridge LLP (now Dentons), where he was a partner and served as practice team leader in the firm’s corporate and securities practice. A former officer in the United States Navy, Brooks graduated magna cum laude from the Georgia State University College of Law. He received his Bachelor of Science degree from the University of Illinois and earned a Master of Business Administration (Finance) from Old Dominion University.

General Counsel

Conrad D. Brooks

Noreen McMullan

Chief People Officer

Noreen McMullan joined AXIS Capital as chief human resources officer in September 2014 and is responsible for HR strategy and the delivery of HR services worldwide. McMullan has over 26 years of leadership experience in corporate HR for the financial services industry. Before joining AXIS, she served as executive vice president and CHRO for FirstKey Holdings, a diversified specialty finance company. Prior to FirstKey, she led HR at Bank of America’s Legacy Asset Services Group. Additionally, McMullan spent 13 years at Morgan Stanley in several different capacities, including HR lead for C-level executives and their organisations, chief operations officer for global HR and head of HR and chief administrative officer for a Morgan Stanley subsidiary. Previously, she was with Citigroup from 1988 to 1998.

Chief People Officer

Noreen McMullan

CharSan Insurance & Consulting is a bilingual commercial insurance agency specializing in construction accounts. The core values of the company are expressed in its mottos: • Excellence and integrity are our priority • Keep learning, keep growing Each customer is unique, and the agency tailors each policy to address the needs of their clients. “CharSan provides a family-like environment, and that is transmitted on to our customers,” says owner Saray Uribe. “Clients feel comfortable contacting us when it comes to advising and consultation – not only about their policies but also about future projects.” CharSan provides a personalized approach to educating customers and providing consulting services. The firm also emphasizes the understanding of the contractual liability in construction contracts and the impact they have on insurance policies and subcontractors’ agreements.

David Phillips

Chief Investment Officer

Keith Schlosser

Global Chief Information Officer

Dan Draper

Group Chief Underwriting Officer

Simon Williams

Chief Strategy & Distribution Officer, Arch Insurance International and Active Underwriter, Syndicate 1955

David Phillips joined AXIS Capital as chief investment officer in April 2014. With more than 25 years of experience in investments, he previously served as head of investments for PartnerRe, where he had management and asset allocation responsibilities for public fixed income, public equities, private equities, and alternative fixed income. Prior to PartnerRe, he was the director of research and a portfolio manager at Oppenheimer Capital, an institutional money manager based in New York City. Phillips is a CFA charterholder and received an MBA from the Wharton School of the University of Pennsylvania and an AB from Princeton University.

Chief Investment Officer

David Phillips

Keith Schlosser is global chief information officer at AXIS Capital, where he leads the company’s global information technology and data strategy. He is also responsible for driving change throughout the organisation by delivering high-quality, future-oriented IT services in line with AXIS Capital’s business strategy. Schlosser has more than 30 years of insurance industry experience, spanning roles in information technology, business solutions, marketing and sales. Prior to AXIS, he served as chief information officer for Chubb’s Overseas General Insurance division, where he spearheaded a number of growth, innovation, digital and change initiatives. Before that, he served as CIO at The Travelers Companies international division. Schlosser was also a vice president for marketing technology and web communications at AIG.

Global Chief Information Officer

Keith Schlosser

Dan Draper was appointed group chief underwriting officer in September 2022. He had previously served for more than two years as group head of underwriting at AXIS. Prior to that, he had been group chief risk and actuarial officer at VIBE. Before joining VIBE, Draper spent eight years with AXIS, holding a number of leadership roles that included group chief actuary, chief risk analytics officer, and insurance segment chief risk officer. Before that, he held managerial positions at the Financial Services Authority, XL Capital, and EY.

Group Chief Underwriting Officer

Dan Draper

Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.

Partner

Kimi Shah

Partner

Kimi Shah

Partner

Kimi Shah

Sarah M Stewart

Associate Vice President, Leasing and Call Centre Operations

Karen Bannister, CM

Vice President, Marketing

Dave Longbottom

Chief Technology Officer

Alex Ventura

Head of Marketing

Damian Palovick

Senior Vice President of Underwriting AXA XL – Delegated Authority Programs, North America

Dr. Mary Lavoie

Head of Risk Management and Senior Vice President AXA XL – Delegated Authority Programs, North America

Mark Bernacki

Chief Underwriting Officer

Ryan Armijo

Chief Operating Officer, Underwriting Division

Bob Petrilli

President, Underwriting Division

“Despite the challenging claims environment, QBE’s coverage and risk appetite have remained consistent. Brokers and customers know and understand our risk appetite and the cover we offer, providing them with certainty for the future,” says Erica Kofie, head of cyber proposition. “We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions.” Kofie adds, “Through 2022, QBE successfully delivered significant growth in the cyber sector, reflecting the depth and strength of our team. We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations.”

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Small business

Brokers’ Pick – Professional liability

Broker's Pick – Personal Accident and Illness Insurance

Turnaround time – claims

BDM support

Broker communication, training and development

Overall service level

BDM support

Medal

Overall service level

Broker communication, training and development

BDM support

Turnaround time – claims

Broker's Pick – Personal Accident and Illness Insurance

Brokers’ Pick – Professional liability

Small business

Medal

Overall service level

Broker communication, training and development

BDM support

Turnaround time – claims

Broker's Pick – Personal Accident and Illness Insurance

Brokers’ Pick – Professional liability

Small business

Saray Uribe, CharSan Insurance & Consulting

“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”

Saray Uribe, CharSan Insurance & Consulting

Uribe believes in personal growth and the importance of continuing education. She believes that knowledge is the key to success and gives each employee the opportunity to participate in conferences and conventions related to the insurance industry. This small company, with the owner’s leadership, has been able to retain big accounts in construction while expanding to other areas such as aviation and management liability. Uribe has a background in a reputable retail agency in a Charlotte area. After working on commercial accounts for the last few years at Laurie Insurance Group, she became an expert in construction accounts and decided to open her own commercial agency. “As a Cuban-American business owner, I saw the need to help the Hispanic community in the Charlotte metropolitan area, which keeps growing as the construction business goes on the rise,” she says. “Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage.” The agency has systematically studied the local construction market and projects to be able to identify which carriers will better fit the upcoming insurance needs. As Charlotte expands and new construction projects come to the area, networking with builders and general contractors becomes vital. Being familiar with insurance requirements for local projects helps the agency connect with subcontractors to provide appropriate coverage. Nothing but excellence and integrity can be expected from CharSan Insurance & Consulting. Uribe has looked up to industry leaders that have shaped her career and helped in the formation of her firm. One of them was her former employer, Bill Laurie, owner of Laurie Insurance Group. “Owning an agency demands a great deal of leadership and character, together with being able to keep calm under pressure and during difficult times – characteristics that I have put in practice while managing the agency,” says Uribe. “A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally.”