Headquarters:

Downtown Houston, Texas

Year founded:

2020

Number of employees:

Phone:

2812224585

Email:

Billy@outsourcedrm.com

Website:

outsourcedrm.com

LinkedIn:

linkedin.com/in/billybray

“We take the burden off of your human resources and risk management team so that you can focus on your core business”

Billy Bray, Outsourced Risk Managers

Billy Bray

President

Dana Gonzalez

Agency Support

Betty Guerra

Marketing Director

Leadership

Billy Bray has founded his career on serving clients in creative ways. He knows that to help and keep clients, his approach must be better, faster, cheaper, and smarter than that of the competition. His company’s culture reflects this client-centered ethos.

President

Billy Bray

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

“Our people make the difference. Our team, our culture, and the individuals of ORM are the ones who get this credit; they make the client and underwriting experience work”

Billy Bray, Outsourced Risk Managers

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

Outsourced Risk Managers (ORM) has a reputation for helping clients solve complex insurance problems. How? “When you have a complicated business, multiple insurance policies, or are in a high-risk category, it takes a white glove approach to not only get you great coverage at low rates but to provide ongoing meetings, safety trainings, risk management audits and walkthroughs, and more,” explains Billy Bray, president of ORM. “We take the burden off of your human resources and risk management team so that you can focus on your core business.” ORM has a culture of entrepreneurial forward thinking. The company strives to provide its clients with a white glove and concierge-type service. The team at ORM moves fast and understands the demands of insurance requirements and risk management with their clients – the ability to respond quickly and effectively helps ORM’s clients immensely. The team members have a client-first outlook, but also strive to have bonded partnerships with carrier and wholesale partners.

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

“Our people make the difference. Our team, our culture, and the individuals of ORM are the ones who get this credit; they make the client and underwriting experience work”

Billy Bray, Outsourced Risk Managers

“We take the burden off of your human resources and risk management team so that you can focus on your core business”

Billy Bray, Outsourced Risk Managers

“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

“We are like a speed boat that can make fast changes and quick manoeuvres when needed,” adds Bray. “We are the opposite of clunky, and clients love the winning drive of our entrepreneurial team.” Being a boutique firm, ORM’s key leader is Bray, and he is proud of his developing team of up-and-coming insurance all-stars. Bray came from the big, corporate insurance world; he has taken strategies learned there, implemented them, and empowered clients to get more value-added services and quicker response times. This has helped with both client and employee attraction and retention. “Our strategy is to help owners and CEOs by delivering custom insurance programs tailored to their needs on an ongoing basis,” says Bray. “We have excellent people to work with – bright and with great attitudes and a sense of urgency – as well as top professionals underwriting their business, a hyper focus on performance at the highest levels, and more value-adds under one roof than even the largest of firms.” “Our people make the difference. Our team, our culture, and the individuals of ORM are the ones who get this credit; they make the client and underwriting experience work.”