Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
For Sarah Marsh, what began as a college major in broadcast journalism and a background in sales and marketing has evolved into a 19-year career as a surplus lines broker.
A true generalist broker, Sarah practices in commercial property and casualty, securing coverages for new ventures, excess lines, and challenging industries that cannot be placed directly.
Want to know more about Sarah? You just have to A.S.K. Her hard work, tenacity, and commitment to professional and personal success means she provides her clients with:
• Access to markets
• Service
• Knowledge
As a true partner to her agents and underwriters, Sarah believes in the superior agent experience, clear and timely communication, experienced underwriting, and finding the best possible solutions for her clients.
Sarah is a proud member of the Society of California Pioneers. Her ancestors were among the first pioneers who settled the Golden State prior to 1850, making her a uniquely Californian broker. She uses her knowledge of the state and its varying landscapes to provide creative and tailored solutions for her California-based clients.
She and her husband of 33 years live in the San Francisco Bay Area, and love to spend their time exploring the best that their home state has to offer. They can often be found hiking, biking, fishing and skiing, or golfing in the bright California sunshine.
Sarah is also an advocate for giving back to her local community by volunteering and fundraising for charities, hospitals, and other non-profit organizations in the Bay Area and
the Central Valley.
1550 West Fremont Street, Stockton, CA 95203
209 870 2955
swmarsh@wholesure.com
linkedin.com/in/sarah-marsh-680b3912
wholesure.com
Sarah Marsh
Broker, Vice President
Wholesure
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
Present
2005–2014
2014–2017
2017–2018
2018–2025
19-year career as a surplus lines broker specializing in property and casualty insurance
CISR Elite Designation
Member of WSIA and CIWA
Present
Product Manager and Underwriting Strategist at Travelers
2005–
2014
Vice President, Design Professional Liability, at XL Catlin
2014–
2017
Vice President, Architects & Engineers Product Head at Hiscox
2017–
2018
Executive Vice President at RT Specialty
2018–
2025
Milestones
Milestones
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