We believe your success is our success, working in partnership to find solutions for your clients'​ insurance needs. As your outsourced marketing  department, we work closely with both admitted and specialty markets to meet your clients'​ unique needs.

Insurance

Socius Insurance Services, Inc.

Socius Insurance Services, Inc.'s headquarters in San Francisco, CA, United States

Patrick Hanley

Gregg Miller

Rplu Daniel Mittelmark Cic, Cpcu, Arm

Carol Rizzo

The Insurance Brokerage team at Socius Insurance Services, Inc. is dedicated to leveraging its extensive market knowledge and industry connections to provide tailored insurance solutions for clients. This team collaborates with both admitted and specialty markets, ensuring that client needs are met with optimal coverage options while also serving as an outsourced marketing department to enhance client partnerships. Their diverse expertise spans various roles, including brokering, solicitation, and data management, to deliver seamless, effective service.

Insurance Brokerage

The Leadership Team at Socius Insurance Services, Inc. is responsible for setting the strategic direction and vision of the company, ensuring alignment with the mission of partnering with clients to deliver tailored insurance solutions. They collaborate to drive operational excellence, foster innovation in marketing strategies, and maintain strong relationships with both admitted and specialty market partners, ultimately enhancing the overall client experience and company growth.

Leadership Team

The Production Team at Socius Insurance Services, Inc. is responsible for efficiently handling the processing and management of insurance proposals and policies. They collaborate closely with various markets to ensure that clients receive tailored solutions, while also supporting the marketing efforts of the company to enhance service delivery and client satisfaction.

Production Team

The Finance and Accounting team at Socius Insurance Services, Inc. is responsible for managing the company's financial health by overseeing budgeting, forecasting, and financial reporting. They ensure compliance with regulatory standards while providing accurate financial data that supports strategic decision-making and helps optimize resources to enhance service delivery for clients' insurance needs.

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Socius Insurance Services, Inc.

Org chart

Teams

Insurance Brokerage

Leadership Team

Production Team

Finance and Accounting

Offices

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Socius Insurance Services, Inc.

Org chart

Teams

Insurance Brokerage

Leadership Team

Production Team

Finance and Accounting

Offices

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