Insurance was built on trust & relationships. This is still & will always be a people business. With team #TryMe at Scottish American we are here to help you.

Insurance

Scottish American

Scottish American's headquarters in Tustin, CA, United States

Joyce Weis

Renee Garcia

B. Louis Frenkel

Jason Friar

Nikki Taylor

Chris Egoavil

Tim Palmer

Treacy Duerfeldt

James Kelly Frazier

Robert Glidden

Sean Anderson

Gina Romano

Kameela Lateef

Richard Jenkins

Jessie Mejia

Careen Patichi

Brandon Lee

Bobbie Williams

Anthony Sunseri

Joshua Taylor

Alfred Caputo

Susan Jackson

Christine Molina

Christine Levan

Keri Dunn

Evelyn Sheneman

Tom Vouvoudakis

Rob Tell

Whitley Avery

Ricky Dawson

The Underwriting Team at Scottish American plays a critical role in evaluating risks and determining appropriate coverage for clients. Comprising various specialists, including Underwriters and Assistants, the team meticulously analyzes applications, assesses risk factors, and collaborates with Account Managers to deliver tailored insurance solutions. Their commitment to building trust and fostering relationships ensures that clients receive personalized support throughout the underwriting process.

Underwriting Team

The Business Development and Marketing Team at Scottish American focuses on fostering client relationships and driving growth through innovative marketing strategies. They collaborate to identify new business opportunities, enhance brand visibility, and ensure that the company’s insurance offerings align with customer needs. With a diverse range of roles, this team is dedicated to strengthening the company's market presence while maintaining a strong foundation of trust and personal connections.

Business Development and Marketing Team

The Insurance Operations Team at Scottish American is dedicated to managing and streamlining the accounting and billing processes within the insurance sector. They ensure the accuracy and efficiency of direct billing and payables, while also providing crucial technical accounting support. With a focus on building trust and enhancing relationships, this team is committed to delivering exceptional service to both clients and internal stakeholders.

Insurance Operations Team

The Sales and Brokerage Team at Scottish American focuses on building strong relationships with clients to understand their insurance needs and provide tailored solutions. Led by experienced managers and senior partners, the team facilitates effective communication between clients and underwriters, streamlines the sales process, and ensures clients receive optimal coverage while supporting agency development initiatives.

Sales and Brokerage Team

The Finance and Accounting Team at Scottish American is responsible for managing the company’s financial health and ensuring accurate reporting. They oversee budgeting, financial analysis, and compliance with regulations, while also providing strategic insights to support the organization’s growth and operational efficiency in the insurance sector. Their collaborative efforts enable the company to maintain trust and build strong relationships with clients and stakeholders.

Finance and Accounting Team

The Leadership Team at Scottish American is responsible for shaping the strategic vision and overall direction of the company. With a focus on fostering trust and building strong relationships, they collaborate to drive business growth, enhance operational efficiency, and ensure exceptional service delivery across the insurance sector. Each member brings specialized expertise to address key areas such as corporate development, healthcare practice, and professional liability.

Leadership Team

Scottish American

Org chart

Teams

Underwriting Team

Business Development and Marketing Team

Insurance Operations Team

Sales and Brokerage Team

Finance and Accounting Team

Leadership Team

Offices

Scottish American

Org chart

Teams

Underwriting Team

Business Development and Marketing Team

Insurance Operations Team

Sales and Brokerage Team

Finance and Accounting Team

Leadership Team

Offices

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