SG
Stephanie Georgiev
Senior Case Manager at Upstate Special Risk Services,
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Work Experience
Senior Case Manager
Aug 2015 - Present · 9 years and 5 months
Test Administrator
Sep 2013 - Jul 2015 · 1 years and 10 months
Agent
Jun 2012 - Aug 2013 · 1 years and 2 months
Company Details
We are a national insurance brokerage firm, that has been in business since 1974. Until 2020, it was owned by Andy Kalinowski who oversaw its growth. As of September, 2020, it has been taken over by Liz Casper, as owner and President. Upstate brings a unique level of knowledge to the issues that matter to the registered representative and their compliance departments when selling fixed products. Because of this expertise, Upstate is the preferred provider to LifeMark Securities Corp.'s registered reps, as well as reps of many other broker dealers. Our staff of highly trained professionals and underwriters stand ready to assist in large case design, substandard underwriting and complete business support to both registered representatives, and independent producers.
Year Founded
1974
Social Media
LinkedinTwitter
Industry
Insurance
HQ Location
400 West Metro Park Rochester, NY 14623, US
Keywords
Advanced Planning Consultations and SolutionsSub Standard Ins. solutions using in-house underwriterLTC combined and stand alone solutionsLarge Case Design for High Net Worth Clients
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