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Jerry D. Messick

Jerry has 29 years experience in the insurance and alternative risk transfer industry and is a principal and Managing Director for Elevate Captives. With offices in New York and Oklahoma, Elevate is a captive consulting and services firm that focuses on multiple industries and trade groups, including hedge funds, grocer owners/associations, financial institutions, manufacturing companies, and all providers in the healthcare space. Prior to buying into Elevate, Jerry was with a national provider of alternative risk services since 1985, where he held senior management positions with responsibility for loss control, marketing, finance, and captive insurance company operations. He is a specialist in board governance and the effective and conservative structuring of various captive and self-funding vehicles. In his position with Elevate, he is an approved captive manager in multiple jurisdictions, both onshore and off.

Jerry surrounds his personal life with his wife and 4 boys. He is a licensed pilot, scuba diver, and nationwide competitor in action pistol shooting. He owns a private investigation agency providing protective services, event security and fraud investigation exclusively to nonprofit organizations. Jerry currently serves as President of the Board for the Oklahoma Youth Orchestras, Founding Member and President of the Oklahoma Captive Insurance Association, member of the Alternative Risk Transfer Committee of the Self Insurance Institute of America (SIIA), and is actively involved as a speaker and participant on various committees for both captive trade associations and nonprofit entities.

 

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Testimonials

After experiencing tremendous losses due to a natural disaster uncovered by my commercial carrier, I knew it was time to form a captive and shopped around for a captive manager...we couldn’t be happier that we chose Elevate.

Joe M.

Communication is quick and effective, documents are always organized and available and my questions are always answered efficiently and professionally.

Adam G.

We chose Elevate because of their reputation in our business community, and their services have exceeded expectations. We trust Elevate.

John R.

I have worked with Jerry Messick and the Elevate Captive team since 2012. They have been instrumental in guiding us properly on how to implement and run a captive successfully. The due diligence and proactive service on the part of the Elevate team is unrivaled. Their product knowledge and how to use the instrument to our benefit, while providing sound risk management and compliance principles is another huge differentiating factor for their firm. In addition, the team of experts that Elevate has referred us to in the legal and financial advisory areas has turned out to be top notch. The Captive is only as good as the entire team. Finally, it has to be mentioned that we “just plain like” Jerry and Co.. Friendly, smart and easy to work with. A real pleasure.

John H.