Jerry D. Messick
Jerry has over 34 years’ experience in the insurance and alternative risk transfer industry and is a principal and CEO for Elevate Captives. With operations in Arizona, Delaware, Oklahoma, Hawaii and New York, Elevate is a captive consulting and services firm that focuses on multiple industries and trade groups, as well as providing comprehensive enterprise risk management services to companies ranging from $20million to $2billion in assets.
Prior to becoming CEO of 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 Kristin and 4 boys. He is a licensed pilot, scuba diver, and nationwide competitor in action pistol shooting. Jerry currently serves as Past-Chairman of the Board for the Oklahoma Youth Orchestras, Founding Member and Past President of the Oklahoma Captive Insurance Association, owner of Unity Investigations, a private investigation agency focusing on nonprofit organizations, member of the Captive Insurance Committee of the Self Insurance Institute of America (SIIA), faculty member of Lawline.com, and is actively involved as a speaker and participant on various committees for both captive trade associations and nonprofit entities.
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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.
Communication is quick and effective, documents are always organized and available and my questions are always answered efficiently and professionally.
We chose Elevate because of their reputation in our business community, and their services have exceeded expectations. We trust Elevate.
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.