With a focus on empowering SUI team members in a collaborative setting, there is no challenge too big or detail too small when it comes to delivering on our promises to our partners.
Keith’s more than 30 years in the insurance and financial services industry gives him a great foundation for the leadership of SUI and appreciation for the needs of its clients and his internal team. As President of SUI and OSC Insurance Services, Keith oversees all aspects of business and operations of the technology- and compliance-driven organization and is charged with bringing new products and services to the market. Most recently, Keith was the controller at one of the nation’s largest insurance wholesalers Swett & Crawford. Prior to Swett, he was CFO of Aon Specialty Re and held several senior leadership positions at CV Starr agency companies. Keith is a graduate of Pace University with a BBA in accounting and holds his CPA and Property & Casualty license in the state of Georgia. When not driving growth, Keith enjoys spending time and traveling with his wife and children as well as the occasional round of golf.
Rick Case has more than 20 years of operations and client service experience and has a deep understanding and appreciation for dependable operational performance and customer service excellence. As Chief Operations Officer for SUI and OSC Insurance Services, Rick oversees the Call Center, escrow, training and development, and data entry teams and works closely with client services to ensure overall service level agreements are met in a quality and timely manner. Rick previously served as the Director of Insurance Licensing for WMA and began his career with Wachovia Bank. Rick is a graduate of the University of Alabama’s Culverhouse College of Commerce and Business Administration with a degree in Corporate Finance and Investment Management.
Darrell is responsible for overseeing the IT operations and our proprietary
Cathy oversees client relations and sales at SUI. Leveraging over 30 years of industry experience, she provides expert counsel to clients on the best possible coverage and service solutions to protect their business. Routinely, she demonstrates her customer service excellence and adaptability
Laura is responsible for selling new programs and cultivating existing relationships at SUI. With 30 years of experience in insurance, she is a proven expert in providing sound solutions for diverse clients
Robby has been with SUI since 2004 and manages claims
Heather brings more than a decade of mortgage industry and loan operations experience to SUI. A natural leader, she guides SUI initiatives in growing our capabilities and efficiency, maximizing what the company can offer clients. Her areas of responsibility include enhancing existing processes, benchmarking and reporting practices, as well as serving as an integral part of strategic systems development. Previously, Heather held management positions at Bank of America, CapCenter LLC, and SunTrust Bank – now Truist – honing her skills through increasing responsibility during her tenure. Her hobbies include primitive camping and road trips with her family.
Mike offers more than 40 years of community banking and insurance expertise and passion to SUI clients and is responsible for new client and agent growth. Mike’s extensive experience includes having run his own insurance tracking company–Kistler Financial Insurance Group–for nearly 26 years where he collaborated with hundreds of community banks, many still clients of SUI today. Prior to SUI, Mike demonstrated his commitment to his clients at sister company OSC Insurance Services, who acquired Kistler in 2017. Mike graduated from the University of Georgia with a Bachelor of Business Administration degree in Banking and Finance and continued his education with Vistage, the largest executive coaching organization in the world. In his free time, he enjoys golfing.