Concierge Insurance Solutions was designed to provide its clients, who have substantially more to preserve, with personalized protections. We properly structure our clients with unique coverage portfolios to shield them, and the lifestyle they have built, should calamity strike.
The Concierge story begins with one word – family.
Each member of our leadership team has deep roots servicing high net worth clients in the banking, real estate and insurance markets. Individually we saw a void in coverage, and we collectively came together to address that need.
To be a client-centric, one stop shop brokerage firm, focused on personal risk management strategies, where high net worth clients can receive service that exceeds their expectations and custom-built insurance portfolios that meet their specific needs.
To bring an inclusive, five-star experience to our clients that begins at the first point of contact and continues throughout that client’s lifecycle. We collaborate with our clients at every step of the process to ensure the right insurance coverage at the right cost.
Paul has a BA & JD from the University of Pennsylvania.
Tamar earned her bachelor’s degree from Boston University and her MBA from Temple University’s Fox School of Business.
Tamar Silberberg Shiffman
Aaron earned his bachelor’s degree from the University of Pittsburgh.
Charles earned his bachelor’s degree from Saint Joseph’s University.
Charles F. Morrotta III
Albert earned his bachelor’s degree from Saint Joseph’s University.
Katie earned her bachelor’s degree from University of Delaware and her Master’s Degree from Thomas Jefferson University.
Katie Nelson Mueller
Kyle earned his bachelor’s degree from Temple University.
Jayme earned her bachelor’s degree from Towson University.
Rachel earned her bachelor's degree from The University of Southern Mississippi and her master’s degree from Thomas Jefferson University.