About

Medallion Insurance Services provides Professional Liability Insurance to Architects, Engineers, Surveyors, CPA’s, Accountants and other professionals. We are an independent insurance broker and specialize in Professional Liabilty/E&O Insurance.

We also offer customized insurance solutions for General Liability, Workers Compensation, EPLI, Property and other insurance products for clients.

We work with a wide variety of insurance companies to find the best quality and value for each of our clients.

Currently we are working with clients in North Carolina, South Carolina, Georgia, Alabama, Mississippi, Texas, Colorado, Tennessee, Maryland, Virginia, Indiana, Kentucky, Ohio, Pennsylvania, New Jersey, New York, Illinois, Missouri, Arizona, Florida, Wisconsin, Minnesota, Oklahoma, Vermont, Connecticut, Louisiana, Rhode Island, and Massachusetts.

ACEC-logo

We are proud members of the American Council of Engineering Companies of North Carolina, a a federation of 50 state and regional councils representing the great breadth of America’s engineering industry.

Our Team

 

Joe Minervini
Managing Partner

Joe is one of the founders and principals of Medallion Insurance Services who established the agency in 2003. He graduated from new York University in 1995 and started his financial services/insurance career with New York Life Investment Management in 1996. He moved to the Charlotte area in 2000 after being promoted to VP of Sales for the North and South Carolina territory. In the beginning of 2003 his entrepreneurial spirit kicked in when he noticed the opportunities that the insurance industry could provide and the need for a fresh way to provide insurance services to the public. With the help of his partners, Medallion Insurance Services was born in Historic Downtown Waxhaw.

 

Bryan Uricich

Bryan Urichich
Managing Partner

Bryan joined the agency in March of 2008 to enhance its focus on the professional liability insurance needs of Architects, Engineers and Accountants. His appreciation of insurance and asset protection stems from five plus years with State Farm Insurance in an agency management support/training role and an agency staff banking and investment industry for ten plus years starting with general retail banking in the beginning to working with high net worth clients in the last role. Being involved in the financial needs of clients such as simple lending arrangements to retirement planning has developed an understanding of how important insurance is and where it fits in the asset protection role.

 

Phyllis Constantino

Phyllis Constantino
Account Manager

Phyllis joined Medallion in 2011 bringing with her 25 years of insurance experience and value to the agency and to the clients that we serve. With her expertise in professional liability renewal processing and her relationships with our underwriters, she can assist you with your coverage questions and contract reviews, as well as Certificates of Insurance. She will work hard for our clients to retain their business, year after year.