Our Company
At CLC, we have an in-depth understanding of the insurance industry and of insurance accounting and financial reporting matters. Our professionals have extensive experience representing property and casualty insurers. We have experience with stock and mutual insurance companies.
We are familiar with both statutory (STAT) and generally accepted accounting principles (GAAP) for the insurance industry, the taxation of insurance companies, and provide various consulting services to insurance clients.
Leadership
Charter Lane Consulting is led by Mark J. Keyser, with over 40 years experience in Insurance Company Financial Management, and supported by James J. Gardner, with 28 years of Reinsurance, Underwriting and Mutual Company Management experience.
The company maintains a staff of four financial professionals with a combined 80 years experience as well as several support staff. Charter Lane also employs a Senior Claims Manager and a Tax Specialist.
We currently manage a small PA Domiciled Mutual Insurance Company and have an affiliation agreement for services with another PA Domiciled Mutual. We also manage several Retail Agencies. Current clients use Charter Lane for a wide range of services including Full Financial Backroom; Selected Service and Special One-Time Projects.
In addition, Charter Lane is providing carriers access to emergency/temporary (or permanent) management succession through several stand-by agreements.
Charter Lane staff is well trained in actuarial techniques and maintains strong relationships with accredited actuaries, CPA firms, law firms and commercial banks.
Mr. Keyser has also been involved in 18 merger and acquisition transactions. While Charter Lane does not source such transactions, it does provide transaction advisory and due diligence services as well as advising on transaction structure.