Oak Tree Insurance, Inc. Employee Directory

InsuranceOregon, United States11-50 Employees

Oak Tree Insurance, Inc. operates as an independent insurance agency based in Lake Oswego, Oregon, and traces its roots to more than five decades of service. As an independent intermediary, the firm can tailor coverage and secure competitive pricing by drawing on a broad network of top insurers. The portfolio spans business insurance, benefits, bonds, auto and home, workers’ compensation, life and disability, risk management, and other lines, including coverage for more complex international risks.

Its client base includes individuals and organizations seeking policies aligned to their specific needs, from straightforward risks to international exposures. Its approach centers on conversation and understanding clients’ insurance requirements before crafting customized policies. A family-oriented, relationship-driven culture underpins its operations, with a focus on community and mutual support among staff and clients.

Find Oak Tree Insurance, Inc. employees' phone numbers or email addresses

Oak Tree Insurance, Inc. Global Highlights

Location
Employees

North America
25

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  • United States Of America
    25

Oak Tree Insurance, Inc.'s Leadership

  • Stylized image of a person
    S. L.
    President
    Phone icon
  • Stylized image of a person
    L. G.
    Avp Of Insurance Services
    Phone icon
  • Stylized image of a person
    S. L.
    Executive Vice President
    Phone icon
  • Stylized image of a person
    C. D. C.
    Sr. Account Manager
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  • Stylized image of a person
    G. Z.
    Account Manager
    Phone icon
  • Stylized image of a person
    C. D.
    Personal Lines Account Manager
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  • Stylized image of a person
    M. J. N.
    Associate Account Manager
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  • Stylized image of a person
    M. B.
    Senior Account Manager
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Oak Tree Insurance, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Sales
  • Business
  • Entertainment
  • Film & Video
  • Other
  • Administrative
  • Accounting

Contact profiles from Oak Tree Insurance, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. L.
    President
    Phone icon
    United StatesOregon
    May 28, 2026
  • Stylized image of a person
    L. G.
    Avp Of Insurance Services
    Phone icon
    United StatesMassachusetts
    Apr 17, 2026
  • Stylized image of a person
    S. L.
    Executive Vice President
    Phone icon
    United StatesOregon
    Oct 03, 2024
  • Stylized image of a person
    C. D. C.
    Sr. Account Manager
    Phone icon
    United StatesOregon
    Apr 16, 2026
  • Stylized image of a person
    G. Z.
    Account Manager
    Phone icon
    United StatesOregon
    Mar 25, 2026
  • Stylized image of a person
    C. D.
    Personal Lines Account Manager
    Phone icon
    United StatesOregon
    Dec 13, 2024
  • Stylized image of a person
    M. J. N.
    Associate Account Manager
    Phone icon
    United StatesOregon
    Apr 24, 2025
  • Stylized image of a person
    M. B.
    Senior Account Manager
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    K. A.
    Senior Marketing Representative
    Phone icon
    United StatesOregon
    Apr 13, 2026
  • Stylized image of a person
    K. S.
    Senior Member
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is Oak Tree Insurance, Inc. known for?

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Oak Tree Insurance, Inc. was founded in 1985 operates in the Insurance industry. The company's main headquarters is located in 5335 Meadows Road Suite 101 Lake Oswego, Oregon United States; you can contact the main corporate office by phone at . Explore Oak Tree Insurance, Inc.'s company overview page for more information.

What is Oak Tree Insurance, Inc.'s most common email format?

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Oak Tree Insurance, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oak Tree Insurance, Inc. email formats with LeadIQ.

How many employees does Oak Tree Insurance, Inc. have currently?

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Oak Tree Insurance, Inc. has approximately 17 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Oak Tree Insurance, Inc.'s key employees and leadership?

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As of May 2026, Oak Tree Insurance, Inc.'s key employees include:

  • President: S. L.
  • Avp Of Insurance Services: L. G.
  • Executive Vice President: S. L.
  • Sr. Account Manager: C. D. C.
  • Account Manager: G. Z.

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