Benefits producer
Watson Insurance Agency
Age: 31
Charlotte Harvey grew up in an insurance family. After college, she worked for her father’s healthcare benefits company to hone her skills before deciding she could best serve clients by becoming a broker. She joined Watson Insurance Agency in 2018 and quickly became the leading producer of new group benefits clients.
Harvey employs innovation to design cost-effective health plans for clients while enhancing member experience. Helping clients and members navigate the complex US healthcare system isn’t easy, but Harvey’s team is building a reputation for doing just that, adding new dimensions to the Watson Insurance brand in the form of plan participant advocacy and payments to medical providers based on a function of the Medicare fee schedule.
Harvey has served on the board of the Charlotte chapter of the National Association of Health Underwriters (NAHU) for five years. As the chapter’s upcoming president, she looks forward to working through NAHU to bring transparency to medical and prescription drug pricing and metrics for quality healthcare.
