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Credentials

  • Epic Expert
    Applied Client Network
    Nov, 2022
    - Sep, 2024
  • Power User
    Applied Client Network
    Nov, 2022
    - Sep, 2024
  • Accredited Advisor of Insurance
    -

Experience

    • Senior Risk Advisor/Director of IT
      • Oct 1983 - Present

      Originally sought and hired by the owners in 1983 when the agency was young to create a separate commercial lines department and function as its sole manager for all commercial accounts. As the agency grew, in addition to my account management responsibilities, I became the agency bookkeeper. Hiring, training, and employee dismissal were additional traditional duties that came with my promotion to office manager in 1989. My non-traditional office management skills that have made the most significant impact, to this day, began with my accepting the lead role for implementing automation procedures, technology upgrades, system migrations and the merging of different data management systems. By 2003, by expansion and acquisition, the agency had grown to a main office with two branch offices, all of which fell under my responsibility. By 2006 we had grown to a staff of 26 and in 2007 I was promoted to Vice President - Client Relations, rewarding my dedication and acknowledging my integral role Show less

    • Chapter Officer - Vice President
      • Oct 2014 - Nov 2019

      Chapter Officer for automation users group for Applied Systems Chapter Officer for automation users group for Applied Systems

    • United States
    • Insurance
    • Office Manager
      • Jun 1979 - Oct 1983

      I began my insurance career at Persinger Insurance as a receptionist. During the 4 and 1/2 years there I learned the insurance business and attained my Property & Casualty 220 agents license. While there I worked as a customer service rep, I learned the bookkeeping of the business, I worked as a producer, and was the office manager for the agency. I began my insurance career at Persinger Insurance as a receptionist. During the 4 and 1/2 years there I learned the insurance business and attained my Property & Casualty 220 agents license. While there I worked as a customer service rep, I learned the bookkeeping of the business, I worked as a producer, and was the office manager for the agency.

Education

  • The University of Southern Mississippi
    Music; Business
    1975 - 1978
  • Manatee High School
    Music; College Prep
    1972 - 1975

Community

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