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Financial Services
- Stacey Nicholson
- Life insurance and financial planning. Life insurance is going to be grown internally and with outside non agency staff. A number of our partners have expertise that will be used to grow this part of the company. Financial planning will also be outsourced to Mike Calabrese This also includes health insurance referral partnership. We are working with Ryan Stangle in Annapolis for the health insurance.
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Technology
- Stacey Nicholson
- Responsible for all agency technology
- Computers
-Software
- etc
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Corporate Officers
- President - Stacey Nicholson
- Vice President - Bill Reagle
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Sales/Marketing
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Stacey Nicholson
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Commercial Lines
- Sales Producer - Ernie Catucci
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Sales Producer - Clint Brown
- Currently only employee who just sells.
- Sales Producer - Traci Eagles
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Personal Lines
- Sales Producer - Pam Negron
- Sales Producer - Brittany Harper
- Sales Producer - Gloria Santarpia
- Sales Producer - Rick Carbo
- In charge of managing entire sales process of company. Including all marketing activities.
- Responsible for sales training
- Responsible for client service training. This includes how to properly handle client service requests.
- Responsible or client communication.
- In charge of growing agency
- Agency acquisitions.
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Comptroller/Operations
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Bill Reagle
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Commercial Lines Service
- CSR - Traci Eagles
- CSR - Nancy Defina
- CSR Sharon Shipley
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Personal Lines Service
- CSR - Rick Carbo
- CSR - Brittany Harper
- CSR - Gloria Santarpia
- CSR - Pam Negron
- - HR Responsibilities
- Accounting
- Payroll
- Benefits
- Internal operational procedures
- New business underwriting
- Expense management.
- Responsible for new service person training and management.
- New and renewal business underwriting.