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Employee of the Quarter

Archive for the ‘Employee of the Quarter’ Category

Carolyn Beach

Our new Employee of the Quarter is Carolyn Beach.

Carolyn came to work for us on June 22, 2017. She was originally hired to take over Commissions but she took it to the next level by starting procedures to audit commissions. She was also given the task of working with Pepper in our Compliance Department. She has worked to keep our Compliance Manual updated. She has re-written our Employee Manual which she has found needs to be continually updated. Carolyn is also working to become SCHRM certified and will be taking over the HR duties after her certification is complete.

Carolyn is married to Marvin and has 2 sons and 2 grandchildren whom she adores.

Congratulations, Carolyn!

Sherry Kelson

Our new Employee of the Quarter is Sherry Kelson!

Sherry has worked for The Brokerage for over 18 years! She has been an instrumental part of the growth TBI has obtained over that period of time. She started in the Life Department and continues to do an outstanding job on case management. She continues to educate our agents on products and pricing with her expertise centering around underwriting.

She works hard with any task assigned to her. While the Life Department is on track to have a record sales year, she took on the task of helping make AgencyBloc a smooth transition this past quarter.  With the growth of adding new employees, she makes sure they all have computers and phones that allow them to do their jobs.  Sherry is always willing to take on any project assigned (as long as it was not Rod’s idea). With all of this going on at work, she was at home getting her baby boy ready to go off to play soccer at OBU (be sure to ask her what Kevin said about what he was going to do since they are now empty nesters).

We congratulate Sherry for her dedication and efforts to The Brokerage, Inc.!

Joel Flores

Our new Employee of the Quarter is Joel Flores.

Joel grew up in El Paso and moved to the DFW area to attend the University of North Texas. He graduated with a degree in Psychology which he uses quite often working in the Life Department!

Joel came to work for us in June 2016 as a member of the Life Department. His knowledge has grown to the extent that he puts on seminars and webinars and inspires our agents to grow their Life and Final Expense business.

He has excelled in digital marketing and has become a true asset to our Geek Squad. He works hard with any task assigned to him and never complains (out loud ?). He makes work fun and seem enjoyable. He is a great guy to be around and always has the ability to make our staff laugh!

We are excited to see Joel’s future here at The Brokerage and are very proud to have him on our team!

Congratulations, Joel!

Samantha Abundiz

Samantha Abundiz

We are very proud to announce Samantha Abundiz as our Employee of the Quarter for the 4th quarter.

Samantha Abundiz

Samantha has worked over 2 years in the Contracting Department with a “can do” attitude. She is the mother of 5 children and 6 grandchildren.

These past months Samantha worked many long hours filling in for Laura while she was on maternity leave.  She never complained and was always her bright and cheerful self when sleep deprivation set in. She is extremely dependable, reliable and hard working. We can always count on her to do whatever we ask with a smile on her face.  She has stepped up when needed and proven her dedication to this company.

Congratulations, Samantha!

Jamie Gaskill

The Brokerage Inc., is excited to announce our newest employee of the quarter, Jamie Gaskill!  Jamie’s passion for helping agents has instilled knowledge and value with all those she has worked with.

Jamie began working for The Brokerage in 2005.  She is a local gal, raised in Southlake, TX.  She is the proud mother of 2 wonderful daughters.

Over the last 12 years she has become incredibly knowledgeable about Medicare – so much so that she has become one of our very own Medicare Guru’s.  She’s often on the road connecting with agents and teaching at our coffee chats, agent meetings, and our seminars.  If you have not had the opportunity to attend one of our working agent events, check our calendar and sign up – make sure you introduce yourself to Jamie, you will then see why she is a shining star!

Belynda DiCiaccio

Jun 9, 17 • Employee of the QuarterComments Off on Belynda DiCiaccio

The Brokerage, Inc. is HONORED to announce Belynda DiCiaccio as our employee of the quarter! She is being recognized for her hard work and devotion to the company. She started working for TBI back in February of 2001 with this past year marking her 16th year with us! We are so lucky to have such a great employee who always has a positive outlook in whichever task she is asked to carry out. Here is a few words from our Vice President, Cheryl Hopkin:
“Belynda works very hard putting out the fires which continually develop between our ACA carriers and agents. These last couple of years have been especially difficult with the never-ending changes and problems. She is very much admired by the folks at BCBSTX, Oscar Health and all our other carriers who appreciate her and her abilities. Our agents are always very complimentary of her performance especially when she works tirelessly to solve their problems. She always has a positive outlook and does whatever she is asked to help everyone in the company.”

Congratulations, Belynda! She has absolutely earned every bit of her recognition. We are excited to see what she continues to bring to the table next!

Linda Pauley

Nov 10, 16 • Employee of the QuarterComments Off on Linda Pauley

Linda April 2014

The Brokerage Inc. proudly announces Linda Pauley as our Employee of the Quarter!

Properly and promptly processing applications is a key service The Brokerage Inc. delivers to its agents.  Linda Pauley is one of the key reasons it is done so well!  When volume and time constraints require incredible commitment, Linda directs that process with incredible efficiency.

Linda was born and raised in a small town in northern Illinois.  After graduating from Western Illinois University with a Bachelor’s degree in Education, she spent the next 20 years teaching general music and 3rd grade (her favorite!).  With a husband who had entered the Insurance industry 7 years prior to this time, her family moved to many different states as he pursued his career.  Texas was the destination in the summer of 2013.  Open Enrollment was coming and Linda worked with applications specifically from UnitedHealthcare and Care Improvement Plus. Daily, she continues to help to decipher handwriting and make certain all the blanks of an application are completed, now overseeing applications from all carriers.

Having recently purchased a house in Highland Village, Linda and her husband are putting down Texas roots.  They are blessed with two wonderful boys and a special daughter-in-law. The oldest is married and lives in Florida, and the youngest is attending college here in Texas. Their next adventure – being “Empty Nesters”.

The Brokerage Inc. commends Linda on her fine work, and are privileged to have her as part of our team!

Claudia Diaz

Apr 4, 16 • Employee of the QuarterComments Off on Claudia Diaz
Claudia Diaz

Claudia Diaz

The Brokerage Inc. is proud to name Claudia our Employee of the Quarter!

Experiencing incredible growth of the product portfolio across the country, Texas in particular, and recognizing the need for additional support in niche markets, The Brokerage, Inc. was able to persuade Claudia to join the staff.

“Our emphasis on better serving our clients, both agents and consumers, creates an incredible demand for strong leaders capable of speaking across carrier and product lines,” said The Brokerage, Inc. Vice-President John Dubas. “Claudia’s experience and skill-set uniquely qualifies her to properly serve our market. Her bilingual skills are an added plus. The Brokerage is thrilled to have Claudia available to impact those we serve. We anticipate an immediate positive influence on our agents, particularly in Central and South Texas.”

Claudia came to The Brokerage Inc. from United Healthcare, having served as a Sales Representative, Community Relations and Business Development Manager, and most recently as Agent Manager for the Independent Career Agent (ICA) Distribution Channel. With a degree in Management with a minor in Marketing from The University of The Incarnate Word, Claudia will be based out of San Antonio, TX.