ABD Names New Team Members

ABD Insurance & Financial Services, Inc. announced the addition of 17 new hires since October 21, 2013.

Maria Alvarado, International Account Coordinator - Property & Casualty

Maria works alongside account executives to evaluate clients' international exposure and determine what coverage - if any - is needed in each of our clients' countries. She works closely with our overseas partners to coordinate each placement and make sure clients remain in compliance abroad.

Kristen Bagwell, Marketing Communications & Events Associate - Corporate

Kristen joins ABD with seven years experience in event & project development and implementation. As Marketing Communications & Events Associate, her primary role is to help manage ABD's events and support all marketing initiatives with projects including: branding, collateral, website, social media, lead generation, research, and content creation.

Barry Burke, Account Manager - Personal Lines

Barry joins ABD with more than 10 years of experience managing personal lines accounts and providing the highest level of client service. He comes from Wells Fargo; previously, he was with State Farm for several years and is a Certified Insurance Counselor.

Angelina Campano, Benefits Specialist - Employee Benefits

In Angelina's role as an Employee Benefits Systems Specialist, she is responsible for online services and system processes for assigned Employee Benefits clients.

Jennifer Caselli, Account Manager - Employee Benefits

Jennifer's role is to assist clients in product development, communication, and administration of their employee benefits programs. This includes monitoring client activities, including processing benefit claims, assisting in the renewal processes, and conducting open enrollment meetings. She will also work alongside the Account Executives to support them in their activities in fostering long-term relationships with new and existing clients.

Melody Chan, Account Manager - Personal Lines

Melody started her insurance career with Mario L. Basso & Co., which has great connections to ABD's history. She joins ABD as a Senior Account Executive in Private Client Services. Melody's role is to work alongside Holly Long to develop and implement best practices, and service Private Client Services accounts.

Mary Beth Downs, VP, Account Executive, Team Lead - General Business

Mary Beth's role as General Business Account Executive and Team Lead includes managing the service team and existing client relationships, supporting business development, evaluating policies and procedures, and keeping abreast of the changing market. The General Business practice includes commercial lines (middle market and select) and personal lines.

Junie Eustaquio, Accountant - Corporate

As an accountant for ABD, Junie is responsible for accounts payables and maintaining a great relationship with carriers.

Ben Fico, Account Coordinator - Property & Casualty

As an Account Coordinator, Ben's job is to create documents, spreadsheets, and presentations for upcoming renewals and policy summaries. He also works with Account Executives to ensure the renewal process goes smoothly.

Susan Gee, VP, Account Executive - Property & Casualty

As an Account Executive Susan is responsible for managing, servicing and developing her clients. She also works with other professionals in the ABD Team supporting business developments, like marketing to carriers, proposals, and changes.

Thomas Hendrickson, Compliance Assistant - Employee Benefits & Corporate

As a Compliance Assistant, Thomas will be assisting with internal human resource administration and compliance systems. His job is to conduct audits, prepare reports, or facilitate compliance measures. He will also be assisting internal Counsel with preparing, formatting, and updating compliance related documents for clients.

Callie Jaques, Client Services Representative - Employee Benefits

Callie is a Client Services Representative. She supports the Employee Benefits service team by assisting with enrollment and claims issues, billing processes, service calls, benefit guides, and the updating of administrative and internal systems.

Cameron Lock, Account Assistant - Property & Casualty

As a P&C Account Assistant, Cameron's job is to coordinate with the Account Executives, Account Coordinators, and Accounting Team to manage the internal service processes in a timely manner. These duties include invoicing, policy checking, and settling billing discrepancies. Cameron is also responsible for gathering information such as Loss Runs and MVRS for Account Executives to produce their renewal packets. He is also in charge of managing the certificates of insurance process, working with PATRA and Account Execs to make sure certificates get create and sent out as quickly as possible.

Joseph Maskiewicz, P&C Claims Administrator - Property & Casualty

Joe joins ABD as a Claims Administrator in the Property & Casualty Division. He is a graduate of San Jose State University with a Bachelor of Science Degree in Justice Studies and a Minor in Economics.

Janet Reed, Associate D&O Broker - Executive Protection Services

Janet's job as an Associate D&O Broker includes managing the renewal process, creating presentations, and maintaining ABD's benchmarking data sources.

Liz Skeels, Client Services Representative - Employee Benefits

Liz's role as a CSR is to provide simple service to our clients by assisting in the processing of assigned employee benefits clients to our internal systems. She processes new enrollments, updates current clients, and takes care of any issues.

James Small, Client Services Representative - Employee Benefits

As a Client service Representative in Employee Benefits, James works alongside Account Coordinators and Account Executives to provide excellent service. His duties include ensuring that carriers get correct information, updating the agency management system, and setting up PlanSource - a website that allows employees to review their benefits.

ABD partners with organizations of all sizes to help them develop strategies and tactics that fit their culture, taking care of the details so that they can stay focused on building success.

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