This month’s employee is highlight is Katie Unis. Katie, our Personal Lines Account Manager, is a powerhouse who keeps us on our toes and always makes us laugh. Prior to coming to Phil Richard Insurance, Katie was part owner in a small business and sidelined as a freelance writer. She also had a few years experience in insurance dealing with personal lines customer service before she began to look for a change. Phil Richard Insurance was a great match for Katie who loves the local area and being part of a family owned business that values relationships with our clients.

Katie is an extremely hard worker and revels in the challenge of finding a solution to really tough problems that come up during the day. Sometimes when there is no immediate workable solution to an issue she relies on her ability to relate to our customers and reassure them they are both on the same team. She is known for doggedly exploring every possible avenue to come up with what our clients need.

One of the things that Katie enjoys most about working here is that our office is a group of loving, supporting, strong women who help each other reach their professional and personal goals. She also really appreciates how much work Phil and the entire team does for the community, from the Peabody Bike Path, to serving meals at Ellis Square, to fundraising for Tough Warrior Princess and other charities. She feels good about being part of a team that really likes to give back to the community, not just at the holidays but throughout the year.  

Katie is a native to the North Shore so she understands the unique character and needs of our customers living in our area. Originally from Gloucester, Katie loves the ocean and especially a full lobster meal on occasion. She still lives on the North Shore with her husband and children. Katie recently added a new member to her growing brood. Congratulations on your newest bundle of joy.

I had a fantastic experience with Katie Unis. She is so knowledgeable & easy to talk to, and never made me feel like I was asking a dumb question (& I had a lot of questions). She helped me find a better insurer than the one I was previously using, & seamlessly transferred my auto & renter’s insurance. I am so happy I am now working with Phil Richard Insurance, and even happier I was able to work with Katie!

– Cassie