This month’s employee spotlight shines the light on Maureen Valeri, resident foodie, lunch walking warrior, and one our commercial lines account management superstars.
Maureen first came to Phil Richard Insurance after the agency she worked for for many years was sold. She had her interview with the Richards in April of 2017, and not long after that accepted an offer. “As soon as I met with Phil, Patti and Jacqui, I knew they and their agency were something special–they were all extremely welcoming. They made me feel as if I belonged with their agency from the first day we met.” The feeling is mutual! Kind and caring, Maureen fits right into our strong, female-centric office and has proven herself to be a valuable asset to the team.
Designated as a Certified Insurance Counselor, an honorable designation not every agent achieves, Maureen’s extensive experience and knowledge of the commercial insurance industry make her a true resource to all the employees of Phil Richard Insurance. Like many who make a career out of insurance, Maureen started in the industry by a matter of chance. Her first serious job was with a company moving out of Boston to a city close to her home. She explains, “I did not go out and say, ‘I want to be an insurance agent,’ however, I did find I enjoyed the work and made a career within the insurance industry for myself.” Years later, as a dedicated, accomplished insurance professional, Maureen remains engaged, committed to continuing her education to further help her clients. “The insurance industry is always evolving: new laws, new coverage, coverage changes, or companies adjusting their appetite for business opportunities–it’s really important to stay on top of changes within the industry. I find this most challenging, however, the challenge is also what keeps me in the insurance industry. I enjoy being a lifelong learner.” Maureen said that her proudest moment so far in her Phil Richard Insurance career is that her experience in the insurance industry has made her a resource (and we agree).
Her passion for learning transcends into her personal life. A self-described foodie, in her spare time, Maureen enjoys cooking for others (and eating!), often gathering with her large family for large home-cooked meals. What’s her favorite? Chicken Piccata, although she clarified – “right now, as it is cold weather season, I am enjoying savory soups with Asian flair.” Maureen recently picked up the guitar again. When she’s out, you can find her taking in plays, concerts, and art exhibits. Her favorite type of vacation? You can find Maureen “anywhere tropical with a beach and an umbrella to keep the sun off.”
We asked Maureen what she wished everyone knew about her workplace. “I wish other people knew that Phil Richard Insurance has a caring dedicated team, from the owners to each member of the staff. We are all here to assist clients courteously, with a good knowledge base and efficiently. Give us a try!”
Thank you Maureen for your positive attitude and all you do!