Areas of Expertise Bill helps CPAs navigate the minefield of professional liability issues that they face on a daily basis. He understands practical risk management for CPAs and risks faced in the profession. In addition to overseeing the day to day operations of the insurance company, Bill is responsible for underwriting, reinsurance negotiations and placement, coverage and policy issues, claims settlements and risk management assistance for our member firms. He has been a member of the CPA Mutual team since 1993.
Professional Activities Bill is and has been a licensed CPA since 1981. He is a member of the American Institute of CPAs (AICPA), the Florida Institute of CPAs (FICPA), the Professional Liability Underwriting Society (PLUS), the National Risk Retention Association (NRRA), Vermont Captive Insurance Association and the Captive Insurance Companies Association (CICA). He frequently presents on topics related to liability claims and the importance of risk management.
Contact Email: firstname.lastname@example.org
Beverly joined CPA Mutual in 1999 Sales/Marketing Member Representative
Areas of Expertise The definition of a people person, Beverly enjoys marketing insurance products that provide solutions to accounting professionals. In addition, Beverly assists with underwriting and provides quotes for prospective member firms. She also processes all new business and coordinates and tracks our marketing efforts.
Professional Experience In 1973, Beverly Bullard began her career in the insurance industry. She had her Oklahoma Property/Casualty (2-20) License until 1991 when she moved to Florida and secured her Florida Property/Casualty (2-20) License. Beverly joined CPA Mutual in 1999 and has over 40 years of experience in the Property/Casualty insurance industry from policy processing, claims handling and outside sales.
Contact Email: email@example.com
Sales/Member Service Representative
Areas of Expertise Laura is quite often the first contact for someone who is new to CPA Mutual. To make a positive first impression, she follows the age-old rule of treating others how she would want to be treated. Laura is polite, kind and patient as she works with prospects to determine which policy is the best fit for their needs. If the timing isn’t quite right for the prospective member, she makes it a priority to follow up and ensure that they are aware of our product offerings.
Professional Experience Prior to joining CPA Mutual, Laura was a litigation paralegal for a law firm in New York, primarily handling defense for large insurance carriers. When she moved to Florida and could not find a similar position, she knew that her experience was well-suited for an insurance company. She began working with CPA Mutual as a claims coordinator in 1998 and became a Sales and Member Service Representative in 2002. Laura holds a bachelor's degree with dual majors in business law and personnel, as well as a paralegal degree, from Syracuse University. She is a member of the American Society for the Prevention of Cruelty to Animals (ASPCA).
Contact Email: firstname.lastname@example.org
Member Service Representative
Areas of Expertise Karen assists member firms across the country with names that begin with A through K, eagerly answering to those who have questions or concerns regarding their insurance policies. She also receives and reviews renewal applications, processes renewal quotes and issues renewal policies.
Professional Experience Karen joined the industry in 1977 as a member of the General Liability Department at the Florida Farm Bureau Insurance Company. She has been in her current role at CPA Mutual since 1997. In 1991, Karen received her 2-20 General Lines insurance license from the Florida Department of Insurance Regulation. She received the Accredited Advisor in Insurance (AAI®) designation from the Insurance Institute of America in 1994.
Contact Email: email@example.com
Member Service Representative
Areas of Expertise Member firms with names that begin with L through Z contact Elaine directly regarding any questions or needs they may have. She is responsible for obtaining and reviewing renewal applications, as well as issuing renewal quotes and policies. Elaine enjoys the various avenues in the insurance field and the opportunity to help accounting professionals with their insurance needs.
Professional Experience Elaine started her insurance career in 1965 and was CPA Mutual's first employee when we moved our management office from New York in 1992. After six years, Elaine moved to Jacksonville and continued to work in the insurance industry. In 2010, she relocated back to Gainesville and rejoined CPA Mutual. She has held her 2-20 General Line insurance license from the Florida Department of Insurance Regulation since 1992.
Contact Email: firstname.lastname@example.org
Areas of Expertise Tracy manages all billing, receivables and payables. She also processes the company payroll and assists with the financial statement reporting.
Professional Experience Tracy has been with CPA Mutual since 1992 and has a comprehensive knowledge of the processes followed by our member firms. She sees added value in being part of a team that has worked together for years to ensure that member firms receive high quality service and insurance products. She holds a Bachelor’s Degree in Anthropology from the University of Michigan.
Contact Email: email@example.com
Member Service Assistant
As the Member Service Assistant, Gail is responsible for administrative tasks including handling the phones, filing and sorting and distributing mail. She also provides assistance to our Member Service Representatives. She offers excellent customer service and enjoys engaging with members across the country.
Prior to joining CPA Mutual in 1999, Gail served as a receptionist and as a secretary. She also has experience as an electroencephalographic (EEG) technician and a small business owner, which strengthened her interpersonal, organizational and detail orientation skills.
Contact Email: firstname.lastname@example.org
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