Employee Spotlight – Heather Ross

Heather 4-18This quarter the Bankers Spotlight is on Heather Ross, Commercial Operations Supervisor.  Heather has been a part of our team for over 17 years and we are excited to highlight Heather as our Spotlight Employee.

Get to know Heather:

What do you like the most about working for Bankers? What aspect of your job do you enjoy the most?

The Team of people who work along side me at Bankers is what I enjoy most. The Commercial Customer Service team is a group that continually pushes themselves to deliver knock your socks off service. They all work hard and make me proud.

What’s your favorite thing to do in your spare time? 

My favorite thing to do is to work in my bullet journal. It relaxes me and also allows me to be creative.

Where is the best place you’ve traveled to and why? 

Tennessee. I love every part of Tennessee. From the picturesque mountains to the wonderful tourist spots it is my favorite vacation destination. I enjoy the complete love of music, the history and the culture in Tennessee.

What would you do (for a career) if you weren’t doing this? 

I am very right-brained, so it would be something creative or artistic like a painter, musician, author or a craftswoman.

What are you most proud of? 

Motivating people to focus on the positive and reaching their full potential. I can often talk people out of their comfort zones and try things they are scared of. It’s rewarding to hear the good feedback afterwards.

Where is your favorite place to eat?

Cracker Barrel. Homestyle foods and shopping, what more could you ask for. Yum!

Tell us something that might surprise us about you. 

I have never driven a car more than 40 miles from my house.

We would like to thank Heather for being such a dedicated and influential part of the Bankers Team. Your can-do attitude and leadership is a key ingredient to our success. Keep up the great work, Heather!


Meet the Agent Advisory Board

The Advisory Board was created to strengthen the relationships with our business partners. Our mission states “In an atmosphere of transparency, trust and integrity, we will work together to achieve our mutual goals.”

March 2018 marked our 2nd annual Agent Advisory Board meeting. At the advisory board meeting we discussed our accomplishments from 2017 and things to expect in 2018. Our Board is comprised of independent agents who have partnered with Bankers ranging from newly appointed to over 15 years. Get to know more about the Advisory Board Members:

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Matt Reed – J W Edens & Company  –  Titusville, FL & New Smyrna Beach, FL & Indialantic, FL

Matt Reed has been working at JW Edens and Company for 10 and a half years. Prior to becoming an insurance agent, he was a police officer with the Rockledge Police Department and prior to that he serviced in the Air Force.


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Bill Fuge – Kinghorn Insurance Agency – Hilton Head, SC

Bill first began his insurance career in 2002 and was born and raised in Beaufort County, where Kinghorn Insurance is located. He earned his BA from Wofford College in Spartanburg. He’s served on the Hilton Head Area Home Builders Association Board as an Insurance Advisor and has served on the Big “I” Young Agents Board.


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Russ Dozeman –  Boyd Insurance & Investments Services –  Bradenton, FL

Russ Dozeman is the Director of Sales & Account Executive at Boyd Insurance & Investment Services. He handles both personal and commercial lines. He has 20 years of personal & professional involvement in Manatee and Sarasota counties.


Advisory Agents.005Clinton Richey – Richey Insurance Agency –  Kingwood, TX

Clinton D Richey is a family man, sports enthusiast and entrepreneur at heart. Clinton was proud to serve in the Air Force during Desert Storm and Desert Shield from 1987 to 1991.  It wasn’t till 2008 Clinton became an insurance agent. Clinton’s career like many started as a captive agent but soon turned to the independent channel model for success.


Advisory Agents.006Jonathan Tate –  Alexander, Greep & Tate Insurance –  Fort Lauderdale, FL

Jonathan graduated from University of Alabama and has held his 2-20 license since 1997. He started his career at Allstate agencies in Fort Lauderdale & Baton Rouge. In 2002 he began as an independent producer gradually working his way to a named partner and currently serves as head of P&C operations.


Advisory Agents.007Tommy Bennett – The Insurance Center – Elite Agent New Bern, NC & Atlantic Beach, NC

Tommy Bennett works with small and large businesses and homeowners in the coastal regions of North Carolina. Tommy is a graduate of the University of North Carolina and lives in Morehead City with his wife, Wanda. Tommy was the initial recipient of the Jack Goldstein Hospitality Award presented by the Crystal Coast Hospitality Association.


Advisory Agents.008David & Kimberly Holeman –  ABCO Home Plus Insurance – New Bern, NC & Atlantic Beach, NC

ABCO is a family owned, independent agency started in 2002. The Agency Principals are a husband-wife team of David and Kimberly Holeman. ABCO is focused on creating long term relationships – in terms of referral sources and customers – to further grow their business. A recent acquisition nearly doubled the size of their office and provided a larger commercial footprint to further strengthen their product offering.


Advisory Agents.009David Clements – Clements Insurance Services – Chalmette, LA

David Clements has been employed by Clements Insurance Services since 2006. He works alongside his father Richie and brother Tim. David is the personal lines/office manager with 4 employees. In addition to the Bankers Agents Council, David serves as a Deputy Commissioner of Insurance Fraud for the Louisiana Department of Insurance as well as sits on the Louisiana Citizens Agents Council.


Advisory Agents.010Drew Hardgrave – Hiles McLeod Insurance Inc. – Pensacola, FL

Drew has been with Hiles McLeod for 5 years as a producer. His first 7 years were with another agency as a Producer (3 Years) and New Business Commercial Marketing Manager (4 Years). Drew has managed to grow a profitable book of business made up of Commercial and Personal P&C insurance clientele.