The Case Management Team

Shaon Shamsul
Director of Operations

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Shaon Shamsul
Director of Operations

What is your title and primary responsibility at Brokers Alliance?

Director of Operations. I live, breathe, and dream about reporting… or as they refer to it in the streets, snitching.

Tell us about your hometown and family:

Columbus, Ohio is not only home of THE Ohio State University, but also Lil Bow Wow! I’m the eldest in a family of 5, although I look and act the youngest.

What is your proudest accomplishment?

Getting retweeted by Lil Kim. Second would be being a first generation college grad.

At the end of your workday, how do you measure if it has been a success?

If Charles is smiling at me. I’m not kidding.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

I would meet Hillary Clinton in 2009 and tell her not to delete her emails.

What are the top three items on your bucket list?

Owning a vicious rottweiler who is only nice to me, landing in the main cast of a reality tv show and/or scripted comedy, and being told “you look great for your age!”

What would be your “walk-up song”?

Moonlight Sonata, of course!

Awards & Recognitions

Jillian Ancona
Senior Case Manager

Jillian Ancona
Senior Case Manager

What is your title and primary responsibility at Brokers Alliance?

Senior Case Manager - Life and Annuities.

Tell us about your hometown and family:

I come from Dix Hills, NY where I lived with my mom, dad, and older brother until I was 18. Since then we’ve all been in Boca Raton, Florida.

What is your proudest accomplishment?

My proudest accomplishment are my two children Emily and Jaxson.

At the end of your workday, how do you measure if it has been a success?

If my command center is clear, emails are at zero, and all calls are returned, I am good to go.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

My Grandma Rose because she was the most loving, caring, sweetest person and I miss her every day.

What are the top three items on your bucket list?

Disney Cruise, RV trip from coast to coast (Atlantic Ocean to the Pacific Ocean), eat at one of Gordon Ramsey’s restaurants.

What would be your “walk-up song”?

Star by Bryan Adams

Awards & Recognitions

Sandy Turberville
Senior Case Manager

Sandy Turberville
Senior Case Manager

What is your title and primary responsibility at Brokers Alliance?

Senior Case Manager

Tell us about your hometown and family:

I live in Villa Rica, Georgia a city outside Atlanta. I have been married to my high school sweetheart for 27 years. We have 2 children and 2 fur babies. My daughter is a registered nurse and my son is a Senior in high school.

What is your proudest accomplishment?

My children.

At the end of your workday, how do you measure if it has been a success?

If I have completed everything on my “to do” list.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

My brother. I would love to talk to him and give him a big hug.

What are the top three items on your bucket list?

1.Taking a Cooking Class 2.Travel to Bora Bora 3. Learn to Knit

What would be your “walk-up song”?

Sweet Home Alabama

Awards & Recognitions

William Blake
Case Manager

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William Blake
Case Manager

What is your title and primary responsibility at Brokers Alliance?

My title is Case Manager and my primary responsibility is to monitor and handle the policy and all requirements during the underwriting process.

Tell us about your hometown and family:

I'm from Long Beach, CA and I am the youngest out of all my siblings.

What is your proudest accomplishment?

My kids. Everything that I strive to be is because of them.

At the end of your workday, how do you measure if it has been a success?

At the end of my workday, I measure my success by the amount of effort and attention I gave to completing my daily tasks.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

Tupac Shakur - I chose Tupac because I believe he was a intelligent human being and his ultimate goal was bringing people of all races together, so I would want to just pick his brain in regards to the mentality that is needed to make a real change in our society.

What are the top three items on your bucket list?

1. Sit courtside next to Jack Nicholson at the Staples Center for a Lakers game.

2. Visit Africa and China

3. Go Sky Diving for my 50th Birthday

What would be your “walk-up song”?

“You Can Do It Too” by Pharrell Williams

Awards & Recognitions

Marilyn Williams
Case Manager

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Marilyn Williams
Case Manager

What is your title and primary responsibility at Brokers Alliance?

Case Manager. Helping Senior Case Managers handle their workload, customer service and helping where needed. Learning.

Tell us about your hometown and family:

I am from Haughton, LA, but currently reside in Stonewall, LA; and I have been married to my husband, Ed Williams, for 10 years. Together we have 4 children, DeAnna, Presley, Neil and Kasie. We have 4 grandchildren, Dixie, Devon, Maddox and October.

What is your proudest accomplishment?

Raising smart, independent children who are becoming successful adults!

At the end of your workday, how do you measure if it has been a success?

If I helped solve problems and made someone else’s day easier

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

I could choose all manner of important people, but selfishly, it would be my mother because she was taken way too early and there were so many things left unsaid.

What are the top three items on your bucket list?

1. Buy a farm. 2. Visit Montana 3. Sing with all 3 of my children on stage together.

What would be your “walk-up song”?

I Did It My Way!

Pam Overby
Operations Specialist

Pam Overby
Operations Specialist

What is your title and primary responsibility at Brokers Alliance?

Operations Specialist

Clear emails and voicemails within 3 hours of receipt.
Proactive follow up on submitted contracts.
Entering PHX applications and other direct apps as needed.
Processing IGOs as needed.
Data Projects as needed.

Tell us about your hometown and family:

I have a large family. My parents have been married and divorced so I have a lot of family and siblings and I love it. I have 2 brothers and 3 sisters.

What is your proudest accomplishment?

Having 2 kids, and owning a home.

At the end of your workday, how do you measure if it has been a success?

Having all my work done, emails up to date. All my boxes marked off on my to do list. Best feeling in the world.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

Well I would love to see my grandma and grandpa again.I would love to just talk to them more about how they were when they were my age.

What are the top three items on your bucket list?

1. Disney World Vacation with my kids and husband

2. Maui with my husband since that is where we got married

3. Alaskan cruise

What would be your “walk-up song”?

"This is How We Roll" - Florida Georgia Line

Kathryn Canese
Case Manager

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Kathryn Canese
Life Case Manager

What is your title and primary responsibility at Brokers Alliance?

Life Case Manager - to assist agents with up to date information regarding all pending new business.

Tell us about your hometown and family:

I grew up in Dix Hill, NY with my parents and two older brothers. I now call Hyde Park, NY home, where my husband and I are raising our four children.

What is your proudest accomplishment?

My proudest accomplishment is a work in progress. I find my job as a mom to be the most rewarding and yet most difficult at the same time. My hope is that all of my children grow to be happy, productive members of society, with service-minded hearts.

At the end of your workday, how do you measure if it has been a success?

My workday has been a success if I have done my best, with a smile on my face and if I have helped others smile as well.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

I would love to have a cup of coffee with my junior high chorus teacher. Her life ended too soon and we never got the chance to go have that cup of coffee and catch up.

What are the top three items on your bucket list?

1. RVing across the country with my family (and friends).

2. Visiting Germany and Italy with my kids, so they can see where many of their ancestors came from.

3. Take my kids to swim with the dolphins.

What would be your “walk-up song”?

"Fight Song" - Rachel Platten

Max Turberville
Operations Specialist

Max Turberville
Operations Specialist

What is your title and primary responsibility at Brokers Alliance?

My title at Brokers Alliance is Operations Specialist. My primary responsibility is ensuring correct data is input into our system and relieving the overall workload for others.

Tell us about your hometown and family:

My hometown is Villa Rica, GA, though I was born outside of Nashville, TN. You may know my mom Sandy as she's one of our life case managers haha.

What is your proudest accomplishment?

My proudest accomplishment would be learning how to use different programs that previously intimidated me, especially music software such as Renoise.

At the end of your workday, how do you measure if it has been a success?

When I feel I fulfilled my priorities for the day, and hopefully helped someone else in the process.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

Richard D. James, I find his music very interesting and I’d like to hear more about how he brings ideas into fruition.

What are the top three items on your bucket list?

1. Travel overseas

2. Learn a new language

3. Start a music label potentially

What would be your “walk-up song”?

"Down and Out" - Cam'ron

Kelley Sorensen
Case Manager

Kelley Sorensen
Case Manager

What is your title and primary responsibility at Brokers Alliance?

Case Manager (I think - LOL)!

Tell us about your hometown and family:

I was born and raised in Worcester, MA and I am a die-hard Red Sox and Patriots fan! I moved to Parkland, FL (where my husband was born and raised) in 2002 where I live with my husband and son. I also had a beautiful daughter who passed away in January 2020 of brain cancer at the age of 13 - who will be forever in our hearts. Living in Florida makes it fun to do year-round activities our family enjoys such as going to the beach, playing golf (well not me - I’m terrible), and enjoying the outdoors. My son is a sophomore in high school and is on the golf and lacrosse teams, so that keeps us pretty busy! He is also an avid drummer and guitarist and enjoys playing in a band! We have one dog named Molly - she is a lemon beagle.

What is your proudest accomplishment?

My proudest accomplishment is being a mom!

At the end of your workday, how do you measure if it has been a success?

To measure if my workday has been a success, I look at what I accomplished on my to do list, who I helped throughout the day, and make sure I learned at least one new thing! If my To Do list is shorter than my To-DONE list, if I’ve helped others while doing my job, and if I’ve learned at least one new thing, it’s been a successful day!

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

If I could meet any one person at Starbucks for coffee it would be my daughter. I want to make sure that she is okay and that she is happy!

What are the top three items on your bucket list?

1. Go back to Bora Bora

2. Build a dream retirement cabin in the mountains

3. Help advocate for and raise funds to find a cure for childhood cancer

What would be your “walk-up song”?

"Whatever It Takes" - Imagine Dragons

Jessica Kuczynski
Case Manager

Jessica Kuczynski
Case Manager

What is your title and primary responsibility at Brokers Alliance?

Case Management

Tell us about your hometown and family:

I live in sunny south Florida. I have a husband who I have been with for 20+ years and a dog named Lily! My husband and I LOVE to sing at karaoke (although I don't sing well LOL) and use our brains during trivia nights! My previous occupation was an elementary school teacher. I taught grades K-3 for the last 14 years. Talk about an adventure! I am also a designer for Origami Owl, a locket that tells your story!

What is your proudest accomplishment?

Living life to the fullest!

At the end of your workday, how do you measure if it has been a success?

Exhausting, but rewarding!

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

Jon Bon Jovi! My first concert was back in the mid 90s with my mom. We had a blast! My mom passed away in ‘04 and since then I try to go to all of his concerts anywhere in Florida. I have gone to at least 7-8 concerts and I always imagine my mom sitting next to me.

What are the top three items on your bucket list?

1. Meet Jon Bon Jovi

2. Become Team Manager (or higher!) with Origami Owl

3. Travel to different places

What would be your “walk-up song”?

"Jessica" - The Allman Brothers Band, OR anything from JBJ.

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