The Case Management Team

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

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

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

 

Marilyn Organ
Case Manager

What is your title and primary responsibility at Brokers Alliance?

Title: Case Manager.  My responsibility is to be part of a team with each and every one my (our) agents to process his/her cases to get them through underwriting, approved, issued and placed in a timely manner.

Tell us about your hometown and family:

I was born and raised in San Diego but for the past 10 years I have called Talty, TX (28 miles east of Dallas) home. My husband Joe and I have been married for 8 ½ years and between the two of us we have 4 daughters, 1 son-in law, 1 grandson (14) and 3 granddaughters (10,7, & 6).

What is your proudest accomplishment?

Raising 3 wonderful daughters into lovely beautiful and productive women.

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

If I have accomplished my daily goals and the goals of my agents and employer.

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

Jesus because when I see his face I will know my work on earth is done.

What are the top three items on your bucket list?

Cruise through the Panama Canal, visit Mount Rushmore and see my grandchildren grow and become productive citizens.

What would be your "walk-up song"?

When We All Get to Heaven

Awards & Recognitions

Lukas Hoffman
Case Management Support Specialist

What is your title and primary responsibility at Brokers Alliance?

Case Management Support Specialist

Tell us about your hometown and family:

I’m from Seattle and I recently moved to Fountain Hills with my family ten months ago. My parents also live in Fountain Hills and one of my sisters lives in Mesa. My other sister currently lives in Fiji.

What is your proudest accomplishment?

My proudest accomplishment is completely recovering from a pretty nasty motorcycle accident. I have some screws in my ankle but other than that I am as healthy as I was before the accident.

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

I think my workday has been a success if I stayed busy the entire day and attempted to get as much completed as possible. It’s alright if I didn’t finish everything I wanted as long as I tried my hardest.

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, living or dead, I would like to meet the RZA from the Wu-Tang Clan because he is a pioneer in hip-hop music, Wu-Tang is my favorite group, and I find his philosophical views very interesting.

What are the top three items on your bucket list?

The top three items on my bucket list are skydiving, going to a Superbowl, and owning my own house.

What would be your “walk-up song”?

“Flava In Ya Ear’ by Craig Mack

Awards & Recognitions

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
Junior Case Manager

Carmen Sepulveda
Case Management Support Specialist