Client Service Representative
Terri Walsh joined the firm in September 2021. Her extensive background in client relationship management and administration that she brings to the team, will assist in building and maintaining relationships with our clients.
As the Client Service Representative, Terri will ensure the support and communication are a priority to understand the clients’ needs as she oversees the underwriting process. Driving consistency and standardization to complete the clients experience in a timely manner, will leave our clients smiling.
When she’s not in the bleachers cheering for her son, Jackson, and daughter, Molly, at a baseball/softball game, Terri likes to spend time in Cape May with her husband, Kevin, children, and two dogs on the beach, kayaking and paddleboarding.