Here at HawkSoft we are deeply committed to the success of independent insurance agencies. From the time I first became an insurance agent, I have developed cutting-edge technology solutions for agencies. We have a solid understanding of the changing insurance industry, and we thrive on innovation. My real passion, though, is interacting with clients. I love talking to agents at industry conferences, trade shows, and user group meetings. I want to find their pain points and find out what gets them excited. I personally read the feedback and suggestions submitted through our forums and email and set priorities based on what is best for our clients. We feel that if we take care of our clients’ needs the bottom line will take care of itself.
I was told by one of our clients that the difference between us and our competition is that HawkSoft has heart. Our passion for the customer experience draws people in. One of the best pieces of business advice I ever received was to surround myself with good people, and I feel I have done that. HawkSoft now has over seventy employees, and I’m proud of every one of them. They work hard, embrace our core values, and put our clients first. I am excited for the future.
Paul Hawkins began developing HawkSoft’s first software program while working as an independent insurance agent in Portland, Oregon, and seeing first-hand the opportunities for increased efficiency and improved customer service that software automation could provide. Throughout his 6-year career as an insurance agent, Paul developed many software tools that he and his coworkers used to boost their agency’s success. In 1995, Paul founded HawkSoft to devote his full attention to helping all independent insurance agents. Paul serves as President and CEO of HawkSoft and is a member of the board of directors. He is a frequent speaker at insurance industry events and has received the Legend Award from The Brokers Insurance Group. Paul enjoys woodworking, spending time with his family, and working on his farm.
I was excited to join HawkSoft in 2002 because as a user of the CMS product, I saw firsthand the way the company focused on making every customer interaction a great experience. HawkSoft is still committed to delivering a superior customer experience; the kind you just don’t find anymore. We are different, not just in our industry, but in just about every industry I interact with. At HawkSoft, delivering a great customer experience is paramount. That still gets me excited today.
As COO, I am in charge of the daily operations of the company. I meet regularly with each team to discuss measurable progress relating to our vision, mission, strategy, and tactics. Part of delivering a superior experience for our clients is making sure everyone at HawkSoft is united behind our common vision and is empowered to accomplish their goals. Our core values are a big part of that. We recognize that a great customer experience is about far more than a good one-on-one interaction. It is about the foundation we’ve built, the culture we’ve created and continue to build. With a growing number of employees and hundreds of interactions with customers each day, our challenge is to learn and find ways to scale our vision and culture so we deliver an exceptional experience every time.
Jamie Phillips has over 25 years of insurance industry experience in sales, underwriting, marketing, and business operations. He has served on the board of directors for the Oregon/Idaho Professional Insurance Agents Alliance, an independent insurance agency advocacy association. He started with HawkSoft in 2002 after working at Bilyeu-Miller Insurance, a HawkSoft client. Before becoming COO, Jamie served as Vice President of Customer Relations at HawkSoft and was responsible for managing the customer testing, customer service, and training teams. Jamie serves as a member of the HawkSoft board of directors. He attended the University of Illinois with a major in Agricultural Economics.
My passion is creating technology solutions that people love to use. I enjoy finding creative ways to solve problems for our clients, and I love seeing those solutions in use. My favorite words to hear from a client are, “That is the coolest feature ever!” That thrills me.
As Vice President of Development, I set the direction for our software. Our mission is to provide a superior experience for our clients, so I listen to them and then establish the roadmap for meeting their needs. Our focus has gone beyond providing a powerful management system to also providing the tools needed to run the entire insurance agency as a successful business. We pride ourselves on having the most intuitive software available. It requires minimal training, and its streamlined workflows save agencies both time and money.
Sean Hawkins started work at HawkSoft in 1997 while attending Brigham Young University with a Computer Science major. He has over 20 years of computer programming and technology industry experience, working with HP, AutoTime, and HawkSoft. At HawkSoft, Sean manages the product management, development, QA, and database conversion teams and serves as a member of the board of directors.
Rick oversees the financial operations of Hawksoft. He has over 20 years of diverse financial management and operations experience helping companies scale and accelerate growth mainly in the high tech arena. Prior to joining Hawksoft, Rick served as VP Finance at Eleven Wireless where he led the Finance, HR, IT, Procurement and Sales Administration function and was integral in the growth and eventual sale of two of the Company’s business units.
Previously, Rick was the General Manager and Controller of Youbet Oregon, Inc. and Director of Player Services for Youbet.com, a publicly held internet based gaming organization which was acquired by Churchill Downs. He has also built the finance and accounting teams at a number of high growth companies including serving as Principal Financial Officer for Adaptive Solutions, Inc. Rick holds a BA in business administration from Oregon State University and an MBA from Portland State University.
Having worked in the insurance industry for 35 years, I like being part of a company that helps advance the fortunes of independent agents by bringing increased efficiencies to their operations. The entrepreneurial spirit at HawkSoft meshes well with the qualities embraced by insurance agents. One of those qualities is integrity, which is instilled throughout HawkSoft.
In the sales department, for example, we make sure we are completely honest in our communications. We don’t just tell prospective clients anything they want to hear. We educate as we nurture and build relationships. Then, after we close a sale, we don’t just walk away. We coordinate with the new clients and the training department to be sure everyone is on the same page and moving forward.
I work with prospective clients and with our territory managers across the country. The closest territory manager is 1000 miles away. In addition to leading the sales team, I am their liaison and advocate with home office. I keep them informed and help them see the big picture. I am also an advocate for all of our clients. Every decision that gets made at HawkSoft has our clients’ best interests at heart.
Bob Bloom has over 30 years of experience in the insurance industry. He is Vice President of Sales and Marketing and also serves on HawkSoft’s board of directors. Before joining HawkSoft in 2011, Bob worked as an agency principal and on product development with a national carrier. Bob graduated from the University of Oregon.
I love software programming. I’ll develop a piece of software for just about anything, just for fun. I love digging in and figuring out how things work. It’s thrilling to design and successfully create a project. As Vice President of Information Technology at HawkSoft, I’m involved in anything and everything. My job is different every day.
My favorite thing about HawkSoft is the people. We have some of the best people around. Even as we continue to grow, we are still able to recruit excellent people who are a really good fit and great to work with. Ultimately, this provides a superior experience for our clients.
Our clients are our top priority. As the industry changes and we add more and more to our software, we focus on keeping it easy to use. Our clients love it that they can learn to use HawkSoft in about an hour just by playing with it. Our management system is very easy to pick up and also has enough depth to handle just about everything an agency needs to do.
Jason Hansen started with HawkSoft in 1995 after attending Ricks College (BYU-Idaho). Jason has over 20 years of programming and network administration experience. At HawkSoft, Jason is responsible for computer and network administration and IT procurement. He also serves as a member of the HawkSoft board of directors.
I’ve worked in the insurance industry for over 20 years, and it’s important to me to work for a company I can believe in. I know HawkSoft cares about its clients and their success. We work diligently to provide the best customer service in the industry, and it shows. Our clients are well trained and know that HawkSoft will always be there for them.
As Western Regional Territory Manager, I am on the front line and interact with clients and prospective clients every day. I serve as liaison between clients and HawkSoft. I see firsthand how clients use our software, what they like, and what they want improved. I nurture relationships and pass information along to the home office.
Our clients appreciate that we continue to enhance our software and add features that help them become even more efficient and profitable. They love knowing they are heard, and we are all thrilled when I can report back to them that their requested features have been incorporated into our software.
Chris LeJeune has been with HawkSoft since 2005 and has worked in the insurance industry for over 20 years. Chris worked for FSC Rater in California for 7 years and sold management software for Applied Systems. Chris enjoys traveling and being a grandfather. He is also an avid scuba diver.
As a territory manager, I work with agencies of all sizes, structures, and modes of operation. My satisfaction comes from being able to present a personalized list of benefits of the HawkSoft Client Management System to each agency that will help them be successful in their business. I am not only a Sales Representative but also a business consultant, educator, and trainer. The relationship is a long-term one that does not end with the sale.
I find that clients appreciate the superior experience HawkSoft provides. We offer a quality product and provide personalized training and assistance in configuring it to the agency’s specific needs. We also offer unlimited live customer service for immediate resolution of questions or problems and are responsive to customer input for future upgrades and enhancements. This helps build relationships and ensure the success of each agency.
Glen Phillips has served as HawkSoft’s Southeastern Regional Territory Manager since 2007. He has also worked as an insurance agent, as Florida Administrator for the East Coast Migrant Head Start Project, as Executive Director of United Way, as Director of Field Operations for the Illinois Farm Bureau, as a Property & Casualty claims rep, and as a vocational agricultural teacher.
During the 17 years I worked in an insurance agency, I learned the importance of having a strong team. Now, as a regional territory manager for HawkSoft, having a strong team is more crucial than ever. My office is 2400 miles away from the HawkSoft home office, yet I feel completely supported and involved. I am on the front line, serving as liaison between clients and HawkSoft. I see firsthand how clients use our software, what they like, and what they want improved. I nurture relationships and pass information along to the home office. I love reporting back to clients that their suggestions have been incorporated into the software and showing them the new features they dreamed up. It’s thrilling for them to know they are heard.
My favorite thing about HawkSoft is the support my clients and I get in the field. The whole culture of HawkSoft is positive and encouraging. Clients love that HawkSoft inspires them to implement solutions that will help them be more efficient and successful in their businesses. I see this every time I perform a demo for a prospective client. I never tire of hearing, “You can really do that? That’s so quick and easy! That will really help our agency.” I value the relationships I have with HawkSoft clients and love attending user group meetings and visiting agents in their offices.
Linda Anderson joined the HawkSoft Sales Team in 2007 after working for 17 years in an insurance agency in Ohio that used HawkSoft’s Client Management System. She has worked as an insurance customer service rep, as a producer, and as an agency manager. She also worked for 14 years as Vice President of Commercial Acquisitions and Leasing for Spector Development Corporation in Scottsdale, Arizona. She graduated from the American Institute of Business. Linda’s office is in Springfield, Ohio.
Mathew Brauer joined HawkSoft in 2013 as the Northeastern Regional Territory Manager, focusing on creating brand awareness, expanding agency presence, and obtaining regional agency feedback to incorporate into future HawkSoft enhancements. Matt’s insurance career has focused entirely on agency-related business services and solutions, including his tenure as a New Jersey P&C and Life insurance agent. He entered the industry over 16 years ago, managing Agency Service and User Acceptance Testing for a leading comparative rating vendor. From there, his roles progressed to Director of National Accounts where he spent time building integration partnerships and business solutions between insurance carriers and agency-focused companies like HawkSoft. Matt and his family live in New Jersey where they enjoy gathering with friends and traveling together.
I have experience as a leader in automation for two agencies, playing key roles at both in choosing and implementing a new management system. Not only did I play a key role in technology automation, I was also a licensed CSR and Agent in Property & Casualty and Life & Health for four years. I used the management systems every day, becoming familiar with every aspect from the front line to the back office.
In joining HawkSoft, I had the privilege over the last ten years of helping agencies of all varieties. I was able to help agencies new to benefiting from a management system and agencies who were switching management systems. I’ve learned a lot about what is important to agencies and what it takes to effectively implement a management system, so key to their success. Every day I am grateful for the opportunity to be part of a team dedicated to the insurance agency’s success, to share what I’ve learned and to make a difference.
My favorite thing about HawkSoft is the people. Everybody has a great passion for what we are trying to accomplish. We value relationships and what each person brings to the table. We really enjoy working with each other, and that ultimately benefits our clients.
Jake Dunbar has been a licensed insurance agent for both property & casualty and life & health. He has consumer experience with Applied TAM, Applied Vision, and with HawkSoft CMS. He joined HawkSoft in 2006 after working for 6 years in the insurance industry. Jake graduated from Utah State University with a Bachelor’s degree in Anthropology. He has 10 years of work experience in the IT industry where he worked as a computer tech, a network administrator, and an automation manager for insurance agencies.
At Hawksoft we put the customer first. Our focus is not just on helping our clients with a specific issue but on consulting with them to truly understand their underlying needs and address those needs for the future. Our goal is to provide exceptional service, the best in the industry.
As the Customer Service Manager I lead the Customer Service Department. I focus on strategic planning, setting priorities and ensuring our energies and resources are centered on achieving our customer satisfaction goals. I have three team leaders under me, all veteran Hawksoft CSRs themselves, who are passionate about delivering an excellent customer experience. To that end they work with the CSRs daily, coaching, advising and supporting them to be their best. We developed our performance goals with the customers satisfaction as our chief focus. Whether you are calling or emailing, we respond quickly, listen intently, and resolve the issue swiftly. Our CSRs are hired based on their ability to relate to the customer, their desire to help, their technical skill, and their cultural fit. Consequently when we lose a CSR its typically to another position inside Hawksoft.
My favorite thing about Hawksoft is the open and inclusive culture. This contributes to happy employees who work well together. Our work here is truly a team effort where everyone’s input is welcomed and considered.
Aedan James joined Hawksoft in early 2016. She holds a BS in Business Management and brings over 20 years of experience in client relations, customer service, and operations management in the software industry, running large and small contact centers in Oregon, Washington and California. When Aedan isn’t focusing on the customer experience she spends time with her family and working on the family farm.
I came to HawkSoft after a decade-long career in the mobile software industry. HawkSoft’s strong culture, bedrock values, and family-oriented environment drew me in. Leadership has an unrelenting focus on delivering an amazing experience to our two stakeholders — agency partners and employees. Industry-defining customer experience is the one ring of fire that we refuse to step outside of.
As Director of Marketing, it’s my role to communicate our values, inspirational story, and what makes our organization and products so unique. Our customers and employees put their trust in our company, and it’s our responsibility to curate this trust and position them for success.
Rushang brings years of software development, marketing, and entrepreneurial experience to HawkSoft. He served as Director of Marketing for CompanionLink Software before joining HawkSoft, helping land the company on the list of Top 100 Fastest-Growing Private Companies in Oregon for two consecutive years. He holds a BS degree in Computer Science and an MBA in Marketing Management.
HawkSoft has one of the best conversions in the industry. We go beyond the basics to give our clients as much detail as possible, even if that means mapping new fields just for them. I’ve been a computer programmer forever and was thrilled when an opportunity arose to join HawkSoft. I love it here. As Conversion Manager, I run the conversion department as well as perform actual conversions. Our goal is to make clients happy.
The home office at HawkSoft is a wonderful environment where we really stand by our core values, one of which is “work to live, don’t live to work.” I appreciate that family and home life comes first at HawkSoft. We really promote that; it’s not just a nice platitude. This helps our clients because we are happy people, and we have a solid HawkSoft family to welcome them into. As we’ve grown, we continue to encourage interdepartmental comradery. It’s a big deal that we’re all on the same page and focused on creating a superior experience for our clients.
Leslee Wilcox joined HawkSoft over 6 years ago. After working in software development and database analysis for over thirty years with companies from Idaho, California, and Oregon, she turned her experience to converting data from different management systems into the HawkSoft management system. Leslee is now responsible for HawkSoft’s conversion department.
HawkSoft’s distinguishing characteristic is that it puts customer experience first. We’ve based our entire culture and core values on that focus. We hire according to our values, so we have a group of really terrific, dedicated people who genuinely believe in making this company special.
A big part of my job is introducing our new employees to that culture so they understand how they contribute to our customers’ satisfaction, regardless of their new role. All new employees receive in-class product training blended with team mentorship, both tailored according to departmental needs. This process gives employees an understanding of not only how our software works but how our customers might use it, which in turn gives context to their own roles – be they in Customer Service or HR.
I also handle ongoing instruction for HawkSoft, ranging from advanced CMS topics to consultative support techniques to anything else our employees may need to be successful Hawks. The challenge of developing a variety of instruction that will help all employees thrive and grow is one that I am honored and excited to have.
Susan joined HawkSoft in 2008, originally working as a Customer Service Representative. Prior to that, she worked for seven years as a Property & Casualty agent with Nationwide Direct. She graduated from Washington State University with a B.A. in English Literature and a Masters in Teaching from City University.
As Manager of Human Resources, I spend a lot of time interacting with HawkSoft employees. Our goal is to create the best possible work environment for our employees, and I enjoy hearing the good things about working at HawkSoft as well as the areas that we can improve. It is important to respect our employees because it translates into a superior experience for our clients. We value developing relationships, and it shows through the way our management team creates an environment where employee and client needs are a priority.
I like learning new things and progressing in my career as HawkSoft grows. As I tell our new hires, “If you work hard and focus on the customer, you’ll fit right in with the HawkSoft team.”
Todd Bos has worked at HawkSoft since 2007. He graduated from George Fox University with a master’s degree in Mathematics Education. Todd taught high school mathematics and coached track and field for 15 years.
As Project Manager, I see up close how HawkSoft understands the insurance industry and the needs of its clients. We work hard to make our clients’ lives easier and not just develop software for the sake of developing. I work with our business analysts, developers, quality analysts, and documentation specialists to keep projects moving forward and to ensure we are working on the features and enhancements that will provide the best experience for our clients. I define the process for our projects, develop standards, provide training, and develop software for internal use.
My favorite thing about HawkSoft is the culture. We believe in honor, in being family friendly, and in showing how much we value those around us.
Brita Brodin has over 20 years of experience managing complex software development projects. She has a proven record of implementing significant process improvement and delivering high quality products that meet business needs. Prior to joining HawkSoft in 2011, her work included management roles in software development, product design, and project management in the real estate industry.
Brita holds a bachelor’s degree in Mathematics and a Master of Arts in Teaching Mathematics from Occidental College. Outside of work, Brita enjoys travelling and spending time outdoors with her family.
My favorite part of being Development Manager is creating features that really make a difference. I enjoy hearing feedback from clients about how much they love a new feature we’ve developed and how it has made their workflows and lives easier.
When we’re writing code, it’s not about what we want. We write for the clients. Our enhancements and new features are driven by them. As we work, we communicate back and forth with our business analysts to ensure we are providing a superior experience for our clients.
As Development Manager, I have many responsibilities. I am in charge of interviewing and hiring new developers. I write and review code. I mentor other developers, showing them processes, procedures, design patterns, and new technology. It is satisfying work, and I love the family environment at HawkSoft.
Wade Koehmstedt brings over 25 years of software development experience to Hawksoft. He is an expert in software design, coding, debugging, testing, and mentoring. He earned a Bachelor of Science in Electrical Engineering and has been with HawkSoft since 2009. When Wade isn’t programming he is spending time with his family and playing ice hockey.