Work Background / Certifications:

• Bachelor of Science in Bible and Psychology

About me: Kim has a diverse background with 12+ years of experience in bookkeeping and 25+ years of experience in social work. In the bookkeeping realm, she worked with many types of for-profit businesses as well as several non-profits. She has held a P&C license and has worked with both QuickBooks Online and QuickBooks Desktop for 12+ years. She also has many years of experience doing payroll. She loves all aspects of bookkeeping and really enjoys forensic accounting. Give her an issue and she will work until she has figured out what happened! She is excited to be a part of the HawkSoft family, and to have such a wonderful group of agencies to work with and help grow to be the best they can be.

About me: Kimberley transferred from HawkSoft Product Support, where she was both a Product Support Representative and an Accounting Support Specialist. Kimberley has a background in Project Management. She managed all Arizona commercial construction projects for a joist manufacturing company. It was that experience that taught her how to be organized and methodical in managing all the moving parts to get a project completed successfully. Kimberley helped design the joist and joist girders for State Farm Stadium in Glendale, Arizona. Although not her favorite team (go Packers!), the Arizona Cardinals will always have a special place in her heart. Kimberley is currently pursuing a Bachelor's degree in Public Health with a minor in Health Marketing.

About me: Coming soon.

Joined HawkSoft in #.

Full bio coming soon.

Joined HawkSoft in May 2021

Hobbies:
Music, fishing, road trips, working in my yard, reading

What's your favorite book?
Anything by Maeve Binchy or Nora Roberts

What's your favorite movie?
Coal Miner’s Daughter, I love her story

Who is one person that you would like to express gratitude to?
My mom, for countless reasons

Where is your favorite place to relax?
At home, or driving in the mountains

Who or what are you always happy to see?
My family, especially my kids and grandkids

Why do you choose to work at HawkSoft?
The Hawksoft family are amazing!

Joined HawkSoft in 2021

Hobbies:
Watching horror movies and board games with the kids

What's your favorite book?
The Historian by Elizabeth Kostova

What's your favorite movie?
Insidious Series

Who is one person that you would like to express gratitude to?
My kids! They continue to help me become a better person every day.

Where is your favorite place to relax?
The Oregon coast

Who or what are you always happy to see?
Butterflies

Why do you choose to work at HawkSoft?
I choose to work here at HawkSoft because of the community they create with their strong values and standards. As an employee I am valued and heard.

Full bio coming soon.

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. 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.

Hi, I'm Stefanie! Before joining HawkSoft, I spent more than 10 years in the independent insurance industry. I have held my Property & Casualty and Life & Disability insurance licenses since 2015. Over the course of my agency career, I worked my way from receptionist to agent, administrator, operations, and eventually office manager, giving me the opportunity to see agency life from just about every angle. HawkSoft was the system I relied on every day, so I was a fan of the software long before I joined the company. I've always appreciated how intuitive HawkSoft is and how much it can simplify day-to-day chaos that comes with an insurance agency.

I've always leaned toward the operational side of things. I'm the kind of person who gets genuinely excited about discovering a more efficient workflow or a feature that saves a few extra clicks. Joining HawkSoft felt like a natural next step because I already believed in the product. Now I get to help agencies work smarter, solve challenges, and maybe even get a little as excited about HawkSoft as I am.

I stumbled upon HawkSoft, a company local to my hometown, in early 2018 shortly after graduating with a Bachelor of Science in Psychology. I choose to work at HawkSoft because HawkSoft cares – not about the bottom line or meeting sales quotas, but about their agency customers and employees. After years of working in tech support for big-name companies who outsourced their product support, it was a breath of fresh air to realize that the HawkSoft executive team means what they say when they talk about being beholden to only two stakeholders – their employees and their customers. HawkSoft’s company culture is unmatched by any other company I’ve ever worked for and I’m grateful to be a part of the HawkSoft family.

Kathi joined the team from Product Support, where she was a representative and a subject matter expert. She holds an AA in Accounting and spent 8 years teaching mathematics. She also has several years of retail management experience, where she honed her excellent customer service skills. She has a passion for accuracy and is excited to be a part of the team.

I worked for an insurance agency for a year and a half right out of college.  I started at HawkSoft in 2009 in Customer Service and have been an Accounting Trainer, Team Lead and now the Client Services Manager. I chose to work at HawkSoft because of the family atmosphere.  The people here bring out the best in you. The company urges you to be all that you can be and to challenge yourself to grow.  You are cared about holistically.  I love the fact that ideas are encouraged and they want you to think outside the box to make things better.  I’m a working mom, and I appreciate the core value “Work to Live, Don’t Live to Work.”

I started in the insurance industry at 21 years old, and four years in I was introduced to HawkSoft after relocating and changing agencies. When asked if the agency had a management system, the owner told me that “they have this Hawk something or other…he just bought it from a friend and doesn’t know what it is or what it does.” I implemented HawkSoft in that agency and six other agency-owned locations. I worked at that agency for nine years using HawkSoft. When the opportunity presented itself, I quickly joined the HawkSoft team and have been here for over 15 years. I love their core values and I love working with agencies across the country. I have met some of the best people through HawkSoft.

I began using HawkSoft in 1997 and enjoyed all of the features that made my job easier in the agency. I chose to work at HawkSoft in 2014 because of my love for the program as well as the company’s core values and how they live by them. I began my time at HawkSoft as an Accounting Consultant and this last year moved into a Team Lead role and most recently as one of the Client Services Team Managers. I find it very rewarding to be on this side of things assisting agencies implement the program in a way that meets their needs and makes the most sense for them. I appreciate the way that HawkSoft cares about me as a person and encourages me to share ideas and work together to reach our goals.

I began working for HawkSoft in 2021 in an administrative role and transitioned to a Software Consultant role before becoming a Client Services Team Manager in early 2024. Prior to HawkSoft, I had been a software trainer since 2018.  I feel truly honored to be able to support my team and continue to work directly with agencies as well. HawkSoft has shown me how delivering the Purple Cow experience applies both internally and externally.

Joined HawkSoft in 2007.

Full bio coming soon.

Joined HawkSoft in 2018

Hobbies: Camping; Boating; Fishing; Spending time with family

What's your favorite movie? Why?
It's a toss-up between Goonies and The Neverending Story. Both take me back to the innocence and wonder of my youth. They are timeless and can be enjoyed by people of all ages. I can and have watched both of these movies multiple times and never get tired of them.

Who is one person (could be more)--besides your parents, they are easy candidates--that you would like to express your gratitude to?
I would like to express my gratitude to my in-laws who are both unfortunately no longer with us. Their total acceptance of me as their daughter so many years ago and their guidance and tutelage throughout the years formed who I am today.

What is a quote you have burned in your mind, that you'll always remember? Why?
 "Sit right back and enjoy the ride" this quote, for me, is a reminder that as much as we may think we have it all planned/figured out life will through you curveballs, we need to be appreciative and learn from every experience and that it will work out the way it was meant to.

Joined HawkSoft in 2019

More bio information coming soon!

I’ve been a HawkSoft employee for over a decade and have experience working in Product Support, Database Management, and currently Agency Success. Working at HawkSoft has allowed me to have a great work/life balance. When not working, I like to spend time with my family.

As the Database Conversions Team Manager at HawkSoft, I focus on helping ensure smooth, accurate transitions for clients as they move their data into our platform. Since joining the company, I’ve been drawn to HawkSoft’s strong, family-focused culture and the emphasis leadership places on supporting employees. I take a problem-solving approach to my work and enjoy tackling complex challenges to deliver reliable results for both clients and the team. Outside of work, I enjoy hiking and spending time coaching youth baseball.

I have been with HawkSoft since 2008, most of that time spent managing teams. I have been blessed to work with outstanding individuals who not only care about the success of our customers using the product, but the success of their fellow HawkSoft team members. The senior management at HawkSoft is truly outstanding and have done a great job of preserving the family feel even with the ongoing growth of the company.

My wife and I are always looking for new outdoor adventures, whether it’s camping, hiking (working on doing more backpacking), kayaking, snowshoeing, etc. Our goal is to visit every National Park in the US, though we have work to do as we are on number 16. Our son also works for HawkSoft, and we have three fur children that we are very fond of (two dogs and a cat).

I’m a native Oregonian that likes to take full advantage of the great outdoors and beautiful Oregon scenery… and a former insurance agency gone HawkSoft software advocate. I bring more than eight years of property and casualty insurance industry experience to my role and I choose to work for HawkSoft because I believe in who I work for, and the core values HawkSoft lives by. I have the absolute best work/life balance and appreciate how HawkSoft recognizes the value of family and the importance of work/life balance.

I’ve been a HawkSoft employee for over 9 years and have experience working in Product Support as a Product Support representative, Team Manager, Inside Sales Specialist, Sales Territory Manager and currently a Agency Success Advisor. I used HawkSoft in the agencies I worked at and enjoyed the system. Once I became a HawkSoft family member, I could not see myself working anywhere else. The core values and culture of HawkSoft has always made me feel included. HawkSoft as a whole has allowed me to strengthen my abilities and continue to sharpen my skills with their continued support. It’s a breath of fresh air working for HawkSoft!

As a CSR/Producer I learned how to use HawkSoft while working for a P&C agency. In 2011 a friend/mentor contacted me about an opportunity to join the HawkSoft team. Since joining the HS team I’ve worked on the Product Support team, Client Services team and most recently joined our Agency Success Team! One of my favorite things about working at HawkSoft is that it provides a great work/life balance.

As a prior Independent Agency Owner and 13-year HawkSoft User, I am thrilled to be a part of the Agency Success Team. This role fulfills my desire to assist with the success of Independent Agencies and my passion for the Insurance Industry. I was drawn to HawkSoft due to their incredible culture. When I am not working, I love to spend time with family, travel and explore new places!

I joined HawkSoft on the Product Support Team over 10 years ago, and soon moved onto Client Services team. From the very beginning, I’ve truly enjoyed connecting with agencies and helping them discover all the ways HawkSoft can make their work lives a little easier. I’m now a Team Manager, and it’s been a joy to lead a group of talented Software Consultants. I take pride in creating a space where my team feels encouraged, appreciated, and empowered to grow so that they can in turn empower our clients.

Before HawkSoft, I spent nearly several years at another software company, but nothing has ever compared to the genuine family atmosphere I’ve found here. I am truly grateful that I listened to a friend and submitted my application.

Outside of work, you’ll usually find me with a book in hand and one of my many cats happily asleep in my lap. I also love spending time with my family, sharing good food, big laughs, and all the small moments that make life sweet.

Joined HawkSoft in 2008

Hobbies: Reading, mostly

What's your favorite book?
Whichever one I'm currently reading!

What's your favorite movie?

Who is one person that you would like to express gratitude to?

Where is your favorite place to relax?

Who or what are you always happy to see?

Why do you choose to work at HawkSoft?
This company has the best people and values, ever!

Joined HawkSoft in 2014

Hobbies: Crochet, reading (preferably historical fiction), camping, training my dog

What's your favorite book?
Pride & Prejudice - it's always been a favorite

What's your favorite movie?
The Darkest Hour - I'm a fan of Winston Churchill and the movie was fantastic.

Who is one person that you would like to express gratitude to?
My Aunt Debbie

Where is your favorite place to relax?
In a comfy chair with a good book or a crochet project to work on.

Who or what are you always happy to see?
Good friends

Why do you choose to work at HawkSoft?
The people! Coworkers and customers alike.

Full bio coming soon.

Full bio coming soon.

Full bio coming soon.

I love spending time with my kids, kickboxing, paddle boarding, hiking, and being outdoors in general. The mountains or the beach is where I go to relax. I choose to work at HawkSoft because HawkSoft is filled with compassion for their customers and employees. There is such a wonderful sense of community here and I am so thankful to be a part of this amazing team!

Full bio coming soon.

With over 20 years of management experience in various industries, Sandy brings a well-rounded and pragmatic approach to overseeing her department of seasoned bookkeepers. She has extensive experience in both customer-facing roles and behind-the-scenes accounting roles. Sandy is in her 3rd year with HawkSoft and has demonstrated her management and operational skills in Product Support, Client Services and now, Managed Services. She works hand in hand with our customers to ensure that their experience is exceptional.

Work Background / Certifications:

• Bachelor of Science in Accounting
• QuickBooks Online Certified ProAdvisor

Courtney has been delivering exceptional bookkeeping and customer service for over 8 years. While her bookkeeping career started in small business logistics accounting, Courtney quickly learned the insurance industry and is eager to continue her education in the industry. She is passionate about helping her clients make informed decisions about their agency accounting operations. Courtney consults with agencies to determine the products that will best suit their needs while also assisting them with operational accounting, payroll, bank reconciliation, invoicing, and accounts receivable and payables. With her help, agents can focus their resources on their core competencies while offloading their insurance accounting needs to a trusted partner.