INNOVATIVE BROKER SERVICES - Key Persons
Job Titles:
- Administrative Service Manager at Innovative
Amy Shorrock is an Administrative Service Manager at Innovative Broker Services. She brings an upbeat professional attitude with the drive to be a positive force, focused to detail. Amy is responsible for the maintenance and accuracy of all internal data and organizational systems and processes. She directly supports the entire Innovative team so they can support clients in an efficient and accurate manner.
Amy has over 15 years of experience in the insurance industry and was previously an Account Manager for a dental carrier where she specialized in employee/employer benefits, renewals, retention, customer support and above all the single point of contact to her members/clients.
Andrea is a Sr. Account Manager in the Employee Benefits division of Innovative Broker Services.
As an Account Manager, she works with the sales team to implement strategic and creative plan solutions. She provides daily hands-on service to her clients large and small, offering friendly and responsive interactions.
In addition to her duties in account management, Andrea is the in-house marketing and graphic designer for Innovative Broker Services.
Job Titles:
- Account Manager in the Employee Benefits Division of Innovative
- Service and Account Manager
Emily is a Account Manager in the Employee Benefits division of Innovative Broker Services. As an Account Manager, Emily is responsible for all the daily activity of her clients and prides herself on trying to put herself in the clients shoes, being proactive, and help educate on everything benefits. In addition, Emily is also our in house expert for Covered CA and Medicare.
Job Titles:
- Director of Finance and Accounting at Innovative
Julie DeZordo is our Director of Finance and Accounting at Innovative Broker Services. She earned her Bachelors of Science Degree in Business Finance and Insurance at Sacramento State University. She was a Commissioned Federal Bank Examiner for many years leading comprehensive examinations of multimillion dollar financial institutions. Over the years, she has also managed financial operations of a local small business.
As Director of Finance and Accounting, Julie is responsible for day to day finance related matters as well as broader strategic financial planning for the agency. While she prides herself in her attention to financial detail she is equally proud of her interpersonal skills and enjoys building and maintaining strong professional relationships.
Julie and her husband have a son in college and two children in high school. She is an avid sports fan and enjoys spending time with family and friends as well as volunteering in her community.
Stephen uses his integrity, energy, hard work, and innovation to help businesses reach their goals that others within our industry didn't even know existed. His passion is to see those businesses he grew up with - succeed. As a native of Sacramento and Graduate of UC Davis (BS in Mechanical Engineering), he is just likely to have gone to school with the owner, or frequented the businesses he now partners with.
Stephen's enjoys coaching his 4 children in their sports and enjoying time with his wife, and family. He now has the following thoughts about parenting: "Before we got married I had four theories about bringing up children; now I have four children, and no theories" John Wilmo t
Tom Avery - Founder, President
Job Titles:
- Founder
- President
- Founder of Innovative Broker Services Quoted in Sacramento Business Journal
As a business owner, Tom truly believes that happy, healthy employees are the key to happy, healthy companies. He has a proven knack for quickly spotting ways to help you improve processes, boost morale and use your employee benefits program like the powerful business tool that it is. Tom is extremely passionate about wellbeing and has tons of stories about how he has helped businesses like yours get great results. Go ahead, ask him about it. Just make sure you have a few minutes to spare.
Tom's idea of fun is teaching kids business and finance concepts through Junior Achievement of Sacramento. If your child ever comes home from school wanting to discuss resumes and profit statements, Tom would be thrilled to hear about it.