Staff

Theresa Jurgensen, CIC, CISR
Personal Lines Manager
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The Golden Rule
As the Personal Lines Manager for Valley Insurance Associates, Inc. (VIA), Theresa takes the Golden Rule to heart. "Do unto others as you would have others do unto you." That means providing her clients with the professional, honest, courteous and prompt service she would expect from an insurance professional.

Experience Counts
Theresa relocated to Wisconsin from Washington with 10 years of Personal Lines insurance experience. She began her insurance career as an assistant and worked her way to an Account Manager and today, a Personal Lines Manager. Theresa is licensed in Property and Casualty insurance. Because Theresa is well-versed in all aspects of the insurance transaction, she possesses a broad knowledge of both service and sales. She has also attained her Certified Insurance Counselor (CIC) and Certified Insurance Service Representative (CISR) designations.

Theresa specializes in:

• Considering and understanding her clients' needs and concerns.
• Understanding those needs and how an insurance protection plan can enhance the clients' lives.
• Developing individualized insurance protection plans to best fit each client.

In Theresa's Words
"I am happy to be in Wisconsin. It is a family-oriented state, and I find it fulfilling to be able to help these families through our exceptional products and services."

Kelly Cox-Schlies
Account Manager
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No Two Clients are Alike
Every individual and family is different...different hopes, priorities and financial goals. As a Personal Lines Account Manager at Valley Insurance Associates, Inc. (VIA), Kelly makes sure she takes the time to get to know the individual before offering any products or services.

Kelly specializes in Personal Lines insurance and:

• Partners with individuals and families to help them identify and take care of their specific insurance needs.
• Researches cost-effective and competitive insurance options for individuals and families to provide optimal coverage at an affordable cost.
• Works with clients to help them through the claims process and resolution.
• Supports clients by evaluating and updating their insurance protection plans.

Experience Counts
Kelly has been in the insurance industry for several years and still finds that just as no two clients are alike, no two days are either. As a Personal Lines Account Manager, she continuously stays in touch with the changing trends of the industry to ensure she is providing her clients with the most timely, knowledgeable service and guidance that she can.

In Kelly's Words
"I truly believe the one thing that sets agencies apart is the customer service. Clients deserve the best service we can deliver, and at VIA, we deliver the best."

Mike Harp, CISR
Account Manager
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Keeping the Process Running Smoothly
Specializing in providing superior customer service for Personal Lines clients of Valley Insurance Associates, Inc. (VIA), Mike plays a key role in keeping the processes running smoothly. He helps:

• Process endorsements.
• Handle client requests.
• Provide professional, timely customer service.

Experience Counts
Mike earned an Associate's degree in Insurance Services and has applied his education to practical experiences in the insurance industry through his work at VIA. He especially enjoys the opportunities to work directly with clients and process their requests. As a service representative, he understands his role in ensuring that clients receive the answers and help they need in a smooth, timely way.

In Mike's Words
"As a lifelong resident of the Fox Valley, I am happy to have the opportunity to work with clients from the area and make a difference for them. Everyone wants and should receive smooth, professional service. I can help ensure this happens."

Marah Henning
Account Manager
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Independence Offers Flexibility
As a Personal Lines Account Manager for Valley Insurance Associates, Inc., Marah is responsible for servicing new and existing clients. With a background in both captive agencies which offer products from only one insurance company, and independent agencies which offer products from several insurance companies, Marah understands the benefit of choice. It gives her the flexibility to offer the best products for her clients’ insurance protection needs. Each insurance company has its advantages, and she enjoys pairing the right company with the right client.

Experience Counts
Marah Henning has been a licensed Property & Casualty, Life and Health agent since 2005. During that time she has also worked in the financial services industry as a Finance and Insurance Manager and has earned her Association of Finance and Insurance Professionals certification.

In Marah’s Words
“I believe that a vital component of excellent customer service is being able to offer the best possible solution for my clients. With the variety of companies we work with at Valley Insurance, I have the resources available to do just that. I look forward to meeting with my clients and ensuring they are insured with the best company to fill their needs at a competitive price.”

Heather Langrehr
Account Manager
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Taking Care of Business
Taking care of business means taking care of her clients. That's why Heather works hard to assist them in selecting the appropriate coverage to meet their needs.

As a Personal Lines Account Manager with Valley Insurance Associates, Inc. (VIA), Heather offers her clients superior service and guidance by:

• Partnering with clients to help them evaluate their situation when buying a new home or vehicle, or just updating their current coverage.
• Guiding clients through the claims process with ease, she strives to consistently deliver outstanding claims service.
• Taking care of all policy changes and informing her clients on updates regarding Wisconsin legislation.

In Heather's Words
"My goal is to ensure your insurance experience is a pleasant one and strive to make sure your needs are met in a timely, professional manner."

Debra L. Leitz, CISR
Account Manager
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What is Important
Debra knows the importance of listening to her clients. As a Personal Lines Account Manager at Valley Insurance Associates, Inc., Debra gains an understanding of their insurance protection needs through a comprehensive review. This understanding enables her to find the best coverage solution. In addition, she also:

• Assists clients with updates on their policies.
• Answers client questions and addresses their issues.

Experience Counts
Licensed in Property & Casualty with over 14 years of Personal Lines experience, she possesses the knowledge required to solve her clients’ concerns. She also earned her CISR (Certified Insurance Service Representative) certification in 2007.

In Debra's Words
"I enjoy the sense of accomplishment I feel when I have met my clients’ insurance needs. Listening to their needs and getting to know them, I can match them with the company that best fits their needs at a competitive price. Working in the Oshkosh office, I look forward to meeting & working with my new & existing clients."

Marilyn Rice
Account Manager
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Marilyn is a Personal Lines Account Manager for Valley Insurance Associates, Inc. (VIA) and is responsible for servicing new and existing clients with all of their personal insurance needs.

Marilyn has worked in the insurance industry since 1986 and is a licensed agent for Property and Casualty insurance.

A native of Mishicot, Wisconsin, Marilyn moved to Appleton in May 1998 to pursue her career in the Personal Lines insurance field.

In her spare time, Marilyn enjoys time with her family, bowling, the Packers, golfing, and sewing.

Michelle S. Sorrell, CISR
Account Executive
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In the insurance industry since 1997, Michelle Sorrell is a Personal Lines Account Executive for Valley Insurance Associates, Inc. (VIA). In addition to being licensed in Property & Casualty and Life & Health, she has also received her CISR (Certified Insurance Service Representative) designation.

Evaluating Needs
Michelle specializes in evaluating and understanding her clients' needs. Her expertise lies in developing unique protection plans that best fit the needs of each client. She educates her clients on what is available to them and hope they feel "peace of mind" that they have taken the steps to protect their most valuable assets.

Understanding that insurance is always changing and can be confusing, she speaks your language. She strives to provide her clients with the exceptional service they deserve and instill confidence in their decision to choose VIA.

In Michelle's Words
"My commitment to my clients is to assist them in protecting what means most to them. Family is so important to me; having two sons who I just adore, I know how significant it is to protect our families from the unknown."