CORE VALUE AWARD

Every month, Schwartz Insurance Group selects a peer-nominated associate to receive a Core Value Award. The winner is chosen because they "lived" one of our agency's core values - typically an event or accomplishment above and beyond the call of duty in serving our customers.

July 2022

For July, Maureen Lippy and Michael Morgan have both "lived" our core value of "Get the Juices Flowing."

Here's their story:

Welcoming a new client properly requires effort and planning. Welcoming a newly merged agency is a challenge on a different scale! It’s more of an “orchestral arrangement” requiring much coordination, and the results are impressive when planned and implemented well. Our associates – old and new – ALL played a role in this work of art. But two associates in particular took leading roles, conducting the entire arrangement. The smooth transition met all expectations. Our company is fortunate to have associates who can deliver.

Maureen Lippy and Mike Morgan have tirelessly earned our thanks and admiration for their ability to Get the Juices Flowing!

Maureen Lippy

Here, in her own words, is a little more information about Maureen:

You joined the team at Schwartz Insurance Group over 40 years ago. What's been the most rewarding part of your job here as Client Services Director/Business Key Advisor? The most challenging part?

As a Client Services Director, being a mentor to my fellow associates by coaching them through situations that they may not be experienced in and seeing their confidence grow as they learn how to navigate the complicated world of insurance is rewarding to me. The same holds true for being a Business Advisor. I enjoy working with my clients to help them understand the need for a particular coverage and explain that they can reduce their risk through risk management, which equates to lower premiums. It's all about the bottom line. As for challenges, every job has those and I see them as opportunities. I work through each challenge and when it results in success, it's the best feeling in the world.

If you could vacation anywhere in the world (money being no object), where would you like to go and why?

Tahiti where the water is crystal clear, the sunsets are gorgeous, there are no phones or email, and I can be served from a silver platter while relaxing on a beach. Can't beat that!

Rock and roll or country music?

Rock and roll of course! I'm a child of the 70s.

What might we be surprised to learn about you? Any hobbies or interests?

I was a backup singer in a rock and roll band, and we were selected by a local radio station to record an album. Also, gardening is my passion. It takes me away from everything else happening in the world.

The book or the movie?

I love a good read.

If you could go back in time and give your 18-year-old self a bit of advice, what would it be?

Take time to stop and smell the roses! The years fly by way too fast.

Cats or dogs?

Adore them both!

Mike Morgan

Here, in his own words, is a little more information about Mike:

You've worked at SIG for over fifteen years now. What do you find most challenging about your role as Agency Services Director? Most rewarding?

Managing agency acquisitions will always be the most challenging part of the job. And watching how the agency has grown over the years has been quite rewarding for me.

Can you tell us a little bit about your personal background?

I'm from California. Met my wife in the Air Force and we moved to Louisville to be near her family.

What adjective best describes you?

Hmmm...I'd have to go with either "Muscular" or "Thoughtful."

Tell us about the pastime you love the most.

That's an easy question: Weightlifting!

Dogs or cats?

I'm a dog guy.

What's your favorite movie of all time?

STAR WARS! May the Force be with us all...

Congratulations on your Core Value Awards, Mike and Maureen - and thank you for doing such a terrific job for Schwartz Insurance Group. You are appreciated!