As an Accounting Associate, Aimee handles complete bank reconciliations, issue payments to vendors and insurance carriers, monitors receivables, and payables, and reconciles direct bill commissions for IAAB. She corresponds directly with agency owners, CSRs, agency vendors and carriers to resolve and advise on payable and receivable issues. Aimee has been with IAAB for over 6 years and enjoys exercising, gardening, going to the beach, singing, playing instruments and spending time with her husband and two girls.
Barbara works as an Accounting Associate specializing in bookkeeping tasks for insurance agency’s as well as prepares and reviews financial statements. She holds a Bachelor’s and Associate’s degree in Accounting and enjoys corresponding directly with agency owners to address any issues that may occur. Barbara enjoys spending time with her grandchildren in her free time.
Brenda is an Accountant with more than 25 years experience in accounting and financial reporting for the insurance industry. After working in-house at agencies for many years, she formed IAAB in 2007 to help independent agencies manage their accounting and bookkeeping. Brenda earned her MBA from the University of Connecticut, Bachelor’s degree in Accounting from Central Connecticut State University and has also earned the insurance CIC designation. She has earned the NetVU Certification of Insurance Accounting, is a member of the NetVU Educators Guild and has completed all required sessions of the Applied Epic & Applied TAM accounting series sponsored by the Applied Client Network. Brenda’s passion for her profession is also clear in her teaching. She has served as adjunct instructor of accounting at several Connecticut colleges, including the University of Connecticut, Tunxis Community College and Post University. Outside of accounting Brenda enjoys volunteering for civic events, listening to music and spending time with her husband John and her pet beagle Butter and cat Ruby.
Bryan joined the IAAB team in January 2016 and is currently an Accountant working with Applied Systems agency Principals and staff. He has earned a Bachelor's degree in Accounting from Central Connecticut State University. Bryan is welcoming to any type of challenge and looks forward to creating new agency relationships. When not in the office, Bryan can be found enjoying his passion for motorsports as well as spending time with friends and family.
Courtney works as an Accounting Clerk handling direct bill invoicing for insurance agencies and addressing and resolving discrepancies for clients in a timely manner. She holds an Associate’s degree in Business Administration with a focus in Accounting and is working on a Bachelor’s degree in Accounting. When not working, Courtney enjoys traveling and going on adventures with her two dogs.
As an Accounting Associate, Darlene specializes in Applied Epic agencies and brings 6 years of bookkeeping experience to the IAAB team since joining in 2017. She runs and reviews financial statements and corresponds directly with clients to help resolve accounting issues. When she is not working, Darlene is pursuing her degree in Accounting, enjoying outdoor activities, working out, cooking, and spending time with family.
Darlene works as an Accounting Associate with Applied Epic Agencies. She handles direct bill entry for companies’ commission and sets up payments for premium payables as well as payment to producers. Darlene brings 16 years of banking experience to the IAAB team and interacts directly with agencies to problem solve and find solutions for a better accounting/bookkeeping experience. Outside of work, Darlene enjoys gardening, arts & crafts, and cooking as well as spending time with her daughter and family.
Dawn currently works as an Accounting Associate for Applied Epic agencies and handles agency-vendor payments, carrier payments, post deposits, bank reconciliations and generates month end reports for review for financial reports. She joined IAAB in 2014 and brings 35+ years of accounting and bookkeeping experience to IAAB team. In her free time, Dawn enjoys spending time with her daughter, watching scary movies and indulging in a good mystery book.
As an Accounting Clerk, Emma handles invoice direct bill commissions and helps resolve discrepancies within the direct bill process. As she works on her degree, she thrives at IAAB and loves being a part of a team. Outside work, Emma enjoys cooking, baking, photography and outdoor exploration.
Emma works as an Accounting Associate with Applied Epic agencies recording financial transactions and preparing accurate and timely financial reports. She runs and reviews financial statements and corresponds directly with clients to help resolve accounting issues. Outside of work Emma enjoys spending time with her family.
Heather works as an Accounting Associate specializing in bookkeeping services, as well as invoicing and direct bill reconciliations. She works directly with agencies to provide accurate financial reporting. Heather holds a Bachelor’s degree in Accounting from Post University and in her free time enjoys baking, reading, traveling and spending time with family and friends.
Jill is an Accounting Associate handling bookkeeping duties for AMS360 agencies. She addresses and resolves bank reconciliations and direct bill commissions discrepancies for clients. In her free time, Jill enjoys trips to Vermont with her husband, her two boys, and their dog. She also enjoys baking, gardening, bonfires, walking and spending time with friends and family.
Josh has earned a Bachelor’s degree in Accounting along with a Bachelor’s degree in Psychology from the University of Connecticut. He quickly learned the insurance side of accounting and now oversees all of IAAB’s Applied Systems clients. He prepares monthly financials while doing day to day work for clients to keep up to date with the latest roll out changes on Applied EPIC. He plays an integral role in training new associates and onboarding new agencies. In his role as Director of Accounting, Josh enjoys the relationship side of his career, especially problem solving for his clients and the rest of the IAAB team. Outside of work, Josh, is an avid reader, admits he can’t live without Netflix and enjoys gardening, hiking, entertaining, or reading and spending time with his friends and family.
As an Accounting Associate, Josh records insurance agency financial transactions, produces company financial statements and prepares financial data reports for client analysis and decision making. Josh holds an Accounting degree from the University of Connecticut and in his free time he enjoys exercising, running, and hiking.
Katherine works as an Accounting Clerk for Applied Epic agencies and handles direct bill invoicing for insurance agencies and addresses and resolves discrepancies for clients in a timely manner. She brings years of customer service and problem solving skills to the IAAB agency. Outside of work, Katherine enjoys spending time with her family and her dog and traveling.
Kayla works as an Accountant for AMS360 agencies. She manages day to day bookkeeping for agencies and prepares monthly financial statements to multiple AMS360 agencies. Kayla has been with IAAB for over 5 years and holds a Bachelor’s degree in Accounting. Outside of work, Kayla loves to spend time with her dog and enjoys snowmobiling and sport quadding.
Kendra works as an Accounting Associate for Applied Epic agencies and handles invoice direct bill commissions and daily bank reconciliations. She holds an Associate's degree in Business Administration and in her free time she enjoys traveling and hiking with her Siberian Husky.
Along with handling account receivables, account payables and direct bill commission reconciliations, Lulu also manages producer commission payables, records payroll, makes journal entries, runs financial reports and assists with agency accounting inquiries. She holds a Bachelor’s degree in Accounting and has been with IAAB since 2017. When Lulu is not working she enjoys watching movies and traveling.
Marina is an Accounting Associate specializing in bookkeeping services for our EPIC & AMS clients. She holds an Associate’s degree in Accounting and enjoys working in the Accounting field. In her free time, Marina loves to spend time with her family.
Nancy is an Accounting Associate specializing in accounting and bookkeeping services for agencies in Applied EPIC. She runs and reviews financial statements and corresponds directly with clients to help resolve accounting issues.
Nathalie currently works as an Accounting Associate for Applied Epic agencies in addition to being the go-to person for questions on direct bill and producer commission processing. She enjoys working with the independent insurance agents she has met over the years as well as working with the IAAB team. Nathalie joined IAAB in 2012. She enjoys working in the Accounting field and embraces the new challenges that come across her desk on a daily basis as she pursues an Associate degree in Accounting. Outside of work, Nathalie spends most of her free time with her family.
Olivia works as an Accounting Clerk handling direct bill invoicing for insurance agencies and addresses and resolves discrepancies for clients. She has earned an Associate’s degree in Business Administration and enjoys being a part of a small team environment and working in the accounting field. In her free time, Olivia enjoys spending time with her dogs and volunteers as a dog walker at an animal hospital.
As an Accounting Associate, Sandy handles bank reconciliations, direct bill entries, accounts payable, accounts receivable, and payroll for insurance agencies. Sandy holds an Associate’s degree in Accounting and brings over 11 years of bookkeeping experience to IAAB. Outside of work, Sandy enjoys needlepoint, sewing, crafts and spending time with her family.
As an Accounting Associate, Sara corresponds directly with agency owners and CSRs and handles bank reconciliations, payments to vendors and insurance carriers, direct bill commission entries, and monitors receivables and payables. She joined IAAB in 2016 and brings 9 years of Accounts receivable expertise to the IAAB team. Outside work, Sara enjoys working out, going to the beach, and spending time with her husband and friends.
As an Accounting Associate, Sarah handles payroll processing for many of IAAB’s clients. She also specializes in direct bill commission invoicing for Applied Epic agencies. Communicating and working directly with clients to help guarantee accurate recordkeeping and timely remittance of payments to insurance carriers is the most rewarding aspect of her career. Sarah earned a Bachelor of English from Messiah College before joining the IAAB team in 2014. Outside of the office, Sarah enjoys reading, writing, and spending time playing board games with friends.
Shaun works as an Accounting Associate for Applied Epic agencies and has been with IAAB since 2015. He handles reconciling bank records, recording bank transactions, setting up vendor and agency bill payments as well as reviewing financial statements, accounts receivable and accounts payables. Shaun became interested in accounting because of his strength in math and with numbers. His favorite aspect of bookkeeping is the daily problem solving that arises. Outside of work, Shaun enjoys writing, playing poker, playing tennis, watching football, and spending time with his family.
Shayna works as an Accounting Associate recording and reconciling daily bank transactions and ensure customer and company/broker accounts are accurate and up-to-date. She holds a Bachelor’s degree and an Associate’s degree in Accounting and finds it rewarding to learn something new every day. In her free time, Shayna enjoys cooking, crafting, listening to true crime podcasts, watching movies, and going on adventures.
Stephanie has been a part of IAAB for over 8 years and has earned an Associate degree from Naugatuck Valley Community College and will earn her Accounting degree in August 2019. She has earned the NetVU Certification of Insurance Accounting and has completed all required sessions of the Applied Epic accounting series sponsored by the Applied Client Network. She is experienced in both Applied Epic and Vertafore AMS360 management systems. Stephanie enjoys working one-on-one with agents and problem solving on the more complex situations. Beyond accounting, Stephanie enjoys video games, movies, amusement parks and sitting outside by the fire pit.
As an Accounting Associate, Tarah assists accountants with bookkeeping, clerical duties, and managing accounts. She also records and reconciles direct bill commission discrepancies. Tarah holds a Bachelor’s degree in Business Administration and brings more than 10 years of accounts receivable experience to the IAAB team. In her free time, she enjoys spending time with friends and family and being outdoors in the summertime especially at the beach or pool.