Meet the skilled staff at McGrath Insurance
Our team of insurance experts advocates for your needs every step of the way in order to provide you with Freedom from Worry®. Please select which department you would like to contact.
As a third-generation owner of McGrath Insurance, Richard has been with the company for 40 years. In addition to the overall management of the agency’s operations, his responsibilities include business development and consideration of new products and agency acquisitions. He has helped the agency exceed annual premiums of more than $20 million, and has grown the company to more than 20 employees with offices located in Sturbridge and Spencer.
As a leader in the insurance industry, Richard was recently recognized by the Society of Certified Insurance Counselors (CIC) for 20 years of leadership. He is committed to educating his staff, and has made it the company’s mission to educate all clients on making the right decisions to protect their business, personal, and life insurance needs.
Richard is a member of the Massachusetts Association of Insurance Agents (MAIA) and the Insurance Alliance. He is also a Certified Insurance Counselor (CIC) and Licensed Insurance Advisor (LIA). He earned his bachelor’s degree from Southern New Hampshire University (SNHU), and completed the Executive Leadership and Development Program at the University of Pennsylvania’s Wharton School.
Richard is a director of the New England Service Co. & Valley Water Systems, and a corporator of Southbridge Savings Bank and Harrington Hospital. He is also a member of the Worcester Economic Club. He served as a board of director for the Southbridge Credit Union for 22 years and is a former member of the Southbridge Rotary Club.
FUN FACT: In his spare time, Richard enjoys spending time with his wife and five children. He is an avid traveler and enjoys skiing trails in Colorado and throughout the New England region. He also enjoys sailing.
Bob has worked in the insurance industry for more than 30 years. He began his career in 1983 as a customer service representative for both personal and commercial lines at the former Burnham Insurance Agency. After graduating from Aetna’s agency training school, Bob moved into sales where he began to focus exclusively on commercial lines.
Bob joined McGrath Insurance in 1990 where he continues to utilize his sales and customer service experience to not only grow the business, but develop lasting relationships with his clients. A Certified Insurance Counselor (CIC) and Licensed Insurance Advisor (LIA), Bob is an expert on medical device manufacturers, and worked in customer service and industrial sales for a manufacturing company in Southbridge early on in his career. He is also an expert on professional liability for healthcare and financial services.
He earned his bachelor’s degree from Colgate University. Bob is a director of Harrington Healthcare System and vice-chairman of Southbridge Savings Bank. He is also past president of the Tri-Community United Way and the Southbridge Rotary Club.
FUN FACT: Bob enjoys traveling to the Caribbean with his wife and spending time with his six grandchildren.
Joanne has been working in finance for 25 years, and 13 of those years have been with McGrath Insurance. She is responsible for assessing organizational performance, developing tools and systems to provide critical financial and operation information, and making actionable recommendations on strategy and operations.
Joanne earned a Bachelor of Science in Accounting from Bryant University. In 1995, she earned her Certified Public Accountant (CPA) license and recently received her Chartered Global Management Accountant (CGMA) designation from the American Institute of CPAs (AICPA). Prior to joining the agency, Joanne spent 12 years in public accounting, nine of those years with Roland A. Gauthier, CPA.
FUN FACT: Every year, Joanne looks forward to the first boat ride around Whitin Reservoir in Douglas.
Sean is committed to the needs of his clients and works closely with business owners to develop successful risk management programs. He is a property and casualty insurance agent and advisor and recently earned his Commercial Lines Coverage Specialist (CLCS) designation from the Hartford School of Insurance. Prior to working at the agency, Sean worked for a New England regional bank as a commercial loan officer. There, he managed a commercial and industrial loan portfolio for customers across a wide range of industries.
Sean earned his bachelor’s degree from Fairfield University in 2007, and in 2014 he earned his Master of Business Administration in management and real estate from the University of Connecticut.
FUN FACT: An avid ski enthusiast, Sean worked at the Park City Mountain Resort in Utah for six months where he became a certified Level I Alpine ski instructor working with novice skiers.
Commercial Lines Department
Elissa has over 20 years of experience in the industry, and started working at the agency when she was in high school. She is licensed in Massachusetts and has her Certified Insurance Service Representative (CISR) designation. Elissa began her career in personal lines and was recently promoted to commercial lines. She received a certificate for completing the Commercial Lines CSR program at the Hartford School of Insurance. Elissa strives to deliver the best possible experience to her clients by providing them with quality service and protection.
FUN FACT: Elissa climbed to the top of Mount Washington last September. She is happily married with three fabulous children that keep her on her toes.
Annette has over 15 years of business and investment-related experience. She holds a Bachelor of Science in Applied Mathematics and Economics from Brown University and has been with the agency for three years. Annette listens to the issues her clients are facing and then recommends the right insurance products to fit their business needs. She also holds her life and health license.
FUN FACT: Annette enjoys walking along the beaches of Ipswich with her family.
Michele began her career in health and life insurance, moving to commercial lines after starting with the agency eight years ago. She has worked in the industry for 17 years, and has her property and casualty license; she is also licensed for health, life and accident insurance. She is a Registered Health Underwriter (RHU) through the American College. Michele strives to help her clients select the appropriate coverage options to protect their interests and investments.
FUN FACT: Outside of work, Michele enjoys spending time with her husband and two children.
Employee Benefits Department
Jenn has worked in the insurance industry for more than 10 years, and has been with the agency for nine of those years. She is a Charter Benefit Consultant (CBC) and has earned certifications through the National Association of Health Underwriters (NAHU): Consumer Driven Health Care (CDHC) Certified, Patient Protection and Affordable Care Act (PPACA) Certified, and Self-Funded Certified. Jenn focuses on her clients’ needs first to provide quality service.
FUN FACT: Jenn enjoys keeping active with her kids and going for runs with her Australian Shepherd mix.
Personal Lines Department
Licensed in Connecticut, Darlene has worked in the insurance industry for 35 years, and has been with the agency for 13 years. Darlene takes our company mission to heart and carefully listens to her clients’ needs in order to better educate them on the coverage options that meet those needs.
FUN FACT: Darlene is a classic car enthusiast and enjoys showing off her bright orange 1929 Ford Model A at shows across New England.
Stacie started her career in the insurance industry 15 years ago and has been with the agency the entire time. She is a licensed personal lines producer. Stacie strives to share her knowledge of the industry with her clients so that they can make informed decisions about their coverage.
FUN FACT: Although everyone refers to her as Stacie, it’s not her real name. Stick with us long enough and maybe she’ll tell you her full name.
Lori has been with the agency for 16 years, and has worked with personal lines insurance for 31 years. She has her property and casualty license and is currently working on her Certified Insurance Service Representative (CISR) designation. Lori uses her skills to build relationships with her clients and educate them on products that best suit their individual needs.
FUN FACT: When away from work, Lori enjoys being outdoors and spending time with her family.
A licensed insurance producer, Tammy has been working in the industry for approximately 30 years. She uses her knowledge of insurance to provide her clients with an explanation of their policies and the benefits of that coverage so that they can better understand what it is they are purchasing and why.
FUN FACT: Tammy enjoys spending time outdoors, caring for the flowers in her home garden.
Celeste has worked in the insurance industry for 30 years and has been with the agency for 17 of those years. She’s licensed in Massachusetts and Connecticut, and provides her clients with personal and quality service to support their constantly changing needs.
FUN FACT: In her spare time, Celeste enjoys going for long walks and has been doing volunteer work in the community for 29 years.