August 2017-Please welcome Ernie King, Director of Complex Claims

We are very excited to announce the hire of Ernie King as Our Director of Complex Claims. Ernie comes to us with over 30 years of experience in the Insurance Industry. He began his career working in law enforcement in Pennsylvania.  Since 1987 Ernie has worked at Hartford Insurance, Nationwide Insurance, Tower Hill Insurance and most recently Security First Insurance.  During these thirty years Ernie has developed and served in various senior leadership roles for several large Special Investigation Units and Subrogation units throughout the Eastern United States.  He has served as project manager on several enterprise technology projects. 

 Ernie has an associate’s degree in Fire Science from Harrisburg Area Community College and a bachelor’s degree in Criminal Justice from Shippensburg University.  Mr. King is actively involved in several industry organizations including the Florida Property and Casualty Fraud Task Force, (Founding Member and current claim committee chair), Florida Advisory Committee on Arson Prevention (Past President and current Vice-President) and the Florida Insurance Fraud Education Committee (Past Executive Committee Chair).  He holds professional designations of Certified Insurance Fraud Investigator and Fraud Claim Law Specialist. 

 In his free time, Ernie enjoys fishing, camping and time with his family. We are very excited to have Ernie on board. Please join us in welcoming him to our Team!    

August 2017-Shirley's Story

My Granddaughter, Abbie, asked me to share my feelings about working with Winkler, Treger & Associates at the age of 82. I think it is great to have a job like mine. It makes me feel younger. I work in the accounting department and I think it stimulates my brain. It makes me feel useful. I was married to my 1st husband, Dean Winkler for 40 years before he passed away. Five years later I married Arthur Munz. I was married to Art for 6 and a half years and widowed again at the age of 70. Living alone made me feel very lonely and bored. My son, Jeff had started a Claims Adjusting company with his partner Dale Treger. I asked my son if there was something I could do to help in the office. He said, “Sure Mom, come into the office anytime you want and we will find something for you to work on.” That is how it all began. I am still working here at the age of 82 and I still really enjoy coming to work. A couple of years after I started, two of my Granddaughters, Nichole and Abbie came on board with the company. I get to see 2 of my Grandchildren and my son Jeff almost every day. My other son, Dan came to work as an adjuster and I got to see him often as well. I get to see my family a lot more. It wasn’t long until all my co-workers started calling me “Grandma” and I love it. I feel so blessed to still be working at my age and I pray the lord will allow me to work a few more years. I love working and I don’t think I will ever want to retire. I am thankful for each day that I feel good enough to come to work. -Shirley Munz

July 2017-JDRF Fundraiser

The company, for the 4th year in a row, has sponsored a JDRF fund-raising event up in Rhode Island. This event has managed to raise upwards of 1.3 million dollars for a cure, treatment and prevention of Type 1 Diabetes. The company is proud to be part of the Narrangansett team in raising money and awareness. Both our Chief Operations Office - Steve Backman and our Director of CAT - Doug Lee were involved with the golf game this year. Below is a picture of the 3rd place team: Tom Apicelli with Met Life, Doug Lee, Shane and Jeffery Denault of Met Life (and son).

April 2017-Charitable Events

Both WTA and SCS are generous charitable contributors to several organizations this first quarter of 2017!

The company has participated in and supported two charity golf tournaments.  One event was sponsored by American Strategic Insurance Company to benefit JDRF. JDRF is the leading global organization funding type 1 diabetes research.   Their vision is a world without type 1 diabetes.  An additional golf event sponsored by the CPCU Society of North Central Florida raised funds for the Ronald McDonald House Charities throughout the area. The Ronald McDonald House Charities works hard to keep families close to each other AND the care they need. Their mission is to think globally, acting locally to provide resources for children and their families.

Finally, the company has proudly supported the Autism Shifts organization. This group is integral in bringing individuals and organizations together for the purpose of creating opportunities for autistic people by raising awareness, educating and forming relationships.  

MARCH 2016-company wellness initiative and employee testimonial

When the opportunity came up last May, to work with some professionals that I’ve known for over 10 and 20 years, I jumped!  I had worked with Steve on and off for the past 20 years and Jeff and Dale for over 10.  I had experienced what it was like to work with these guys and had talked to employees who could testify what it’s like to work directly for Winkler, Treger and Associates.

Last October, they announced a Company Wellness-Fit Bit Challenge.  They would deduct half of the cost of a Fitbit band, from your paycheck and they would pay the rest.  AND if you exceeded 1 Million steps in 6 months, they would reimburse you for the deducted half.  All of the employees jumped at the challenge and for me, it has been a huge motivator. I’ve walked off and on for the last 20 years, but not consistently.  Throw in a little completion, the chance to compete and out-step your co-workers and bosses and that’s a wonderful way to stay motivated!.  I average about 15K steps a day since I’ve been on this challenge and my total is 1,947,047, (as I write this, because there will be plenty more today!).  That’s over 950 miles and nearly double the goal!

The greatest part of all this, is that so far I’ve lost 15 lbs! I still have quite a bit to go, but I can see the progress.  I’m feeling better, sleeping better and even have become motivated to eat better. Jumping at the chance to work here was a no-brainer, perks like this just assure me that I made a great decision.-Doug Lee, Director of Catastrophe, Training and Recruiting

march 2016-staff updates

WTA/SCS was proud to welcome Shelly Goodwin as our new claims coordinator late last year. With Shelly at the helm, the WTA team is well-rounded and ready to take on new carriers and a higher volume of claims. Her energy and passion for weather patters is contagious. She knows when and where the next weather system is going to hit - giving her a jump on how to account for claims volume ahead of time. Her consciousness with our adjusters and their needs is second to one when it comes to assigning the right person for the job!


"Your team is doing a terrific job for us and we know it takes great leadership to develop and maintain excellence. As our company continues to grow and evolve, so does our appreciation of the partnership with Winkler Treger. As always, we thank you for all you do to assist our policyholders and our claim staff."-Valued Client


We have rolled out our Adjuster Certification Classes for 2015. We will be training adjusters on behalf of our client companies. These courses will certify you to handle claims for our client base. Our schedule is as follows:

  • Houston, TX-7/15/15
  • Denver, CO-7/30/15
  • Northeast-TBD week of 8/10

For more information about these classes, to RSVP or to subscribe to our email list for these events please contact Abbie Boudreau at



our company is growing and we would like to introduce several new team members:

  • Doug Lee, Director of Catastrophe, Training and Recruiting: With over 27 years in the insurance claims industry, Doug has held a number of positions in both casualty and property claims, including field adjuster, field manager, team leader, claims manager and supervisor of field operations.  Doug served as a field adjuster or in management capacity with Crawford & Co., USAA, Foremost, HomeWise and Seibels Information and Technology.  He has extensive experience working on both the carrier side and the independent adjuster side. Doug’s responsibilities will include planning, coordinating, training, managing and overseeing operations before, during and after a catastrophic event.  He will also be responsible for recruiting and ensuring quality assurance and addressing client inquiries. Doug graduated from Southeastern Louisiana University with a BA in Business Management and maintains insurance licenses in LA, MS, AL and FL. Doug also has extensive construction experience, building the only 2 custom homes he has lived in since getting married and numerous other building projects.
  • Kristine Serbus-Business Analyst: Kristine started with our company as Claims Coordinator and was recently promoted to a new position of Business Analyst. Kris has over 10 years of insurance experience including various roles in both the company and agency setting.  These roles include not only service oriented positions, but systems administration, training and accounting as well.  She comes to us with a fantastic work ethic and excellent customer service skills. Kristine will be responsible for overseeing the claim data entry process, providing initial and ongoing systems training to all employees and integrating all systems to ensure a streamlined work flow. We would like to congratulate Kristine on her new promotion!
  • Lisa Cohn-Director of Sales and Marketing: Lisa Cohn has transitioned from her Account Management role to a true Director of Sales and Marketing. Lisa has over 10 years of experience in the property and casualty industry. She has played an instrumental role in developing new business for our company in the last year and we would like to congratulate her on her recent promotion!
  • Dorene Davis-Claims Coordinator: Dorene Davis has come on board as a Claims Coordinator to fill in as a backup for claim influx due to recent expansion and increased claim volume. Dorene's organizational skills attention to detail have been instrumental in assisting us in this very important role. 


Lisa Cohn comes to us with over 10 years of experience in the property and casualty industry. She joins our team in a multi-functional role that utilizes her past experiences as an inside and field adjuster along with her business development skills. Lisa’s unique background allows her to assist and understand any of your claims needs in the most comprehensive way. She is also certified by the State of Florida as a licensed instructor. Please help us welcome Lisa Cohn as our new Account Manager and feel free to contact her directly at any time with any questions or concerns. You may contact her at


Our contents program offers our clients dedicated contents specialists who are licensed adjusters with the expertise needed to develop fair and equitable settlements. Our specialists meet with the insured’s at the loss location and develop an inventory with the assistance of the insured’s and/or their representative. They separate salvageable contents and personal effects from those that cannot be salvaged. They contact the appropriate vendors to address salvageable contents and soft goods, confirm that it is cost effective to restore the contents to pre-loss condition and negotiate a fair price for the vendor's services. They meet with restoration contractors and monitor pack out, cleaning, storage and delivery. They negotiate a fair price for the contractor's services. Finally, they price out the inventory and apply depreciation if applicable. When directed by the insurance company, they will meet with the insured’s to reach a final settlement. We don't just price out the claim, we adjust it!