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Taylor & Stone Named to Leadership Roles at MountainOne’s True North Insurance

Tuesday, April 8, 2014

North Adams, MA – Holly Taylor has been appointed President and Chief Operating Officer and Jean Stone has been named Vice President of True North Insurance, according to MountainOne President and Chief Executive Officer Thomas Leavitt. True North Insurance is a Division of MountainOne Bank.

According to Leavitt, “Holly and Jean have become recognized experts in their field of employee benefits and these appointments are reflective of their success. Together with their team, they provide a crucial service to employers, especially in light of ever-changing and complex health care regulation.”

Taylor joined True North in December 1997, and has overseen the growth of the employee benefits division into one of the area’s largest group insurance agencies. Serving as Vice President since 2002, she developed the agency’s large group market segment and expanded administrative and compliance services. In her new position, she will oversee agency management and collaborate on strategic planning with MountainOne affiliates. 

Taylor earned a Bachelor’s Degree in Journalism from the University of Rhode Island. She also holds a Registered Health Underwriter designation and an Insurance Advisor license. 

Among her professional roles, Taylor serves on the Broker Advisory Board to the Massachusetts Health Connector, the Board of Directors for the Massachusetts Association of Health Underwriters, the Broker Advisory Board to Blue Cross Blue Shield of Massachusetts and as the Massachusetts coordinator for National Exchange Collaborative of the National Association of Health Underwriters.

Locally, she is a long-term member of the Ecu-Health Care Board of Directors. Taylor lives in Williamstown, with her husband, Dick Lamb.

Stone joined True North Insurance in 2001, and has worked as a Broker since 2002. Stone holds an Insurance Advisor license, as well as Certified Employee Benefits Specialist, Group Benefits Associate and Compensation Management Specialist designations from the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania.  

In the community, Stone serves on the Northern Berkshire YMCA Board of Directors, serving as Chairman of its Strategic Planning Committee. She is Co-Chairman of the Berkshire County Kid’s Place 20th Anniversary campaign.  She also serves on the Broker Advisory Board to Health New England. A native of Lee, MA, Stone resides in North Adams with her husband, Craig.  

True North provides employers with group insurance, including medical, dental, life, disability and voluntary benefits. Its services include strategic planning, benefits administration, compliance, worksite wellness assistance, and human resources support. The agency also handles individual insurance, including key person, disability, life and long-term care plans.

MountainOne Financial is a mutual holding company headquartered in North Adams, MA. MountainOne Bank is a subsidiary of MountainOne Financial, and includes the following divisions: Williamstown Savings Bank; South Coastal Bank; Coakley, Pierpan, Dolan & Collins Insurance; Stevenson & Co. Insurance; True North Insurance; and True North Financial (financial professionals offering securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser). Founded in 1848, MountainOne Bank and its banking divisions have assets of over $775 million and provide a broad range of banking services to personal and enterprise customers. MountainOne Bank has full service offices serving the Berkshires and Boston South, with a mortgage office in Danvers serving Boston North.

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