Profile
I firmly believe in being actively engaged with clients and looking for ways to anticipate their needs. I began my career in 1982 working for one of the largest insurance companies in the United States with over $100 Billion in assets. My insurance and financial services background includes over 15 years of service in the Sr. Sales and Marketing areas with major healthcare insurance companies and over 10 years in the insurance brokerage/consulting community. Some of the companies I worked with include Metropolitan Life, The Equitable Life Assurance Society, Anthem Blue Cross and Blue Shield of California.
As an insurance broker/consultant, my background also includes strategic employee benefits planning, plan design, implementation, administration, in-depth knowledge of underwriting methodologies, contract development, legislative compliance, claims/cost analysis, marketing, product evaluation/development, pricing/premium development and alternate funding mechanisms..
Specialties
Our agency services range from general brokerage consulting services in administration of employee benefits and property & casualty programs, to insurance policy reviews, employer mandates, regulatory compliance and administration.