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As your Regional Sales Associate for Orange County and Arizona, I bring 15 years of consultative sales experience. I came to the organization from another General Agency where I was a Regional Sales Manager. I’ve had great success in my region, increasing broker relationships and sales to $9.6 million in annualized premium. I am excited to partner with you to attain your goals. I understand the importance of a timely email reply, answered phone calls, and being your magic eight ball for all things group medical or ancillary. I respect the investment it takes for you to attain a group, so I will always invest my all to bring it home. I am always available for a strategy call. I’d love to openly discuss ideas and remain committed to providing the most up-to-date market solutions.

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As your Bay Area Regional Sales Manager, I have a track record of driving success for my broker partners. I bring expertise in small and large groups, devoting most of my 15-year career to employee benefit sales. Most recently, I was with Anthem Blue Cross for six years. I have built trust in the industry with my dedication to meeting deadlines and staying connected to my brokers. I am known for being trustworthy, hardworking, and driven. I take an interest in people’s hobbies, passions, and family life. I grew up playing sports, which taught me the importance of working as part of a team. My focus is on collaboration in my quest to always reach for higher goals. I have a Bachelor’s Degree in Communication from the University of Arizona.

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With over 23 years of experience in the healthcare industry, I have learned what consumers, brokers, and clients are looking for: access to affordable quality care. Over the years, I have specialized in commercial sales, including both small and large group accounts, and I can use my bilingual skills, deep enthusiasm for the work, and far-reaching knowledge of various carriers to provide you with effective sales and high retention. I have also learned that this business is all about forging relationships that can ensure company growth and customer satisfaction.

I started at PacifiCare as a proposal analyst in 2000. I then spent 3 years as an inside sales representative at a dental carrier called BEST Life and Health, followed by 2 years as a small group account consultant for UnitedHealthcare. I then transitioned to leadership roles, starting with 9 years as the small group enrollment manager at Anthem Blue Cross where I was responsible for promoting sales and enrollment opportunities with agents and brokers. I was an account manager for CaliforniaChoice for 3 years, where I was a results-driven and hands-on leader who established and managed small group businesses for brokers and clients. I then spent nearly 2 years as an account executive for UnitedHealthcare Small Group Sales in Orange County and Los Angeles County, where I managed and lead outside sales and marketing efforts for top brokers and agencies.

I love traveling and experiencing different cultures, especially their food. Throughout my travels, I have been to over 27 countries! I have also attended the last 4 FIFA World Cups and I hope to keep this tradition going.

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I joined the organization in 2009 bringing over five years of sales experience, including working in the health insurance industry. With the increasing requests to provide brokers with strategies for targeting new clients, I'm focused on partnering with my brokers to offer my expertise in creating successful lead generation programs. With my strong interpersonal skills and passion for helping brokers grow their business, I am dedicated to providing you with complete sales support.

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As your Orange County Regional Sales Manager, I bring over 18 years of experience in the employee benefits industry. I’m committed to working hard for you and your clients. I never take for granted the importance of being friendly, caring, positive, and helpful. My previous background in HR and accounting gives me a valuable perspective on the challenges that employers are facing. 

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My industry experience started in 1992, and includes 19 years in Small and Large Group sales. Since joining the organization in 2002, I have consistently delivered the highest level of service to my brokers. Whether you need an effective solution to a complex employee benefit need or bilingual support for an enrollment meeting, I am dedicated to providing my brokers with effective sales solutions.

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I have expertise in all aspects of the insurance process. Holding an insurance license for 10 years, I have been a broker, carrier rep, and general agent rep. My main focus is helping brokers and clients achieve long term success. My core skills include sales and sales management, relationship development, leadership, and market dynamics.

As a board member for SDAHU, community and continuous education are key priorities for me. I am a UCLA graduate with a Bachelor in History and three consecutive National Championship titles in water polo. I remain dedicated to teamwork and achievement. I still play competitive water polo, winning the Worlds Masters Championship in South Korea in August 2019.

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I bring a genuine desire to offer outstanding service to my clients along with a strong commitment to integrity. I have partnered with some of the top brokers and agencies in Southern California providing creative solutions, product knowledge, and local market expertise to help my brokers succeed in today’s competitive market. I bring over 25 years of experience in the insurance industry. I have worked for both Medical and Specialty carriers. I served as Regional Sales Manager for the Central Coast at Anthem Blue Cross for 11 years. 

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As your Los Angeles Regional Sales Manager, I bring over 25 years of expertise in Small and Large group employee benefits. I’ve been a top Regional Sales Manager with every company I was employed with. It’s all about relationships, trust and growing sustainable business. I am dedicated to bringing brokers creative sales strategies and market insights while delivering a high level of service.

I worked for Health Net for 8 years, starting as an Account Manager and I was with Blue Shield for 15 years in various roles as a RSM in Small Group, Individual & Family Plans, and Medicare. I was with another General Agency for 3.5 years specializing in Small and Large Groups.

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As your Regional Sales Associate for Los Angeles and Arizona, I bring 18 years of experience in insurance sales, account management, and front-line marketing. I’m dedicated to helping brokers hit new business and retention goals. My specialties include organic sales growth, account management, and client education. I hold broker licenses in Property & Casualty, as well as Life & Health insurance disciplines. You’ll find me to be dedicated, knowledgeable, efficient, and reliable. I have a genuine excitement being an extra layer of support to our broker partners success and revenue growth.  

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With 22+ years in benefits space - I have worked at a carrier, as a broker and at a GA and I use that knowledge to help customize your agencies experience. Not all brokers/agencies need the same things that’s why we sit down and strategize on what we can do as your GA to scale your operation and grow your book of business free of charge. 

Having previously owned a successful insurance business, I know what it takes to service a case from start to finish. I am highly motivated, industrious, and personable, and readily available to share my industry knowledge and provide assistance to turn your prospect into a closed sale. I also offer open enrollment recordings and bilingual enrollment support to help you impress your clients.

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As a member of the Team for over five years, I’ve worked in a variety of roles. Each have given me a unique perspective into the commitment of providing outstanding support to our brokers. In my most recent position as a Broker Sales Representative, I found my passion in ensuring the best benefit solutions for brokers and their clients. As your  Regional Sales Manager, I’m committed to creating and maintaining strong business relationships. Brokers who partner with me can rely on my dedication to excellence. I’m a highly energetic self-starter and I thrive on deadlines. In 2014, I graduated from California State University of Sacramento with a BA in Communication Studies.

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As your San Diego Regional Sales Manager, I have almost 20 years of experience in Northern and Southern California. I’ve served as a Principal with EPIC as well as a GA Sales Executive, and most recently as an Insurance Agency Owner. I understand the pain points that Brokers face and what it takes to develop and deliver effective solutions and strategies to capture and retain your book of business. I am dedicated to helping you provide the kind of service and solutions that make a big difference for you and your clients.

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As a San Diego native with 30 years in health insurance, I know the California market inside and out. I have worked with Medicare, IFP, as well as small and large group on the carrier and GA side. I am passionate about helping brokers find meaningful and affordable healthcare solutions for their employer groups.

Different brokers need different things from their GA partner. My success comes from knowing how to best support your business goals. Give me a call if you’re looking for a responsive, knowledgeable GA partner you can count on to help you attract and retain clients.

As Regional Sales Manager for Los Angeles, I excel at zeroing in on clients’ needs and developing highly effective sales solutions. My knowledge on the carrier side brings a valuable perspective to developing effective and creative sales solutions. My 18 years of experience at Anthem Blue Cross includes roles in Sales, Underwriting, Customer Service, and Account Management. I have built strong relationships with agents while generating medical, dental, vision, and disability sales across the West LA region.

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As your Regional Sales Manager for Los Angeles, I’m driven, motivated, and resourceful. My problem-solving skills will help you provide the best solutions for your groups. I have been in the insurance industry for 9 years with another GA in California, specializing in small group, large group, ancillary, quoting and underwriting. I started in group insurance three months before the ACA went into effect and I never looked back. I love a good challenge.

I have a love of learning and a strong curiosity about the world. I graduated from Johnson & Wales University with an MBA in Global Business Leadership. I hold 4 college degrees ─ AA, AS, BS, MBA. I got the CompTia A+ and Network+ certification just for fun. After developing a love of cooking working in my family’s Chinese restaurant and mahjong shop, I studied at Ecole Superieure de Cuisine Francaise in Paris.

I am fluent in Mandarin, Cantonese, and Shanghainese.

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With over 10 years of sales experience in health insurance, I have a profound understanding of the needs and challenges of today’s brokers. My experience includes 17 years with Anthem Blue Cross. I am dedicated to building strong relationships with brokers and helping them develop highly successful sales strategies. My first priority is to provide the best sales experience to brokers and their clients. 

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My career in this industry began in 1978, and included working at Old Northwest Insurance Company. I am extremely knowledgeable in all aspects of health insurance, underwriting, claims, field service, and sales. I am co-President of the IEAHU, Desert Chapter and I have worked in the Inland Empire since 1987. Since joining the organization in 1998, I have remained committed to providing creative solutions, product knowledge, and local market expertise to help my brokers succeed in today’s competitive marketplace.

I have been in the healthcare industry for over 15 years – 7 years with AFLAC and 9 years with Anthem Blue Cross where I earned numerous management and sales awards. I have a wealth of experience in management, sales, underwriting, customer service, and account management. For Anthem Blue Cross, I was responsible for all new small group medical, dental, vision, life, and disability sales in San Fernando Valley and Santa Clarita Valley. I managed relationships and books of business for several of the top 400 Small Group ACE agents in California.

At Aflac, I was responsible for recruiting and training new agents and mentoring independent sales representatives. My primary focus was to clean up accounts and develop strong client relationships. I was the top personal producing manager among all managers in my region. I doubled the base of sales in my district in 1 year.

Relationship building is my passion. My broker partners know me for being very outgoing, knowledgeable, and extremely responsive.

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I joined the organization in 1997 and I am considered one of their most seasoned professionals. I am ACA certified by NAHU, and I have extensive knowledge of its workings. My in-depth product knowledge and expertise in the small and large group markets gives me the ability to provide brokers with strategies to close the deal.

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As your dedicated Regional Sales Manager for the East Bay, I bring over 16 years of small and large group employee benefits experience. My industry background includes extensive knowledge of ancillary lines from working as a carrier representative for MetLife and Mutual of Omaha. My high energy consultative sales approach has helped me build a strong industry reputation allowing me to support broker’s needs. I will not only bring your clients solutions that enhance their benefits and save them money, but I will also help you grow your business.

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As your dedicated Orange County Regional Sales Manager, I bring over 30 years of experience in the healthcare industry. I am committed to putting my knowledge, passion, and creativity to work for you and your clients. With my dedication to sales and service, I’ve built strong relationships and have achieved great success with agents in the small and large group employee benefits markets.

As your dedicated Director of Sales, I bring over 14 years of insurance sales experience. Most recently, I served as an Inside Sales Representative with another General Agency in California. Before that, I worked for Ingram Micro as an Inside Sales Representative. I bring passion and dedication to helping brokers succeed, along with a strong commitment to integrity. I am known for being extremely easy to work with and very attentive to the needs of my brokers. You can count on me as your go-to person when it comes to problem-solving and strategic selling in small, mid, and large group medical as well as ancillary sales. I also specialize in helping brokers expand their portfolios with niche products.

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