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As your dedicated LISI Inside Sales Representative for Orange County, 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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As Regional Sales Manager, I bring strong industry experience and a positive attitude. I am great at building relationships, partly due to the marketing and customer service experience I have gained with nationally known companies. My motto is that hard work pays off, which is evident in my unwavering dedication to meeting brokers’ needs. I am known for being very frank with brokers because I believe in setting the right expectations. Those who work with me know that I stay on top of things because I am structured, organized, and detail oriented, often answering questions before they’re asked. 

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As your dedicated Inside Sales Representative, I bring 15 years of consultative sales experience. I came to LISI 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.
 

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 LISI 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 joined LISI 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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I joined the LISI team in 2011 with expertise in internal and external direct sales, which stems from my five-year tenure at WellPoint as well as being a broker. I also served as a Spanish Market Specialist for Blue Cross and Blue Shield.

Having previously owned a successful insurance business, I know what it takes to service a case from start to finish. Most importantly, I know what it takes to close a sale. I am highly motivated, industrious, and personable, and readily available to share my industry knowledge and provide assistance from sales, to bilingual enrollment, to ensure your success.

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For six years, I’ve been a leading sales rep for some of the industry’s top GA partners. Starting with Large Group, I moved from inside to outside sales. I’m driven to help brokers expand their business while bringing customized benefits to clients. I’m known for my relationship-based service and my eagerness to help brokers with whatever they need. That means always being responsive. Health and coaching have always been part of my career. Before joining the insurance industry, I was a sought-after personal trainer.

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As your Inside Sales Rep for Los Angeles, 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 am also fun, kind, sincere, and have genuine integrity.

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