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ccis B o n d i n g & Insurance Services

Biographies of Staff Members 04-01-2010

Cala Carter, CIC, CPIW, AIS


President, Owner, Senior Account Executive
In past 30+ years insurance experience served in all agency capacities.
Specializing in Manufacturing and Farming risks. Developing Group Insurance
programs within associations such as SEMA, RBA, CBM and Fresno Madera
County Farm Bureaus. Partners with local Non-Profit Clients to provide insurance
and consulting assistance. P & C and Life Licensed

Mark Rivard, Vice President, Owner


Loss Control Manager, Senior Account Executive
Loss Control Consulting and developing New Clients, Group programs within CA
Tax Enterprise Zones. PGA member, former Golf Instructor, inventor,
manufacturer and distributor of THE PUTTINGTEMPLATE.COM. Large clients
include Bass Lake Water Sports, April Meats, TTR Construction. Focuses on
Recreational, Hospitality, Property and Construction risks.
P & C Licensed.

Amy Cole, CISR, CPIW


Marketing Manager, Client Service Representative Commercial Lines
Amy is presently serving as President of Fresno Association of Insurance Women.
Amy has 10+ years experience handling large clients including Non-Profits,
Government Agencies, Contractors, Manufacturers, and Transportation risks.
She is a licensed P & C agent. Amy is multi talented, skilled in computer
software systems, and experienced in AMS360 online agency management
system and real-time utilization of our system with our insurance carriers.

Ryan Eversole, M.O.S. Master, M.M.I.


Information Technology Manager, Agency Administrator, AMS Trainer,
CCIS Webmaster. AMS 360 Program Administrator for our Agency. Ryan
integrates our Email, Outlook, and AMS360 Agency Management system with our
Carriers’ multiple web-based systems. Ryan installs agency download
capabilities from our participating carriers for policy detailing, automated
commission statements, and real-time policy servicing. Our agents enjoy cutting
edge technology in quoting abilities, sales presentations, and ongoing client and
policy info access and servicing. Over 10 years experience in Agency Network
Systems and Internet Technology, his past positions include Webmaster for
Tikkitek Web Solutions, IT Support for CHIS, Reports Manager and Sales
Telemarketing Trainer for Team Results Inc.
ccis B o n d i n g & Insurance Services

Biographies of Staff Members, Continued

Sukhbir S. Bhandal, Producer, Senior Account Executive


Multilingual sales agent. Specializing in Retail, Wholesale, Hotels, Health, Life,
Farms and Personal Lines Insurance. Developing new clients within the
California Beverage Merchants Association and other groups. Owner of multiple
retail businesses himself. 5+ Years experience in insurance industry.
P & C and Life & Health Licensed.

Adrian Rivera, Producer, Senior Account Executive


Multilingual sales agent. Specializing in Health Care Industry, In Patient Facility
Risks, Transportation, and Small Business Owners. 11+ years experience in
insurance industry. Served 10 years as a California Automobile Club Insurance
Agent and Spanish Document Translator enabling him to give his clients in-depth
service in all their insurance matters. P & C Licensed.

Lori Juarez, Personal Lines Coordinator


Lori has 20+ years experience in the insurance industry, specializing in Personal
Lines, and small business owners. She is trained in Allied Insurance online
service systems and other carriers systems. Previous positions include Personal
Lines Account Executive at Swan Insurance, CSR at Eaton and Eaton Insurance,
and P L Coordinator at Johnsey Insurance Agency.
P & C Licensed.

Darlene Saldana, Receptionist, Client Service Rep Commercial Lines


Darlene is a graduate of Entrepreneurial Training Center. She joined CCIS in
2007 as receptionist and was promoted to CSR position last year. She is
studying for her P & C insurance license. Her prompt attention to detail in
issuing Certificates, Auto ID cards, and Evidence of Insurance for loan closings is
an important part of our commitment to excellence in client services.

Audrey Silk, Receptionist & Assistant Client Service Representative


Audrey is our first impression for our valued clients and insurance companies.
She completed the DETA Training Program and joined CCIS Insurance in 2010.
Audrey skillfully matches callers with agency staff to promptly meet their service
needs. She is trained in Microsoft word, excel, and accounting programs.
Audrey assists in many areas of agency administration and client services
including claims reporting and document handling.
ccis B o n d i n g & Insurance Services

Biographies of Staff Members, Continued

Orfie Sciacqua, CPIW, AIS, Staff Traininer & Mentor


Orfie brings 30+ years experience in Independent Agency Management and
knowledge in all lines of insurance to assist our staff in development.
Orfie is past President of Insurance Women of Fresno, Insurance Woman of the
Year, and has served as Regional, State and Local Representative of NAIW in
many capacities. Her goal is to recruit and encourage new people to go into a
career in the insurance industry. in growth, acheivement and career goals.

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