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Cala Carter, CIC, CPIW, AIS President, Owner, Senior Account Executive In past 30+ years insurance experience served in all agency capacities. Presently serving as president of Fresno association of insurance women.
Cala Carter, CIC, CPIW, AIS President, Owner, Senior Account Executive In past 30+ years insurance experience served in all agency capacities. Presently serving as president of Fresno association of insurance women.
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Cala Carter, CIC, CPIW, AIS President, Owner, Senior Account Executive In past 30+ years insurance experience served in all agency capacities. Presently serving as president of Fresno association of insurance women.
Drepturi de autor:
Attribution Non-Commercial (BY-NC)
Formate disponibile
Descărcați ca DOC, PDF, TXT sau citiți online pe Scribd
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
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.