With over 40 years experience in the insurance industry as a general agent and brokerage manager, Jorge has earned a reputation for solving difficult insurance issues with skill and creativity.  Jorge excels when establishing fully insured, partially self-funded and third party administration arrangements.  His clients include large, medium and small corporations, unions, cities, school districts and individuals throughout California.  His knowledge encompasses all facets of insurance marketing and sales as well as Insurance Committee experience.  Jorge served on the Blue Cross Advisory Board for eight years and earned a reputation as an advocate for both large and small group plans.  He has received many recognition awards from his peers for production and client-carrier negotiations.

e-mail: pavezgroup@cpiservices.com

Dean joined the agency in 1986 to manage the property and casualty department, Corona Insurance Agency, Inc.  He has over 30 years of experience in the insurance industry and is a long time Corona resident.  Corona Insurance Agency, Inc. under the dba: ISU Insurance Services – CPI Risk Management represents most major insurance carriers.  The ISU organization, on a national basis, has written premiums in excess of $170,000,000 which would rank it as the 8th largest brokerage in the United States if it were publicly traded.  ISU is an organization exclusively for independent insurance agents through whom the strength and resources of a truly national organization can be used to help solve any insurance and financial risk management problem…price, coverage, satisfactory claim settlements, security and peace of mind.  Clients receive the best of both worlds; the buying power of a large broker yet the strength of a local insurance professional dedicated to solving the most complex risk management challenges.

e-mail: dean@isu-cpi.com

Robin joined the Agency in 2003 to establish the Worksite Marketing Department, also known as Voluntary Benefits. She has over fifteen years of experience in the healthcare/insurance industry working for large medical groups, IPA’s.  Robin has also worked with medical management companies in the areas of marketing and sales, core benefit interpretation, physician relations, contracting, physician credentialing and patient liaison. In 2000, she transitioned into the senior health insurance industry and then into the voluntary insurance market. Her primary role for the agency includes the development of new business, large employer core benefit renewals, coordination of open enrollment meetings, group presentations, agency departmental profit and loss analysis, and lead tracking. Robin also serves as a liaison between the insurance carriers and clients to resolve medical claims, billing, reporting, and eligibility issues.

e-mail: robine@cpiservices.com

Julie joined CPI Financial & Insurance Services in 2004 and has over 25 years experience in administration, supervision and management.  Her current responsibilities include but are not limited to managing the life department and staff.  Julie also provides customer service for clients and producers, oversees case management, including underwriting, consulting, and processing life applications and fulfilling all requirements with over 28 carriers.  Additionally, she provides technical assistance to the producers with product illustration, comprehension of the product, and new business sales.

Julie is also a Notary Public.

Ryan joined the company in 2007 with a background in accounting and auditing in the mortgage industry.  Ryan started at the company as part of our direct marketing campaign targeting the group health market throughout California, since then he has been moved over to the individual life department where he has been a part of our case management team.  In addition to his case management responsibilities Ryan is also available for customer service related matters that pertain to our individual life insurance clients.

e-mail: ryan2@cpiservices.com

Chris has several years of experience in the health insurance industry ranging from group account management to conducting group presentations and sales. Chris is very customer service oriented and very proactive in servicing this agency’s clients in the following areas: overseeing of small to mid-size group renewals, addressing and resolving client service issues and questions and claims resolution.  As of August 2007 he joined the Worksite Marketing Department assisting with the coordination and implementation of group voluntary benefit enrollments.  His expanding knowledge base in multiple agency areas includes customer service, group presentations, voluntary benefits, stop loss, self-funded administration, and he is California licensed for Life, Accident and Health.

e-mail: chrisp@cpiservices.com