Agency Services – Who They Are and What They Do

by California Casualty | Behind the Scenes, Calcas Connection | 0 comments

Kim, Tanya, Kelly, Bianca, Linda, Lori and Nancy

With almost 100 years combined insurance industry experience, California Casualty’s Agency Services team can help you with your specialty insurance needs, such as earthquake, flood, pet insurance, personal umbrella, or antique and collectible car insurance. It’s a one-stop shop for your insurance needs.

Our Agency Services team members are a diverse group of personalities. From the world-traveling Tanya and the outdoorsy Kelly, to Nancy, who is the vegetarian military mom, this group of individuals finds ways to have fun while providing you exceptional service.

Lori S. is the team manager of the group. She has nine years of insurance experience, seven-and-a-half of those with California Casualty. She takes great pride in educating people about the insurance Agency Services offers.

Lori values time with family members. “Coming from a large family helps me manage our fun, exuberant group. It has also taught me how to relate to others. I will do whatever I can to help customers and keep them with California Casualty,” she said.

Lori also helps organize the many Agency Services potlucks and celebrations, because everyone in the group considers themselves a “foodie.” The lunches provide a time for everyone to catch up with each other, building teamwork and unity.

Tanya C. has worked in insurance for 20 years, and has the longest tenure with Agency Services, starting when it was created, 16 years ago.

A travel aficionado, Tanya says seeing and experiencing other parts of the world allows her to connect with people who have different perspectives. “It helps me relate and build rapport,” she said.

Tanya credits her travel experiences and her ability to relate to others for her long run with Agency Services.

Tanya is also the “green chili” champ of the group, having won numerous Agency Services and California Casualty chili cook-offs.

Kelly D. has been at California Casualty since she was a teenager. In her 15 years with the company, she has worked in underwriting, sales, customer service and Agency Services.

Kelly and her family are avid outdoors people, and she often goes camping, hiking or exploring with her husband and daughter. That time away helps her recharge, enabling her to be a better agent to others.

“I try and make sure people understand what they are getting, what it will do and won’t do. I don’t want to sell something they don’t need.” she said.

Kelly loves that California Casualty is a family-owned business that appreciates the people it serves, and is very proud of the company’s disaster call-out efforts. “I was talking to a police officer in South Carolina after the hurricane who was so surprised and thankful that we were checking on him. I told him that we care about protecting him just as he was protecting his community.”

Kelly likes to show off her culinary expertise at potluck time. While she’s perfected many dishes, one of her favorite creations are her home-made cupcakes with cream cheese frosting. “They are light, fluffy, and not-too-sweet heavenly deliciousness,” she added.

Nancy N. is the quiet one. She’s also considered the flood insurance expert of the team. She has 13 years experience in insurance, seven of those in Agency Services. She considers herself a “sports and military mom,” supporting and traveling with her military family that includes three children who are all very involved in a variety of athletics. “All this has taught me how to deal with a multitude of interesting situations. That helps me address the many needs of our clientele,” she said.

She added that she especially loves working with first responders, who often don’t take care of their own insurance needs because they are too busy helping others. “I believe in helping them quickly and efficiently and giving them the insurance they need to protect them and their families.”

Being the vegetarian of the group, Nancy brings healthy choices to their various food events.

Kim H. has been employed in insurance since 1985, with the last eight years at California Casualty. She’s licensed for property and casualty, health, life and commercial insurance.

She is a devoted grandma who likes to tackle home improvements. After a recent fall that resulted in a broken wrist, her four-year old grandson now calls her “Grandma Owie.”

Kim also spends many evenings playing softball.

Working in specialty products, Kim tries to put herself in other people’s situations. “I was a mother with teens and understand the difficulties of insuring them, and the high rates that come with that. I think it takes empathy, understanding and compassion to do this job well,” she said.

With a broad understanding of insurance, Kim is dedicated to counseling the people she works with, and believes in follow-through to the end. “I make sure that everything gets done by reassuring the client, and then confirming with them when the paperwork is completed.”

While she may have great follow-through with clients, Kim likes to take the easy way out by bringing Chipotle’s Barbacoa Beef to the luncheons.

Linda T. is the team’s administrative assistant. She’s been with California Casualty almost nine  of the 30 years she’s been in the insurance business.

Besides handling reports, paperwork and other duties, Linda takes great pride in doing important follow-up with clients on policies and  renewals.

Linda works with customers to make sure they have the appropriate insurance, reminding them to pay before renewal and helping them get refunds. “I try and do as much as I can in my administrative role to free up our licensed agents to do their important work.”

Linda is devoted to golf, both as a sport and working weekends at a golf course. She likes to say that she serves people at both jobs. She likes to bring sports-related food to the team’s potlucks, like chips with homemade salsa or BBQ wings.

Bianca O. oversees the operations of the Agency Services Department, in addition to managing an inbound customer service team.  In the 18+ years that she’s worked for California Casualty, she’s had the pleasure of working in sales, customer service and Agency Services.

When Bianca isn’t at work, she enjoys traveling and spending time with friends and family.

Getting to know the ladies in Agency Services, and sharing various meals and gatherings, has been a delight for Bianca. “The team’s wealth of knowledge and ability to change focus with each incoming call is extraordinary,” she said.

With a husband who is a bakery chef, Bianca likes to put the “sweet” in the Agency Services potlucks with a variety of scrumptious deserts.

Agency Services – Ready to Serve You

With wide-ranging backgrounds and years of expertise, if you need specialty insurance, our Agency Services department can provide it. Lori, Tanya, Kelly, Nancy, Kim, Linda and Bianca are ready to help you, and they might even share their favorite recipes.

TAKEAWAY:

Meet the team and contact California Casualty’s Agency Services for your specialty insurance needs at 1.877.652.2638 or at agencyservices@calcas.com.