Insurance

Stephanie Reussner | Employee Benefits Broker & Partner

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About: Stephanie joined the insurance field after working for several fortune 500 companies. She was tired of being just another clog in the giant machine and wanted to be seen as a real person, a woman, a mother. She found this when joining State Street insurance in 2009 with long time insurance veteran of 30 years, Diana Lewallen Higgins. Commissions on a sale are the last worry in this office. Taking care of each client as if there were a member of the family is how Diana has built this business. This was a huge breath of fresh air for Stephanie. They have now grown to an office of 4 working mothers with high attention to detail, service and the best client experience.

Specialties: Stephanie's primary focus at State Street Insurance is health, dental, vision. life and disability benefits for small business clients. Finding the the most robust, but fiscally responsible plan is her aim. She tends to work with employers with 2 up to 100 employees, with the majority falling around 20 employees. A great joy in her work is when employees leave an enrollment meeting knowing exactly what they have, how to use it and how to make the most of their employee benefits plans.

Quote: "The first bud of spring sings the other seeds into joining her uprising." — Amanda Gorman
“It is better to light a candle than curse the darkness.” — Eleanor Roosevelt

Connect: Contact Stephanie at stephanie@statestreetinsurancesb.com or at (805) 966-4040 or visit her website below!


MEMBER SINCE JANUARY 2021
 

Susan Rodriguez | Senior Vice President

BROWN & BROWN INSURANCE SERVICES OF SANTA BARBARA, INC. 
www.linkedin.com/in/susanrodriguezcic
SRODRIGUEZ@BBOFCAL.COM | (805) 690-2606 

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About: Susan has held a Fire and Casualty insurance license since 1980, holds a Life and Health license for the state of California (#0A26962), and is licensed to transact business in all 50 states. Additionally, she holds a Surplus Lines Broker's License in California. In 1987, she obtained the designation as a Certified Insurance Counselor (CIC) and has since become an accredited instructor with the California Department of Insurance for continuing education. In 2011, she obtained the designation of Construction Risk Insurance Specialist (CRIS). She attended the University of California Santa Barbara for Business Administration and Management.

She currently serves on the Board of Unity Shoppe, Coastal Housing Partnership, and Goleta Chamber of Commerce. She believes in giving back to the community in organizations where she feels passionate about their mission in the local community. 

Specialties: Susan focuses on middle market business owners with an emphasis on Workers' Compensation, "Management Liability" including Directors & Officers Liability, Employment Practices Liability, and Professional Liability. To Susan, it's not all about the price that you pay, but the words of the insurance contract that show the value. Susan reads forms and negotiates coverage with the underwriters on behalf of her clients.

Regarding Employee Benefits, Susan seeks to understand the employers' philosophy towards the benefits that they offer their employees. In this complex health care insurance era, Susan keeps abreast of the ever-changing regulations in order to keep her clients updated so that they can make informed decisions when selecting their employee benefit plans. 

Quote: "I love what I do, and I want to take the somewhat complex insurance issues and explain them so that my clients understand their insurance protection."

Connect: Contact Susan at srodriguez@bbofcal.com or at (805) 690-2606, or visit her LinkedIn profile below!

member since october 2017

Kelly L. Weiser | Managing Partner

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About: Kelly is passionate about helping clients create wealth for their future through insurance. A natural-born planner, she believes that a thoughtfully prepared insurance portfolio gives clients the opportunity to live life to the fullest while knowing that they’re fully protected in case of the unexpected.

Kelly graduated Cum Laude from the University of Puget Sound with honors in Business. Upon graduation, she quickly returned to her home state of California to participate in the prestigious Coro Fellowship. After completing the Fellowship, Kelly served as the Director of Business Development for three years at Coro Southern California before choosing to work for Farmers Insurance Group at its corporate headquarters in Los Angeles. It was there that she met her now husband and business partner, Nick. After quickly rising through the ranks in Marketing for Kelly and Government Affairs for Nick, the two chose to leave corporate to open an insurance agency of their own.

In 2015, the Weisers acquired a thriving local agency from Dale Watson who retired after 37 successful years in business. Kelly oversees all new business development for the Agency as well as all Finance and Marketing Operations. She is deeply committed to giving back locally and is actively involved in the Junior League, Dream Foundation, Alzheimer’s Association, Women’s Economic Ventures, Santa Barbara Chamber Ambassadors, and Partners in Education.

Specialties: Kelly specializes in solving complex insurance problems for everyone from first-time homebuyers to high-net worth individuals with properties in multiple states and multiple counties. She has a reputation for coming up with creative insurance solutions for properties deemed to be "uninsurable" by others either due to value, size, or proximity to perceived wildfire risk.

Quote: "Creativity is allowing yourself to make mistakes. Art is knowing which ones to keep." — Scott Adams

Connect: Contact Kelly at Kelly@TheWeiserAgency.com or at (805) 984-3777, or visit her website below!

member since SEPTEMBER 2021