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."