Jeana R. Wallace

President @Regency West Insurance Services

San Diego, CA, US
EMAILS
j•••••••@regencywestinsurance.com
MOBILE NUMBERS
+18•••••••86

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WORK HISTORY

Jan 2016 — Present

President @Regency West Insurance Services

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San Diego, CA, US

After 20 years in the business and 10 years self employed as a health insurance advocate I have incorporated, which caused a re-brand to Regency West Insurance Services, Inc.I continue to leverage my talents for business owners to find solutions, be it traditional or non-traditional, for them to stay competitive and attract top talent using their employee benefits package at a competitive price. I take pride in providing excellent customer service and offer my resources to employer, employees and their families to continue to be an advocate for my clients health. I offer group services such as assistance in accessing specific doctors and services, bill and claims audits, plan implementation and personalized enrollment meetings.We also assist individual to secure the right plan for their needs. Being a broker means we work for you and represent all the carriers in the California market.

EDUCATION

1989 — 1992

Soquel High School

General Studies

1992 — 1996

Concordia University Irvine

BS, Business Administration

SKILLS

InterviewsHealth InsuranceProject PlanningLife InsuranceSales ProcessInvestmentsStrategic PlanningHealthcareBusiness DevelopmentSales OperationsCustomer RetentionStrategyDisability InsuranceCustomer ServiceTime ManagementEntrepreneurshipManagement ConsultingTeam BuildingManagementEmployee BenefitsPublic RelationsMarketingAdvertisingContract NegotiationSellingStart-UpsDirect SalesSalesTrainingNew Business DevelopmentNegotiationLead GenerationStrategic PartnershipsSmall BusinessCoachingMarketing StrategyUnderwritingHuman ResourcesExecutive ManagementBusiness Planning

ABOUT JEANA R. WALLACE

Regency West Insurance Services specializes in non-traditional options that save employers money and offers all lines of insurance for you and your business, with a special focus on individual and employee benefits for the mid- to small sized business. Regency West Insurance Services takes the initiative to understand your ever changing business model, your specific needs and thinks outside the box to negotiate the best insurance options from a variety of carriers. This boutique approach also provides services such as a dedicated account manager, open and new employee enrollment, support and termination processing, and COBRA assistance. Let Regency West Insurance Services take care of you and your employees, so you can take care of your business. You can reach Jeana Wallace and Regency West Insurance Services at 85••••••86, j•••••••@regencywestinsurance.com or visit The Insurance ExpertsIndividual & Employer Benefits:¥ Health Insurance¥ Dental Insurance¥ Vision Insurance¥ Long Term Disability¥ Short Term Disability¥ LTC¥ Individual/Group Life Insurance¥ Retirement Plan/Products and Services¥ Section 125/Flexible Benefit Design, Implementation and Administration¥ Travel Plans International & Domestic¥ Third Party Administration (TPA) Services

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Jeana R. Wallace — Email, Phone Number & Contact Info | Unifers