Meet Our Staff
At West Coast Group Benefits, clients come first. Our teams of specialists have years of experience to make sure your needs are met and that you receive the finest customer service. From group health to business exit planning, West Coast Group Benefits is here for you.
Patrick Flynn
President
Principal
Patrick has been in the San Diego area for over 30 years. Patrick is a specialty broker working in areas of gaming, self funding, integrated prescription drug services, multi-layered benefits packages for large corporate needs and all aspects of group health benefits programs, products and services.
Patrick works with employer groups across the country and provides expert knowledge and services to some of the largest companies in the nation.
Patrick also specializes in qualified retirement plans and is often requested to provide services as a consultant for complicated and unique benefit packages structures.
Patrick's primary goal is to become a long term partner with our clients in the evaluation, development and administration of effective employee benefit programs. Our focus is on leadership and service in all aspects of our client relationships.
Direct Line: (858) 521-7382
E-mail: patrick@westcoastbenefits.com
Tere Postgate
Vice President, Sales
Group Sales
Tere is a registered representative and broker, with the experience to provide all lines of group Health Benefits, as well as fully integrated retirement plans and services. Tere has been a broker in San Diego county for over 20 years.
Tere's expertise is in providing employer groups with fully integrated Health and Retirement Benefit Packages. Tere is a hands-on broker with a problem solving attitude.
Customer satisfaction is a must, and Tere has maintained some of WCGB's oldest clients because of her professional and comprehensive servicing of these groups.
Direct Line: (858) 521-7383
E-mail: tere@westcoastbenefits.com
Stephanie Smalley
Account Executive
Client Services
Stephanie has a vast background of experience in Employee Benefits. With over 12 years of experience, Stephanie's background includes all lines of Group Health Insurance, new business coordination, implementation and support to Benefit Administrators for all products and services offered by WCGB.
Stephanie works very closely with her clients to provide hands on service with quality and customer satisfaction as her top priority.
Direct Line: (858) 521-7387
E-mail: Stephanie@westcoastbenefits.com
Christina Rosello
Sr. Account Manager
Client Services
Christina is a seasoned Account Manager with over 10 years of experience in all aspects of Group Health Benefits. With expert knowledge in Benefit Administration, Christina is able to provide invaluable assistance and timely service to many of our large clients.
Christina's responsibilities also encompass working with all the major carriers in terms of negotiations and problem resolution. Christina is also an expert in the installation and servicing our WCGB Human Resource Management System.
Direct Line: (858) 521-7384
E-mail: Christina@westcoastbenefits.com
Carol Bubany
Group Service Manager
In the Health Care Industry, one of the major concerns is knowing how to access you health care benefits. One of the major goals of WCGB is that all of our clients needs are met, and that they receive the quality of Customer Service that they deserve. For this reason the Flynn Team has a specific department that is dedicated to providing our clients with personalized assistance with any eligibility referral, claims issues, appeals or any other concerns or questions they may have.
In Carol Bubany's position as Group Service Manager, it is her responsibility to make sure that our clients concerns, issues and questions are answered. With over 20 years of experience in the Health Care Industry, Carol has gained the knowledge and expertise that is manditory to meet those needs. Whether it is eligibility, referral, claim, or appeal issue or just a simple question, Carol is here to assist you.
Direct Line: (858) 521-7396
E-mail: Carol@westcoastbenefits.com
Phil J. Piel Sr.
Executive Vice President
Principle
Mr. Piel is a consultant specializing in Employee Benefit programs for Trade Contractors. He is a recognized expert in prevailing wage employee benefit plans for non-union contractors and has conducted prevailing wage seminars for a number of construction associations including the Associated General Contactor's, Associated Builders & Contactor's, and the American Subcontractors Association.
In his 40 years in the insurance industry, Mr. Piel has spent 15 years as an Agent, Assistant Manager, and Agency Manager with the life Insurance Company of Virginia, and four years as Regional manager for the C.N.A. Company covering four states. Since 1984, Mr. Piel has been actively working with contractors in Southern California developing the prevailing wage benefit programs.
He is currently Consultant or broker for the following:
Associated Builders & Contactor's California Health Trust (San Diego)
Apprenticeship and Member Firms
Associated General Contractors
Commercial Drywall Council Health Insurance Trust Fund
Contractors Plan Trust (Nationally)
Contactors Choice
Phil has been a 41 year member of the national Association of Insurance and Financial Advisors and has served as President of the Riverside, San Bernardino California Chapter.
Direct Line: (858) 521-7394
E-mail: Phil@westcoastbenefits.com
Associations: AGC, ABC, ASA, Contractors Choice, NAPWC & The Contractors Plan Trust and many more.
Patty Piel
Account Specialist
Client Services
Patty's primary responsibilities are account management for our Life, Pension and individual clients. Patty also is responsible for general bookkeeping and in-house audit processes.
Patty has been with WCGB for over 5 years and provides administrative support to all areas of the organization.
Direct Line: (858) 521-7393
E-mail: Patty@westcoastbenefits.com
Corey Klinke
Benefits Consultant
New Group Sales
Corey has over 10 years experience in Health, Pension, SUB Plan, Life Insurance, ERISA Trust Business, Prevailing Wage Fringe Benefits products and services and more.
Corey sits on the AGC Events Committee and the ABC Connections Committee.
Direct Line: (858) 521-7391
E-mail: Corey@westcoastbenefits.com
Associations: AGC, ABC, ASA, Contractors Choice, NAPWC & The Contractors Plan Trust
Janice Unwin
Account Executive
Client Services
Janis has over 30 years of experience in Group Health Insurance. With a very well rounded background working with both carriers and brokers over the years. Janis background includes all lines of Group Health Insurance, Janis has vast experience in service consulting, claims, resolution, new business coordination, Administrators for all products and services offered by WCGB.
Janis expertise also includes the very popular WCGB Human Resource Management System.
Direct Line: (858) 521-7390
E-mail: Janis@westcoastbenefits.com
Amber Speer
Account Manager
Client Services
Amber is a new addition to WCGB. Amber has been in the insurance industry just over 4 years and brings a solid administrative and health insurance background to WCGB. Amber is an exoerienced Account Manager with a strong emphasis on Customer Service.
Direct Line: (858) 521-7398
E-mail: amber@westcoastbenefits.com
Philip Piel
Vice President, Sales
New Group Sales
Philip has over 15 years experience in working with contractors in developing benefit programs to fit their individual needs.
Philip is one of the foremost experts in Prevailing Wage benefit services for contractors.
Philip sits on the ABC Board of Directors San Diego, ABC Board of Directors LA/Venture, ABC CCC Treasurer & ABC San Diego FGCC
Direct Line: (858) 521-7388
E-mail: Philip@westcoastbenefits.com
Associations: AGC, ABC, ASA, Contractors Choice, NAPWC & The Contractors Plan Trust
Milcah Alvarado
Account Executive
Client Services
Milcah has 12 years of experience in Group Health Insurance. With a very well rounded background working with both carriers and brokers over the years, Milcah's background includes all lines of Group Health Insurance, Milcah has vast experience in service consulting, claims resolution, new business coordination, implementation and support to Benefit Administrators for all products and services off by WCGB.
Milcah's expertise also includes the very popular WCGB Human Resource Management System.
Direct Line: (858) 521-7385
E-mail: Milcah@westcoastbenefits.com
Sabrina Ramirez
Account Manager
Client Services
Sabrina has 8 years of administrative support in the health / group health insurance industry. Sabrina is customer service oriented and has been very successful in managing and providing a high level of customer support at every level.
Sabrina has extensive experience in working with all the major carriers in terms of negotiations and problem resolution.
Direct Line: (858) 521-7395
E-mail: Sabrina@westcoastbenefits.com
Raquel Wourms
Benefits Consultant
New Group Sales and Service
Raquel is the dedicated Broker Representative for the HealthWay Trust. Raquel has been in the healthcare industry
for over 18 years and is an expert in needs analysis and client service resolution.
Raquel's background includes extensive underwriting experience, financial analysis, claims analysis, client services consulting, contracting and benefit needs analysis.
Direct Line: (858) 521-7397
E-mail: Raquel@westcoastbenefits.com
Associations: United Way, SANDAN, SDBHC, SDECCC, SCRCC
Sabrina Ramirez
Account Manager
Client Services
Sabrina has 8 years of administrative support in the health / group health insurance industry. Sabrina is customer service oriented and has been very successful in managing and providing a high level of customer support at every level.
Sabrina has extensive experience in working with all the major carriers in terms of negotiations and problem resolution.
Direct Line: (858) 521-7395
E-mail: Sabrina@westcoastbenefits.com
Rick Leon
Vice President
Operations
Mr. Leon is a Group Health Insurance Professional with over 25 years of experience in the industry. He has worked with several large insurance carriers over his career in both Operations and Sales. Mr. Leon also has experience in Third Party Administration services as the foundation of his early career.
Mr. Leon is responsible for General Operations as well as all aspects of Marketing, Services and Personnel oversight.
He is also responsible for various large trust renewals, management and negotiations.
Direct Line: (858) 521-7389
E-mail: Rick@westcoastbenefits.com
Dana Oliver
Administrative and Accounting Specialist
Operations
Dana had worked for WCGB for over 3 years. Dana's responsibilities range from Accounts Payable to special projects, as well as operational tasks and services.
Direct Line: (858) 521-7380
E-mail: Dana@westcoastbenefits.com
Christina Rosello
Human Resource Specialist
HR Management
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INDUSTRY
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