Patrick has been in the San Diego area for over 35 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 package 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 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 25 years. Tere's expertise is in providing employer groups with fully integrated Health and Retirement Benefit Packages. Tere is a face-to-face, 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
Ana joined West Coast Group Benefits in 2018 with 20 + years of Employee Benefit/Account Management industry experience. Prior to joining the team at West Coast Benefits, Ana served as Director of Client Services for over 15 years. Ana provides services for Spanish Speaking Group Meetings and document translation as well as daily customer support, group renewal marketing, Ease Central implementation and maintenance.
Direct Line: (858) 521-7387
E-mail: ana@westcoastbenefits.com
Corey has over 18 years experience in Health, Pension, SUB Plan, Life Insurance, ERISA Trust Business, and Prevailing Wage Fringe Benefits products and services. Corey sits on various committees for the AGC and ABC. Associations: AGC, ABC, ASA, The Contractors Plan Trust
Direct Line: (858) 521-7391
E-mail: corey@westcoastbenefits.com
Aurora has 10 years of insurance industry experience. She provides daily service support required to maintain new and current account satisfaction with products sold and administration of the same. She provides support for claims issues and maintains comprehensive knowledge of our client's benefits and plan options.
Direct Line: (858) 521-7395
E-mail: aurora@westcoastbenefits.com
Yui joined West Coast Group Benefits in 2018 and provides administrative service for account satisfaction and retention for our team. She provides daily support for eligibility, benefit and claims inquiries in addition to providing an exceptional customer service experience.
Direct Line: (858) 521-7390
E-mail: yui@westcoastbenefits.com
Raquel has been in the healthcare industry over 25 years and works with all industries in the marketplace with special emphasis on the nonprofit community, specialty and service contractors. She also oversees relations with our contracted broker network for the various Trust and SCA products WCGB represents. Raquel is an expert in needs analysis and client service resolution, who's background includes extensive underwriting experience, contracting, financial analysis, claims analysis, benefit analysis, client services and Trust consulting. The Wourms Team offers exceptional customer service combined with a detail oriented style, working to ensure clients receive the best experience in all aspects of employee benefits and daily administration for all products and services offered through WCGB. Associations: BIA, SDNA, SDECCC, SDRCC
Direct Line: (858) 521-7397
E-mail: raquel@westcoastbenefits.com
With over 20 years of insurance industry experience in Trust plans, Virginia offers her expertise to both employers and employees alike while managing their benefit plan needs. From conducting employee benefit meetings to setting up an employer group’s online benefit portal, she provides the service support needed to maintain current and establish new accounts for West Coast Group Benefits. She provides additional support for claims issues and day to day plan administration.
Direct Line: 858-521-7392
Email: virginia@westcoastbenefits.com
Mr. Leon is a Group Health Insurance Professional with over 35 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. He is responsible for General Operations as well as all aspects of Marketing, Services and Personnel oversight. Additionally, he handles trust management, renewals, and negotiations.
Direct Line: (858) 521-7389
E-mail: rick@westcoastbenefits.com
Christina is a seasoned insurance professional with over 20 years of experience in all aspects of Group Health Benefits. With expert knowledge in Benefit Administration, she is able to provide invaluable assistance and timely service to our clients and vendors alike. Christina is an expert in the installation and servicing of our Human Resource Management System and manages all facets of administration for West Coast Group Benefits.
Direct Line: (858) 521-7384
E-mail: christina@westcoastbenefits.com
Sabrina has 10 years of administrative support in the health / group health insurance industry. She 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) 521-7385
E-mail: sabrina@westcoastbenefits.com
Renee provides customer service and administrative support for WCGB. She is also responsible for accounts receivable and payable, and administers all aspects of the commissions accounting system and maintains company management data.
Direct Line: (858) 521-7380
E-mail: renee@westcoastbenefits.com
PHIL PIEL, SR.
Past Executive Vice President
