Bringing to the agency 10 years of experience in the insurance industry, Jameson will assist certain account managers with daily service activities for each client’s benefit offerings. He will assume full responsibility for services of his assigned customer accounts, including preparation of requests for proposals and quotations for renewal coverage; creation of open enrollment material and coordination of information from carriers; compilation of spreadsheets, presentations and proposals for new and renewal business; preparation of material for open enrollment meetings; and conduct of open enrollment meetings himself for certain assigned clients.
Prior to joining Cavignac & Associates, Jameson was employed for two years as an individual and family sales and service administrator for Schulte Insurance in Encinitas, Calif., where he was responsible for all aspects of sales and service for both existing and prospective clients. This position required a thorough knowledge of the health insurance arena to effectively guide individuals and small businesses with their health, dental and life insurance needs.
Prior experience includes two years as an account manager for Drake Insurance Services in Newport Beach. He served another two years working for Custom Benefit Consultants in Rancho Santa Margarita, Calif., where he was the sales manager for agency clients employed by Costco. Previously, he served as a renewals manager for Health Savings Associates Insurance Services in the Sorrento Valley area of San Diego.
Jameson holds a California Life & Health license. While employed with Custom Benefit Consultants, he was honored with the Inside Sales Leader Award, having made 50 sales in a 30-day period.
Born in Long Beach and raised in Newport Beach, Jameson currently resides in Cardiff-by- the-Sea, Calif., with his wife, Elizabeth. In his leisure time, he enjoys football, soccer, swimming, body surfing, following the Green Bay Packers and playing with his two dogs.
About Cavignac & Associates:
Founded in 1992, Cavignac & Associates is a leading risk management and commercial insurance brokerage firm providing a broad range of insurance and expertise to design and construction firms, as well as to law firms, real estate-related entities, manufacturing companies and the general business community. Company principals are Jeffrey W. Cavignac, CPCU, ARM, RPLU, CRIS, MLIS; James P. Schabarum II, CPCU, AFSB; Scott A. Bedingfield, CIC, AAI, CWCA; and Patrick Casinelli, RHU. The firm employs a staff of 40 at offices located at 450 B Street, Suite 1800, San Diego, Calif. 92101. More information about the company can be found on the Web at www.cavignac.com.