BERWICK INSURANCE GROUP - Key Persons


Abby Doughty

Job Titles:
  • Group & U65 Sales Executive
Job: Being able to serve others and help individuals understand their insurance is very gratifying. Interacting with people and my team makes this job so enjoyable and I am grateful for every second of it!

Adriana Audino

Job Titles:
  • Regional Director, Sales & Recruitment
Job: After spending many years on the carrier side, I am happy to bring my local Medicare knowledge & expertise to our agency & agent partners. The training & development of agents is what I enjoy most. Medicare is so important and I'm glad to be a part of supporting agents as they grow their business!

Alex Wilkins

Job Titles:
  • Graphic Designer
Job: The best thing about my job is that I get to use my creativity and skills to mock-up incredible designs all day for great people in the Marketing Department! Working in the Medicare industry has enabled me to be the most effective Designer that I could be!

Alyssa Davila

Job Titles:
  • Sales Support Specialist
Job: The best part of my job is the team I work with and the agents we support. Connecting with agents about their backgrounds, needs and goals allow me to best assist them - it's so rewarding to see agents succeed!

Amy Reynolds

Job Titles:
  • Agent
  • Support Manager
Job: The thing I love most about my position is that every day brings something new. Helping agents with their questions and getting to know them is such a special part of my job. It's wonderful to be part of the Berwick team.

Ana Stilb

Job Titles:
  • Finance
  • Vice President of Human Resources
Job: As Berwick Insurance's Controller, I enjoy working with numbers all day long. It is nice knowing that my skill set is being valued each and every day.

Andrew Bohme

Job Titles:
  • Agent
  • Support Specialist
Job: I enjoy working at Berwick Insurance because we offer a collaborative work environment to help everyone succeed and grow! Working closely with our team and agents is very rewarding.

Ann McGlamery

Job Titles:
  • Director of Compliance Oversight & Development
Job: I enjoy providing the compliance support necessary to help agents achieve their goals. It is fulfilling to play a part in our agents' growth and development.

Betsy Stevens

Job Titles:
  • Group & U65 Sales Executive
Job: The most rewarding part of my work is that I get to help people and build relationships with customers. I love learning something every day and I get to work with a great group of people.

Billy Smith

Job Titles:
  • Senior Application Developer
Job: Working at Berwick Insurance gives me the opportunity to work with a cohesive, supportive team to develop applications using current techniques and technologies. While it's always exciting to see where things are going, it's even more exciting to get things done!

Blaire Faris

Job Titles:
  • Contracting Specialist
Job: I have an incredible sense of camaraderie with the entire Berwick Insurance team. It is exciting knowing that the efforts we put in every day directly support our agents in reaching their goals.

Bob Cummins

Job Titles:
  • Vice President of Sales & Recruitment
Job: I enjoy working with a variety of agent partners, our clients, and our Agent Support team on the benefits of Medicare. Each day I find myself helping agents to reach the next level in their Medicare career.

Bren Fowler

Job Titles:
  • Agent
  • Support Specialist
Job: I love working with our amazing team who share the common goal of helping all agents be successful. I always look forward to collaborating with team members on new ways we can help agents reach their goals!

Brittany Kincel

Job Titles:
  • Contracting Specialist
Job: The best part about working at Berwick Insurance is helping agents from across the country through the preconceived ‘challenging' contracting process. Our job is to make each step of the way simple for each agent.

Cass Dahl

Job Titles:
  • Client Services Specialist
Job: I enjoy making sense out of Medicare by translating the jargon and breaking down the numbers for our clients. I always strive to provide our customers with the knowledge and tools they need to make an informed decision about their healthcare.

Cesar Castilleja

Job Titles:
  • Regional Director, Sales & Recruitment
Job: My favorite part of this business is the development of agents. It's great assisting independent agents in becoming top producers and then helping them duplicate their efforts by recruiting agents to create a successful agency of their own. With over 20 years of experience and as a former top producer myself, I am passionate about getting agents to the next level.

Chloe Rascon

Job Titles:
  • Director of Client Services
Job: I love being able to connect with our clients and problem-solve the best solutions for their healthcare needs. Going above and beyond for my clients is my priority.

Colleen Gimbel

Job Titles:
  • Vice President of Strategic Alliances
Job: My favorite thing about working at Berwick Insurance is helping agents & agencies grow their business. It is very rewarding to coach people in sales & marketing techniques and then see it payoff. It's a win-win and it just doesn't get any better than that!

Cory Rekieta

Job Titles:
  • Senior Application Developer
Job: Working at Berwick gives me the opportunity to grow as a developer and expand my technical knowledge and skillset. This roles brings an unique opportunity to mentor others while continue to grow professionally.

Daniel Saxton

Job Titles:
  • Product Manager
Job: Agents and Agencies rely on Berwick Insurance to provide helpful tools to track their business. In my role, it gives me great satisfaction by overseeing the design, development, and deployment of technical solutions that assist our agents to support and grow their business.

David Berwick - COO

Job Titles:
  • Chief Operating Officer
In 1994, David joined forces with his brother in the Life Insurance and Annuity industry. David quickly became a Million Dollar Round Table "Top of the Table" producer. Three years later, Berwick Insurance opened its doors and is still growing today. David says, "we offer our agents a unique perspective because we have been producers ourselves." This experience is the backbone of our sales training programs and one of the reasons our agents are so successful!

David Parker - CTO

Job Titles:
  • Chief Technology Officer
Job: I have been involved in technology for 27 years, I can honestly say there is never a dull moment. I enjoy the challenging changing environment, the fast-paced nature of the work, and turning technology strategies from an idea into a reality!

Elena Rodriguez

Job Titles:
  • Compliance Analyst
Job: What I enjoy most about my job is helping agents with their compliance questions. It's a great feeling to be able to provide agents with the support they need to help them achieve their goals. It is my personal goal to provide our agents with the knowledge they need to be successful.

Emilie Wessman

Job Titles:
  • Contracting Specialist
Job: I enjoy working with a strong team that is committed to making every agent's transition through the contracting process as smooth as possible.

James Berwick - CEO

Job Titles:
  • Chief Executive Officer
After six years as a Sales Manager for Prudential Insurance, Jim, along with his brother David, founded Berwick Insurance in 1997. Berwick Insurance is a first-generation company specializing in health care insurance sales. Humble roots combined with hard work and the attitude that "There's always more we can do" has propelled Berwick Insurance to be one of the nation's most reputable insurance brokers.

Jason Moffit

Job Titles:
  • Application Developer
Job: It is an awesome experience to learn, grow and be a part of a great team! I can fulfill my passion for technology by employing the latest techniques. I couldn't ask for a more fulfilling opportunity!

Jeanette Riviera

Job Titles:
  • Front Office Manager
Job: At Berwick, I approach all aspects of my job with a positive, hard-working mindset. I am passionate about finding solutions to any challenges!

Jesse Rubio

Job Titles:
  • Agent
  • Support Specialist
Job: I enjoy interacting with all our agents and providing resources to help them become successful in Medicare.

Jim McCartin

Job Titles:
  • Group Sales Partner
Job: With my 20 years of experience, I'm able to provide unique strategies that lower costs while supplying superior coverage to employers and their employees. I strive for this everyday!

Joel Cowdry

Job Titles:
  • Marketing Project Manager
Job: Helping others succeed every day - that's my job and I love it! I enjoy the challenge of breaking through the clutter in today's overcommunicated marketplace. My passion is helping people improve their lives and grow their businesses by crafting compelling marketing messages.

Josh Krouze

Job Titles:
  • Senior Application Engineer
Job: My favorite part of working at Berwick is leveraging all kinds of technology to build our applications. We are constantly learning to make sure everything we develop is top-of-the-line.

Judy Daniels

Job Titles:
  • Regional Director, Sales & Recruitment
Job: What I like best about my position with Berwick is constantly meeting new people - in person, over the phone, or via Zoom! It brings me a great deal of joy to help agents support their clients with various situations.

Karina Velez

Job Titles:
  • Agent
  • Support Specialist
Job: The thing I enjoy most about working at Berwick Insurance is helping our agents become successful by being their go-to for assistance! Having a supportive, welcoming team makes coming into work everyday fun!

Kevin Stultz

Job Titles:
  • Senior Database Analyst
Job: At Berwick, I combine my experience with multiple programming languages and databases. My job is fun because I like thinking in sets and working with database querying. Plus, the team I work with is an incredibly tight knit family!

Kirk Van Gilder

Job Titles:
  • Graphic Designer
Job: The best thing about my job is that I get to design all day and every day for people that appreciate good work. Medicare is a new industry that I have never worked in before, but with my 30 years of experience I bring fresh concepts and ideas that benefit our partners.

Kris Hillmer

Job Titles:
  • Client Services Manager
Job: I love helping clients and our team decipher plans to find the one that fits. I am constantly looking for ways to improve current systems to make them even more efficient.

Kristina Ruiz

Job Titles:
  • Receptionist
Job: I love seeing our agents grow! I take pride in knowing my role not only affects our agents' success, but our clients' satisfaction as well.

Liliana Pulido

Job Titles:
  • Administrator, Human Resources & Finance
Job: I was in the banking industry for 23 years. Here at Berwick Insurance Group, not only do I get to keep working with numbers, which I love, but also with a wonderful and successful group of people.

Lucy Guerrero

Job Titles:
  • Agent
  • Support Specialist
Job: My job here allows me to apply my collected experience to provide support to our agents. Every day there is something new to learn, never a dull day at the office. I'm blessed and I enjoy coming into work every day.

Marcos Moreno

Job Titles:
  • Vice President of Sales & Recruitment ( Individual Family Plans )
Job: The things I enjoy most about this job are hearing agent success stories and working with a supportive, family-oriented team at Berwick. IFP is growing rapidly, I intend to help agents across the country build a strong and successful business.

Miguel Vivero

Job Titles:
  • Client Services Specialist
Job: I enjoy connecting with our clients and helping them find a plan that best fits their unique needs.

Morghan Chavez

Job: I love getting the opportunity to assist individuals in understanding how their insurance benefits work. We have a great team that makes my job extrememly enjoyable!

Myra Garcia

Job Titles:
  • Contracting Manager
Job: I enjoy being part of a team that has so much pride and passion for helping our agents through the contracting process and beyond.

Nicole Bojorquez

Job Titles:
  • Contracting Specialist
Job: In a short time, Berwick already feels like home. I appreciate being part of a team that is so skilled at simplifying the contracting process. I'm honored to learn and grow with this team of fantastic people.

Nicole Klass

Job Titles:
  • Agent
  • Support Specialist
Job: What I love most about working at Berwick is the amazing team of talented people whose main desire is to help everyone be successful.

Nikki Samaniego

Job Titles:
  • Contracting Specialist
Job: I love helping others while still maintaining a challenge, working at Berwick Insurance allows me to do just that! Diversity, motivation and the space to grow as a professional are the reasons I love my job!

Paola Motta

Job Titles:
  • IFP Recruitment Specialist
Job: What I enjoy the most about working at Berwick Insurance Group is I get to open new doors for IFP Selling Agent. They receive unconditional support every step of the way and our aim is to always be here to help them!

Randy Pearsall - CMO

Job Titles:
  • Vice President of Marketing
Job: The best part about my job is hearing about our agents' success! It's great to see when agents try new ideas and they become as passionate as we are about Medicare and how it can change people's lives.

Reyes Rivera

Job Titles:
  • Director of Agent Support
Job: It is nice knowing that the tools & resources we provide can help any agent no matter their experience level. My favorite part about my job is working with agents who are exploring Medicare sales for the first time and help them grow into successful selling agents.

Ryan Pearsall

Job Titles:
  • Executive Administrator
Job: I enjoy a smoothly running business. One of the best aspects of my job is that I get to interact with all departments and help them with the big and small. I cherish that in my role, I have ability to make our employees' work experience better.

Shari Jean

Job Titles:
  • Agent
  • Support Specialist
Job: What I love about my job is that each day is unique! It's rewarding to help others achieve their goals. I'm grateful for the opportunity to work with a fantastic group of people.

Shelly Doughty

Job Titles:
  • Vice President Group and U65 Sales
Job: Being in the insurance industry for over 28 years, I enjoy working with employers, employees and individuals to find solutions to their insurance needs. I find simplifying insurance and helping people understand their benefit options very rewarding.

Stephanie Griffin

Job Titles:
  • Contracting Specialist
Job: The best part about my job is working with an amazing team that is dedicated to helping agents through the contracting process.

Taylor Oden

Job Titles:
  • Director of Contracting
Job: I love my job because each day brings a new challenge which constantly keeps me on my toes. It is so fulfilling having the opportunity to problem solve for our agents and to help simplify processes for them.

Tori Castellini

Job Titles:
  • Contracting Specialist
Job: The best part of my job is working with such talented and dedicated team members. Every day I look forward to going to work to help our agents achieve their goals!

Traci Bohme

Job Titles:
  • Senior Business Analyst
Job: Working at Berwick is great! No two days are ever the same. Having opportunities to learn, grow and contribute my skillsets with each department is very fulfilling.

Vanessa Parker

Job Titles:
  • Regional Director, Sales & Recruitment
Job: What I enjoy most about my role is building lasting agent relationships. With over 25 years of insurance sales experience, I've specialized and trained thousands of agents in a number of areas, including: MAPD, Medicare Supplements, Hospital Indemnity, Critical Illness, and Dental & Vision Plans.

Yvonne Balderrama

Job Titles:
  • Administrator, Human Resources & Finance
Job: I was given a great opportunity to come work for Berwick Insurance after recently retiring from my job of 39 years. I've met a great group of people that are motivating and continue to inspire me every day.