Contact Us

San Diego REGIONAL OFFICE

The San Diego-based staff assists brokers in San Diego and Imperial counties with client presentations and group enrollments as well as underwriting, compliance, and day-to-day account management issues.

Tawny Friedly

Regional Vice President

Tawny entered the health insurance industry in 2007 at a small brokerage firm. She moved to a larger firm while pursuing her degree from San Diego State University. She joined The Word & Brown Companies as an enroller in 2013, earning a promotion to Inside Sales Rep in 2014 and Director of Inside Sales in 2021. She became RVP in 2022.
 

PHONE:800.869.6989 x6026

EMAIL:

Director

You can count on your Field Sales Director to help you win new business, enhance business retention, coordinate the training of new employees, and facilitate training updates for current staff.

She will help you make the most of Word & Brown’s technology to increase your efficiency and nurture positive relations with your clients. The Field Sales Director is your conduit for information, and works with your Regional Vice President to track monthly sales activities and implement changes to drive increased sales.

Luna Herrera

Field Sales Director

PHONE:800.869.6989 x6010

EMAIL:


Regional Sales Managers

Your Regional Sales Manager is available whenever you need assistance from Word & Brown. Your RSM works every day across your region to help ensure your success. Whether your focus is Small Group, Large Group, or a combination, your RSM is committed to providing client service, sales, and enrollment support.

Bryce Guzzetta

Regional Sales Manager

PHONE:800.869.6989 x.6016

EMAIL:

Gaby Ruiz

Regional Sales Manager

PHONE:800.869.6989 x6012

EMAIL:


Inside Sales Representatives

The Inside Sales Representative quotes, sells, and services Small Group- and Large Group-related products for a specific block of brokers. This position is responsible for new business sales and renewal retention, following up on outstanding quotes, and handling carrier expectations. The person in this role is also your “go to” in facilitating a speedy Underwriting review process.

Pamela Swan, RHU

Senior Inside Sales Representative

PHONE:800.869.6989 x6011

EMAIL:

Danielle Bongard

Inside Sales Representative

PHONE:800.397.3381 x6025

EMAIL:


enrollment Specialists

You can count on our Enrollment Specialists to make presentations on your behalf, alongside you, by phone, or online via webinar — it’s your choice. They'll cover all of the basics (like plan benefits, worksheets, and added perks), whether it’s an initial open enrollment or a renewal meeting. They'll pre-scrub your cases to ensure smooth sailing through Underwriting.

Charmayne Lara

Enrollment Specialist

PHONE:800.869.6989 x4318

EMAIL:

Nichole Moritz

Enrollment Specialist

PHONE:800.869.6989 x6028

EMAIL:


Sales Support Specialists

Our sales support team members can help schedule enrollment meetings, build personalized enrollment kits and quotes, and generate a worksheet for a new hire on an in-force group.

Timothy Rath

Inside Sales Associate

PHONE:800.869.6989 x6021

EMAIL:

Megan Brittingham

Sales Support Specialist

PHONE:800.869.6989 x4359

EMAIL:

Nicole Henderson

Sales Support Specialist

PHONE:800.869.6989 x6013

EMAIL:

Cooper Maltbie

Sales Support Specialist

PHONE:800.869.6989 x5107

EMAIL: