What Clients Are Saying. . .
Founded in 1984, Barclay West is proud of its long history of serving California employers with CA group health insurance. With over 100 years of combined broker experience, we have the expertise and industry knowledge to provide clients with the most value for their CA employee benefits investment.
In addition to our own professional staff and value-added services, Barclay West is able to provide a wealth of resources to our clients through a prestigious national affiliation through Zywave. The Zywave Network encompasses a nationwide network of employee benefits consultants and third party administrators who have joined together to improve client relationships by offering creative, high-impact solutions through the use of information, technology, and online services. Through this partnership, Barclay West can offer you a strong local market presence, and a national perspective to meet your specific employee benefits needs.
Barclay West is an insurance broker in California that has assembled the finest staff of benefits professionals whose expertise is matched by their intelligence and integrity. We further arm them with continuous education, training, and cutting edge technical resources. These highly specialized consultants have helped us build our reputation for excellence and fuel our growth. Uncommon in our industry, we are honored to have long-term team members, all with at least five years in our industry.
My relationship with Barclay West is that of a partnership. I look at them as an extension of my HR team. Not only do they support me and my company with our benefits they also work with me to offer lifestyle programs to my employees such as a comprehensive Wellness Program. Bottom line is my Account Managers simply make my life easier!"
Benefits Manager, Sacramento, CA
Auto Dealership
John E. Curtan
Broker / Consultant Lic#0391264
27 Years of Experience
John is a founding partner of Barclay West and provides employee benefits consulting and brokerage services for clients throughout the country. John began his career specializing in self-funded plans, becoming an expert and trusted advisor to clients throughout the region. John has demonstrated leadership in the community by currently serving on the boards of Sierra Family Services and Sutter Roseville Medical Foundation. John holds a B.S. degree from Fresno State University.
“The team approach to Barclay West service provides consistently outstanding results for our clients.”
Shannon Zajec, CEBS
Broker / Consultant Lic#OB47521
18 Years of Experience
Shannon provides employee benefits consulting and brokerage services for clients across the country. She has spoken to numerous groups nationally on benefits plan design, wellness program strategies, and use of technology in insurance and employee benefits. Shannon holds a B.S. degree from Sacramento State University with an insurance concentration and a CEBS designation from the Wharton School of Business - University of Pennsylvania. Shannon currently serves as Legislation Chair for the Sacramento Association of Health Underwriters.
“I enjoy strategic planning with my clients, isolating problem areas, and using technology and my own experience to provide customized solutions.”
Desiree Turner
Sr. Account Manager Lic#OC92840
16 Years of Experience
As Senior Account Manager, Desiree works closely with our brokers on renewal planning, market analysis and preparation and tracking of RFPs. Previously, Desiree worked as an account manager for a major health insurance company in Sacramento and brings valuable carrier experience to our team. Desiree also holds a degree in nursing from Chabot College.
“My objective is to use my expertise to help our clients with their employee benefits needs. I would not be satisfied working for anyone other than the best — Barclay West.”
Lillian Nobori-Murphy
COBRA Specialist Lic#OF07148
12 Years of Experience
Lillian joined the Barclay West team in 2004. Lillian began her employee benefits career in 1998, working as a Human Resource Coordinator for a major internet provider. She brings her valuable benefits experience and attention to detail to her job as COBRA Specialist. When COBRA members are interested in learning about individual coverage at a more affordable premium, Lillian is trained and licensed to sell individual plans.
“I enjoy serving the needs of our clients and being their COBRA expert. COBRA participants have come to depend on me for assistance, knowing I am their resource for COBRA and individual plans.”
Marisa Sickle
Sr. Account Coordinator/Business Development Manager Lic#OG32531
6 Years of Experience
Marisa provides day-to-day employee benefit account management for clients. She specializes in insurance carrier operations and employee benefits administration. Marisa’s willingness to assist every client and thousands of employees with a smile, and her thorough insurance knowledge makes her a strong asset to our team.
Marisa holds a degree in communications from UC Santa Barbara.
Professional Training and Development
We take professional training and development very seriously and strive to have fun while learning and growing.
We are active in the following organizations:
- National Association of Health Underwriters (NAHU)
- California Association of Health Underwriters (CAHU)
- Sacramento Association of Health Underwriters (SAHU)
- Sacramento Area Human Resource Association (SAHRA)
- International Foundation of Employee Benefit Plans – Annual Conference Attendance (IFEBP)
- Zywave Brokerage Partner since 2000 – Annual Conference Attendance
- Member Sacramento, Roseville, Rocklin & Napa Chamber of Commerce
- Toastmasters International (Shannon)
Community Service:
- Board Member – Sutter Roseville Foundation (John)
- Board Member – Sierra Family Services (John)
- Board Member/President Elect – Sacramento Association of Health Underwriters (Shannon)
- Roseville Leadership Program Graduate (Shannon)
Barclay West Vision:
Become recognized as the employers’ choice for employee benefits consulting through decades of experience, creativity, innovation and extraordinary client services.
Mission:
Provide companies the most cost effective benefit plans at the highest perceived value to their team, enhancing employee loyalty, health and productivity.
Give our clients innovative solutions to the rising cost of health care with out-of-the-box thinking, strategic benefit planning and year-round assistance with health care legislation, administration and employee communication.
Deliver peace of mind to employers, with the assurance that they are enhancing the overall health and wealth of their valued employees while protecting the organization’s bottom line.Become recognized as the employers’ choice for employee benefits consulting through decades of experience, creativity, innovation and extraordinary client services.
Core Values:
- Experience – We provide an existing abundance of knowledge and skill, and we continually update and expand our capabilities.
- Service – Our clients matter most to us, and we will work with continuous creativity and innovation to meet their needs.
- Integrity – We protect our superior reputation by committing to honesty, fairness and keeping our commitments.
- Availability –We make ourselves accessible to our clients, using the communication channels they prefer and providing regular contact and timely follow-up.
- Passion- We love what we do, treasure our client relationships and find fun and challenge in our ever changing industry.
- Health – We maintain a work-life balance and take purposeful steps to take care of our bodies, our minds, and our emotions.
Copyright 2012 Barclay West Employee Benefits: Insurance Broker California. All Rights Reserved.
1731 E. Roseville Parkway Ste. 270, Roseville, CA 95661, (877) 825-7144
Meet the Team - CA Employee Benefits
