Management
The Experience You Need - maybe the most you can find
Robert Recchia, CLU ChFC AIF®
Robert Recchia, President, leads the company with broad experience and an unparalleled work ethic.
He is one of only 2% of benefits brokers who hold both the coveted Chartered Life Underwriter and Chartered Financial Consultant designations and is the most experienced member of the California Association of Health Underwriters, San Diego chapter. His 36 years experience is more than twice the experience of the average professional benefits broker.
(Source: NAHU member list and CA Department of Insurance)
In addition to specializing in insurance, Bob is a Registered Principal with and offers securities through LPL Financial, member FINRA/SIPC. He is President of California Corporate Advisors, a Registered Investment Advisor and has earned the Accredited Investment Fiduciary designation from fI360.
During 2008, 83% of prospective customers became clients within 12 months of receivng our first presentation. On average, these new clients saved 12.7% on their health care premiums alone.
Randy Voepel
Randy Voepel, Vice President, offers over 29 years of insurance experience including over 25 years specializing in employee benefits and heading up the employee benefits departments at two other property and casualty firms. Randy’s client list comprises companies from small start-ups to over 3,000 employees. Randy takes great pride in his personal relationships with clients. They all have his home phone.
Benefits of Working With Our Team
Career Development and Training at CCB:
Over a 5-year period, we spend over $200,000 to provide training to our clients’ benefits administrators and our own employees in order to keep you compliant.
We train your staff on compliance issues. Each month we provide a compliance training on a current topic. All HR department members are invited and earn CE credits toward their credentials. Our presenters are ERISA and employment law attorneys assuring that your time is well spent. Ask about our complete suite of HR tools and resources.
Reduce Benefits Administration Cost by 50%:
Our technology expertise can reduce your benefits administration cost, increase transaction processing speed, improve your employees’ benefits experience and reduce compliance risks.
Improve Employee Loyalty and Retention:
Providing a competitive benefits program is only the first step towards successfully recruiting and retaining top employees. Studies show that you must also ‘effectively educate’ your employees about their benefits if you are to receive a return on your employee benefits investment. California Corporate Benefits is a leader in delivering best practices and state of the art services that drive improved employee loyalty and retention.
Call to discuss your needs and opportunities. (877) 222-6843 x102