SAMPLE_VIP Concierge Service
Our Unique 4 Pillar Client Resolution System
Our Unique 4 pillar client resolution system is designed to provide a systematic approach to finding positive resolutions from a whole team of customer service specialists. Our nationally recognized advisors and free VIP concierge customer service make sure it works out for you…even years down the road.
50
States Served
100+
Professional agents
40+
Years in Medicare
50+
Insurance plans offered
Management
Nazly Alvarez
Office Manager
Nazly was born in Colombia and relocated to Ventura as a child. My professional journey spans business administration, analytics, and a range of industries, including high-end customer service, healthcare operations, and human resources. I bring expertise in policy implementation, improving operational efficiency, and fostering employee engagement. I’m eager to contribute to Stevens and Associates by applying my skills to optimize company operations and support both the team and customers at SNA. Outside of work, I enjoy traveling with my wife, discovering new cultures, and experiencing a variety of cuisines.
Vanessa De Los Rios Rodriguez
Supervisor
LANGUAGES: SPANISH
Vanessa was born and raised in Santa Barbara and has over ten years of experience in administrative work. As an alumna of CSU Channel Islands, she has expanded her knowledge in many fields, which has built her problem-solving skills and her personability. Both of her academic and professional experience have contributed to her role here making her a great liaison between clients and agents which in turn help the team stay afloat. In Vanessa’s leisure time she enjoys exploring new films and spending time with her loved ones.
Desiree Gomez
Client Advocate Supervisor
LANGUAGES: SPANISH
Desiree is a remote client advocate lead. She is motivated by success and loves working hard to help clients. Being able to help others is fulfilling especially when it comes to going above and beyond. She loves contributing to the team and knows that her good communication, problem-solving skills, and positive attitude are huge assets. In her spare time, she enjoys travelling and spending time with her family.
Administrative Staff
Denise Richter
Executive Assistant
License # 2123289
Denise is from Lompoc and has been here most of her life except for when she moved to Texas for about a year and a few years later to Tennessee for almost 5 years. With her past work experience all of the positions she has held have been based around customer service. She worked retail at Mervyn’s to Chumash Casino to call centers for Cell phone service to Medicare Part D at CVS Caremark. While she was a caregiver for her grandmother, she went to Allan Hancock College and completed her degree for my AA and also a certificate of Completion for Medical Billing and Coding course. In her free time, she likes to either stay at home and just relax or take small day trips with her family.
Jaret Wilson
Executive Assistant
Jaret is a native of West Philadelphia and Manhattan New York with nearly two decades in media, technology and creative services. He is inspired by facilitating big ideas that help challenge and innovate. If not working, he's exploring on long adventures, painting or performing and recording music. His sweet spot is problem-solving and advocating for clients in need while bridging the gap of technological roadblocks to help implement strong solutions. He's a people person that loves hard work that and getting things done.
Nicole Rodriguez
Administrative Assistant
Nicole was born in Santa Barbara and raised in Mexico. She has over 12 years of customer service experience and enjoys helping people, especially Spanish speakers to help them understand the insurance world. In her spare time, she spends time with her significant other and family, bike rides along the beach, creates makeup looks, and paints.
Anna Brown
Anna was born on Maui, Hawaii and raised in Ashland, Oregon. After high school, she moved to Boulder, Colorado, where she completed her bachelor's degree in Psychology. She recently moved to Santa Barbara to be closer to family. She loves being a part of a company that prioritizes and values doing good things for people. In her spare time, she enjoys going to the gym, making art, doing yoga, skiing, and spending time with loved ones.
Shireen Faizullabhoy
Lifeguard
License # 0M49641
LANGUAGES: Gujarati
Shireen relocated to Santa Barbara in 1982 and earned a degree in graphic arts and print from SBCC. With over 30 years of experience in print and marketing, she is deeply passionate about helping others, particularly seniors. In her free time, Shireen enjoys fishing, boating, walking, reading, cooking, traveling, and binge-watching movies with friends.
Our Client Advocate Staff who help resolve problems
Angelica Mendoza
Client Advocate Specialist
I was born and raised in the Pacific North West, where the rain never stops. I love exploring all the cities around the world. Going above and beyond for every client that comes my way will always be my top priority. Communication is top-tier to me! I am motivated by success and seeing my clients satisfied.
Ann Bresi
Client Advocate Specialist
Ann is originally from Sea Gate, a small beachside community nestled in Brooklyn, New York. After spending time in Miami, Ann relocated to Santa Barbara, bringing with her nearly two decades of experience in the medical field. Throughout her 18-year work tenure, she played a vital role in assisting seniors with Medicare navigation and providing exceptional customer service. Dedicated to family, she finds joy in cooking and never turns down a good game of Scrabble. Now, she looks forward to continuing her supportive role with the team at Stevens & Associates.
Liliane Hermano
Administrative Assistant
Liliane is a committed administrative assistant known for her passion for organization and her talent for ensuring smooth, efficient operations. . Outside of work, she loves traveling with her family, immersing herself in new cultures, and creating unforgettable memories along the way. Liliane brings the same energy, enthusiasm, and attention to detail to her professional life as she does to her adventures, making her an invaluable part of the team.
Lynne Monds
Client Advocate Specialist
License # 0G03303
Lynne is a coastal Californian, born in the San Francisco Bay Area, then migrating down the coast to the seaside town of Santa Barbara, CA where she now resides. Beginning her career as a laboratory chemist after graduating from the University of California, Berkeley, Lynne later made a career change to chemistry sales. Eventually, Lynne arrived at her present calling in health insurance in 2006. In 2008 she joined the team where she has continued to advocate for clients relentlessly through the many hurdles the industry has thrown at us. In her spare time, Lynne enjoys being outdoors, gourmet cooking, and grilling.
Miriam Rodriguez
Client Advocate Specialist
LANGUAGES: SPANISH
Miriam is part of our Customer Service Remote Representatives who lives in Los Angeles. Miriam is motivated by the relief that clients receive when she helps them answer medical insurance concerns. She enjoys being able to provide her expertise in the medical insurance industry not only to out English-speaking clients but those who speak Spanish as well. She understands the stress that comes with insurance so providing the freedom of care to clients contributes to her dedication to the industry. She is loves movie nights with her family and exploring new places to eat and shop.
Nate Torres
Client Advocate Specialist
Nate is a dedicated health insurance professional from the Inland Empire who values health and wellness. With over five years of experience in customer support, he prioritizes clear communication and ensures his clients feel informed, satisfied, and well taken care of.
A lifelong athlete, Nate competed in Track and Field and Cross Country at UC Santa Barbara, where he developed a strong work ethic and a commitment to continuous improvement—qualities he brings to every client interaction. He is passionate about fitness, the outdoors, and making the most of each day, always striving to go the extra mile for those he serves.
Our Technical Gurus and Accounting Chiefs
Hannah Pollard
Accounts Specialist and Agency Bloc Guru
Hannah moved here to Santa Barbara at the beginning of 2019 from San Luis Obispo. She loves spending her free time outside in the sun, at the beach, and hiking. She also loves eating great food so she’s always looking to try new restaurants, and plans on traveling the world.
Leo Brown
Systems & Development Administrator
Leo is originally from Northern California and recently moved to Southern California to pursue a business degree at UC Santa Barbara. He is passionate about providing exceptional client satisfaction. In his free time, Leo enjoys going to the gym, hiking, and playing piano.
Rajat Kamboj
Jr. Project Coordinator
Raj is from the Central Valley and recently moved to the Central Coast after graduating from the University of California Riverside. He manages timelines and teams ensuring the successful implementation of unique projects. In his spare time, Raj enjoys watching basketball and going to amusement parks.