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Who We Are
Small Business
Owner of the Year Susan Shargel and her staff are dedicated to providing you
with expert advice, exceptional service and competitive pricing. Meet our
key team members:
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Susan Shargel
President, CLU ChFC |
Cecilia Paul
Account Manager
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Elaine Young
Account Coordinator |
Paula Adams
Communications |
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Susan Shargel, CLU ChFC
sshargel@shargel.com
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Owner and
president Susan Shargel's "hands on" approach applies both to building
business relationships and to community involvement. In recognition of
her work, Susan was named
2003
Small Business Owner of the Year by the San Francisco Small Business
Network and is 2007 Member of the Year of the San Francisco chapter
of the National Association of Women Business Owners.
Susan has over
20 years of experience in insurance. She's gained accolades for
combining big picture insight and detailed knowledge to help clients
design plans that work in both cost and quality. Her emphasis is on
exceptional service and continual improvement.
Susan actively
participates in local business, insurance and civic organizations
including the SF Chamber of Commerce, the
National Association of Women
Business Owners, the
Women Presidents' Organization, Golden Gate
Association of Health Underwriters, and the Barnard Alumnae Business and
Professional Group. She serves on the Board of Directors of
Congregation Emanu-El, San Francisco.
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Cecilia Paul, Account Manager
cpaul@shargel.com |
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Cecilia Paul joined Shargel & Co.’s staff
in 2004, bringing a seasoned background in the health insurance
industry. She has been in health care since 1986, and has worked for major
health plans such as Health Net, PacifiCare and Lifeguard, and for a third
party administrator, mainly with large groups and labor unions.
At Shargel, Cecilia works directly
with our small group clients—a
more personal focus she enjoys. She handles the day-to-day account
management, along with sales responsibilities. She’s the person our clients
count on for help with enrollments, renewals and employee questions.
Cecilia holds a California life and
health broker license and a degree in American studies. She is active with
the San Francisco Chamber of Commerce. She is multi-lingual, including
Spanish.
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Elaine
Young, Account Coordinator
eyoung@shargel.com |
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Elaine joined Shargel & Co. in the
spring of 2004. She previously worked at State Farm Insurance providing
sales and service for individual policy owners.
At Shargel, Elaine works
with both individual and group clients, answering questions and providing HR
support for benefits administrators. She handles the daily administrative
exchanges between Shargel and our carriers.
Elaine holds a broker's license and a
degree in managerial economics. She has just received her MBA. A native San Franciscan,
Elaine is also
multi-lingual, and speaks Cantonese and Mandarin as well as English.
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Paula Adams, Communications
padams@shargel.com |
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Clients are looking for ways to
simplify their benefits administration, keep employees involved, and
maximize their benefits dollars. Paula looks at things from the client
perspective, then translates complex benefits
information into straightforward communications and administration
materials, including newsletters, tools and the website.
Paula joined Shargel & Co. in the
spring of 2002, after several years in communications at Blue Shield
of California. Her background also includes engineering and quality systems.
At Shargel, she's able to synthesize her business process management,
technological and
communications skills to provide streamlined solutions for clients.
Paula has a degree in engineering and
holds a California life, health and long-term care insurance license.
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