Client Advisors

Bing Buenafe, CISR, Client Advisor
Bing joined Chapman in June 2002, bringing over 13 years of experience as an account representative. Having worked at the insurance company level for many years, Bing understands what underwriters need, which only improves service to our clients. Bing is a licensed fire/casualty agent, has a degree in Business Management, and is the recipient of multiple industry service awards.
Phone: 626-204-2806 / Fax: 626-405-0585 / Email: bbuenafe@chapmanins.com

Dana Kocsis, Employee Benefits Client Representative
Dana joined Chapman in December 2009 bringing several years of experience in the Health Business, Office Administration and Customer Service field. With her quick study skills and detail oriented nature, she has made a significant contribution to our team. Dana recently obtained her Life and Health License.
Phone: 626-204-2165 / Fax: 626-405-0585 / Email:
dkocsis@chapmanins.com

Dawn Wright, Employee Benefits, Client Advisor
Having worked in the insurance industry since 1991, Dawn brings to Chapman her vast experience in the assessment of clients needs. She has worked in all levels of employee benefits from sales, marketing and servicing small- to mid-size accounts, to conducting enrollment meetings, claims resolution and underwriting. Dawn joined the Chapman team in 2008 in the small group benefits department.
Phone: 626-405-7085 / Fax: 626-405-0585 / Email: dwight@chapmanins.com

Diane Gil, Client Advisor

Diane started her career at Chapman in May of 2003 as the Receptionist. She quickly moved her way up and became a Client Advisor Assistant for the Small Business Unit in October of 2003. Diane received her Property & Casualty license in March of 2006 and was recently promoted again into the role of Small Business Client Advisor. She is currently pursuing her CISR designation.
Phone: 626-204-2152 / Fax: 626-405-0585 / Email: dgil@chapmanins.com

Florence Thomas, Large Group Benefits Client Advisor

Florence joined Chapman in 2008 and is responsible for servicing mid- and large-size group clients. Her broad employee benefits experience includes over 15 years in human resources as a Sr. Benefits Specialist and in consulting/brokerage firms where she served as an account manager. She is a licensed broker/agent and has been self-employed as an independent insurance broker for the past 6 years. In that time, she also contracted with a national carrier as an enrollment consultant, specializing in consumer-driven health plan presentations to large group clients.
Phone: 626-405-7081 / Fax: 626-405-0585 / Email: fthomas@chapmanins.com

Janis Lee, ARM, CISR, Client Advisor

Prior to joining Chapman in 2008, Janis was responsible for marketing and servicing of the middle market and large risk management clients at Aon, Marsh and Willis, as well as underwriting at AIG. Janis is a licensed property & casualty agent and holds both an Associate in Risk Management (ARM) and Certified Insurance Services Representative (CISR) designation. She received her B.A. degree in Economics from CSU-Los Angeles.
Phone: 626-204-2157 / Fax: 626-405-0585 / Email: jlee@chapmanins.com

John Saul, Client Advisor Assistant
John Saul joined the Chapman team in October of 2008 as a Client Advisor Assistant. He currently assists five Large Group Client Advisors and is working towards obtaining his Property & Casualty License.
Phone: 626-405-7086 / Fax: 626-405-0585 / Email: jsaul@chapmanins.com 

Kim Tran, CISR, Client Advisor
Kim Tran has worked in the insurance industry since 1990, placing and servicing the needs of Commercial Business Accounts. She is a licensed Broker/Agent and has a degree in Economics from UC-Irvine. In addition to her college degree, Kim has earned a CISR designation in insurance.
Phone: 626-204-2815 / Fax: 626-405-0585 / Email: ktran@chapmanins.com

Kimberly Kleinman, CISR, ARM, Client Advisor
Kimberly joined Chapman in April of 2001 after working at Sedgwick of California, Aon Risk Services and Deloitte & Touche, LLP. Kimberly received a degree in Insurance and Risk Management from the Wharton School of Business at the University of Pennsylvania in 1997. She has also achieved the Associate in Risk Management designation and the Certified Insurance Service Representative designation. Kimberly specializes in medium- to large-sized clients with a focus on Medical Malpractice, Workers Compensation and General Risk Management.
Phone: 626-204-2812 / Fax: 626-405-0585 / Email: kkleinman@chapmanins.com

Lisa Figueroa, CISR, Client Advisor
Lisa is an account manager and supervisor of our Nonprofits First division. She started her insurance career with Chapman in 1981 and has worked as an account manager for the company since 1993 servicing small to large nonprofit accounts.. Lisa has also worked for an Excess & Surplus Lines broker as a Casualty Technical Assistant, servicing large municipality and hotel groups, and in the accounting department of another retail insurance brokerage. Lisa is a licensed property and casualty agent and holds a Certified Insurance Service Representative (CISR) designation.
Phone: 626-204-2807 / Fax: 626-405-0585 / Email: lfigueroa@chapmanins.com

Lupita Santana, Client Advisor Assistant
Lupita Santana joined Chapman in December of 2007 as an Administrative Assistant. Due to her hard work and dedication to the company, Lupita was quickly promoted to the position of Client Advisor Assistant. She currently assists four Client Advisors in the Nonprofits First Division. Lupita is actively pursuing her Property & Casualty License, which she expects to obtain in January of 2009.
Phone: 626-405-7087 / Fax: 626-405-0585 / Email: lsantana@chapmanins.com

Mary Ann Haggerty, AAI, CIC, Client Advisor
In 1979, Mary Ann began her insurance career at Chapman, and has since worked in all facets of the company, including underwriting, accounting, servicing and sales. She worked as an assistant to Terry Chapman during the formation of CMIC, a malpractice insurance company formed to insure nonprofit clinics, and subsequently served as Underwriter for the company. Mary Ann currently services twenty-five of our largest clients in Southern California, including clinics, children's residential facilities and centers for the developmentally disabled. She has received Accredited Advisor of Insurance (AAI) and Certified Insurance Counselor (CIC) professional designations.
Phone: 626-204-2801 / Fax: 626-405-0585 / Email: mahaggerty@chapmanins.com

Mei Chan, CISR, Client Advisor
Mei has been working in the insurance industry since 1987. She has worked extensively in the personal lines field servicing clients, underwriting, and managing the Personal Lines Department. In 2004, Mei started servicing commercial lines accounts, and joined Chapman as a Client Advisor in May 2007. She is a licensed Property & Casualty agent and and has obtained her CISR designation.
Phone: 626-405-7082 / Fax: 626-405-0585 / Email: mchan@chapmanins.com

Michelle Gonzalez, CISR, Client Advisor
Michelle has worked in the insurance industry since 1986. In addition to past brokerage experience, she also has extensive workers’ compensation underwriting expertise. After working as a commercial lines account manager specializing in real estate, she joined Chapman, bringing with her a deeply rooted commitment to service.
Phone: 626-204-2158 / Fax: 626-405-0585 / Email: mgonzalez@chapmanins.com

Nicole Mejia, Client Advisor
In January of 2008, Nicki joined Chapman as a Client Advisor Assistant. After obtaining her Property & Casualty license, Nicki recently was promoted to our newest member of the Small Group Division as a Client Advisor.
Phone: 626-405-8031 ext. 335 / Fax: 626-405-0585 / Email: mailto:nmarquez@chapmanins.com

Natalia Marquez, Client Advisor

Natalia joined the Chapman team in October of 2007 as a Client Advisor Assistant.  Soon thereafter, she earned her Property & Casualty license and has recently been promoted to a Client Advisor in our Nonprofits First Division.  Natalia also currently handles the small group marketing for new accounts.  She is currently pursuing herr CISR designation.
Phone: 626-405-8031 ext. 338 / Fax: 626-405-0585 / Email: nmarquez@chapmanins.com

Steve Wright, CIC, Client Advisor
Steve started his insurance career in 1986 working in his father’s insurance agency. His expertise is in Property & Casualty insurance lines with an emphasis on Workers’ Compensation insurance. Steve is a graduate of the Safeco Home Office School and holds the Certified Insurance Counselor (CIC) designation. His responsibilities at Chapman include servicing new and existing clients and assisting them in identifying and understanding their unique insurance exposures.
Phone: 626-204-2161 / Fax: 626-405-0585 / Email: swright@chapmanins.com

Teri Elliott, CISR, Client Advisor
Teri has been in the insurance business for over 22 years. At Chapman she specializes in serving medium to large nonprofits. Before coming to Chapman, Teri was with another insurance brokerage for 9 years, and served very large accounts, including those with locations throughout the United States, Canada and Puerto Rico.
Phone: 626-204-2808 / Fax: 626-405-0585 / Email: telliott@chapmanins.com