Nicole joined MB in 2019 as a Client Service Associate and swiftly integrated responsibilities of contracting, licensing, and areas of compliance for the firm. Nicole handles policy service matters including split-dollar administration, policy changes, annual reviews, and various reports. She also monitors and tracks our carrier contracts, state licensing, and compliance.
Nicole is a Bay Area native who graduated with a degree in Sociology with minors in Business and Psychology from Northern Arizona University. She enjoys hiking, watching football, and spending time with family and friends.
Licenses and Certifications: California Life and Health License, CA Insurance License #4055102, FMLI Level 1 Certificate