Cathie Herrera, CIC, CPRM

Cathie Herrera, CIC, CPRM

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location of Cathie Herrera, CIC, CPRMOrange County, California, United States

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  • Timeline

  • About me

    Vice President at SullivanCurtisMonroe Insurance Services, LLC

  • Education

    • California State University, Fullerton

      -
      Bachelor of Science (B.S.) Business Administration and Management, General
    • University of Phoenix

      -
      Bachelors Business Management
  • Experience

    • State Farm Insurance Agency

      Sept 1990 - Nov 1999
      • Office Manager/Sales

        Jan 1998 - Nov 1999
      • Account Executive

        Sept 1990 - Jan 1998
    • AAA

      Nov 1999 - May 2004
      Personal Lines Agent
    • BB&T

      May 2004 - Sept 2015
      Family Risk Manager
    • NFP

      Sept 2015 - Nov 2019

      The NFP Solution - Helping meet needs of Employers and Individuals-Top 10 largest broker in US, Top 10 global insurance broker by Best Review, Top 10 independent broker/dealer by Investment Advisor - Significant growth strategies for all Southern California. NFP- a commitment to the industry, to California, and Southern California.

      • Vice President, Personal Insurance Risk Manager

        Mar 2018 - Nov 2019
      • Personal Insurance Risk Manager

        Sept 2015 - Nov 2019
    • SullivanCurtisMonroe Insurance Services, LLC

      Nov 2019 - now
      • Vice President

        Mar 2024 - now
      • Associate Vice President

        Sept 2022 - now
      • Personal Risk Advisor

        Nov 2019 - now
  • Licenses & Certifications

    • CIC (Certified Insurance Councelor)

      The National Alliance for Insurance Education and Research
    • CPRM (Certified Personal Risk

      The National Alliance for Insurance Education and Research
      May 2018