
Barbara Oberman
Account Executive

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About me
President at Barbara C. Oberman Insurance Services
Education

California State University Northridge
-Bachelor's degree Parks, Recreation and Leisure Studies HonorsActivities and Societies: My focus was on studying while working my way thru school. Graduated with honors.

University of Redlands
1979 - 1981Master of Arts Business Business & Marketing
Experience

United Dental Care/Protective Life
Jan 1996 - Dec 1998Account ExecutiveWhile serving in corporate sales for United Dental Care/Protective Life, Barbara was in charge of new business development. During her time there, she worked on establishing a regional sales office for the nationally-managed dental company including hiring their support staff, supervising marketing and support activities and staff development. She was responsible for doubling the company’s client base over a three year period and opened the largest accounts in the region.

Near North Insurance, Inc.
Jan 1999 - Dec 2000Assistant Vice President/ProducerBarbara was responsible for developing new business for Near North Insurance Brokers while assisting clients in devising cost effective insurance programs appropriate for their industry. She worked closely with key executives to identify competitive insurance plans designed to fit their needs and negotiated rates and roll-out programs by working with senior level management.

Poms & Associates
Jan 2001 - Jun 2007Senior Account ExecutiveDuring her six years as a senior Account Executive with Poms & Associates, Barbara negotiated and established new business with mid market companies and worked closely with “C” level executives as well as managers and human resource staff. She established the agency’s Employee Benefits Division customizing tailor-made programs for clients, creating marketing materials for the department and developing cross-sell opportunities. She was responsible for sales, account management, renewal negotiations and overseeing support staff, i.e., account managers, marketing analysts, and technical staff to support business activities. Barbara also produced regular events for business development including quarterly Executive Women’s Roundtables for vice presidents and human resource directors, which was sponsored by the National Executive Alliance. Show less

Barbara C. Oberman Insurance Services
Sept 2007 - nowPresident/Insurance BrokerBarbara C. Oberman Insurance Services is an employee benefits agency focused on people strategies that create great workplaces. We are frontrunners in bringing caregiving and eldercare benefits to small group employers that will attract employees back to the workplace because studies have shown that employees to work for employers that care. We have a solid track record of designing employee benefit packages to meet the company budget, and help keep valuable employees happy. Our key distinction is our commitment to thinking outside the box. Caregiving and eldercare benefits are a must for today's workforce. Recent surveys have shown that 1 in 4 employees plan to seek other opportunities. Expanding the benefit portfolio will attract new employees and improve morale, and retention of the workforce. With 1 in 6 employees caring for an elderly loved one, we saw a need to provide resources to employees struggling with balancing caregiving and work. We are excited to partner with companies that want to create great workplaces. What is good for employees is good for business! Show less
Licenses & Certifications

Certificate in Global Benefit Management
International Foundation of Employee Benefit Plans
Certificate in Health Care Plans
International Foundation of Employee Benefit Plans
Group Benefits Disabilty Specialist
The American College
Certified Health Care Reform Specialist
Healthcare Reform Cetner & Policy InstituteAug 2013
Honors & Awards
- Awarded to Barbara ObermanProducer of the Year Poms & Associates Jan 2002 I received two "Producer of the Year" awards in 2002 and 2003.
- Awarded to Barbara ObermanAccount Executive of the Year Award Dental Care/Protective Life Jan 1996 I received the "Account Executive of the Year" award in 1996 and 1997.
Volunteer Experience
Board Member
Issued by National Council of Jewish Women on Jan 2007
Associated with Barbara ObermanBuilder's Ball Committee
Issued by Habitat for Humanity SFV/SCV on Jan 2010
Associated with Barbara Oberman
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