Hello. We are here to make things great.

Daniel
Templin

 

 

Barbara
Kacura

 

 

Alan
Kacura

 

Pam
Templin

 

Tamara
Fleming

 

Jannah
Arnold

 

Blake
Brewer

 

 

Meghan
Safarzadeh

 

Keri
Bass

  

Kim
Thergesen

 

Adolfo
Rios

 

 

 

 

 

 

 

 

christian
ildefonso

 

Jasman
Collins

 

Barbara Herscovitz

 

Alicia Davis

 

Amber Tebo

 

Dorenne
Williams

 

 

Role

President

Dan’s knowledge of the Affordable Care Act coupled with his expertise with plan design allows him to provide great INsight and makes him one of the most respected individuals in the broker community.  Dan has filled almost every role within the organization since joining the firm in 1998, and purchased the firm in 2013.  His passion is to inspire the INcrowd to focus on developing their personal and professional lives as well as creating cutting-edge benefits packages for our INsiders.

Registered Health Underwriter ® (RHU), The American College

Certified Healthcare Reform Specialist ® (CHRS), Healthcare Reform Policy Institute

Certified Covered California Agent

Bachelor of Science in Biology, University of California, Irvine

Bachelor of Science in Chemistry, University of California, Irvine

IN the door:

1998

Role

Vice-President, Client Relations

Barb has always had a passion to INform.  In addition to her organizational skills, her industry experience and, of course, her positive attitude, Barb cares greatly about our INsiders and will go the extra mile to provide the quality of service they expect. Barb believes the best way to keep costs down and employees happy is to teach them how to utilize their health plans.  Barb is also responsible for making sure our INsiders  know what is on the compliance horizon, and meets regularly with them to make sure they are up to date.

Certified Healthcare Reform Specialist ® (CHRS), Healthcare Reform Policy Institute

IN the door:

1997

Role

Vice-President, Operations

Alan is an expert in creating efficiencies, and uses his talents to make Intrepid INnovative and service-driven.  Alan is responsible for making the various tools that Intrepid utilizes work together smoothly, and also oversees the staff to ensure that we are delivering on our promise to instill Pride, Prosperity and Protection.  Alan enjoys meeting INsiders and referral partners to share what sets Intrepid apart from everyone else. 

Bachelor of Science in Business Administration with a double emphasis in Entrepreneurship and Management as well as a minor in Philosophy,  Chapman University

IN the door:

2003

Role

Board of Directors

Pam had been exposed to every aspect of the insurance industry, from office management to finance, until she found her home in the employee benefits arena. Pam helped to create Intrepid, and was a founder of the program in 1984. Pam's focus on service has produced continued growth in our client base, resulting in our 95% plus retention rate. 

IN the door:

1984

Role

Benefits Consultant

Tamara helps our INsiders develop the most effective benefits packages for their employees, and provides INsight to employees about their company benefits. She knows each insurance plan and network in great detail and her goal is to make sure that our INsiders feel good about their INvestment.

IN the door:

2013

Role

Marketing Manager, Individual and Family Plan Specialist

Jannah utilizes her INsight to assist individual clients, and is our resident Covered California expert. She also uses her background in Marketing to develop our Intrepid INsider and assists our Prospect Management team with the resources needed to INform prospects and INsiders. Jannah also loves to engage her creativity skills as our team’s Director of FLAGS (Fun, Laughter, Appreciation, Gratitude and Smiles). One of her favorite tasks is making sure that her team takes a little time to relax and have fun!

Bachelor of Science in Business Administration, emphasis in marketing, minor in Public Relations, Chapman University. 

IN the door:

2012

Role

Benefits Consultant

Blake partners with our INsiders to select the right benefit strategy for their businesses, and provides plan recommendations for their employees. He knows each insurance plan and network in great detail and his goal is to make sure that our INsiders feel good about their INvestment.

IN the door:

2011

Role

Director of Account Management

Meghan leads the Account Management team in integrating various products, services and regulations in order to simplify the client experience.  She is the "go to" person for many of our key INsiders, and helps employees understand how to best utilize their beneft packages. 

Bachelor of Science in International Studies and a minor in Business Management, University of California, Irvine.

IN the door:

2008

Role

Account Manager

Keri is a true advocate for the INsiders she oversees. Her responsibilities include handling eligibility requests, claims, renewals, and general service. Keri prides herself on her organization and level of INvolvement, and she constantly receives accolades from clients for her prompt attention to sensitive employee matters as well as her ability to empathize with the employees of the companies she represents.

IN the door:

2011

Role

Account Manager

Kim is primarily responsible for serving INsiders with closely held or family businesses.  In her time at Intrepid, she has worked diligently to grow within the company, and to be a voice for her clients. Her goal is to help employers of any size secure the resources to provide "big company" benefits to their employees. Kim helps business owners and plan administrators sift through the confusing maze of healthcare, and guides employees in maximizing their healthcare INvestment by assisting with benefits questions and claims.

Bachelor of Arts in Communication with an emphasis in Public Relations, California State University Fullerton.

IN the door:

2013

Role

Account Manager

Adolfo is primarily responsible for INsiders with 15-50 employees, and his goal is to make sure there is a clear understanding of how benefits work and how they can best be used by all participants. He is able to advocate in both English and Spanish, and knows all of the dynamics of the health insurance industry.

Bachelor of Arts in Communications with minors in Philosophy and Religious Studies, Depaw University.

IN the door:

2013

Role

Account Manager

Christian primarily assists INsiders with closely held or family businesses. His goal is to help employers of any size provide "big company" benefits to their employees. Christian loves to be a resource for employees, and he enjoys INforming them about how their insurance plans can help to maximize their healthcare INvestment. He walks into the office everyday ready to conquer any new challenge or opportunity brought his way.

IN the door:

2014

Role

Junior Account Manager

Jasman's goal is to support Account Managers with the daily administration of their clients' benefit packages. She provides INsight to employees by answering questions about their company-sponsored benefits, and she ensures that service matters for employees and employers are being completed effectively and in a timely manner. Jasman also enjoys interacting with INsiders and partners each day.

IN the door:

2015

Role

Junior Account Manager

Barbara assists our clients with the daily administration of their plans by connecting with insurance carriers to resolve issues for employees and employers. She provides valuable INsight to employees when they have questions about how they can fully utilize their insurance, and she supports our Account Management team with our goal of providing personalized and efficient service.

Bachelor of Arts in Psychology with a minor in Political Science, California State University Channel Islands

IN the door:

2017

Role

Implementation Coordinator

As our Implementation Coordinator, Alicia is responsible for creating customized employee enrollment materials and websites for our INsiders. She constantly strives to keep our materials INnovative by updating them with helpful resources so employees can be fully INformed about their benefit packages.

IN the door:

2016

Role

Junior Account Manager

Amber supports our Account Managers with the daily administration of our INsiders' benefit plans. She is in constant contact with insurance carriers to resolve issues for employees and employers, and she shows her INvolvement with our clients by assisting employees with questions about their insurance plans. Her role allows our Account Management team to do what they do best: provide excellent service to our INsiders.

Bachelor of Arts in Communications with an emphasis in Public Relations, California State University Fullerton.

IN the door:

2017

Role

Bookkeeper

Dorenne oversees the accounting for the INcrowd. She is responsible for paying all of our referral partners as well as handling the payroll for the company, which makes her a very popular person!

IN the door:

2010