Our Team
Jeffrey Welty, President

jwelty@cbisusa.com | Phone: 858-761-2681

Jeff's career began in 1976. Specializing in employee benefits, he developed packages that enhance employee benefits and reduce employer cost. Combining the power and traditions of Colonial Life, IRS approved strategies, and technology allowing payroll integration. Jeff has given our customers more cost effective, efficient ways to do business.

Jeff overseas the direction and day to day operations of CBIS. A member of the BBB and national award winner for sales and service.

Shannon Cummings, Account Manager

scummings@cbisusa.com | Phone: 858-569-1000

Matthew Welty, VP Sales - P&C

mwelty@cbisusa.com | Phone: 858-603-2457

Matt started in the business 11 years ago. He specializes in Property and Casulaty insurance sales. He handles auto, homeowners, life, workers comp, liability and much more.

Shannon joined CBIS in 2008. Since then, she has become our key Account manager for the company, as well as an integral part of the CBIS team. She handles all new and existing benefits for groups, carrier contacts, and customer service. Our client satisfaction is her number one priority.

Client Benefit Insurance Services is committed to providing a website that is accessible to the widest possible audience, regardless of circumstance and ability. We aim to adhere as closely as possible to the Web Content Accessibility Guidelines (WCAG 2.0, Level AA), published by the World Wide Web Consortium (W3C). These guidelines explain how to make Web content more accessible for people with disabilities. Conformance with these guidelines will help make the web more user friendly to everyone. Whilst Client Benefit Insurance Services strive to adhere to the guidelines and standards for accessibility, it is not always possible to do so in all areas of the website and we are currently working to achieve this. Be aware that due to the dynamic nature of the website, minor issues may occasionally occur as it is updated regularly. We are continually seeking out solutions that will bring all areas of the site up to the same level of overall web accessibility.

If you have any comments and or suggestions relating to improving the accessibility of our site, please don't hesitate to contact our accessibility coordinator Brett Welty by phone at 858-848-4879 or by email at bwelty@cbisusa.com. Your feedback will help us make improvements.

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We are here to assist. Contact us by phone, email or via our Social Media channels.

 

© 2020 by Client Benefit Insurance Services 

CA Dept. Insurance License # 0F09685

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