James (Jim) Morrison, RHU, REBC
Jim founded Morrison Insurance Services, Inc. to provide clients with the highest level of expertise and a hands-on approach to service. He has focused on the employee benefit facet of the insurance industry for over 27 years. He has helped his clients successfully navigate the often difficult, confusing, and challenging field of health insurance through his expertise and high level of service. The majority of new business comes through referrals from existing clients and other professional advisors such as Attorneys, Financial Planners, Human Resource Consultants, and CPA’s.
Jim began his career in the insurance brokerage business in 1989. He became a licensed Broker in 1990 and was promoted to Vice President of a large North County brokerage firm in 1995. During his tenure he was instrumental in developing the agency into one of the top ten employee benefit brokers in San Diego County, as listed by the San Diego Business Journal, based on premium volume. In 2002 he opened Morrison Insurance Services and the firm has been awarded with the Soaring Eagle award by the National Association of Health Underwriters 15 years in a row. The award is one of the highest honors the association awards to its members. He is currently or former advisory council member for just about every major insurance company and is licensed in more than 14 states.
Jim received a Bachelors of Business Administration degree from the University of San Diego. He has earned the Registered Health Underwriter (RHU), Registered Employee Benefit Consultant (REBC), and Chartered Life Underwriter (CLU) designations from The American College. In addition he has earned the Health Insurance Professional (HIP) and Certified Health Care Reform Specialist (CHRS) designations. He has extensive experience in all areas of benefit programs, including dealing with the complexities of multi-state organizations and international benefits. During his career he has served on the Advisory Councils of every major insurance carrier.
He is a member of National Association of Health Underwriters, Vice President of Legislation for The San Diego The Employee Benefit Council, co-founder of the Business Advisory Council, a member and Past President of the North Coast Business Group, a member of the North County Personnel Association, an Advisor to Brandman University, Carlsbad Chamber of Commerce member, The Better Business Bureau member, Lieutenant with the Honorary Deputy Sheriff’s Association, and member and Past President of the Board of Directors for the Boys and Girls Clubs of Carlsbad. He resides in Encinitas with his wife Niki, sons Brady and Trevor and daughter Alexandra.
Stacey Buchholtz joined MIS on August 2011. She started her career in the insurance industry in 1988 at Prudential Insurance, where she supported the sales force in writing and selling estate plans, life insurance, and group medical plans. In 1995 Stacey began her career in sales for a General Agency; a wholesaler focused on supporting brokers in implementing employee benefit programs to companies. Stacey is a past President for the San Diego Employee Benefits Council, and is a member of the San Diego Association of Health Underwriters. Stacey has written continuing education classes on how to properly coordinate benefit programs to companies, and she has provided CE credits to hundreds of brokers throughout southern California with her training classes. Stacey is very passionate about the value of what brokers must provide to their clients, including informative options based on individual preferences of the employer and employees, as well as offering continuous support throughout the year. She feels strongly that a solid business relationship is built on accountability, accuracy, and respect. Stacey and her husband Brian have two children; Carli and Evan, and they reside in Carlsbad.
Sean Greene – Agent, License OH29820
Sean has been in the group insurance industry for over 10 years. Out of college he was in Manhattan for 5+ years working at UnitedHealthcare selling to accounts with between 100 and 10,000 employees. Sean jumped at the chance to move to San Diego 5 years ago and hasn’t looked back since. When he met Jim Morrison 4 years ago he knew if he was ever going to switch to the broker side that would be the man to learn from. At the start of 2013 he joined Morrison Insurance and has been able to educate clients while providing them services normally reserved for much larger companies. He loves being able to learn from his clients on how they operate and be able to make recommendations so they can achieve their benefit goals.
When not meeting with clients and prospects Sean is on the board for Association of Corporate Growth, San Diego Association of Health Underwriting and volunteers with his church. Sean and his wife Janelle were also recently blessed with the birth of their first child Joseph.
Kim Neisch – Senior Account Manager
Lea Merritt – Account Manager
Cindy Castro – Account Manager/Enrollment Specialist
Kathryn Gartland – Account Manager
Jacqueline Clause – Account Manager
Terri Tackaberry – Benefit Analyst/Enrollment Specialist
Janna Clayton – Account Manager
Casey Heiner – Administrative Assistant
Brette Sterk – Account Manager