At TRB we are proud of our outstanding track record of customer service. Our proprietary renewal system has allowed us to save our clients money and benefits by taking advantage of off renewal options. We always do what is best for our clients, even if it means more work/less marketing/less commissions. Proving it is easy….We moved over 300 clients to a 12/1 renewal date in order to avoid HSA increases and benefit downgrades.

TRB proudly offers the following services to all of our clients for free….

Comprehensive renewal reviews & recommendations
Customer service updates when the market provides an opportunity to save money
Multilingual services, both written and oral
COBRA and ARRA services
Section 125 pop plans
Access to a business attorney
Access to a certified public accountant
Comprehensive HR compliance reviews and updates
Employee packets/enrollments
Same day HSA deposit
Access to our private luxury box at the Oracle Arena
Onsite meetings with employees for any reason
Employee assistance for the transition to individual, Medicare, and COBRA plans
In-house claims assistant
24 hour broker emergency line

At TRB we appreciate every client we have and manage all accounts with precision and care.

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Our Expert Team

Our group health insurance experts constantly evaluate the best ways to put your money to work. Together with first class customer service and in house claims department, this is what sets us apart from the competition in the greater Bay Area.

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Jim Erickson

Jim has been in the group health insurance business since 1996, and is an expert in small group health insurance. Married with  two children, Jim lives in Oakland Ca.
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David Nelson

Head of Investment
David is TRBenefits head underwriter with over 20 years experience. David is extremely knowledgeable in all aspects of business health insurance. David is married and live in San Jose Ca.
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Liz Barajas

Vice President
Liz has been in the health insurance business for over 25 years, and is an expert in claims and client management,. Liz has two children and lives Pittsburg.
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Nicole Ruvalcaba

Senior Associate
Nicole is our customer service specialist and has been in the business for 8 years. Nicole provides first class service to our clients. Nicole and her husband have 2 children and lives Concord Ca.