Jozann Borenstein

Background

About Jozann Borenstein

Experienced Account Executive with a successful and demonstrated history of working in the insurance and financial services industry. Skilled in Property & Casualty Insurance, Banking, Sales, Sales Management, and Disability Insurance. Strong sales professional with proven track record. Credit Unions, Team Building, Leadership, Business Relationship Management, Insurance and Risk Management. Strong sales professional graduated from OCC and Western CUNA Management School. I began my TruStage (formerly CUNA Mutual Group) career in 2002 as an Account Relationship Manager for Southern California credit unions in Los Angeles and Orange County. I'm an honored recipient of President's Council (TruStage's highest sales honor). Prior to 2002, I was a Sales Manager for the Group Medical Division at Pacific Life and Annuities out of Newport Beach, Ca. Years of performing in the circus in front of audiences 500+ has helped me ‘juggle’ the complexities of credit unions in our area… ’with the greatest of ease’. I am deeply committed to our industry and I’m proud of my involvement with groups such as Global Women’s Leadership Network and SCCUA. I sit on the advisory board for CU4Kids/Children's Miracle Network-CHOC Hospital and the Board of Governors for Greater Valley Network.