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Client Success Manager

Gabriel Santos

Gabriel is the day-to-day point of contact for policy changes, certificate requests, and renewal scheduling once a client is set up with Sterling Lloyd.

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About

A little more about Gabriel

Gabriel is the day-to-day point of contact for policy changes, certificate requests, and renewal scheduling once a client is set up with Sterling Lloyd.

He keeps a standing checklist for every new account so nothing — endorsements, mid-term changes, additional insureds — falls through between an advisor's sale and ongoing service.

Areas of focus
Onboarding Policy Servicing Renewal Coordination
Credentials & licenses
  • CA License #0H16589
  • CA Property & Casualty License #0H16589

Work with Gabriel directly

Prefer a name and a direct line over a call-center? Reach out and Gabriel will personally point you to the right coverage — or handle it directly.

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