Meet the Team with Rachel Pagatpatan-Donate

How long have you been in the industry and how did you get started in insurance?

I’ve been in the insurance industry since 1995.  I responded to an ad that was listed on the board in my high school’s career center.

Briefly describe what you do at CAL: 

I am a Private Client Advisor in the Private Client Services Dept.  Currently, I am responsible for completing the annual renewal reviews for the department.  I also make sure the policy change requests submitted to the carriers are processed and downloaded into our agency management system correctly.

What do you enjoy doing in your leisure time?

I enjoy spending time with my family and our 3 fur babies.

What is your favorite or most desired vacation destination and why?

My favorite family vacation was our first trip to Honolulu, Hawaii.  I’m hoping we are able to visit all of the islands of Hawaii.

Which CAL core value do you most identify with?

The teamwork.  Everyone has been so welcoming and always willing to assist.