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Cristina Tapia

Insurance Advisor
San Jose, CA

Cristina Tapia Portrait

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Contact Cristina Tapia

Contact Cristina

(408) 364-8135 - Direct

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Please note: coverage cannot be bound or altered online. A service representative will need to contact you to finalize your request.

About Cristina

With 15 years of experience in the insurance industry—nine of which have been dedicated to employee benefits—and over 25 years in customer service, I have developed a comprehensive understanding of businesses across various sectors and sizes. These include non-profit organizations, manufacturing, wholesale and distribution, transportation, construction, technology, energy, hospitality, restaurants, and law firms. My journey into the fast-paced world of insurance was fueled by my administrative experience and passion for helping others navigate the complexities of running a successful business.

My specialties lie in implementing strategic cost-saving programs through innovative solutions such as HRAs, HSAs, level-funded, and self-funded programs. I am particularly motivated by being a reliable resource for my clients, especially when it comes to ACA compliance, ERISA laws, EDI, and API technology integrations. I am dedicated to providing white-glove service to both clients and their employees, always ready to support by taking work off their plates and ensuring they receive friendly, inclusive, and culturally competent service.

Building and maintaining trust with my clients is not just a professional duty but a lifelong commitment that I eagerly embrace. I thrive on empowering companies to focus on their business goals, leaving the complexities of insurance to me.

As a proud single, professional woman of color, I take pride in being the matriarch and glue of my family. I remain caring, especially to those who lack the adequate support.

A UCLA graduate fluent in Spanish, I enjoy sailing, learning to surf, hosting gatherings for family and friends, and exploring new cultures through travel. I am also deeply committed to giving back to the community and serve as a director for SHEKonnect, a non-profit organization dedicated to supporting young ladies who have lost their mothers.

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Years of experience

15


Office details

Contact

1570 The Alameda
Suite 101
San Jose, CA 95126

Map · Office Staff

(408) 364-8135 - Cristina's Direct

(408) 288-6262 - General Office

General Office Hours

Day Time
Mon 7:30 AM – 4:30 PM
Tue 7:30 AM – 4:30 PM
Wed 7:30 AM – 4:30 PM
Thr 7:30 AM – 4:30 PM
Fri 7:30 AM – 4:30 PM
Sat Closed
Sun Closed

This staff member's office hours may differ from the hours listed above.


Book Appointment

Book an appointment with Cristina

Please allow 24 hours notice for online bookings.
To talk to Cristina now, call: (408) 364-8135

Book an appointment with Cristina

Please allow 24 hours notice for online bookings. To talk to Cristina now, please call: (408) 364-8135