Jo Delgado


Advisor


Meet Jo Delgado

Jo Delgado has over 15 years of insurance experience servicing clients in both Property & Casualty (P&C) and Employee Benefits. Jo manages ongoing client service relationships and provides organizational and analytical methods to identify client needs.

Day to day, Jo services P&C clients through the new/renewal marketing process, proposal creation, process endorsements, issues certificates of insurance, review audits, and assists with claims. He regularly services the Employee Benefits clients through the renewal process by obtaining plan options, preparing renewal analysis, enrollment guides, providing compliance updates, and assisting clients with related plan issues. Jo is licensed in Property & Casualty and Life & Health (Employee Benefits).

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