Carla M. McClain, Broker/Agent
E-mail: abisi-carla@live.com
Carla originally became a licensed Life/Health Agent in 1991. Shortly thereafter she accepted a position with the County of Kern, and during the next 12 years worked part-time as an agent prospecting and servicing clients of Kern Island Insurance Services, Inc. Carla retired from the County in 2005, and attended CA State University Bakersfield, graduating in November 2008, with a degree in Psychology. Fortuitous was that on the list of careers for a Psychology degree was the position of “Life and Health Insurance Agent”, and so she continued working as an agent.
By August 2010, Carla started her own sole proprietor agency, Assist Business and Insurance Services; within three years the need to incorporate became clear, and so ABIS Inc., or ABISI, was started in April 2013. In 2015, ABISI partnered with another broker to perform dual work on certain cases. As a result, ABISI expanded its portfolio to include supplemental benefits with Colonial Life, which turned out to be a timely decision. Since the advent of healthcare reform, consumers have come to rely more and more on supplemental products to help control costs, and provide additional security to insureds.
Most recently ABISI became a CA Certified Small Business, and is in the process of becoming a Certified Woman Owned Business. On the horizon is making an application for certification as a Federal Vendor which will allow bidding on public sector entity RFPs. We currently have a staff of three, and are work in tandem with the Colonial Life team of agents to install group supplemental benefits as needed. As President, Carla is deeply gratified to be working with what she feels is the best overall team around, and she hopes for continued success for ABISI, and all involved business partners.
Jason D. McClain, Life & Health Agent, CFO
E-mail: abisi-jas@live.com
Jason began his financial industry career in 1999, as an Administrative Assistant, servicing clients’ needs in the Global Corporate Investment Banking industry while working with Solomon Smith Barney®, Citigroup®. In 2005, he worked at University of California Berkeley, California Management Review® (Haas School of Business), one of the leading academic business periodicals. In 2007, Jason returned to Bakersfield joining Morgan Stanley® as a Branch Administrator and Branch Manager’s Assistant. He became a licensed Insurance agent in 2012.
As a now licensed broker and corporate officer, Jason works alongside business partners to stay abreast of, and internally implement, the latest technological advances, standards, and business practices used in the life and health insurance industry. His primary focus has been increasing utilization of technology, and reducing waste within the agency. Since its founding in 2012, Jason has spearheaded the effort by striving to make ABISI a green þ agency amidst a typically paper inundated industry. Because of his insight and perseverance, ABSI Agency is virtually paperless. In addition, Jason serves as the corporate Compliance Officer.
“I’ve always known that giving back to the community is never a waste”. Since 1990, Jason has volunteered sharing his many talents locally as an avid artist, designer and performer to audiences of all ages—from school aged children to residents of senior communities, and everyone in between. In 2006, he received a National Volunteer Service Award from the Corporation for National Community Service in conjunction with the U.S.A. Freedom Corps. In 2016, he was honored with Colonial Life Coordinator of the Year award.
Shelbe McClain, Life & Health Agent, CFO
E-mail: abisi-shelbe@outlook.com
Shelbe started working part-time with Assist Business and Insurance Services in 2016 as a personal assistant while she attends Bakersfield College. She got her insurance license in September of 2017, so she can further her career in the industry while continuing her education.
As a personal assistant, Shelbe works closely with senior managerial or directorial staff to provide administrative support, usually on a one-on-one basis. Shelbe helps our team to make the best use of their time by dealing with secretarial and administrative tasks. She often acts as the manager’s first point of contact with people from both inside and outside the organization.