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In this episode of The Insurance Technology Podcast, Reid chats with Leticia Trevino, COO at Heffernan Insurance Brokers, to discuss Leticia’s remarkable story, from growing up in the San Francisco Bay Area to a thriving 24-year career at Heffernan.

Tune in to dive into the intricacies of the insurance technology landscape, the challenges and triumphs of leading a major organization, and the importance of staying connected to one's culture and values amidst it all.

Episode Highlights

  • Music, culture, and connection (2:30)

  • Starting out as a claims adjuster (3:35)

  • Targeting Latino markets (7:45)

  • Finding satisfaction in team building (9:45)

  • The “golden record” (20:47)

  • Success equals having a body of work you’re proud of (42:40)

  • Setting up the Poder in Action fund for Latina females (44:21)

View Full Episode Transcript

You can also watch this episode on YouTube!

 

 
 

“I think success now is having a body of work that you’re proud of, looking back at your career and saying wow, I really made a lot of positive impact to my company and to people.”

Leticia Trevino
COO of Heffernan Insurance Brokers
 
 

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We’re excited to share that the Insurance Technology Podcast is now on YouTube! You can catch all the previous episodes, and can now watch the newly released episodes in a new video format.

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