Company Description
I am John Young, owner and principal agent of Serra Benefits & Insurance Services. Serra Benefits was founded in 1997 by my mother, Marlyn Ortiz, who became an insurance agent in 1978. I was a journeyman carpenter with a strong desire to help people, and after injuring my shoulder I decided to change careers and join my mother in the insurance industry. Together we opened an office in Dana Point, CA and I began Serra Benefits. Later we moved the office to San Clemente, CA where we continued to grow for over ten years.
In 2010 I moved the office to Oceanside, CA to be closer to my family. Marlyn is now retired and my wife Angela and I are the driving force of Serra Benefits today. My philosophy is that "Customer Service" would always come first. My clients appreciate our friendly and informative approach and desire to help them. Our goal is to find the best plans and the best rates to meet the health requirements and lifestyle of our clients, while maintaining ethical practices and personalized service.
I enjoy spending time with our kids. Whether it's surfing locally in Oceanside or fishing, my family and I are blessed with good health and the enjoyment of life in North County San Diego.
The marketplace of today boasts numerous health plans with varying insurance coverage. This often becomes confusing and even overwhelming for business owners and individuals to make confident choices about health care insurance. We take the guesswork out of the process, doing a thorough job of risk evaluation and underwriting to make the purchasing process easy and understandable. We are the bridge between you and the insurance carriers. Whether it's employee benefits for your company, a life insurance policy or an annuity, our clients know exactly what they are getting and why. Because of this, we build a bond with our clients based on trust.
Serra Benefits & Insurance Services looks forward to the opportunity to work with you or to continue working with you. Your patronage is greatly appreciated and your referrals compliment us on a job well
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Products & Services
Life Insurance , Employee benefits , Annuity
Reviews and Recommendations
Frequently asked questions about Serra Benefits & Insurance Services
What days are Serra Benefits & Insurance Services open?
Serra Benefits & Insurance Services is open Monday, Tuesday, Wednesday, Thursday, Friday.
Serra Benefits & Insurance Services
Open Hours
- Monday08:00AM - 07:00PM
- Tuesday08:00AM - 07:00PM
- Wednesday08:00AM - 07:00PM
- Thursday08:00AM - 07:00PM
- Friday08:00AM - 07:00PM
- Sat, SunClosed