Employee Benefits

Overview of Services

Designed to help small to medium size businesses enhance their benefits portfolio and strategies.

Key responsibilities for our valued clients include:

Assessing Needs: Analyze a company's employee demographics and current benefits to identify areas for improvement and potential cost savings.
Benefits Design: Help companies create comprehensive employee benefit packages that meet their budget and employee needs.
Market Research: Compare plans and pricing from various insurance carriers to find the most suitable options.
Claims analysis: Monitor claims data to identify trends and potential cost-saving opportunities.
Negotiation: Negotiate contracts with insurance providers to secure favorable terms and pricing.
Benefits Technology: We provide benefits technology for all valued clients at no cost to empower our clients to manage their employee benefits department with ease and efficiency
Employee Education: Provide employees with information about their benefits, including how to access and utilize them effectively.
Open Enrollment Support: Assist with the annual open enrollment process, including communication to employees about plan changes and selection options.
Compliance Management: Ensure that the company's benefit plans adhere to relevant laws like the Affordable Care Act (ACA) and Employee Retirement Income Security Act (ERISA).

Team of Licensed Professionals

Benefits Consultant

Provide Unlimited Advice and Consultation
Help employers compile the best possible benefits package to attract and retain employees, increasing employee satisfaction.
Discovery > Strategy > Educate and Empower > Enrollment

Executive Consultant

Senior Consultants
Oversees the Client Process and assists Consultants to provide world class service for clients
Team Lead on training and development of new Consultants

Benefits Counselor

Educate and Enroll employees in benefits
Provide accurate information about core and voluntary benefits to the employees
Through the process of information sharing, the employee will make the best decision for them and their family.
Assists employees with claims and any other benefits coverage questions

Area Director

Oversees the Entire Territory or Agency
Recruiting, Training and Development Manager
Responsible for Business Development and executing Growth Strategies

Client Services Department

Specialist

Responsible for assisting with the administration of all benefits and retirement programs, including medical, dental, vision, life insurance, and enhanced supplemental plans.

Coordinator

Assists employers with benefits enrollment and questions, manages all insurance billing, maintains employee database and files, and assists with payroll processing.

Corporate Administrators

Dedicated Client Services agents who assist Corporate Team and Consultant teams to provide world class service for their clients