Employee Benefits Expertise

Over 25 years of experience in consultative employee benefits brokerage for complex structures.

bswift Ben Admin System

I have worked with ben admin systems (primarily bswift) for over 12 years partnered with challenging clients with complex structures and many eligibility classes.

Specializing in Implementations

Expertise in navigating challenging employee benefits structures for optimal outcomes.

Employee Benefits Consultant

I have over 25 years of employee benefits insurance consulting. My middle market experience includes self-funding, compliance reviews, renewals, open enrollment strategies, and client service for Marsh & McLennan (now Mercer), Aon Consulting, and most recently Catholic Mutual Group.

Professional Recognitions

2010 Completion of CEBS and RPA Designations

2010 Make A Difference Award

2009 Make A Difference Award

1998 Top Office in the Southeast Region

1992 Top Center in the Rocky Mountain Region

Benefits Expertise

• Health Coverage (self funded and fully insured)

• Carve-Out Prescription Drug Benefits

• Dental

• Vision

• Basic Life and AD&D

• Supplemental Life

• Short and Long Term Disability

• Identity Theft

• Pet Insurance

• Legal Services

• 401(k) and 403(b) Retirement Plans

• Worksite Products (e.g., accident, critical illness)

• Client Service and Support (e.g., booklet review, ACA, day-to-day administration)

• Section 125 Plan Documents

• NonERISA and ERISA experience

Additional Experience

Five years experience in Property and Casualty coverages for Catholic hospitals.

Temporary Controller for CCRRG for six months

Completed 7 of 8 exams for CPCU designation

Network Administrator and IT for 3 years

Worked for H&R Block for a tax season

Wrote my first computer program in 1984

My colleagues have said that I walk on water

Jeff Johnson, American National

Rick Brasher, CCCRRG

David Greatting, CIGNA

★★★★★

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