Employee Benefits

Today's employee benefits marketplace is an ever changing environment, from healthcare reform to new creative plan designs being introduced by the insurance carriers. It is critical you select the appropriate broker to advise and guide you through this time.

Employee Benefits

We have over 100 combined years of experience in creating and managing successful benefits packages for organizations across nearly every industry. Listening to your organizations specific needs and then developing a plan to design the most effective benefits package that aligns perfectly with your financial budget.

Throughout the years our firm has developed and maintains preferred relationships with regional and national carriers. We can leverage these relationships to insure your organization is provided with the most appropriate benefit solutions in the market; all while being guided by the most trusted agency in the greater Charlotte area.

OUR SALES PROFESSIONALS

  • Present quality benefit plans based on employer parameters
  • Coordinate sales & initiates renewal process
  • Negotiate competitive premium levels
  • Obtain alternative quotes in the competitive marketplace
  • Provide benefit reviews and market analysis
  • Coordinate enrollment meetings and materials
  • Provide assistance with employee announcements
  • Monitor the integrity of the benefits plan throughout the year

ADMINISTRATION

  • Coordinates quotes process
  • Provides hospital and physician network comparisons
  • Conducts employee meetings
  • Processes employee enrollments
  • Coordinates efficient enrollment process

CUSTOMER SERVICE

  • Responds to the client or insured's service needs within 24 hours
  • Investigates claim and administration inquiries
  • Assists in client billing administration
  • Assists with employee benefit changes and updates
  • Provides direct access to insurance carriers
  • Maintains up-to-date knowledge of ever-changing benefit regulations
  • Advises on the impact of current issues and regulatory activities
  • Provides guidance on proper human resource procedures
  • Coordinates new hire enrollments and communication

Contact us today for a quote!

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Benefits Consultation

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