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CONF I DENT I A L │ PAGE 9
Health and Welfare Benefit Brokerage Services Proposal
Client – Facing Team
The engagement team, guided by Greg Callahan, Team Lead and Senior Specialist, will continue to engage in
strategic discussions, planning sessions, insurance placement as well as provide ongoing support. Below is a
graphic of your team structure, please see Exhibit B for full biographies of your service team.
Culture
Our first priority is to serve our clients well. We consistently strive to provide superior service and solutions, and to
build long-lasting relationships with our clients. Our philosophy is simple: we will work hard to retain your trust and
your confidence. We understand that to serve our clients well, we must preserve our human capital. Our Kansas City
office has several key initiatives driving culture including the CBIZ Culture Club, Anniversary and Birthday
celebrations and Great People, Great Place program. Please refer to Exhibit A for our Service Promise, Mission and
Core Values.