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Brokerage Services for Insurance and Employee Benefits
Experience and References (Questions 15 – 17)
Collectively, we currently manage over 750 clients with each receiving individualized custom support gleaned from a
needs analysis at the outset of the relationship with the client. Our average retention rate is 90%. Our typical client
size ranges between 50 – 3,000 employees and is assigned to the appropriate team based on size. Below you will
find a listing of references.
Existing Clients
Simplify Compliance – 525 Employees
o
Lawton Miller, CFO
o
P: 615.724.7272
National Seating & Mobility, Inc. – 1,400 Employees
o
Ann Mahaffey, VP of Human Resources
o
P: 615.595.1115
Husch Blackwell – 1,200 Employees
o
Levi Snow, Director of HR
o
P: 816.983.8901
Baker & Hostetler LLP – 1,300 Employees
o
Michele Gray Merrill
o
Director of Human Resources
o
P: 216.430.2988
Blount County Government – 2,000 Employees
o
Jenny Morgan, HR
o
P: 865.273.5781
Barrette Outdoor Living – 1,200 Employees
o
Jonathan Gronow, VP of HR
o
P: 609.593.5428
Carson Newman University – 350 Employees
o
Elaine Smith, Director of HR
o
P: 865.471.7164
Brokerage and Consulting Services
Overview of Benefits Administration (Question 18)
Should CBIZ be chosen as the Benefit Consultant of choice for Bradley Arant Boult Cummings, our process would
begin with gathering all plan data from the appropriate carriers, and having a meeting with the HR team to go