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PAGE 8
Brokerage Services for Insurance and Employee Benefits
References (Questions 5 – 7)
We believe strongly in the privacy of our clients, as such we are able to list the references below we have received
permission to provide, and would be of most relevance given the RFP. 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. Below you will find a listing of references.
Existing Clients
Blount County Government – 2,000 Employees
o
Jenny Morgan, HR
o
p: 865.273.5781
i.
Financial review of employee benefits fund
ii.
Pharmacy review and consulting
iii.
Bi-weekly service calls with HR Team
iv.
Wellness strategy creation and implementation
v.
Compliance Consulting
vi.
Quarterly HR Committee and County Commission meetings
vii.
Creation of all employee communications
viii.
Coordination and management of all vendors and monthly calls
Barrette Outdoor Living – 1,200 Employees
o
Jonathan Gronow, VP of HR
o
p: 609.593.5428
i.
Financial review of employee benefits fund
ii.
Wellness strategy creation and implementation
iii.
Pharmacy review and consulting
iv.
Bi-weekly service calls with HR Team
v.
Quarterly HR meetings
vi.
Compliance Consulting
vii.
Monthly Financial reporting
viii.
Creation of all employee communications
ix.
Onsite employee benefits meetings at all locations across the US
x.
Coordination and management of all vendors and monthly calls
JFK Health System – 4,000 Employees
o
Dr. William Oser, Vice President and Chief Medical Officer
o
P: 732.321.7000
i.
Financial review of employee benefits fund and budget creation
ii.
Implemented an award-winning wellness strategy
iii.
Pharmacy review and consulting
iv.
Orchestrated a domestic claims system that drives employees to use JFK facilities
v.
Bi-weekly service calls with HR Team