Brock Squire Email and Phone Number

As COO, I continue to drive operational and strategic leadership in the key areas of system conversion, operational efficiency, carrier partnerships, and product & service innovation. Additionally, I hold the Leadership Team accountable for achieving company goals, while ensuring all employees are rowing in the same direction. I'm dedicated to maintaining operational excellence and consistency with our employees, clients, and partners.

As DSI, I drive operational and strategic leadership - focusing on key areas of technology, operational efficiency, carrier partnerships, and product & service innovation. I’m responsible for the evaluation and implementation of key strategic initiatives for the organization.

- Operations and strategic lead for three distinct P&Ls: Health & Welfare, Retirement Services, and Executive Benefits- Responsible for the recruitment and retention of high performing team members- Developed and implemented talent metrics aligned to business goals, reduced and maintained turnover to less than 3% of top talent

- Created national reporting platform to improve the efficiency, consistency, and quality of external financial reporting- Led the transition and vendor selection for the data warehouse used to support over 500 clients nationally. Transition activities included vendor contract negotiations, data privacy and integrity, insurance carrier data transfer agreements, and field training- Assisted sales teams on large sales opportunities and served as lead Financial Consultant on National… Show more - Created national reporting platform to improve the efficiency, consistency, and quality of external financial reporting- Led the transition and vendor selection for the data warehouse used to support over 500 clients nationally. Transition activities included vendor contract negotiations, data privacy and integrity, insurance carrier data transfer agreements, and field training- Assisted sales teams on large sales opportunities and served as lead Financial Consultant on National Accounts- Spoke annually at 10+ seminars throughout the country to assist HR and C-Suite Executives understand and manage rising medical costs Show less