Heidi Holmes Email & Phone Number

Chicago, Illinois, United States

Greater Chicago Area

Chicago, Illinois

My focus is to engage benefits brokers to assist them in leveraging their time and efforts to not only increase their revenue and keep valued accounts, but to bring personalized service to the employees that are the ultimate recipients of their work. Our SaaS employee communication platform, ALEX, is used by more than 1,500 companies with more than 20 million employees in total – including 114 of the Fortune 500 and one-third of the country's 25 largest companies. ALEX helps employees at these companies, whose health insurance premiums total more than $110 billion, make better decisions about their insurance plan options, 401(k) allocations, and financial wellness. For busy brokers, benefits communication is often the last thing on the agenda, and even then, it takes up a disproportionate amount of time and effort. The average amount of time a broker puts up into prepping benefits communication materials is 15 hours—per client. But despite all the booklets and benefits meetings, employees are still confused about their benefits and overwhelmed by the amount of information they must sort through.Brokers who put their focus on effectively communicating benefits through ALEX break the mold, adding huge value for clients and standing out in a competitive market.ALEX engages each employee in a one-on-one interactive conversation, so they feel better about their decisions and are less likely to go into "enrollment autopilot".ALEX increases comprehension of HDHP and HSA migration, which reduces sticker shock.ALEX uses behavioral science to drive change—so much so that last year employees who used ALEX contributed $1153 more to their HSA's than the national average.

Aurora, Il

Aurora, Il

My responsibilities are for the development and performance of all sales activities in an assigned market. I staff and direct a sales team and provide leadership towards the achievement of maximum profitability and growth in line with our company's vision and values. My objective is to establish plans and strategies to expand the customer base in the marketing area and contribute to the development of training and educational programs for not only our agents, but all of the staff we partner with in our region.

Madison, Wisconsin Area

The primary focus of my position is to train and support Life Specialists for AAA in the Growth Markets for Auto Club Group and further the production of life sales by working with management in other marketing channels.

Madison, Wisconsin Area

Working with and developing new agents concurrently selling insurance.

Small business consultant and health/life insurance agent. This company was formerly associated with NASE and Mega Life and Health.

Taught science, history, and geography to middle school children.