Kathy Halpin

Kathy Halpin Email and Phone Number

Insurance Ninja creating out of the box, affordable solutions for small/large groups, 1099 contractors, solopreneurs, individuals and employees with no access to employer benefits. @
Kathy Halpin's Location
Peachtree City, Georgia, United States, United States
About Kathy Halpin

In my 25+ years of working with health insurance I have discovered that the best solutions are often custom requiring out of the box thinking. That is what I bring to the agency I now own. I partner with excellent benefit providers in the industry and educate myself with the newest benefit trends, products and legislative updates. I take a personal approach with my clients to find the most affordable, effective and sustainable employee benefits package available to them. Solutions provided include health insurance, long term care/hybrids, business overhead and business interruption insurance and key man life insurance. I put together comprehensive plans in what I call The BeneFit Sandwich. Different people want different toppings and that is how insurance also is made to order. My company provides excellent service and support for our clients. Our clients can expect dedication, professionalism and a genuine concern for their business and employees.

Kathy Halpin's Current Company Details
Benetrend Partners, LLC

Benetrend Partners, Llc

Insurance Ninja creating out of the box, affordable solutions for small/large groups, 1099 contractors, solopreneurs, individuals and employees with no access to employer benefits.
Kathy Halpin Work Experience Details
  • Benetrend Partners, Llc
    Ceo
    Benetrend Partners, Llc Mar 2022 - Present
    Developing ideal insurance SANDWICH: The right combination for you of health insurance, dental, vision, accident, critical illness, cancer, disability, life insurance, telemedicine, long term care and Medicare.Leads the team to grow and develop an organization that excels in offering the best insurance to its clients.Recruiting new and existing agents to the team and training them to successfully market individual products. Engaging in relationship building with business owners and HR professionals to provide small and large group insurance benefits to their teams.
  • Resourceseven
    Account Manager/Agent
    Resourceseven Feb 2017 - Mar 2022
    -- Developed and educated on a comprehensive approach for healthy individuals who can think outside the box providing HUGE $aving$ on healthcare.-- Gained knowledge of Employee Navigator enrollment platform system - built, tested and maintained day to day functions for 20+ groups
  • Benetrend Advisors, Llc
    Account Manager
    Benetrend Advisors, Llc Apr 2013 - Feb 2017
    Fayetteville, Ga, Us
    -- Sell / expand product offerings for new and renewing group/individual clients with agency-- Create benefit solutions for small businesses so they can stop worrying about a "headache area" that generates no revenue and spend more time focusing on what they do best. -- Help increase employee morale and attract new dynamic employees by offering products that meet their specific insurance needs and educate on the coverage they have available.-- Assist individuals with purchasing a health plan both on and off the Exchange including ACA interpretation, tax credit estimates, enrollment and ongoing claims assistance.-- Provide individuals with benefits that meet their specific needs including life insurance, long term disability, dental, vision, and short term medical. -- Handle renewals, shopping of the market, new hire enrollment, terminations and service issues-- Conduct enrollment meetings for education always staying on top of trends.--Develop, monitor and expedite plan sponsor/member information and communications to existing and prospective clients.
  • Benevestco A Resource Seven Company
    Account Manager
    Benevestco A Resource Seven Company Nov 2010 - Apr 2013
    Fayetteville, Georgia, Us
    Client Relations/Retention for portfolio of 7500employees; Employer and Employee main contact, conducted enrollment meetings, webinars and lunch & learns, handled service calls, E-file Maintenance, HRIS Master User (InfinityHR). Dedicated Benefit Specialist for client of 875 employees.Benefits Administrative Outsourcing Contract Services Management; Managed scope of work as defined by project including, Bill/TPA Enrollment audits, Discrepancy Resolution, HRIS Master User, Client Bill Preparation, Employee Education Services, Employee Mass CommunicationClient Implementation; Open Enrollment preparation, execution, submission, Post enrollment & implementation closure, employer & vendor introductions, employer web access/training coordination, delivery of post enrollment materials and employer tools, contracts and SPD ComparisonsClient Documentation & Communication Management, Goldmine Super User, Ivinex Super UserClient Services Collateral and Special Projects; client news, compliance reminders, creation or maintenance of all related documents, Wellness Coordinator and Cheerleader
  • Mxn Media, Llc
    Operations Manager
    Mxn Media, Llc Apr 2006 - Mar 2008
    Analyzed budget, staffing, and accounting reports to assist with managing the financial aspects of US officeDesign, coordinated and managed all benefits including; healthcare, ancillary coverage and 401kHandled all Human Resources issues and ensure company is compliant with all regulations, rules and lawsResponsible for all Accounts Payable/Receivable, PO’s and work orders utilizing Quickbooks and AccPac
  • C&H Financial, Llc
    Account Manager
    C&H Financial, Llc Jun 2000 - Mar 2006
    Managed an account portfolio comprised of 3200+ employees for Healthcare and Ancillary Lines of coveragePrimary point of contact for clients and confidential employee advocateClients ranged in size from six-750 employeesPrepared and presented renewals and conducted a mid-year review on an established book of businessPerformed open enrollment meetings, health fairs, and provided training to HR & Benefit Administrators

Kathy Halpin Education Details

  • Clayton State University
    Clayton State University
    Health And Physical Education/Fitness

Frequently Asked Questions about Kathy Halpin

What company does Kathy Halpin work for?

Kathy Halpin works for Benetrend Partners, Llc

What is Kathy Halpin's role at the current company?

Kathy Halpin's current role is Insurance Ninja creating out of the box, affordable solutions for small/large groups, 1099 contractors, solopreneurs, individuals and employees with no access to employer benefits..

What schools did Kathy Halpin attend?

Kathy Halpin attended Clayton State University.

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