I worked with Financial Advisors across the United States. These are amazingly talented individuals and all have unique backgrounds. By helping them keep their bookkeeping records in order they have the information they need to manage their businesses. And I got to work with all around great people.

Responsible for 95% of group health and ancillary benefit insurance renewals. Markets to prospective clients and work with major insurance carriers in the state of Montana to obtain insurance quotesPrepares proposal of insurance benefits to include, Health, Dental, Vision, Group Term Life, Voluntary Term Life, Short Term Disability, and Long Term Disability. And explanations of Health Savings Accounts and Premium Only Plans(Flex/Cafeteria/Section 125 Plan). Assist prospective and current client configure payroll deductions and tax deductions for all the above listed insurance benefits. Educate current and prospective clients and their employees about their insurance benefits, health care reform, and policy changes. Keep open lines of communications with clients and their employees. Address and resolve billing and enrollment issues for clients.