Susan Herschell, Rhu, Csfs Email & Phone Number

Portland, Oregon Area

As a Benefits Consultant, I speak with my clients about their current employee benefits plan, as well as their needs, goals, and resources. My team and I then do an in-depth benefits assessment and make recommendations to meet their goals at the best possible cost.Note: Some brokers do not review alternative plans for clients to save money, because they are paid on commission generated by the premiums. At Heffernan, we view things from our client’s perspective that is your perspective. We are committed to finding solutions that achieve your goals and benefit your budget. Our approach earns trust and loyalty for a long-term business partnership.Heffernan’s Employee Benefits division is licensed and has access to every health insurance carrier with an A Rating and beyond. In addition, we have been invited to sit on the broker advisory board for many of the highly reputable carriers in the nation.With analytic vehicles, senior underwriters and ERISA attorneys on staff, and market access and support, I have everything I need to provide my clients with thoughtful, decision-making tools.We also handle:✅ Online benefits administration with updated technology✅ Dedicated Benefits team✅ Virtual Open Enrollment, Health fairs and Employee education✅ Marketing all plans, including various funding arrangements✅ Ad hoc budgets at any time of the year✅ Ongoing client support✅ And more🌟 Heffernan is consistently ranked as one of the nation’s largest independent insurance brokerage firms, as well as named on the insurance industry’s ‘Best Places to Work’ lists.🌟 Since 2003, Heffernan has been named a ‘Top Corporate Philanthropist’ and has donated over $22 million to various charities in the communities where we live and work.Want to learn more?💻 Visit www.Heffins.com✉ Email susanh@heffins.comSpecialties: Employee Benefit Insurance Brokers | Health Care | Advisor

Portland, Oregon, United States

Portland, Or

Providing thought leadership to financial executives in the Pacific Northwest.

Lake Oswego, Or

Contributes to the achievement of short and long-term department/corporate goals, includingincreasing revenues by renewing and increasing the penetration of the appropriate products and services.Assigned existing accounts located within the assigned market. Drives the the renewal activities and programs for 51+ sized employer groups. Prepares account specific renewal strategies including product options, service enhancements, financial aspects and businessopportunities at assigned accounts. Serves as a negotiating liaison between internal and external parties, sell additional lines to existing customers, arrange to provide servicing and resolve issues and concerns for assigned accounts, and provide educational information to client, business and channel partnersExtensive experience in alternative funding arrangements, self funding, stop loss, and cost containment strategies to reduce an employers overall healthcare spend. Well versed in claims experience data review, utilization reports, and other data analytics to determine weaknesses and opportunities in a plan's health care expenses.

Responsible for retaining existing accounts in the 2-50 employer market.Develop relationships with Producer channels to sell and service our products.Cross sell multiple lines of ancillary employee benefits to small employers.Train new and existing producers on company's value and products.Deliver exceptional service to clients and members on day-to-day issues and conflict resolution.Counsel employers and producers on health care reform impacts to small group employer market.

Support for Account Managers/Sales Executives by coordinating and participating in activities necessary to ensure sales, retention and maintenance of assigned 200+ accounts and the sale of additional lines of coverage. This includes development of group specific plans to ensure a successful renewal process, including working with Underwriting, developing timelines with group/broker for enrollment activities, andcoordinating with internal and external partners on implementation activities. Provide support to internal and external partners to insure group level service issues are research and resolved. Support to others within the team on the more complex service issues, and act as a subject matter expert on departmental and corporate projects.

Bachelor'S Degree, Environmental Studies/ Political Science

Registered Health Underwriter (Rhu), Employee Benefits

Education record