Tom Mccauley Email & Phone Number

Valhalla, Ny, Us

Lead a team of account executives devoted to providing tailored-service, consulting and administration of your employee benefits programs in the most cost effective manner. Our team has worked in the Tri-State area for over 25 years assisting clients with major high claimant issues, poor wellness participation, outdated employee contribution strategies and incorrect healthcare funding mechanisms. We provide solutions tailored to our clients unique situations resulting in superior client satisfaction and retention. USI acquired Wells Fargo Insurance Services, my previous firm, in December 2017.

San Francisco, California, Us

Continued expansion of social service not for profit clients and growth of professional staff to provide service. National and Global Leverage with Insurance Companies - 4th Largest Brokerage Firm in the Nation. Worked with clients ranging in size, 50 employees to 3000.Wells Fargo acquired Wachovia Insurance Services January 2008.

Worked primarily with Social Service Not for Profits.Wachovia acquired Tribus Companies February 2002.

Practiced as an Employee Benefit Consultant

Practiced as an Employee Benefit Broker/Consultant

Bachelor Of Science, Economics

Education record