We are a 100 employee professional services firm based in Wash, DC. Can anyone refer a solid, reputable straight-shooter health insurance broker to me?
Note: this matter is strictly confidential, as I do NOT want the incumbent broker to be aware at this time.
- Jeffrey Nees, Chief Financial Officer at WDG Architecture ,
- Greg Wood, Owner at The CFO Alliance,
- Scott Cutler, Chief Financial Officer at Rumsey Electric Company,
I highly recommend Olson Benefit Group, LLC located at Bethesda, MD. We have 260 employees multiplies branches in DC metropolitan area. It's a small firm and provided an excellent service especially plan design and wellness program. Julie Olson, firstname.lastname@example.org, (301) 657-9835.
- Grace Kwong, Chief Financial Officer at Dominion Electric Supply Co.,,
HI Jeff - Lockton Companies is a great firm and worth considering. Their Dallas office (which is who we work with) works very closely with their DC office. I would be happy to make an introduction if you would find that helpful. My experience with them has been exceptional - and I appreciate their straight-forward approach.
- Shannon Greene , CFO & Treasurer at TANDY LEATHER FACTORY INC,
Jeff - you may want to go in a different direction and choose to work with fee paid consultants as opposed to commission driven brokers. Bolton Partners, headquartered in Baltimore is a very professional firm, Mark Lynne is the practice leader.
- Gerald Blaum, Senior Vice President - Finance at Innovation Programs, LLC,
Outstanding new benefits broker we engaged, wellness programs etc. We are 134 professional services firm as well.
Silberstein Insurance Group
Richard Silberstein - email@example.com
- Greg Donovan, Chief Financial Officer at Campbell and Company,
Jeff - I had a very good experience with a broker in the Philadelphia suburbs and can reach out to them if you need more help or if your testing the market for vendors. Please feel free to reach me at 610-203-9876 Jeff Kirsch
- Jeffrey Kirsch, Chief Financial Officer at Kirsch CFO Advisor,
- Anita Liebscher, CFO at South Atlantic Services,
- Gary Bender, EVP and CFO at SISD,Inc ,
- Kenneth West, Chief Financial Officer at N/A,