reaching new heights in healthcare

Reaching New Heights in Healthcare

Facilitator and Participants Bios

REACHING NEW HEIGHTS IN HEALTH CARE PARTICIPANT BIOS

KRISTEN BOYD

Training, Development and Engagement Director –

C2 Solutions

[email protected]

Denver, Colorado

Kristen Boyd has worked in Employee Benefits for over 16 years. Kristen has held roles in Sales, Account Management, and Human Resources. Prior to joining C2 Solutions, Kristen worked at United HealthCare as a Sr. Sales Training Consultant. In this role, Kristen had a great deal of experience in creating and facilitating both virtual and live trainings and worked strategically with leaders within UHC to shape the direction of Training and Development. As of 2017, Kristen has joined C2 as the Training, Development and Engagement Director. Kristen works with the C2 member firms to create and deliver producer training to provide the producers and account managers skills needed to excel in their markets. This includes in person as well as virtual training. In addition, Kristen works to find ways to increase producer engagement among the firms to build collaboration and to share best practices. Kristen received her B.S. in Human Nutrition and Dietetics from Colorado State University. She currently lives outside of Denver in Parker, CO with her husband and three children. In her free time Kristen enjoys spending time with her family and being outdoors, especially in the mountains. She also enjoys running, yoga, hiking, skiing and playing tennis.

mailto:[email protected]


Holmes Murphy

Kaitlyn Beaird

Holmes Murphy- Account Manager—Employee

Benefits

[email protected]

Dallas, Texas

Kaitlyn Beaird joined Holmes Murphy in 2018 as an Employee Benefits Account Manager in the Mid-Market. Kaitlyn is a graduate of Louisiana Tech University. Throughout her 5 years in the insurance industry she has spent most of her time in the ancillary space in both the Atlanta and Dallas markets. Kaitlyn is committed to serving her clients with a spirit of excellence and providing top-notch day to day account management support.

Matthew Beebe


Benefits

[email protected]

Waukee, Iowa

Matthew Beebe joined Holmes Murphy in 209 as an Account Executive in our Waukee, Iowa office. Matthew is responsible for the coordination and evaluation of company benefit plans, implementing programs that help clients recruit and retain employees, and helping clients with their financial budgets for employee benefits.

Prior to joining Holmes Murphy, Matthew worked at Principal Financial and Wells Fargo in the accounting and actuarial investment areas.

Matthew went to Wartburg College where he majored in Accounting and Finance and minored in Leadership. He is licensed in Health and Life and was a recipient of the 2018 Silver Cord Volunteer Award where he volunteered more than 100 hours in 2018. Outside of work, Matthew volunteers with FCA and Adaptive Sports Iowa and enjoys traveling.




Hannah Smith


Benefits

[email protected]

Dallas, Texas

Hannah Smith joined Holmes Murphy in 2018. As an Account Manager, Hannah is responsible for collaborating with the account team to maintain and manage positive working relationships with our clients. Hannah is responsible for gathering claims information, drafting RFPs, creating and preparing presentations, and managing other special projects.

Prior to joining Holmes Murphy, Hannah worked for a different broker and primarily focused on providing support to Sales and Account Management teams on marketing, sales, and other areas.

Hannah graduated from Oklahoma State University with a Bachelor of Science.



Kistler Tiffany Benefits

Kathy Gerhart

Kistler Tiffany Benefits- Associate Account

Executive

[email protected]

Medford, New Jersey

Kathy Gerhart joined Kistler Tiffany Benefits in 2014 and has held several roles since joining our firm, including Executive Administrative Assistant where she supported Benefits Consultants and the President/CEO. In 2018, Kathy relocated to New Jersey and began working as an Associate Account Executive in our Mt Laurel, NJ office supporting clients for all of the Benefits Consultants in that office.

Prior to joining Kistler Tiffany Benefits, Kathy worked in the stormwater management and pharmaceutical/clinical trial fields as an environmental analyst and project specialist respectively. She graduated from Washington College with a BA in Environmental Studies and was an integral member of the women’s varsity swim team.

Kathy lives in Medford, NJ with her fiancé and cat. In her free time she enjoys being outdoors, attending concerts, and has a soft spot for reality TV.

Andrew Harvey

Kistler Tiffany Benefits- Administrator

[email protected]

Downingtown, Pennsylvania

Originally from England, Andrew relocated to Pennsylvania and joined Kistler Tiffany Benefits as an administrator in 2018. Since joining the company, he has had the privilege of working with several talented colleagues and learning about the many aspects of the insurance industry. He recently acquired his health and life insurance licenses. He hopes to continue to grow in his role and explore any budding opportunities that should arise.

Before beginning his life in the U.S., Andrew earned a master’s degree from the University of London and a bachelor’s degree from the University of Lincoln. He went on to hold various positions in the U.K. including an administrative role at a small business.

Andrew lives in Downingtown, PA with his wife, newborn baby, and cat.




Alfredo Ortiz

Kistler Tiffany Benefits- Customer Service

Representative

[email protected]

Kennett Square, Pennsylvania

Alfredo Ortiz joined Kistler Tiffany Benefits in 2011 as a Customer Service Representative in our Client Services Department. Alfredo has his license in Life, Accident and Health, and is fluent in written and spoken Spanish, which is a tremendous asset for our clients who have Spanish-speaking employees. Alfredo frequently receives high praise from our clients and is an integral part of our customer service team.

Prior to joining Kistler Tiffany Benefits, Alfredo earned his BS in Business Management from West Chester University. He also worked as a Benefits Services Representative for a local health insurance broker, The Elite Group.

Alfredo lives in Kennett Square with his fiancé and two children. In his spare time, Alfredo enjoys traveling and doing outdoor activities with his children. He is also a landscape photography enthusiast.

Jaime Reimer

Kistler Tiffany Benefits- Customer Service

Representative

[email protected]

Royersford, Pennsylvania

Jaime has been with Kistler Tiffany Benefits for almost 5 years as a Customer Services Representative in our Client Services Department. She frequently receives kudos from the clients she serves. Prior to joining Kistler Tiffany Benefits, Jaime worked as a Customer Relations Specialist for Blue Cross and Blue Shield of Alabama for 5 years. Before working in the employee benefits industry, Jaime has held various roles, some of which include being an Assistant Manager at a pet store and a Travel Consultant/Agent for both a travel wholesale distributor and a travel agency. Jaime attended SUNY Oswego.

Jaime lives in Royersford with her husband, 2 boys, 2 cats and a dog. In her spare time, Jaime enjoys cooking, reading, traveling, and spending time with her boys.




M3 Insurance

Brianne Gauder

M3- Director of Client Services—Employee Benefits

[email protected]

Madison, Wisconsin

Brianne Gauder is the director of client services, employee benefits at M3 Insurance. Working from the Madison office, she provides internal leadership of the areas of employee benefits Client Services, Administration, and Carrier Relations. She is primarily responsible for the strategic oversight and for the development and supervision of M3's client service representatives who specialize in employee benefits.

Education/Experience Brianne earned a Bachelor of Arts in corporate communications from Northern Illinois University. Prior to M3, Brianne worked for Target Corporation in a variety of roles including store leadership, talent acquisition, campus recruiting, and property management. She joined the M3 team in June of 2015 as a client services manager for employee benefits. She served in that role until she was promoted to her current role in April 2018.

Accreditations Brianne is a licensed life and health agent in the state of Wisconsin.



Alisa Kekula

M3- Account Manager—Employee Benefits

[email protected]

Madison, Wisconsin

Alisa Kekula is an account manager in the Madison office of M3 Insurance. Specializing in employee benefits, Alisa’s primary role is to support the agency’s efforts to build and maintain positive client relationships. She helps meet clients’ service needs by preparing proposals and processing new business and renewals. Alisa also assists with policy changes and resolving questions about claims, billing and compliance issues. Education/Experience Alisa holds a Bachelor of Arts in corporate communications with a minor in marketing from Marquette University. She previously worked for Quartz in a variety of roles, including customer service and small group account service representative, from 2015 - 2018. Alisa began her career with M3 in December 2018. Accreditations Alisa is a Wisconsin licensed health and life insurance agent.

Mike Watkins

M3- Account Manager—Employee Benefits

mike.watkins.m3ins.com

Madison, Wisconsin

Michael Watkins is an account manager in the Madison office of M3 Insurance. Specializing in employee benefits, his primary role is to support the agency’s efforts to build and maintain positive client relationships. Mike helps meet clients’ service needs by preparing proposals, processing new business and renewals, and resolving questions about claims, billing and compliance.

Education/Experience

Mike comes to M3 with years of carrier experience. He recently spent the last several years at Humana, and prior to that he was at CUNA Mutual Group. Mike joined the M3 team in December 2017.

Accreditations

Mike holds his Wisconsin life and health insurance licenses.


mailto:mike.watkins.m3ins.com


McGohan Brabender

Michael Ditmer

McGohan Brabender- Consultant

[email protected]

Cincinnati, Ohio

Michael serves as a Consultant at McGohan Brabender and joined McGohan Brabender in 2018. Michael is responsible for new account development and providing consulting to existing clients. This is accomplished through continuous learning, skill development in all areas of the benefit management, and by listening to clients’ needs. Michael’s goal is partner with employers to achieve the most cost-efficient strategy and add value to their benefits package. Michael’s responsibilities include evaluation, analysis, and strategic development of a client’s comprehensive benefit package. Before McGohan Brabender, Michael worked as a Senior Sales Operations Manager at Paycor and Variable Compensation Manager and Sr. Financial Analyst at LexisNexis. Michael graduated from Heidelberg University with a bachelor’s of Business Administration and Computer Information Systems in 2004.

Jason Durham

McGohan Brabender- Account Manager

[email protected]

Dublin, Ohio

Jason Durham is an Account Manager at McGohan Brabender, specializing in the 51-99 market segment. He has worked in the insurance industry for 11 years as an Analyst and Account Manager. As an account manager he has built relationships and developed benefit strategies with clients ranging from 10 employees to 20,000 employees. His primary duties are to strengthen and maintain client relationships by providing the highest level of account service and adhering to McGohan Brabender’s quality standards. Jason assists clients in plan design selection, prepares and presents various client meetings, contributes ideas/strategies and manages all aspects of client renewals. Jason has a degree in Political Science - Pre-Law from Ohio University and went on to obtain his Life, Accident and Health License.




Justin Feltner

McGohan Brabender- Employee Benefits Consultant

[email protected]

Columbus, Ohio

Justin serves as a Consultant at McGohan Brabender and has been with MB since 2016. He started as a consultant in June of 2018 after graduating from Otterbein University with a degree in Accounting and Finance. He is also involved in a national high school baseball scouting organization that helps give athletes the necessary platform to pursue their dream of playing at the next level.

Ellie Gossett

McGohan Brabender- Account Relationship

Manager

[email protected]

Dayton, Ohio

Ellie Gossett is an Account Relationship Manager working in the 100+ segment at McGohan Brabender. She is a 2013 graduate from the University of Dayton majoring in Marketing and Leadership with a sales emphasis. Prior to her current role, Ellie worked at McGohan Brabender’s former sister company, Wellvibe from 2013-2018. Ellie met her husband, Mike, on her first day at MB, and was married in October 2017. They now spend their time chasing after their new mini Australian Shepherd puppy named Winnie!




Tara Harpold

McGohan Brabender- Account Relationship

Manager

[email protected]

Mason, Ohio

I joined McGohan Brabender in June, 2018 as an Account Relationship Manager. In my role, I work as part of an account management team to provide ongoing service and support to our assigned client groups. Our team works with clients ranging in size from 300 to 10,000+ employees. My background is in Human Resources, within the healthcare industry. I was previously the Director of Human Resources for a collection of senior living communities. Prior to that, I was the Chief Administrative Officer for a non-profit mental health agency. My previous roles included responsibilities in all areas of HR, including Benefits Administration, Recruiting, Employee Relations, Payroll, and Accounting/Finance. I received my Bachelor’s Degree in Education from Ohio University. I live in Mason, Ohio with my husband, our two boys (ages 10 and 5), and our Goldendoodle puppy.



Scott Insurance

Caitlin Arrington

Scott Insurance- Benefits Account Analyst

[email protected]

Roanoke, Virginia

Caitlin joined Scott in 2018 as a Benefits Account Analyst for Scott Benefit Services. Prior to joining Scott, she worked for many years in customer service, accounting and human resources for companies in Austin, Texas and Virginia. Caitlin most recently worked in human resources for a company in Roanoke, Virginia where she gained valuable experience with employee benefits. She is excited to utilize her previous customer service and employee benefits experience to help our clients every day.

Caitlin earned her Bachelor of Science from Radford University and holds a license in Life and Health Insurance

Ian Lawrence

Scott Insurance- Benefits Consultant

[email protected]

Charlotte, North Carolina

Ian Lawrence works as a Benefits Consultant with Scott Insurance in Charlotte, NC with a focus on providing strategic oversight on Health and Welfare programs for middle market clients. Prior to starting with Scott, Ian served six years as a sergeant in the United States Marine Corp with multiple tours to Iraq and Afghanistan. After his military career, Ian worked in the recruitment and staffing industry in Raleigh, NC, before joining a Fortune 100 Commercial Insurance company where he held multiple roles in operations, client management, and sales and distribution serving clients in the Southeast and Mid-Atlantic.

Ian received his Bachelor of Arts in political science from the University of North Carolina at Chapel Hill.




Samantha Lehmann

Scott Insurance- Benefits Analyst

[email protected]

Lynchburg, Virginia

Samantha joined Scott in 2018 and is located in the Lynchburg, VA office. Prior to joining Scott, Samantha worked as a Quality Engineer for a manufacturing company. In this role, she gained valuable customer service and teamwork experience, and developed a work ethic to focus on continuous improvement. Samantha received her Bachelor of Science in mechanical engineering from LeTourneau University. She is licensed in Life Health & Annuities in the state of Virginia and obtained her Group Benefits Disability Specialist (GBDS) designation.

Kassi O’Brien

Scott Insurance- Benefits Consultant

[email protected]

Richmond, Virginia

Prior to joining Scott, Kassi worked as a Benefits Consultant for an independent benefits firm, partnering with clients to build competitive employee benefit plans. Kassi began her career as an industrial engineer for Milliken & Company, where she improved manufacturing practices and guided a team of employees to efficiently deliver quality product and gain market share. She then transitioned into a cost account role measuring their financial performance. Kassi graduated from Converse College with a Bachelor of Science in economics and from Clemson University with a Master of Business Administration. She is also a graduate of Dale Carnegie and holds her Six Sigma and Supply Chain Management certificates.




The Partners Group

Alli Frasier

The Partners Group- Account Executive

[email protected]

Lake Oswego, Oregon

Alli came to The Partners Group in 2015 with experience from a global benefits consulting firm, as an Account Manager in Employee Benefits since 2000. Earning her degree from Southern Oregon University with a Bachelor of Arts in Communications. Alli is a Group Benefits Disability Specialist and Licensed Life and Health Producer in Oregon and Washington. Dedicated to prompt responsiveness and building a strong client to broker relationship. Alli is consistently thinking outside the box when it comes to benefit plan designs and remains a team player always willing to lend a helping hand. Alli continuously engages with her clients not only during the implementation process but during the daily challenges and strategic planning phases to ensure customer satisfaction. An Oregon native with a husband and three kids. Alli enjoys watching her daughter play Club volleyball and twin boys, play Club basketball. Simon and Bentley, two English Cream Retrievers are loved members of their family. Alli’s family also enjoys taking trips to their Sunriver vacation home and spending time together trying new restaurants.


reaching new heights in healthcare

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