Employee Benefits Team Coaching
Team Workshops
The current talent shortage in the employee benefits industry is impacting client service. Some ways I can support your team include training vendor teams (both carriers and point solutions) on how to optimize their relationship with brokers. I am also available to support your team with 1:1 coaching to augment your internal day-to-day team management.
Custom Workshops including Presentation Skills Training for Non-Sales People
In the employee benefits world, Account Managers and Technical Team members are invited to present to either brokerage firms or employers. Often Account Managers aren't given the tools or training to maximize communication to support a sales presentation, especially in our new virtual work environment. I have provided workshop-based training that can be customized for in-person or virtual workshops for your hybrid and WFH team members. A program can also be customized to also include 1:1 coaching for key team members to maximize your customer growth and retention strategy.
Carrier and Vendor Consulting
Your Inside Sales Coach on the Broker Ecosystem
My experience working with broker teams brings a fresh perspective on what they value. Brokers and employers are inundated with thousands of vendor "pitches", especially from new digital health solutions. Help your team stand out from the others with sales training and support on what gets you noticed by brokers and employers. Sample projects include 1:1 consulting on the broker ecosystem and/or training to optimize your business growth and retention strategy.
Team and Individual Coaching
Carrier and Broker Team Coaching via 1:1 Sessions
While many employers provide their employees with an EAP, having access to a personal coach who knows and understands the industry can be key to supporting your team. My specialty is working with client service teams. This customized coaching engagement ensures your team members receive 1:1 coaching and real-time text support. Contact me for more details and pricing.
Career Pivot Advice
After recently moving from a VP role to pivot into starting my own business, I understand the importance of aligning a career with personal values. Perhaps you are exploring a possible change or you are simply burnt out and need guidance for your next career move. You will find my approach to be intuitive, empathetic and also inspiring. My mission in coaching is to be your "guide" in igniting transformation and personal growth.
Career Navigation
Whether you are new to the employee benefits industry and/or a veteran, there are times when an external advisor can be supportive in determining the next phase of your career. Options include a single session for real-time career move guidance and/or a short-term coaching arrangement to support a new role or job change, I welcome a conversation about how I can support you to maximize your impact in the industry.
Employer Consulting Services
Your HR and Employee Benefits Partner
My experience in the employee benefits arena includes working with employers in the emerging technology space as well as software companies with 100-500 employees. I also became passionate about the startup community when serving on the Board of the Oregon Entrepreneurs Network and the Technology Association of Oregon HR Committee. While I do not replace your current broker relationship, I am available for benefits consulting projects for early-stage companies with minimal HR infrastructure as well as larger firms wanting unbiased employee benefits strategic planning. Sample projects include creating a strategic benefits program roadmap to attract and retain top talent.
Broker RFP Selection Process
Managing a broker RFP and wading through proposals from brokers can be daunting. In my experience, most brokerage firms sound the same in the proposal process. I can help you cut through the "fluff" to ensure there is not only the right technical expertise to support your firm but also an appropriate fit. One of my primary goals will be to ensure cultural alignment between you and your future benefits service provider.
Project Based Employee Benefits Consulting
Whether you want a second set of eyes on your employee benefits program and/or desire input on how your program compares to the market, when you work with me, you can expect an unbiased view of your benefits to ensure alignment for the attraction and retention of your most valuable asset, your employees.