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Gallagher Broker Anthony Carlton Recognized as a 2023 Education Power Broker
Anthony Carlton, Producer, Gallagher One of Anthony Carlton’s clients was facing a molestation claim against a former teacher, resulting in its charter school consortium removing them from the insurance for the sake of the other schools. The client had to find a quick replacement. “We needed someone who could get us umbrella coverage quickly,” they… View Article
Risk Strategies Broker Terry Lyons Recognized as a 2023 Education Power Broker
Terry Lyons, National Education Practice Leader, Risk Strategies Terry Lyons is the type of education broker who puts the students first, always. And it’s not just through insurance packages that keep these students covered — because he’s got that, too. In the last two years, Lyons has assisted Mya Batton, senior director, risk & insurance… View Article
Marsh Broker Frank Cella Recognized as a 2023 Education Power Broker
Frank Cella, Managing Director, Marsh Southern Illinois University has three campuses across the state of Illinois. To keep them covered, Peggy Ittner, office of the VPFAA, relies on Frank Cella to get the job done. “We have a School of Medicine at our Springfield office, and they have always been very interested in our med-mal… View Article
Gallagher Broker Joe Block Recognized as a 2023 Education Power Broker
Joe Block, Area Vice President, Gallagher College athletes can be held in as high esteem as the professionals these days. And someone has to help keep students safe while on the field. That someone? It’s Joe Block. Block handles one university client’s secondary insurance, primarily athletic student health insurance and the international athletic student health… View Article
Gallagher Broker Kate Jones Recognized as a 2023 Employee Benefits Power Broker
Kate Jones, Area Vice President, Gallagher A mid-sized manufacturing firm had a turnover problem. Employees were leaving to work for its competitors, and the firm determined it had a communications problem. The company has employees spread across facilities in three southern states while HR is located in New York. With employees speaking several different languages… View Article
EPIC Insurance Broker Patrick McGrade Recognized as a 2023 Employee Benefits Power Broker
Patrick McGrade, Managing Principal, EPIC Insurance Brokers Patrick McGrade credits his background at a small agency in helping him learn the “ins and outs” of the business and developing his service philosophy. McGrade worked with a new client this year who requested his help transitioning from a PEO model to a more traditional arrangement. After… View Article
Gallagher Broker Lauren Cheek Recognized as a 2023 Employee Benefits Power Broker
Lauren Cheek, Area Vice President, Gallagher Brokers are no strangers to hard work, and sometimes the combination of hard work, patience and tenacity pays off. One of Lauren Cheek’s clients has a complex structure with different designs and contributions for its salaried and non-union employees across four divisions. Because of the design, the benefits package… View Article
Conner Strong & Buckelew Broker Kristine Klepper Recognized as a 2023 Employee Benefits Power Broker
Kristine Klepper, Executive Partner & Practice Leader, Conner Strong & Buckelew With high rates and shifting capacity in the employee benefits space, Kristine Klepper has formed a winning strategy for her clients by looking deeply into the data. By analyzing insights from claims data, she has helped her clients make better decisions, identify cost drivers… View Article
Risk Strategies Broker John Shaw Recognized as a 2023 Employee Benefits Power Broker
John Shaw, Senior Director, Risk Strategies Successful brokers are creative people by nature. They find creative solutions to emerging problems every day, sometimes even before the first cup of coffee has cooled. John Shaw’s creativity was a central theme underscored by his clients’ comments and the methods he has used to secure wins over the… View Article
HUB International Broker Samantha Bradley Recognized as a 2023 Employee Benefits Power Broker
Samantha Bradley, Senior Account Advisor, HUB International Samantha Bradley relies on data to strategize and problem-solve with her clients, driving results and protecting their interests. One of Bradley’s clients, a veteran health care provider, was hit particularly hard by COVID and is still recovering. High rates of COVID testing continued to impact the client’s costs…. View Article
Gallagher Broker Tracie McPherson Recognized as a 2023 Employee Benefits Power Broker
Tracie McPherson, Area President, Gallagher Tracie McPherson’s penchant for long-term strategizing combined with her ability to move quickly has paid off for her clients this year. McPherson began working with a new client in 2022 that had a self-funded health plan. She quickly initiated a search for a new pharmacy plan, negotiating a result that… View Article
Gallagher Broker Wes Grigston Recognized as a 2023 Employee Benefits Power Brokers
Wes Grigston, AVP, Regional Director of the Public Sector Practice, Gallagher Local governments and public entities across North Carolina enjoy the option to enroll in the North Carolina Health Insurance Pool (NCHIP). NCHIP is a solution designed to help public entities increase affordable access to health insurance. Wes Grigston and his colleagues at Gallagher started… View Article
Alliant Insurance Services Broker Matt Malkin Recognized as a 2023 Employee Benefits Power Broker
Matt Malkin, Senior Vice President, Alliant Insurance Services Matt Malkin’s proactive approach to lowering costs has paid off for his clients this year. The rising costs of health care benefits are impacting many employers. A new client came to Malkin after facing significant compensation challenges with its workforce. The client was struggling with a double-digit… View Article
HUB International Broker Maggie Osburn Recognized as a 2023 Employee Benefits Power Broker
Maggie Osburn, Senior Vice President, HUB International Successful cost management strategies are more important than ever for employee benefit packages, with employers seeing sky-high increases this year. Maggie Osburn focused on helping her clients find ways to manage astronomical plan increases while still providing competitive employee benefits packages. One client received a 90% renewal quote… View Article
HUB International Broker Robert DeValle Recognized as a 2023 Employee Benefits Power Broker
Robert DeValle, Senior Vice President, HUB International “Bob doesn’t just care about the commission. He cares about the mission.” One of Robert DeValle’s clients is a nonprofit organization aimed at helping children. The charity faced significant financial challenges following pandemic-related shutdowns and other constraints. DeValle organized a fundraising effort aided by HUB to raise $125,000… View Article
Risk Cooperative Broker Derrick Wong Recognized as a 2023 Employee Benefits Power Broker
Derrick Wong, Practice Leader, Risk Cooperative Derrick Wong focused on combining his sharp eye for analytics with a deep understanding of his clients’ needs to provide the best employee benefits package possible. He earned the business of a new client through his proposal and went to work putting together a robust benefits package. He developed… View Article
Risk Strategies Broker Adam Wax Recognized as a 2023 Employee Benefits Power Broker
Adam Wax, Senior Vice President, Risk Strategies Adam Wax’s client faced an unexpected challenge this year. The incumbent HR director left suddenly at the same time as the employee benefits plan was up for renewal. The new director struggled to find coverage without an existing broker relationship. Wax was one of several brokers the client… View Article
Gallagher Broker Ryan Wallace Recognized as a 2023 Employee Benefits Power Broker
Ryan Wallace, Area Vice President, Gallagher The pandemic caused many businesses to shift gears and change their operating models over the last year. One of Ryan Wallace’s health care clients underwent a significant change this year when it separated from the main hospital group’s ownership. This change affected 3,000 employees spread over several physicians’ offices,… View Article
M3 Broker Laurie Miller Recognized as a 2023 Employee Benefits Power Broker
Laurie Miller, Regional Director, M3 Laurie Miller’s goal is to be a master of the insurance trade and her mission is to share her knowledge with her clients. Miller’s enthusiasm as a lifelong learner is echoed by her clients, with one saying “she is a wealth of knowledge in the area of benefits and human… View Article
HUB International Broker Jason Bainum Recognized as a 2023 Employee Benefits Power Broker
Jason Bainum, SVP/Delaware Office Lead, HUB International Jason Bainum focused his efforts with one large university client on a waste reduction program this year. The client wanted to remove wasteful spending across the board, and Bainum was ready. He began by analyzing the health care plan and found most high-dollar claims were driven by a… View Article