The Benefit Planning Group
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The Benefit Planning Group Employees
Employee
Years
Job
Industry
Adam Chance Adam Chance's The Benefit Planning Group Experience April 2011 - Present
Job Account Manager/Sales at The Benefit Planning Group
Industry Insurance
Experience
The Benefit Planning Group April 2011 - Present
Lewallen Construction February 2008 - April 2011
C.W. Matthews Contracting Co., Inc. 2004 - 2008
Skills
Strategic Planning, Contract Management, Process Scheduler, Project Management, Construction, Microsoft Excel, Team Building, Construction Management, Contract Negotiation, Contractors
Education
Southern Polytechnic State University 2002 — 2008
Bachelor of Science, Civil Engineering
University of West Georgia 1997 — 1999
The Benefit Planning Group April 2011 - Present
Lewallen Construction February 2008 - April 2011
C.W. Matthews Contracting Co., Inc. 2004 - 2008
Skills
Strategic Planning, Contract Management, Process Scheduler, Project Management, Construction, Microsoft Excel, Team Building, Construction Management, Contract Negotiation, Contractors
Education
Southern Polytechnic State University 2002 — 2008
Bachelor of Science, Civil Engineering
University of West Georgia 1997 — 1999
Marc Flur Marc Flur's The Benefit Planning Group Experience January 2006 - December 2014
Job Senior Consultant, Individual Advisor
Industry Financial Services
Experience
Marsh and McLennan Agency January 2015 - Present
The Benefit Planning Group January 2006 - December 2014
Skills
Business Analysis, Equities, Risk Management, Derivatives, Fixed Income, Valuation, Financial Services, Financial Modeling, Investment Banking, Portfolio Management, Capital Markets, FX Options, Financial Markets, Hedge Funds, Options
Education
Duke University - The Fuqua School of Business 1990 — 1992
Master of Business Administration (MBA)
Duke University 1979 — 1983
Bachelor of Science (BS), Computer Science
Marsh and McLennan Agency January 2015 - Present
The Benefit Planning Group January 2006 - December 2014
Skills
Business Analysis, Equities, Risk Management, Derivatives, Fixed Income, Valuation, Financial Services, Financial Modeling, Investment Banking, Portfolio Management, Capital Markets, FX Options, Financial Markets, Hedge Funds, Options
Education
Duke University - The Fuqua School of Business 1990 — 1992
Master of Business Administration (MBA)
Duke University 1979 — 1983
Bachelor of Science (BS), Computer Science
Dustin Roberts Dustin Roberts's The Benefit Planning Group Experience May 2013 - August 2013
Job Student at Campbell University
Industry Financial Services
Experience
Four Oaks Bank & Trust May 2015 - Present
Four Oaks Bank June 2014 - August 2014
The Benefit Planning Group May 2013 - August 2013
Skills
Loan Origination, Loan Servicing, Estate Planning, Trust Management, Microsoft Excel, Microsoft Word, Banking, Commercial Lending, Disability Insurance, Financial Analysis, Cash Flow Statements, Customer Service, Teamwork, Sales
Education
Campbell University 2010 — 2015
Master of Business Administration (MBA), Trust and Wealth Management
Four Oaks Bank & Trust May 2015 - Present
Four Oaks Bank June 2014 - August 2014
The Benefit Planning Group May 2013 - August 2013
Skills
Loan Origination, Loan Servicing, Estate Planning, Trust Management, Microsoft Excel, Microsoft Word, Banking, Commercial Lending, Disability Insurance, Financial Analysis, Cash Flow Statements, Customer Service, Teamwork, Sales
Education
Campbell University 2010 — 2015
Master of Business Administration (MBA), Trust and Wealth Management
Tom Gyscek Tom Gyscek's The Benefit Planning Group Experience February 2013 - January 2015
Job Senior Account Executive at Marsh & McLennan Agency
Industry Insurance
Experience
Marsh & McLennan Agency January 2015 - Present
The Benefit Planning Group February 2013 - January 2015
Indiana Lumbermen's Mutual Insurance Co. 2010 - 2012
Meadowbrook Insurance Group 2003 - 2010
Lumber Mutual Insurance 1987 - 2002
Skills
Insurance, Property & Casualty..., Strategic Planning, Life Insurance, Health Insurance, Commercial Insurance, Customer Service, Leadership, Underwriting, Workers Compensation
Education
Niagara University 1971 — 1975
Bachelor of Commerce (B.Com.), Marketing
Marsh & McLennan Agency January 2015 - Present
The Benefit Planning Group February 2013 - January 2015
Indiana Lumbermen's Mutual Insurance Co. 2010 - 2012
Meadowbrook Insurance Group 2003 - 2010
Lumber Mutual Insurance 1987 - 2002
Skills
Insurance, Property & Casualty..., Strategic Planning, Life Insurance, Health Insurance, Commercial Insurance, Customer Service, Leadership, Underwriting, Workers Compensation
Education
Niagara University 1971 — 1975
Bachelor of Commerce (B.Com.), Marketing
David Pittard David Pittard's The Benefit Planning Group Experience November 2010 - Present
Job Managing Partner, The Benefit Planning Group
Industry Insurance
Experience
The Benefit Planning Group November 2010 - Present
Provectus Health Strategies 2009 - Present
The Benefit Planning Group 1998 - November 2010
Group Resources, Inc. 1995 - 1998
Skills
Employee Benefits, Health Insurance, Strategic Planning, Medical Underwriting, Program Development, Financial Analysis, Healthcare Management, Healthcare Consulting, Healthcare Analytics, Public Sp, PPACA, ERISA, Disease Management, Employee Wellness..., Disability Insurance, Health Savings Accounts, Affordable Care Act, Insurance, Life Insurance, Employee Benefits Design, Brokers, Health Care Reform, Strategy, COBRA, Medicare, Term Life Insurance, Health Policy, Managed Care, Long-term Care, Self-funded, Claim, Insurance Brokerage, Long Term Care Insurance, Critical Illness, Underwriting, Whole Life, Reinsurance, Workers Compensation, Fixed Annuities, Professional Liability, Employment Practices..., Group Medical, Dentistry, Group Insurance, Employee Wellness, D&O, Legal Liability, Voluntary Employee...
Education
The University of Georgia 1993 — 1998
BS
The University of Georgia 1993 — 1998
Tucker High School
The Benefit Planning Group November 2010 - Present
Provectus Health Strategies 2009 - Present
The Benefit Planning Group 1998 - November 2010
Group Resources, Inc. 1995 - 1998
Skills
Employee Benefits, Health Insurance, Strategic Planning, Medical Underwriting, Program Development, Financial Analysis, Healthcare Management, Healthcare Consulting, Healthcare Analytics, Public Sp, PPACA, ERISA, Disease Management, Employee Wellness..., Disability Insurance, Health Savings Accounts, Affordable Care Act, Insurance, Life Insurance, Employee Benefits Design, Brokers, Health Care Reform, Strategy, COBRA, Medicare, Term Life Insurance, Health Policy, Managed Care, Long-term Care, Self-funded, Claim, Insurance Brokerage, Long Term Care Insurance, Critical Illness, Underwriting, Whole Life, Reinsurance, Workers Compensation, Fixed Annuities, Professional Liability, Employment Practices..., Group Medical, Dentistry, Group Insurance, Employee Wellness, D&O, Legal Liability, Voluntary Employee...
Education
The University of Georgia 1993 — 1998
BS
The University of Georgia 1993 — 1998
Tucker High School
Chad Renegar Chad Renegar's The Benefit Planning Group Experience 2007 - 2010
Job Finance and Human Resource Manager at Halperns' Steak and Seafood
Industry Human Resources
Experience
Halperns' Steak and Seafood January 2011 - Present
The Benefit Planning Group 2007 - 2010
Skills
HR Policies, Talent Management, Benefits Administration, HRIS, Employee Benefits, Employee Relations, Interviews, Deferred Compensation, Recruiting, Employee Engagement, Payroll, Human Resources, Talent Acquisition
Education
The University of Georgia 1991 — 1996
Halperns' Steak and Seafood January 2011 - Present
The Benefit Planning Group 2007 - 2010
Skills
HR Policies, Talent Management, Benefits Administration, HRIS, Employee Benefits, Employee Relations, Interviews, Deferred Compensation, Recruiting, Employee Engagement, Payroll, Human Resources, Talent Acquisition
Education
The University of Georgia 1991 — 1996
Josh Roland's The Benefit Planning Group Experience November 2010 - Present
Job Partner at The Benefit Planning Group
Industry Insurance
Experience
The Benefit Planning Group November 2010 - Present
The Benefit Planning Group September 2002 - November 2010
Financial Partners Corporation June 2001 - October 2002
Randstad June 2000 - May 2001
Skills
Insurance Brokerage, Self-Funded Insurance, Long-Term Disability, Life Insurance, Employee Wellness..., Audits of Employee..., Employee Benefits Design, Insurance, Disability Insurance, Health Insurance, Employee Benefits, PPACA / Obamacare, Healthcare Consulting, Business Development, Finance, Analysis, Program Management, Consulting, Sales, Management, Term Life Insurance
Education
University of Georgia - Terry College of Business 1997 — 2001
BBA, Finance
The Benefit Planning Group November 2010 - Present
The Benefit Planning Group September 2002 - November 2010
Financial Partners Corporation June 2001 - October 2002
Randstad June 2000 - May 2001
Skills
Insurance Brokerage, Self-Funded Insurance, Long-Term Disability, Life Insurance, Employee Wellness..., Audits of Employee..., Employee Benefits Design, Insurance, Disability Insurance, Health Insurance, Employee Benefits, PPACA / Obamacare, Healthcare Consulting, Business Development, Finance, Analysis, Program Management, Consulting, Sales, Management, Term Life Insurance
Education
University of Georgia - Terry College of Business 1997 — 2001
BBA, Finance
Patrick Alred Patrick Alred's The Benefit Planning Group Experience 2011 - Present
Job Consultant at The Benefit Planning Group
Industry Insurance
Experience
The Benefit Planning Group 2011 - Present
BlueLinx Corporation February 2010 - January 2011
Skills
Insurance, Marketing, Health Insurance, Customer Service, Process Improvement, Strategic Planning, Team Building, Project Management, PPACA/Obamacare, Employee Benefits, Account Management, Disability Insurance, Financial Analysis, Leadership, Sales
Education
Kennesaw State University - Michael J. Coles College of Business 2003 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Benefit Planning Group 2011 - Present
BlueLinx Corporation February 2010 - January 2011
Skills
Insurance, Marketing, Health Insurance, Customer Service, Process Improvement, Strategic Planning, Team Building, Project Management, PPACA/Obamacare, Employee Benefits, Account Management, Disability Insurance, Financial Analysis, Leadership, Sales
Education
Kennesaw State University - Michael J. Coles College of Business 2003 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ashley Gilder Ashley Gilder's The Benefit Planning Group Experience May 2014 - Present
Job Marketing Director at The Benefit Planning Group
Industry Insurance
Experience
The Benefit Planning Group May 2014 - Present
The Benefit Planning Group January 2013 - May 2014
The Benefit Planning Group June 2012 - January 2013
Skills
Employee Benefits, Social Media, Analytics, Research, Facebook, Public Relations, Press Releases, Insurance, Journalism, Account Management, Marketing Communications, Social Media Marketing, Management, Content Strategy, New Media, Business Planning, Health Insurance
Education
Auburn University 2006 — 2011
Bachelor of Arts, Public Relations
The Benefit Planning Group May 2014 - Present
The Benefit Planning Group January 2013 - May 2014
The Benefit Planning Group June 2012 - January 2013
Skills
Employee Benefits, Social Media, Analytics, Research, Facebook, Public Relations, Press Releases, Insurance, Journalism, Account Management, Marketing Communications, Social Media Marketing, Management, Content Strategy, New Media, Business Planning, Health Insurance
Education
Auburn University 2006 — 2011
Bachelor of Arts, Public Relations
Samella Walker's The Benefit Planning Group Experience February 1995 - Present
Job Exec/FSA Administrator at The Benefit Planning Group
Industry Insurance
Experience
The Benefit Planning Group February 1995 - Present
Skills
Insurance, Customer Relations, Microsoft Office, Customer Service, Excel, Health Insurance, Administrative..., Recruiting, Microsoft Excel, Project Management, Outlook, Access, Process Improvement, Employee Benefits, Coaching, Human Resources, Team Building
Education
University of Phoenix 2007 — 2013
Bachelor of Arts (BA), Human Services Management
Georgia State University - J. Mack Robinson College of Business 1992 — 1994
The Benefit Planning Group February 1995 - Present
Skills
Insurance, Customer Relations, Microsoft Office, Customer Service, Excel, Health Insurance, Administrative..., Recruiting, Microsoft Excel, Project Management, Outlook, Access, Process Improvement, Employee Benefits, Coaching, Human Resources, Team Building
Education
University of Phoenix 2007 — 2013
Bachelor of Arts (BA), Human Services Management
Georgia State University - J. Mack Robinson College of Business 1992 — 1994
Heather Picciotti's The Benefit Planning Group Experience April 2007 - Present
Job Vice President at The Benefit Planning Group
Industry Insurance
Experience
The Benefit Planning Group April 2007 - Present
Aon Hewitt October 2004 - April 2007
CIGNA Healthcare March 2001 - March 2004
Education
Temple University - Fox School of Business and Management
Bachelor's degree, Actuarial Science
The Benefit Planning Group April 2007 - Present
Aon Hewitt October 2004 - April 2007
CIGNA Healthcare March 2001 - March 2004
Education
Temple University - Fox School of Business and Management
Bachelor's degree, Actuarial Science
Blake Wilkey's The Benefit Planning Group Experience November 2010 - Present
Job Partner Benefit Consultant at The Benefit Planning Group
Industry Insurance
Experience
The Benefit Planning Group November 2010 - Present
The Benefit Planning Group May 2000 - November 2010
Skills
Insurance, Employee Benefits, Customer Service, Account Management, Managed Care, Sales, Outlook, Microsoft Excel, Project Management, Customer Satisfaction, Marketing, Microsoft Office, Health Insurance, Disability Insurance, Team Building, Cold Calling, Process Improvement, Underwriting, Leadership, Strategic Planning, Life Insurance, New Business Development
Education
Presbyterian College 1997 — 2000
BS, Business
The Benefit Planning Group November 2010 - Present
The Benefit Planning Group May 2000 - November 2010
Skills
Insurance, Employee Benefits, Customer Service, Account Management, Managed Care, Sales, Outlook, Microsoft Excel, Project Management, Customer Satisfaction, Marketing, Microsoft Office, Health Insurance, Disability Insurance, Team Building, Cold Calling, Process Improvement, Underwriting, Leadership, Strategic Planning, Life Insurance, New Business Development
Education
Presbyterian College 1997 — 2000
BS, Business
Josh Segars's The Benefit Planning Group Experience 2003 - June 2008
Job Senior Vice President, Employee Benefits Consultant at Willis North America
Industry Insurance
Experience
Willis North America April 2011 - Present
Access Benefits Group, Inc. July 2008 - April 2011
The Benefit Planning Group 2003 - June 2008
Group Resources Incorporated 1999 - 2003
Skills
Insurance, Employee Benefits, Reinsurance, Underwriting, Brokers, Process Improvement, Salesforce.com, Health Insurance, Healthcare, Strategic Planning, Account Management, Leadership, Financial Analysis, Marketing, Team Building, Business Development, Cross-functional Team..., Competitive Analysis, Data Analysis
Education
The University of Georgia 1995 — 1999
Economics
Willis North America April 2011 - Present
Access Benefits Group, Inc. July 2008 - April 2011
The Benefit Planning Group 2003 - June 2008
Group Resources Incorporated 1999 - 2003
Skills
Insurance, Employee Benefits, Reinsurance, Underwriting, Brokers, Process Improvement, Salesforce.com, Health Insurance, Healthcare, Strategic Planning, Account Management, Leadership, Financial Analysis, Marketing, Team Building, Business Development, Cross-functional Team..., Competitive Analysis, Data Analysis
Education
The University of Georgia 1995 — 1999
Economics