Group Insurance PDX

Specialties

A dedicated service team — Management and employees should know and have access to their broker team

Benefit Consultant /​Strategist — Define objectives and develop action plan for long term; adapt as needed based on goals, trends and market factors

Account Manager — In the office to answer questions from management & employees regarding claims issues, benefit design questions, covered services, etc.

Customized and branded benefit website — Employees &families have access to benefit summaries, forms, physician directories & our contact information

Employee surveys — We get to know the needs of the employees rather than pay for benefits employees don’t use

Communication — Open enrollment meetings, 1-​on-​1 employee meetings as new hires join & monthly wellness and benefit newsletters

Client Resource Center — HR and benefits library, forms, templates, employee handbooks, benchmarking data

I’ll help you find the most appropriate plans at the best cost for your individual organization.

Meet the Business Owner

Tracy V.

Business Owner

You may know a bit about what I do and how I do it, but perhaps not why. Simply put, I have a passion for the success of independent, locally-​owned businesses in Portland and support local companies whenever possible. In a volatile economy and with the uncertainty of health care, many employer groups are confused and struggling with how best to protect their businesses and their employees — their workplace «family».

I really enjoy helping businesses to optimize their health benefit program — not just at renewal time — but all year long. I first learn about the people in each organization — and then devise creative ways to best meet the benefit needs of the company (cost or recruiting) — along with the individual needs of its employees and families.