After two years into the financial services industry beginning in 1995, Sam began to observe a pattern within group health insurance agencies at large. Insurance agents tended to be more reactive to their company-client needs rather than proactive. Annual renewal time seemed to be the only events that triggered activity from the broker of record.
As he worked with both smaller independent agencies and large national organizations, agency engagement reflected a common thread: whether agency resources were vast or lean, agency success was directly related to the broker serving that company-client. Although training, resources and corporate backing is helpful, he found that individual broker engagement, or lack thereof, was the key determining factor for client satisfaction.
In addition to resources and depth, Beckworth Beneficial began to hone the skills and professional capacities that would drive both product line and professional services that would aid organizations and their Human Resources departments in a way that made them feel like our priority.
From this perspective came the driving force behind Beckworth Beneficial’s BEYOND Broker heart. We’re accessible and prompt. We’re consultants and advisors first; brokers second. We demonstrate to clients that we’re first their ally before our own. We are as from to office or as back office as our clients prefer. Some express a desire to be spoon fed and hand held with full benefits and IRS/ERISA administration services, and onsite often. Other clients prefer we stick to integrity in rate negotiations and solid open enrollment involvement. We are eager to serve on either front and anywhere in between.
Beginning first in financial services in 1995, Sam then moved into group health insurance and investment side of business with a large national insurance company. While continuing to build his book of business and group health insurance clientele, Sam began in1998 to facilitate across the state seminars for clients, companies and organizations regarding employee benefits education, executive compensation and retirement planning that continue to this day. In 2005 Sam moved towards his business endeavors independent from the national powerhouse insurance agencies in order to pursue his BEYOND Broker vision.
The Human Resources world is intense, and intensely complicated. In an ongoing effort to align our agency with the demands of the HR world, we partner with the vision of SHRM on national, statewide and chapter levels. Sam is a SHRM sponsor and exhibitor and is a speaker for SHRM Northern California’s annual conference on the Legal and Compliance track. Beckworth Beneficial understands that heath and benefits is to fit the need and unique culture of an organization. Sam also hold the designation of Registered Employee Benefits Consultants (REBC®) with the Nationals Association of Health Underwriters.
As Peter Drucker said, “What gets measured gets managed.” Since we’ve partnered with Human Resources professionals for years, we clearly understand that to say you have a lot to manage is an understatement. We are not looking to add more to your plate, but to take some of these processes off of yours, while easing your administrative burden with our professional services found right here on our website.
We help measure what you manage through Benchmark Reporting for Self-Funded Plans, Employee Benefits Guides for Large and Small Group, Company Intranet Site and Employee Portal, Mandatory Sexual Harassment Training, Benefits Administration and Systems Implementation support for Small Group Clients, Total Compensation Statements, HR Technology Portals, IRS/ERISA Compliance, and more.
We also look to set agreeable expectations of annual onsite visits and touches. We communicate this through our initial meetings with our Timeline of Services, and again with our annual Broker Services review. This way our clients can look anticipate and schedule our quarterly reviews, Open Enrollment schedule, onsite visits and any video meetings. Of course, this is in addition to typical servicing, atypical legislative changes and the all too familiar “expected-unexpected” circumstances that necessitate additional communication with our clients, and vice-versa.