John Harris, CEO
John is a nationally recognized employee benefits and insurance expert with cross-functional expertise in building and leading the sales and service functions for companies in various start-up, stable and high growth situations.
Strengths in formulating long-term strategic policies and technological initiatives that have supported impeccable financial results for his clients. John has 30 years of experience in the insurance and financial services industry.
After receiving his BBA in Marketing from The University of Texas at Austin, he formed a retail insurance agency and later built a successful start-up insurance operation for a large community bank. John was later recruited by HUB
International to the post of VP of Agency Development in their financial institution division, where he was responsible for providing innovative employee benefits and insurance solutions to banks and credit unions. He is currently
the CEO of CU Benefits Alliance, giving credit union executives the “insider” tools to control cost and help them improve benefit plan design so they can attract and retain the best employees.
Sherry Campbell, COO
Sherry Campbell is a Senior Client Manager responsible for account retention and client relationship management. She brings with her over 20 years of industry experience which includes managing fully insured and self-insured medical
business, extensive Life and Disability contract work, as well as HSA, HRA, and FSA implementation and management. Sherry has worked with clients on realization and creation of voluntary and worksite product offerings. Sherry’s
diverse experience provides clients with full spectrum consultation ranging from self-insured medical plans with pharmacy management and Stop Loss, to disability and medical leave integration. Sherry blends her expertise knowledge
of benefit programs with a proactive approach that provides clients with executed results. Sherry earned her Bachelor’s of Science degree in Political Science from Portland State University with a minor in English Literature. In her
spare time, she enjoys spending time with her family, including her two young girls. Sherry’s hobbies include, golf, running, and coaching her daughter’s basketball team.
Kimberly O’Toole, Consultant
Kimberly is a Benefits Consultant responsible client employee benefits strategy and management. She has 27 years of employee benefits experience which includes managing fully-insured and self-insured groups. She has extensive
knowledge in group Life, Disability and Dental programs, as well as managing multiple Association Health Plans. Kimberly has worked mostly with employer groups over 50 employees in both fully-insured and self-funded arrangements.
She conducts enrollment meetings, works with clients to assist with plan administration, claims research and billing. Kimberly has a Bachelor of Science in Business Administration and Management.
Barbra Freeman, Underwriter
Barbra is an underwriter with over 35 years of insurance experience analyzing health data and assisting clients with budget rate setting, claim cost projections, claims reserve setting, employee contribution designs and carrier negotiations. She is well versed in both self-funded arrangements and fully insured plans. Her prior carrier experience includes a Blue plan, HealthNet and a regional HMO, and she brings strong knowledge of vendor pricing methods and uses that to negotiate the best cost and benefits for her clients. Barbra’s specialties include working directly with CFOs, HR execs and financial team members on health plan financial reporting, rate and reserve development, and plan and cost benchmarking.
Lisa Klassen, Senior Account Manager
Lisa is responsible for account retention and relationship management. Lisa brings over 25 years of progressively responsible industry experience including fully-insured and self-insured health plans, the range of Section 125 plans, HSA and HRA management, COBRA operations and ERISA compliance. She has worked in the brokerage arena and spent several years in third-party administration operations providing specialized consulting to self-insured health plans including the placement of stop loss and pharmacy benefit management. Lisa holds the NAHU self-funding certification and Group Benefits Disability Specialist designation from The Hartford School of Insurance. In her spare time, she enjoys spending time with her family, including active young grandsons, boating, motorhome travel, gardening and reading.
Marsha Minten Marketing
Marylouise Miller Controller
Justin Harder I.T.
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