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.
Jim Schaefer, Consultant/SE Practice Leader
Jim is an expert at developing and executing pivotal strategies and solutions based on a uniquely broad business perspective. A dynamic, innovative, and adaptable leader with proven ability to design incentives and employee benefits to initiate the desired employee behaviors. Jim has successfully adopted best practices for HR technology, HR transformation strategy, and total rewards service delivery models. He is experienced in vendor management, policy, and plan designs. A strong leader capable of working with all stakeholders of client hierarchy in multicultural Fortune 1000 companies and across a variety of industries including: Entertainment, Education, Financial Services, Health Care Delivery, Government, Technology, and Manufacturing. Jim is a world-class professional who drives high-impact projects and leads clients to achieve their corporate goals.
Marcia Truitt, Account Manager
Marcia works alongside the CU Benefit Alliance team on managing and servicing mid-size credit union groups. She manages all aspects of client service, including plan implementation, day to day client servicing (enrollment, terminations, changes) and renewal management including preparing spreadsheets and benefit summaries. Marcia has more than 20 years of experience in employee benefits.
Tanya is the president of Small Group accounts and has 28 years of benefits experience. Tanya was named One of the Most Influential Women in Benefit Advising for three years (2014, 2015 & 2017) by Employee Benefit Advisor magazine. Tanya was recognized from a pool of candidates nationwide for her extraordinary contributions to the employee benefit industry, and overall strong leadership skills, while improving and elevating the status of women in the benefits profession.
Harry F. Garman, Midwest Market President
Since 1988, Harry has assisted employers in placing over 25,000 insurance policies throughout the Midwest service area. His primary focus has been major medical coverage for employer groups or individual families.
Marsha Minten Marketing
Marylouise Miller Controller
Justin Harder I.T.
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