Experience

KBI Benefits

• United States
• Insurance
• 1 - 100 Employee

• Vice President, Client Services

  • Apr 2023 - Present

• Director, Client Services

  • May 2017 - Apr 2023

  KBI is a premier benefits brokerage firm headquartered in Silicon Valley. For 25+ years, we have worked with businesses to lower prices, streamline processes, and maintain compliance. Our business is based on experience, integrity, and responsibility, coupled with industry knowledge that allows clients to manage costs while maintaining strong benefits programs. Our services include: • Group Health & Welfare Consulting (including partial and total self-funding) • Retirement Plan… Show more KBI is a premier benefits brokerage firm headquartered in Silicon Valley. For 25+ years, we have worked with businesses to lower prices, streamline processes, and maintain compliance. Our business is based on experience, integrity, and responsibility, coupled with industry knowledge that allows clients to manage costs while maintaining strong benefits programs. Our services include: • Group Health & Welfare Consulting (including partial and total self-funding) • Retirement Plan Consulting • Executive Benefits & Financial Planning • ERISA Legal Support • HR & Benefits Support and Services • HR Compliance Training • COBRA Administration • Employee Communications • Automated Enrollment & Administration • Federal and State Benefit Compliance Wellness Programs At KBI, we focus on building and maintaining client relationships because we care about what we deliver to our clients. We are active in all aspects of the business. KBI maintains a positive work environment that facilitates a motivated and competent team environment. We enjoy our work and provide outstanding service to our clients. We are collectively motivated to deliver on our commitment to our clients . We are members of UBA (United Benefits Advisors). This partnership with other independent benefit advisory firms allows us to provide additional resources, efficiency, and influence with carriers and other 3rd party vendors to the direct benefit of our clients. We are also members of SHRM (Society for Human Resource Management) and the National Association of Health Underwriters.



Suhr Risk Services

• United States
• Insurance
• 1 - 100 Employee

• Client Experience Team Leader & Account Executive

  • Oct 2006 - May 2017