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BROWN & BROWN - JULIA BERTRAND
BROWN & BROWN - JULIA BERTRAND
Minneapolis, Minnesota
Brown & Brown, located in the bustling heart of Minneapolis, MN under the guidance of Julia Bertrand, stands out as a prominent insurance brokerage firm, particularly esteemed for its expertise with local and regional employers. This office has carved a niche in delivering comprehensive medical and ancillary benefits solutions, a testament to its profound understanding of employer needs and industry demands. One of the hallmark features of this Brown & Brown branch is its proficiency in serving the offices of real estate agents and brokers industries. A shining example of their client success stories is the collaboration with Collopy Real Estate, a Minnesota-based firm. Here, Brown & Brown has demonstrated its capability to manage complex insurance needs, catering to over 180 participants, which highlights their ability to handle substantial and intricate employer benefit programs. The firm’s strength lies in its dual focus: an intimate knowledge of local business landscapes coupled with the resources and reach of a large national insurance brokerage firm. This unique combination enables them to offer tailored, effective solutions that resonate with the specific needs of each client. Brown & Brown’s Minneapolis office, led by Julia Bertrand, is not just about numbers and contracts; it's about building lasting relationships and ensuring the financial safety and wellness of its clients and their employees. Their approach is holistic, considering not just the immediate insurance needs but also the long-term implications and opportunities for their clients. This office's commitment to excellence and its adeptness in navigating the complex world of employer benefits make it an excellent choice for businesses seeking reliable, insightful, and comprehensive insurance brokerage services.
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MORGAN PLANNING GROUP, LLC - MINNEAPOLIS, MN
MORGAN PLANNING GROUP, LLC - MINNEAPOLIS, MN
Minneapolis, Minnesota
We work mainly with other business owners on their financial and estate planning. Scott also does the design work on the benefit plans for their companies while my staff manages and helps with the details of the complex administration. The Morgan Planning Group,LLC is dedicated to providing assistance and advice to each and every customer. Scott and his staff pride themselves in establishing personal, long term relationships with their clients. Services provided through The Morgan Planning Group,LLC include but are not limited to: Group Employee Benefits • Group Health • Group Ancillary Benefits • Life, Vision, Disability, Dental • Administration & COBRA implementation
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WESTLUND ASSOCIATES - HUTCHINSON, MN
WESTLUND ASSOCIATES - HUTCHINSON, MN
Hutchinson, Minnesota
Westlund Associates is a machinery company based out of 102 Main St S # 206, Hutchinson, Minnesota, United States.
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MARSH MCLENNAN AGENCY - MINNEAPOLIS, MN
MARSH MCLENNAN AGENCY - MINNEAPOLIS, MN
Minneapolis, Minnesota
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 9,000 colleagues and 160 offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $2 billion in annualized revenue, making it one of the largest brokerage operations in North America.
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DATTILO CONSULTING - MINNEAPOLIS, MN
DATTILO CONSULTING - MINNEAPOLIS, MN
Chanhassen, Minnesota
Dattilo Consulting, Inc. helps companies and their employees thrive through affordable benefit plans and related services. Headquartered in the West Metro (Chanhassen, MN) we specialize in comprehensive employee benefits consulting and services for companies in the broader St. Paul and Minneapolis area. BENEFITS CONSULTING DCI clients spend 49% less on benefits than the national average. Employees spend 21% less. We help you navigate company health insurance plans, develop strategies to reduce healthcare costs, evaluate health insurance pricing models, and find the right mix of employee benefits to keep your competitive edge. ■ Group health insurance benefits - Including BENIC plan (benefiting employees not insurance companies) ■ HSA (Health Savings Account) ■ HRA (Health Reimbursement Arrangements) ■ Copay health insurance ■ Company Dental Insurance plans ■ Group Life Insurance ■ Employee disability plans ■ Vision Plans ■ Voluntary Benefit Plans ■ Cafeteria plans - POP (Premium Only Plans) - FSA plans (Flexible Spending Accounts) - DCAP (Dependent Care Assistance Plan) HR CONSULTING & SUPPORT A common fear we hear from Controllers and HR Directors is dropping the ball and creating liability for their company because there isn’t enough time or help to get everything done. We bring order to chaos by helping you with simple day to day operations like onboarding and offboarding, open enrollment, health plan administration, and regulatory compliance. ■ Offboarding (employee termination) ■ Open enrollment (electronic and paper materials, in-person meetings, digital distribution) ■ HSA, HRA, and FSA plan administration ■ HR Compliance management - COBRA administration - Affordable Care Act (1094C, 1095C) - CMS (Centers for Medicare & Medicaid Services) Reporting - 5500 filings - Document storage and organization - Department of Labor (DOL) audit reports If you need help implementing or managing benefits, give us a call! (952) 448-8800
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PICKETT AGENCY, INC - BEMIDJI, MN
PICKETT AGENCY, INC - BEMIDJI, MN
Bemidji, Minnesota
The Bemidji, MN branch of Pickett Agency, Inc distinguishes itself with specialized proficiency in catering to local and regional employers, focusing extensively on medical and ancillary benefits. Their expertise extends notably within the grocery and convenience retailers sector, where they've cultivated strong relationships and served as a trusted advisor to prominent entities like Jnd Holdings, Johanneson's, and Teals Management Group. These clients, each with sizable participant pools exceeding 100, have benefited from Pickett Agency's tailored solutions and deep understanding of the industry's nuances. What sets this office apart is its affiliation with a local brokerage firm, leveraging collective insights and resources while maintaining a personalized touch. Their demonstrated experience working with midsize employers showcases their adaptability and capacity to navigate diverse organizational structures and needs. Pickett Agency's commitment to understanding the unique demands of the grocery and convenience retailers industries is evident in their track record of delivering tailored benefit packages. Their knowledge, honed through hands-on engagement, ensures that employers receive comprehensive and competitive offerings aligned with the industry's evolving landscape. Driven by a commitment to localized expertise and a collaborative approach, Pickett Agency's Bemidji branch stands as a reliable partner for employers seeking comprehensive and industry-specific insurance brokerage services.
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GROUP SOLUTIONS - MINNEAPOLIS, MN
GROUP SOLUTIONS - MINNEAPOLIS, MN
North Branch, Minnesota
Group Solutions, located in Minneapolis, MN, boasts a sizable office equipped to cater to the diverse needs of employers seeking comprehensive insurance solutions. With a proven track record, this local brokerage firm stands out for its extensive experience working with self-funded clients, providing adept support to both local and regional employers. Their expertise spans various industries, including beer, wine, and distilled alcoholic beverage merchant wholesalers, rail transportation, and electrical equipment manufacturing. Notable clients such as 7G Distributing, a leader in the beer, wine, and distilled alcoholic beverage merchant wholesalers sector with 150+ participants, Bmc Aggregates LC in nonmetallic mineral mining and quarrying with 160+ participants, and Bodine Electric Company in electrical equipment manufacturing with 240+ participants, underscore the broker's ability to navigate the intricacies of diverse industries. This office stands out for its significant experience in serving midsize and large employers, showcasing a nuanced understanding of the distinct challenges and opportunities inherent in both segments. Group Solutions in Minneapolis, MN, is synonymous with tailored insurance solutions, leveraging its local presence and industry-specific expertise to empower employers in safeguarding their workforce and enhancing overall well-being.
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PHAROS EMPLOYEE BENEFITS, INC. - MINNEAPOLIS, MN
PHAROS EMPLOYEE BENEFITS, INC. - MINNEAPOLIS, MN
Eagan, Minnesota
Pharos Employee Benefits, Inc. is a reputable local insurance broker with an office in Eagan, Minnesota. Known for their exceptional customer service and expertise, they have received high ratings from clients. With a focus on serving clients across Pennsylvania, they cater to a diverse range of employers, including midsize and small businesses. One notable example of their work is their collaboration with Universal Services Inc, a 150-member employer in the specialty trade contractors industry. Working closely with the HR and finance team at Universal Services Inc, Pharos Employee Benefits, Inc. provided tailored insurance solutions to meet their unique needs. With a client portfolio that includes Universal Services Inc and Ellie Family Services, Pharos Employee Benefits, Inc. has built strong relationships with employers in various industries. Their office in Eagan, Minnesota allows them to efficiently serve their clients and provide personalized insurance consulting services. Pharos Employee Benefits, Inc. possesses a deep understanding of specialty trade contractors and health practitioners industries, showcasing their expertise in these sectors. Their knowledge and experience enable them to develop comprehensive insurance solutions that align with the specific requirements of their clients. As a local insurance broker, Pharos Employee Benefits, Inc. is committed to delivering exceptional service and expertise to midsize and small employers. Their office in Eagan, Minnesota acts as a hub for their operations, ensuring efficient and effective support for their clients' insurance needs. Overall, Pharos Employee Benefits, Inc. is a trusted partner for businesses in need of insurance solutions in Pennsylvania. With their strong expertise, commitment to customer service, and track record of success, they continue to establish themselves as a reliable choice in the industry.
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JOHN W TRAEGER INSURANCE AGENCY, INC - MINNEAPOLIS, MN
JOHN W TRAEGER INSURANCE AGENCY, INC - MINNEAPOLIS, MN
Shoreview, Minnesota
John W Traeger Insurance Agency, Inc is a local insurance broker with the Shoreview region. The company offers medical, voluntary and retirement services to businesses in Minneapolis-St.
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AON RISK SERVICES - MINNEAPOLIS, MN
AON RISK SERVICES - MINNEAPOLIS, MN
Bloomington, Minnesota
We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Our colleagues provide our clients in over 120 countries and sovereignties with advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their business.
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EMPYREAN BENEFIT SOLUTIONS - MINNEAPOLIS, MN
EMPYREAN BENEFIT SOLUTIONS - MINNEAPOLIS, MN
Minneapolis, Minnesota
We believe that everybody deserves a workplace culture that supports their total well-being through benefits. Since 2006, Empyrean has provided hundreds of employers of varying size, industry, and benefit plan complexity with the innovative technology and best-in-class service necessary to accelerate their benefits strategies and bring their benefits programs to life. Empyrean’s platform and services are designed to create connected employee benefit experiences that enrich lives, strengthen employer brands, and improve workplace cultures for over 5 million people. With our +YOU solution, clients can deliver a holistic employee experience to help HR and benefit leaders simplify the work technology stack for all of the HR initiatives designed to improve employee productivity, well-being, and retention. Visit us at goempyrean.com.
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LOCKTON - MINNEAPOLIS, MN
LOCKTON - MINNEAPOLIS, MN
Minneapolis, Minnesota
What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 10,000+ Associates doing business in over 125 countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results. For 14 consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." Lockton was named among the 2022 Best Managed Companies by Deloitte and the Wall Street Journal, a program that recognizes excellence and honors private companies for their strategy, execution, culture, and financials.
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