Adviser helps employees retire with dignity
Jamie Greenleaf has devoted 29 years to the retirement market, continually driven by the idea that all hardworking individuals deserve to leave the workforce comfortably.
Awards
Bringing benefits to the forefront of state legislation
Senior Vice President of Fisher Brown Bottrell Insurance Pamela Anne Files is using her knowledge and experience in the broker industry to inform legislators about worker needs.
Making large growth with a small team
Brokerage owner Tanya Boyd continues to double her business year-over-year with just five employees.
Growing the female broker force
Thirteen-year veteran of the employee benefits industry Susan L. Combs considers the mentorship of new women benefit advisers to be her top priority.
Bringing benefits to the forefront of state legislation
Senior Vice President of Fisher Brown Bottrell Insurance Pamela Anne Files is using her knowledge and experience in the broker industry to inform legislators about worker needs.
An adviser who cuts through the healthcare clutter
Ascende’s Suzanne McGarey helps clients and their employees navigate the maze of modern insurance while keeping an eye on the quality of services.
Veteran broker prevents large clients from slipping away
HUB’s Jenna Klein acts as the glue to not only maintain big accounts, but also keeps her team inspired during transitional times.
Proof that work-life harmony exists
Account executive and producer for AHT Insurance, Jamie Sachtjen, proves she can service her clients, find new technology and climb the corporate ladder while raising a family at the same time.
Adviser maintains 100% retention of high-powered clients
Vice president and account executive at Pacific Resources, Heather Gillow, has never lost a customer in her tenure, proving she has what it takes to manage Fortune 500 companies.
Consultant finds passion in fast-paced benefit environment
After decades on the carrier side, Pacific Resources’ Patricia Purdy is excelling as an adviser on leave management, millennial needs, technology and more.
Proof that work-life harmony exists
Account executive and producer for AHT Insurance, Jamie Sachtjen, proves she can service her clients, find new technology and climb the corporate ladder while raising a family at the same time.
EBA’s 2017 Most Influential Women in Benefit Advising
30 leaders whose unique client management strategies, innovative data manipulation and other industry-leading skills are transforming the field
Adviser Rae Lee Clark thrives with a head full of knowledge
Through a blog and newsletter, the chief compliance officer for benefit firm Vita Companies helps clients navigate regulation.
Veteran adviser strives to share culture with young brokers
Baldwin Krystyn Sherman Partners’ co-founder Elizabeth Krystyn engages her staff with her 25 years of experience to develop a strong coordinated brokerage.
Adviser enhances brokerage by meeting unique client needs
From creating a health insurance magazine resource to building a wellness program, no challenge is too large for Totem Solutions’ Debbie Schultz.
Adviser’s unwavering commitment to clients and staff is the ‘lifeblood’ of her brokerage
Michelle Robleto dedicates herself to improving the benefits experience of all those she interacts with, extending client retention and firm stability.
EBA seeks 2017 Adviser of the Year nominations
Submissions are due July 28 for Employee Benefit Adviser’s annual awards recognizing excellence and leadership in the field.
This adviser is preparing the next generation
Suzy Johnson makes mentorship a key component of her small but powerful brokerage.
Adviser Rae Lee Clark thrives with a head full of knowledge
Through a blog and newsletter, the chief compliance officer for benefit firm Vita Companies helps clients navigate regulation.
Broker leads the way with strategic relationships, mentoring young colleagues
PK Kriha of Marsh & McLennan Agency oversees the sharing of best practices with clients and has taken a former intern under her wing.
