Employer Service Model 11. Please provide an overview of your service model for customers of our size.
• Yates sits down with our clients to talk about their needs; how Yates’s capabilities can address each of these needs; then creates a written service plan, with the client at the table, which clearly lays out the service commitments and value added objectives. • We believe that the client should depend heavily on its insurance broker for advice, counsel, and service. This requires a close relationship based on continuity of people and familiarity with your needs. Columbus Hospice is extremely conscious of the cost of risk; therefore, the program should be structured in such a way to consistently achieve the best results.
12. Tell us about the team that would serve our company. (Names/titles/tenure in industry/tenure with company/tenure in role and physical work location of each team member)
• Bill Woolfolk | Managing Partner; Columbus, GA Bill serves as the principal contact for the client. He manages all facets of service team activities and works directly with customers to ensure satisfactory results. Bill graduated from the University of Georgia in 1974 Cum Laude with a degree in business. He started his insurance career in 1974. • Charlie McDaniel | Client Executive – Employee Benefits; Columbus, GA Charlie has been in the employee benefits industry for 15 years. He initially started his career as an independent life & health insurance agent prior to joining Yates as a client executive on the employee benefits team in 2020. Charlie focuses on developing long-term relationships with his clients with an emphasis on exceptional service and consistent communication. His experience in the industry allows him to best advise his clients on how to properly administer their benefits program and manage employer costs, while also delivering value and competitive product offerings to their employees. • Billy Eissler | Client Executive - Employee Benefits; Atlanta, GA Billy’s primary objective is to work with his team to establish and maintain a relationship with our clients to best meet their needs. He has been in the insurance industry for the past 10 years and provides constant evaluation of current benefit offerings to control cost and risk while maintaining an industry leading benefits program. His focus is to present innovative strategies to meet the needs of our clients in an ever changing employee benefits environment. • Resa Carter | Senior Account Manager – Employee Benefits; Columbus, GA Resa has worked in the employee benefits industry for 20+ years bringing a wealth of knowledge and experience to her clients and their employees. Resa has established strong and long-standing relationships with her client’s human resources department – supplementing daily tasks of benefits administration, claims resolution and overall employee benefits-related support. Resa also manages each of her client’s annual renewal, marketing efforts, implementation of benefits and further employee education.
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