Author Archives: ignite
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- July, 2015
Bio – Sharlene Ellard
Sharlene joined the Schechter Benefits team in February 2012 to provide administrative support for the Lead Account Managers. She handles a variety of responsibilities and is heavily relied on for her efficiency and strong administrative skills.
Prior to joining Schechter, Sharlene was an Administrative Underwriting Analyst, New Business Manager, Team Leader and Case Manager at Accuquote in Illinois. She is a graduate of Michigan State University.
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Bio – Sheri Cwagenberg
Sheri started with Schechter Benefits in October 2011 to provide administrative assistance to the SBA team. She handles a variety of duties to support the Lead Account Managers including auditing client invoices, the preparation and distribution of benefit support materials for employer presentations and employee open enrollment meetings, assisting Rate Analysts in the client quoting process, and other internal support responsibilities.
Sheri’s prior work experience was in the banking industry as a Product Manager of Fee Based and Small Business lines of business for a large regional bank. Immediately prior to joining Schechter, she devoted her time to volunteering for a variety of school-related activities. She is still an active volunteer in numerous organizations. She is a proud graduate of Michigan State University.
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Bio – JEFF BAKER
Jeff Baker joined Schechter Benefits Group as an Account Director in 2005. His focus is on developing group benefit programs to help control health care costs for potential and present clients while exceeding client expectations. Mr. Baker brings more than 30 years of sales and management experience along with a background as an Agent Relations Manager for the largest managing agency of Blue Cross Blue Shield of Michigan.
In his spare time, Mr. Baker partakes in many community service functions and is involved in several non-profit organizations. Mr. Baker received his B.A. from Western Michigan University.
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- June, 2015
Home-Box-4
Whether you are a current client or a prospective client, Schechter Benefits Advisors begins every new relationship by conducting a comprehensive benchmark study and diagnostic report that will help you understand how your 401(k) plan stacks up against industry standards.
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- February, 2015
Bio – Clune J. Walsh, III
Clune Walsh has 25+ years of experience working with and advising high net worth individuals’ family offices, business owners, corporations, attorneys, CPAs, and money managers to find the right solutions to achieve financial objectives such as wealth accumulation, tax and estate planning, wealth transfer strategies and charitable giving. Clune works with prominent families in Detroit, Harbor Springs, New York and the Palm Beach areas.
Prior to joining Schechter, Clune was in a similar role as a partner at Walsh Financial Group where he advised his clients regarding estate planning, wealth transfer, corporately-owned life insurance and non-qualified executive programs. Walsh Financial is a member of M Financial Group, a network of 140 independent financial services organizations.
Clune started his career at The Equitable in Chicago, IL, where he was a National Account Representative of Group Operations. During his time there, Clune oversaw all facets of life insurance processes, including underwriting and rate analysis for large group policies. He also managed large case installations and handled the accounts of various clients such as Miller Brewing and Interco.
Clune resides in St. Clair Shores, Michigan. In the summer, he spends time with his three kids, Sloane, Clare and Clune, IV in Harbor Springs, Michigan. Clune is a competitive sailor, where he has logged over 10,000 open ocean racing miles, and participates in grand prix racing events internationally.
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- November, 2014
resource article 1
by Schechter Benefits
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Insurance Terms
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August 25, 2014
Complicated insurance terminology simply explained.
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- November, 2014
Who We Are – Box 1
The Schechter Team analyzes each client’s current situation as well as future goals and objectives. Our team monitors and reviews each account, and serves as an ongoing point of contact for clients. Putting our clients’ needs first, this diverse team builds custom solutions to ensure they achieve their individual goals.
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Who We Are – Box 2
Robert V. Schechter once said, “Think of yourself last and think of your client first.” This creed was the inception to our core values, and it validates our philosophy.
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Who We Are – Box 3
Founded in 1976 by Robert V. Schechter, Schechter Benefits Advisors has been serving thousands of individuals and companies throughout Michigan. We provide coverage for a variety of companies, ranging from large corporations to small businesses. We have carefully planned and paced our growth to help ensure that we continuously provide high quality service to our clients. This is our story.
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Who We Are – Box 4
We believe in the philosophy, “Bloom where you are planted,” and we’re proud of the organizations we support who do truly magnificent work to make our communities better.
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The team at Schechter Benefits Advisors has a real grasp on any issues affecting our business. They know the insurance industry inside and out. They have been a wonderful partner, personally and professionally, throughout the growth of our organization.