Uncategorized
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- July, 2015
Bio – Kelly Nicol
Kelly Nicol started with Schechter 2003 on a temporary basis to defray the workload in the Individual Life Department. A few weeks later she was hired full time as an Administrative Assistant and later became a Client Service Advisor to handle high-end clients insurance service needs. Ms. Nicol oversaw the reorganization of the file system and change over to a new data base CRM, which helps maintain the growing customer base and life insurance policies.
In her current role as a Rate Analyst Ms. Nicol obtains quotes, based on the client organization participation and needs and prepares client presentations which illustrate options in Medical, Dental, Vision, Life and Disability coverage.
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Bio – Stacey Farlow
Stacey Farlow joined the Schechter Benefits team in September 2003. As Lead Account Manager her role is to work with clients as a day to day contact for their insurance needs. With her team, she helps the client create a benefit program that suits their needs and budget. She then helps the client implement and administer their benefit program.
Prior to joining Schechter, Ms. Farlow worked in the insurance industry for 8 years. Ms. Farlow is a graduate of Union County College and became a licensed agent in 2006.
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- July, 2015
Bio – Jim McDonald
In his current role as Lead Account Manager, Jim McDonald manages client benefits packages and enrollment processes on a day to day basis, ensuring any issues that arise are resolved quickly. Jim works with clients to implement programs that best suit their needs.
Previously, Jim worked on the carrier side and has also been an agent. He has been licensed since 2000.
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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.
Learn More
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.