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Benefit Plan Strategies LLC

Our Service Team

BPS Strategic Service:

Our Benefit Plan Strategies Service Team includes the following independent contractor service team, with decades of combined group employee benefits service experience:

Anne Schafer
Insurance Industry since 1989
Anne’s attention to detail and experience deliver great results for our claims resolution and billing services.

Jennifer Holton
Insurance Industry since 2006
Her background in benefits and eligibility allow her to handle issues thoroughly and efficiently.

Julie Thelen
Insurance Industry since 1991
With more than 20 years of experience, Julie is able to assist with any client question.

Kathy Young
Insurance Industry since 2014
Kathy has been in customer service for eight years and is committed to ensuring customer satisfaction.

Kelli Zussman
Insurance Industry since 1991
With more than 20 years of experience, Kelli leads our billing crew in providing the best service to your clients.

Loleta Smith
Insurance Industry since 2014
Loleta’s dedication to her clients ensures their issues are handled thoughtfully and completed on time. 

Mia Frassetto
Insurance Industry since 2006
Mia’s expertise resides in processing eligibility changes through multiple carriers.

Shanna Ross
Insurance Industry since 1999
Shanna's previous experience in the individual market, makes her an excellent resource. 

Tina Gillam
Insurance Industry since 2000
Tina is Agency Concierge’s quoting specialist, with more than 13 years of experience.  

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