Preferred Benefits Services Agency, Inc. - The employee benefits broker and group health insurance advisor in Delaware

Preferred Benefits Services Agency, Inc.

611 S. Sandusky St. PO Box 868
Delaware, OH 43015

Verification Period: July 24, 2020 – July 24, 2021

Preferred Benefits Services Agency, Inc. is a Featured Listing of SHRM Broker Finder and attests they are compliant in our standards for:
  • Licensing
  • Insurance
  • Transparency
  • Completeness and Accuracy
  • Security

Practice Areas

  • ACA Compliance and Reporting
  • Benefit Administration Solutions
  • Business Owner’s Policy (BOP)
  • Consumerism Solutions
  • Dependent Eligibility Audits
  • Employee Perks
  • ERISA
  • Executive Benefits
  • Financial Wellness
  • FMLA/Leave & Absence Management
  • Group Disability
  • Group Health Insurance
  • Group Life/AD&D
  • Human Resources Solutions
  • Individual Health Insurance
  • Insurance periodicals, newsletters, and websites
  • Medicare Part D
  • Medicare Supplements
  • Payroll
  • Property & Casualty Insurance
  • Retirement Plans
  • Student Loan Benefits
  • Umbrella Coverage
  • Voluntary Benefits
  • Workers’ Compensation Insurance

Preferred Benefits Services Agency, Inc. Overview

Preferred Benefits Services was established as a brokerage/consulting firm in 1994 in Delaware, Ohio by two insurance executives dedicated to finding better group benefit options for employers.  As we’ve grown over the last 20+ years, we have doubled our staff in order to meet our clients’ needs.

Many of our employees have past experience working for insurance carriers which gives us the advantage of better understanding carrier processes and protocols.  With over 150 years of combined experience in the insurance industry, we provide consultative expertise that gives us the leading edge over our competitors.

By listening to our clients and following rapid and continual changes in the benefits arena, we have developed and grown to insure 245 clients while servicing over $220 million in annual premium, allowing us advantages in negotiating renewals and carrier-directed initiatives.

Preferred Benefits develops creative strategies and solutions to fit each client’s unique needs.  We also offer “best in class” service to our clients, regardless of their size or the complexity of the account.  We have experts in all areas on staff, and we build each client’s team to complement their program.

Areas of Special Focus

  • Alternative Funding
  • Benefit Audits
  • Benefit Communications
  • Compliance
  • Data Analytics
  • Employee Support
  • Financial Management
  • Health and Benefits Consulting
  • Marketing and Renewals
  • Medical Claims Analytics
  • Open Enrollment Support
  • Pharmacy Management
  • Plan Design
  • Rx Carveouts
  • Self Funded Plans
  • Stop Loss
  • Technology

Employer Types We Serve

  • Government Entity
  • Non Profit
  • Privately Held Company
  • Publicly Traded Company

Areas Served by Preferred Benefits Services Agency, Inc.

  • Ohio
  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Wyoming

Team at Preferred Benefits Services Agency, Inc.

With over 25 years experience, Mark’s expertise encompasses “the whole picture” – guiding companies in creating healthy, high-performing cultures using in-depth financial and data analytics.

Mark Pettitt

CEO

Seth serves his clients as their primary adviser – responsible for renewal strategy, financials and overall plan management.

Seth Allen

Senior Account Executive

Jason's expertise includes strategy & planning for renewals, benefits marketing, accelerated service issues, employee education and in-depth financial analysis.

Jason Bainum

Senior Account Executive

As a Senior Account Executive, Brian is the primary adviser for his clients, overseeing benefits marketing and administration, renewal negotiations and accelerated service issues, and financial data analytics.

Brian Lenzo

Senior Account Executive

Wendy has continued to substantiate her 23 years of experience by earning her SPHR certification in order to better assist her clients. She provides claims and billing issue support, case installation, renewal and open enrollment support.

Wendy Garavuso

Director of Operations/Senior Account Manager

Tammy is a Senior Account Manager with over 25 years of experience in the employee benefits industry. Her area of expertise is in the large group, self-funded market segment, assisting clients with all aspect of their benefits.

Tammy Scott

Senior Account Manager

Dave’s responsibilities include offering decision support through insight into benefits Industry best practices, strategy for benefit design, financial and utilization data assessment, suggestions for plan communication and oversight of clients.

David Meinert

Senior Financial Analyst

With 11+ years of experience in consulting, AJ specializes in helping groups with 2-100 employees, serving as the primary advocate for their group benefits.

Amy Santos

Senior Account Manager

Jon works for his clients on renewal negotiations; assists employees with benefit and billing questions, and is responsible for overall client satisfaction.

Jon Cronin

Account Manager

Joe is responsible for client implementation and ease of administration with Employee Navigator, our online human resources management system. Joe also assists internally with client service and sales/marketing for small groups.

Joe Prescott

Account Manager

Linda is responsible for a full range of services for our clients including open enrollment assistance, compliance guidance, renewal negotiations, claims and billing advocacy and wellness services.

Linda May

Senior Account Manager

Preferred Benefits Services Agency, Inc. Verified Testimonials

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About The Service

Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.

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