The Wilson Agency - The employee benefits broker and group health insurance advisor in Anchorage

The Wilson Agency

Health & Welfare Benefits, Retirement & Financial Services, Human Resources
The Wilson Agency 3000 A St #400
Anchorage, AK 99503

Practice Areas

  • Benefit Administration Solutions
  • Executive Benefits
  • Group Health Insurance
  • Human Resources Solutions
  • Retirement Plans
  • Voluntary Benefits
  • Consumerism Solutions
  • ACA Compliance and Reporting

The Wilson Agency Overview

For over 55 years, The Wilson Agency has been helping make your ideal workforce a reality by recruiting, rewarding, and retaining exceptional employees who are focused on achieving your mission, while we manage compliance and administration.  We take the time to truly understand your company, developing tailored solutions and providing hands-on support to meet your unique goals.

We proudly serve Alaskan's by providing employer services to organizations large and small, public, private, nonprofit and Alaska Native Corporations.

As an Alera Group company, we have joined 60+ other like-minded firms across the U.S. to expand our capabilities as we bring business-focused solutions that eliminate obstacles and provide peace-of-mind.  By leveraging our partnerships with Alera Group and the Benefit Advisors Network (BAN), we are able to provide our clients with national resources and leading industry expertise without sacrificing our local service.  Pairing these resources with our powerful local relationships and team of in-office experts, we give our clients the solutions, strategies and resources they need to reach their goals.

Our certified employee benefit advisors help you navigate the benefits market and deliver quality employee benefits from start to finish.  We offer unique solutions for risk funding and captives; integrated disability management and actuarial services all while supporting you through contract renewal challenges.  Our team includes legal, compliance and communication experts as well as local employees with area knowledge about best-in-class vendors.

Our dedicated retirement plan specialist team consists of licensed investment advisors and embraces a fiduciary status with our clients' plans and their participants.  Our highly evolved and proven institutional investment due-diligence process created specifically for retirement plan investments (individual or group), is scalable to allow for ample capacity and growth.

Our HR service brings unique scalability, breadth of expertise, a wide range of resources, tools and predictable costs.  That's a business-friendly combination that's hard to find elsewhere.  When you entrust us with your HR, we take proactive ownership.  Our HR team will come to understand your business and be a part of it.  Whether you opt for us to handle all your HR functions or a few, we customize and scale to meet your business needs and budget.

We stand by our mission, to empower people to lead a life of significance, in everything we do.  We aim to exemplify the spirit of a service industry in every aspect of our conduct.  To achieve this we prioritize service to our customers, our community, our organization and to each other.  

The Wilson Agency Affiliations

Areas of Special Focus

  • Compliance
  • Employee Communications
  • Population Health and Wellness
  • Self Funded Plans

Areas Served by The Wilson Agency

  • Alaska
  • Washington

Team at The Wilson Agency

Terry Allard

Business Development Executive

Ron Devon

Retirement & Financial Services Account Strategist

Amy Ault

H&W Services Sr. Account Manager

Thomas Showalter

Human Resources Services Director

Lon Wilson

President/Managing Partner

Cherie Hendrix

H&W Services Sr. National Accounts Advisor

Stephanie Rossland

H&W Services Advisor

Jolene Bryant

H&W Services Advisor, PPACA

Jennifer Bundy-Cobb

H&W Services Director

Kathy Binkley

H&W Services Advisor

CFP, CLU, ChFC, AIF

Jeff Albers

Retirement Plan & Financial Services Director

ChFC, CASL, RICP, CLTC

Brent Price

Retirement Plan & Financial Services Advisor & BD

MBA, CFP, AIF

Sabrina Peterson

Retirement Plan & Financial Services Advisor

Awards and Recognition

  • 2015 BBB Torch Award Alaska Medium Business of the Year, 2015

    BBB Torch Award Alaska Medium Business of the Year, 2015

    January - 2015

    The BBB Torch Award recognizes businesses that exemplify BBB's commitment to excellence by furthering trust, honesty and integrity in the marketplace.

  • 2014 #2 Best Places to Work in Alaska Award, 2014

    #2 Best Places to Work in Alaska Award, 2014

    January - 2014

    This award is the result of a two-part assessment process that consists of an employer survey about policies and benefits and a 78 questions survey for employees, including a five point agreement scale and two open-ended questions.

  • 2013 Alaska Chamber Bill Bivin Small Business of The Year Award Finalist, 2013

    Alaska Chamber Bill Bivin Small Business of The Year Award Finalist, 2013

    January - 2013

  • 2014 Anchorage Chamber Gold Pan Award Finalist, 2012 & 2014

    Anchorage Chamber Gold Pan Award Finalist, 2012 & 2014

    January - 2014

  • 2006 Alaska Chapter, Society of Human Resource Management Employer of the Year, 2006

    Alaska Chapter, Society of Human Resource Management Employer of the Year, 2006

    January - 2006

  • 2014 Alaska Business Monthly Top 49'er Award Recipient, 2005-2014

    Alaska Business Monthly Top 49'er Award Recipient, 2005-2014

    January - 2014

  • 2015 NAHU Leading Producers Round Table Soaring Eagle, 2000-2015

    NAHU Leading Producers Round Table Soaring Eagle, 2000-2015

    January - 2015

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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