Responsibility Outline
Primary contact for superior customer service and support; Provide education on all aspects of Employee Benefits programs to clients and employees - benefits, administration, compliance; Solicit, analyze and prepare vendor proposals; Ensure all new plan deliverables are met in a timely and accurate fashion resulting in quality driven account set-up

Joined Independent Benefit Services in August 2004

Native of the Washington, DC Metropolitan Area

Education/Professional Training
Bachelor of Science in Finance, Mount St. Mary's University

Chartered Life Underwriter, The American College

Licensed to sell Life, Health and Annuities

Employment History
Director of Client Services, The Holleman Companies - 17 years

Professional/Community Organization Memberships
Member, National Association of Insurance and Financial Advisors (NAIFA)

Resident of Howard County, Maryland

Enjoys tennis, swimming, spending time with family and coaching youth basketball
  Kathy Lewis
Benefits Consultant

 
 
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