Ben Rozum
Founder | Insurance | Employee Benefits
- Role
- Co-founder at Coterie Advisory Group, Inc.
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Ben Rozum
Start-up Entrepreneur | Company Culture Creator | Executive LeaderCareer experience in: strategy, management, sales, distribution channel alignment, marketing, product development, technology services, and administration. Market focus includes: insurance, benefits, financial wellness, and non-insurance programs. Ben’s background includes over 25 years of insurance & benefits industry experience where he has built a strong network of relationships. He has held various positions for enterprise-level companies as well as start-ups, including the co-founding of four companies.In his most recent venture at Coterie Advisory Group, Ben and his partners are providing consultative services and product solutions that are dedicated to helping consumers in the insurance and benefits industry - focusing on the rising concerns of affordable health insurance.His companies\' offer insurance and benefits expertise from career-dedicated benefit professionals. They have a nimble approach to procuring and developing proprietary products that their distribution channel partners and clients appreciate because the programs are relevant to the needs of the marketplace. Their packages of consumer-centric insurance and non-insurance benefits solve real-world problems, make a meaningful difference in consumers\' lives, and have a track record of being market-leading and market-changing.Ben has participated in industry round-table discussions, speaking engagements and trade journal articles. He is licensed in all 50 states as a life and health insurance agent as well as property and casualty. Ben earned a Masters of Business Administration degree from the Eller College of Management at the University of Arizona and a Bachelor of Arts degree in Economics with a minor in Business Administration from Central Connecticut State University.
Experience
Co-founder
Sep 2016 — Present · Phoenix, AZ, US
Limited-Day Health | Group Limited Indemnity | MEC | MEC+| MVP | Bundled Enhanced BenefitsWe specialize in group health insurance plans for hourly workers in blue-collar industries. Our innovative day-limits offer a balance of essential coverage with affordable premiums.Coterie Advisory Group, Inc. is an Arizona-based, insurance program manager and consultative advisor who delivers Affordability-Based Medical Plan Strategies to help benefit brokers and employers in the benefits industry. The founders of Coterie Advisors are comprised of a team of insurance and benefits professionals who since 1990, have dedicated their careers to Affordability-Based Medical Plans. They have held various Leadership and Executive roles at multiple insurance carriers, agencies, and platform administrators. They have decades of experience working with some of the nation’s largest service industry employers and understand the unique needs of employees, including full-timers and the variable-hour workforce made up of part-time, hourly, and seasonal employees. Coterie Advisor’s unique and proprietary Affordability-Based Medical Plans (Fundamental Care) include fully-insured limited-benefit indemnity plans, level-funded limited-day plans, MEC, MEC+, and MVP which solve real-world problems, make a meaningful difference in consumers\' lives, and have a track record of being market-leading and market-changing. Their drive has helped thousands of employers and millions of individuals obtain quality, affordable care.https://coterieadvisors.comhttps://fundamentalcare.com
Education
St. Thomas Aquinas High School
New Britain, CT
1986 — 1990
University of Arizona, Eller College of Management
MBA, Business
2005 — 2006
Central Connecticut State University
BA, Economics
1990 — 1994
Skills
- Accident
- Integrated Marketing
- Sales
- Mergers & Acquisitions
- Product Development
- Mergers
- Contract Negotiation
- Selling
- Start-Ups
- Business Strategy
- Consultative Selling
- Voluntary Benefits
- Customer Relations
- Working with Brokers
- Small Business
- Customer Retention
- Consumer Engagement
- Insurance
- Sales Management
- Executive Management
- Property & Casualty Insurance
- Engagement
- Problem Solving
- Enrollment Management
- Marketing Strategy
- Technology Implementation
- Employee Engagement
- Benefits
- Strategy
- Strategic Planning
- Health Insurance
- Brokers
- P&L Management
- New Business Development
- Account Management
- Enrollments
- Program Management
- Disability Insurance
- Business Intelligence
- Business Development
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