David Kozel

Employee Benefits Advisor | Specializing in Fully Insured, Self Insured and Medicare Plans. Fully knowledgeable with HRA, FSA and Supplemental Insurance.

Role
Employee Benefits Advisor at Foley Connelly Financial Partners
Location
Charleston, SC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About David Kozel

Does your company have the most effective benefit plan at the most competitive…

Experience

  1. Employee Benefits Advisor

    Foley Connelly Financial Partners

    May 2004 — Present · Springfield, MA, US

    Foley-Connelly Benefits Group is a premier employee benefits broker specializing in developing group insurance plans and health promotion programs for small organizations to national corporations with thousands of employees. Our consulting services are focused on matching a company’s employee base, budget and strategic objectives with the appropriate plan types, funding methods and provider options. We help identify which employee benefits services can be instrumental in helping a company meet its strategic objectives. Expertise in compliance, plan design, basic administration, competitive analysis, and employee education. Visit: FoleyConnellyBenefitsGroup.com or call us at: 41••••••74 to learn how we can help your company continue to be successful.

Skills

  • Health Savings Accounts
  • Employee Benefits
  • Client Relations
  • Employee Benefits Design
  • Disability Insurance
  • Benefits Design
  • Property & Casualty Insurance
  • Client Rapport
  • Client Services
  • Life Insurance
  • Insurance
  • Employee Relations
  • Strategic Planning
  • Client Co-Ordination
  • Customer Service
  • Creative Solutions
  • Sales
  • Voluntary Employee Benefits
  • Self-Funded
  • Benefits Administration
  • Health Insurance

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David Kozel — Employee Benefits Advisor at Foley Connelly Financial Partners in Charleston, SC, US | Unifers