Ezra Herzog

About Ezra Herzog

I\'m an Independent Benefits Advisor.Benefits assist employers in the attraction and retention of talent. Competition for qualified talent is fierce. I offer actionable advice and solutions to solve the problem of attraction and retention. I consult and guide business owners to leverage Benefits to support their organizational goals. I use a 3 stage consultative process that aligns the benefit solutions with the goals of the company/organization. I will learn what\'s working well and are there areas in HR or Benefits we can improve together.I dive deep via a proper assessment of current insurance solutions, non insurance solutions, and processes.I deliver a written plan of improvement with actionable next stepsClients can ask me to:Pick benefit plans for medical, dental, vision, disability, life insurance, FSA + HSA + Perks + property & casualtyProfessional Guidance regarding HR + Compliance + Benefit Technology Solve administration solutions include: onboarding and offboarding employees Educational programs for employees regarding benefits offeredMy target client is a business owner or non profit who values a long term trusted relationships with business partners and is looking to grow and take care of a healthy team.

Experience

1. Benefits Advisor

   Raise Insurance Solutions

   Aug 2012 — Present · San Rafael, CA, US

   Benefits assist employers in the attraction and retention of talent. Competition for qualified talent is fierce. My work is recommending solutions to solve the problem of attraction and retention. I consult and guide business owners how to leverage benefits to support their organizational goals.

Education

• Santa Monica High School

  High School Diploma, Music

  1990 — 1994

• California State University, Northridge

  Bachelor of Science in Business Administration, Marketing

  2003 — 2005

• Humboldt State University

  Bachelor of Arts, Liberal Studies

  1994 — 1997

• California Culinary Academy

  Associates, Culinary Arts

  1997 — 1998

Skills

• Health Savings Accounts
• Employee Benefits
• Marketing Communications
• Financial Services
• Crm
• Health Insurance
• Variable Annuities
• Business Development
• Wealth Management
• Social Media
• Disability Insurance
• Entrepreneurship
• Series 6
• Insurance
• Relationship Management
• Financial Planning
• Small Business
• 401k
• Retirement Planning
• Group Insurance
• Series 7
• Term Life Insurance
• Marketing Strategy
• Long-Term Care
• Retirement
• Strategic Financial Planning
• Series 63
• Marketing
• Investments
• Customer Service
• Training
• Fixed Annuities
• Sales
• Portfolio Management
• Life Insurance
• Finance
• Mutual Funds