A boutique
benefits experience
A boutique
benefits experience
Curious about the people behind our boutique experience?
Meet those who make the difference.
As a project specialist with Client Solutions, Kara Keenan takes on the day-to-day administration of benefits programs. This frees clients’ HR teams to address the needs of their workforce instead of worrying about the benefits backend.
To function properly, benefits programs require complex information updates and exchanges across multiple networks and databases. Kara and the Client Solutions team are experts in the daily behind-the-scenes work that keeps them running and employees accurately enrolled.
Kara works with client systems at every stage, from setup and implementation to regular testing and maintenance to renewal configurations and issue resolution. She and Client Solutions send communications on and coordinate eligibility for new hires, life events, dependent verification and more.
When issues do emerge, Kara and the team can swiftly identify and fix system or carrier errors. Sometimes, employees first report coverage problems through a call to the employee advocacy team, BenefitsVIP®. Quickly addressing these urgent updates to ensure employees receive proper coverage is one aspect of her role that Kara finds most fulfilling.
Beyond her benefits administration work, Kara enjoys reading (recently thrillers and nonfiction) and has been baking for the past few years. Biggest recent success: tempered chocolate eggs filled with peanut butter mousse.
Learn more aboutÂ
Kara works with client systems from setup & implementation, to regular testing & maintenance, to renewal configurations & issue resolution.
Finding a nice winery/brewery and some good, live music. Enjoying limoncello cake and re-watching The Sopranos or some all-American Football (The Eagles, of course!). Soaking in the sun on the beach in Wildwood with my little cousins.
My first niece, Norah Joan, was born in October and she became my best friend the minute I saw her. We have a fun tradition of dinner with my granddad (92) who is still the chef every week for his grand girls!
National Executive at Imagine360
Matt McCuen is an industry veteran, with over 30 years of experience in the self-funded space. Â
As the National Marketing Executive for Imagine360, Matt works with self-funded employers across the nation to improve the benefits they offer to their employees and families.Â
Imagine360 is the leading provider of employer-sponsored health plan solutions that deliver deep cost savings and concierge member support. Leveraging 50+ years of expertise, Imagine360’s solutions combine the financial benefits of reference-based pricing, best-in-class member support, and health plan administration. Â
CEO of Rx Valet
Greg Santulli is the CEO and Co-Founder of Rx Valet, an industry leading Pharmacy Cost Savings company. Greg has over 30 years of experience in healthcare and pharmacy. His leadership has positioned Rx Valet as the one of the leading providers of Pharmacy Cost Containment, low-cost access to medications and a successful pharmacy benefit manager. His company’s approach is to engage all parties involved to provide unprecedented results.Â
VP Wealth Advisor at Advus Partners
Mitchell has innovation in his bones. He understands the unique challenges and circumstances clients face in their financial lives, and is passionate about discovering new ways his family firm can help serve a changing investor and investment marketplace.
As an investment specialist, Mitchell sits on the Advus’ investment committee. He also is responsible for assisting in the firm’s qualitative and quantitative due diligence process and contributing to the research on capital markets and global economic conditions. His knowledge base in investments provides him with a strong foundation to help answer client questions and navigate issues with their portfolio. As he spends more time with clients, Mitchell understands the importance of achieving goals and has expanded his knowledge, skills and approach beyond investments to encompass holistic financial planning.
President of Align Risk Solutions
Andy is the President of Align Risk Solutions. Prior to the formation of Align, Andy served as General Counsel to the Captive Insurance Division for the Tennessee Department of Commerce and Insurance. He began his legal career with the Mississippi Insurance Department and in private practice. He is a licensed attorney (in both Tennessee and Mississippi) and holds the Associate in Captive Insurance designation. Andy is very active in various captive insurance associations, currently serving as the President of the Tennessee Captive Insurance Association. Andy is a graduate of Mississippi State University where he received a BBA and MBA, and he earned his law degree from the University of Mississippi. During the feasibility and formation phases of Align’s process, Andy is involved in all regulatory, business plan and application functions. Ongoing, Andy is responsible for corporate governance, regulatory matters, and client relationships.Â
President/CEO – Advus Fincancial Partners
Andrew has always been fascinated by complex things. The more complicated something is, the more he wants to understand it and fix it. From applying technology to solve business problems to working with plan sponsors to untangle complicated situations, he thrives on finding efficient and effective solutions.
Andrew oversees the operations of Advus, translating the firm’s vision and objectives into actionable processes. His responsibilities encompass technology solutions, business processes, service standards and human resources. He also is directly responsible for the retirement plan division and settingits strategic direction.
Andrew specializes in the qualified retirement plan aspect of the Advus business. Throughout his career, he has worked with retirement plans in a variety of different capacities. He began his career as an intern at Advus (formerly LAMCO Advisory Services, Inc.) assisting with compliance testing. He then spent several years working on platform conversions for retirement plans before moving into his present consulting role. Within the retirement plan space, he specializes in complex plan situations including plan mergers, spinoffs, complex regulatory audits, M&A activity and error corrections.
