Verified recordFinancial Services

Dave Kozel

Employee Benefits Advisor at Foley Connelly Financial Partners

Based in Charleston, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Charleston

Industry

Financial Services

Company size

3

Contact information

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Email

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d•••••••@foleyconnellyfp.com

Phone

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Background

About Dave Kozel

Does your company have the most effective benefit plan at the most competitive price? Are you aware of the changes in healthcare that will have an impact on your bottom line? With 12+ years of years experience in employee benefits and insurance solutions, with a wide depth of knowledge and expertise, I specialize in helping companies select the right benefits plan for your employees that fit their short and long term goals. WHAT I DO: I help companies improve their bottom line while continuing to deliver the level of benefits their employees rely on. As an Employee Benefits Advisor, my focus is on facilitating and managing client relationships to ensure that their employees understand their benefits and have access to best healthcare available at a cost that allows your business to remain competitive. Expertise in: • Group Health Insurance • Group Dental Insurance • Group Disability Insurance • Group Life • Administrative Solutions - Section 125, Cobra,HRA/HSA, Flexible Spending Accounts How I Work: » Learn and understand your business so I can help direct you in the benefits decision making process. » Discuss strategies that my company has to offer from fully to self-insured plans.Then we'll talk about each type of plan and what options that would fit well in your business environment. » Reach out to insurance carriers whom we’ve cultivated great working relationships with. Work with them while building my proposal making sure I get the best rates for the plans we’ve discussed. » Meet and review the options that make the most sense for you and your employees. » Hold employee meetings in which we would educate and inform them on the plan benefits for the coming year. » Continue to service your account and make our staff available should you need us at anytime. Visit FoleyConnellyBenefitsGroup.com to learn about plan designs and the selection process. Let’s connect! Email me at: dkozel@foleyinsurancegroup.com

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