Speaker

Sam is the founder and owner of Beckworth Benefits, a health and benefits agency. After two years into the financial services industry beginning in 1995, Sam began to observe a pattern within group health insurance agencies at large. Brokers tended to be more reactive to their company-client needs rather than proactive. Annual renewal time seemed to be the only events that triggered activity from the broker of record. As he worked with both smaller independent agencies and large national organizations, agency engagement reflected a common thread: whether agency resources were vast or lean, agency success was directly related to the specific broker serving that company-client. Although training, resources and corporate backing is helpful, he found that individual broker engagement, or lack thereof, was the key determining factor for client satisfaction.

From this perspective came the driving force behind Beckworth Beneficial’s BEYOND Broker approach. The benefits business, with all of its needed online portals, required ERISA compliance and helpful benefits administration services, is first and foremost an authentic people business.  While offering a full spectrum of professional services, rich product offerings and strategic tools to help Human Resource professionals measure what they manage, Sam's consistent heartbeat is to put the human back into benefits.