“We seek out the best wherever we can find it — the best rates, the best solutions, the best technology. With a valuable cache of actionable information, we create solutions for our clients that point them in the direction they need to go for decreased costs and increased employee benefit satisfaction. As healthcare reform evolves, our firm is dedicated to working as a trusted source for our clients”.– Corey Branam
He brings has over 15 years insurance experience in the employee benefits field. Prior to joining Roop Financial Services,Corey previously as an account manager for several years and has help hundreds of employees with their employee benefits.
Corey servers as an internal for the Director of Employee Benefits by promptly and professionally addressing internal client questions and concerns. He develops and maintain effective working relationships in liaison role with insurance carrier partners contacts ( such as underwriters, sales and service representatives) and clients. Corey proficiently knows the marketplace: carriers, underwriting requirements and benefits/serves they offer. During and after enrollment, he perform quality checks of applications,billing resolutions, prepares and obtains employee enrollment materials and presents benefits via webinars, open enrollment and face-to-face enrollment employee meetings. Oversight plays a significant role in executing new hires and terminations for each employee to ensure that the carriers are complying with the terms agreed upon with the new hire.
Corey is married. Outside of work, ballroom dancing, carpentry and general home repair.
Corey is not registered with Woodbury Financial.