Steve Simon
Account Manager
Steve has more than 20 years of experience in the insurance industry as a carrier representative, Medicare sales rep and a broker. He began his career with Lang Financial in 2006. With his carrier background, he brings a wealth of knowledge on all benefit lines that relate to group benefit programs and he is directly involved with managing both fully insured and self-funded benefit plan of all group sizes.
Steve has lived in the Cincinnati area since second grade and graduated from Finneytown and the University of Cincinnati. He currently resides in the Mason area with his wife, Kim, and his son, Jackson. In his free time, Steve serves as the Treasurer of his local Home Owners Association.
QUALIFICATIONS
Health and Life Insurance Licenses
Federally-Facilitated Marketplace (FFM) Registered Agent
SPECIALIZING
Employee Education and Support Through Employee Meetings, Online Resources and Personal Consultation
Plan Design Consultation
Health Care Reform Strategies and Compliance
Development and Implementation of Funding Alternatives, i.e., Fully Insured, Self-Funded ASO, Level Funded ASO and HRA Integration
Coordination of SPD, 5500 Preparation and WRAP Documents
Implementation of Proven Savings Programs (Teledoc, RX Advocacy, etc.)
AREAS OF FOCUS
CONTACT
Direct Line: (513) 699-2968
Direct Fax: (513) 699-2969