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Stephane Miller & Frank Verdi – Selecting a Broker Can Be Fun and Rewarding.

Download the Show Audio Here

Show Topic:
Your broker helps you manage a budget of 25-40% of payroll. Even a small difference in capabilities and results can have a dramatic difference on costs.

So why do so many employers fail to properly select a broker? Typically, it’s because employers don’t evaluate brokers very often as it is hard to understand how brokers deliver different results and they don’t see a measurable difference in broker options clearly enough to warrant change.

In this episode, host CMA’s David Ciullo discusses with VP Stephanie Miller and VP Frank Verdi from Alliant Employee Benefits, how Selecting a Broker Can Be Fun and Rewarding. Learn the timing when to selecting a new broker, steps/criteria, and core questions you should be asking, and how to make the process benefit you.

About The Guest:

Frank Verdi Bio: In May 2023, Frank joined Alliant Insurance Services as Vice President within its Employee Benefits Group based in Boston, Massachusetts. Frank will focus on designing, implementing, and managing strategic employee benefits solutions for clients throughout the Northeast.

For more than 35 years, Frank has helped organizations across the Northeast drive growth through comprehensive, competitive, and cost-effective benefit programs. He has extensive experience on both the carrier and brokerage sides of the business and is highly regarded for his ability to develop and nurture strong, long-term relationships with his clients and partners.

“Frank has centered his career upon helping a range of businesses focus and optimize their benefits programs by designing, implementing, and managing employee-focused solutions that meet today’s business challenges,” said Kevin Overbey, President of Alliant Employee Benefits. “His strategic approach and deep knowledge of the benefits industry provides a strong competitive advantage to his clients.”

Prior to joining Alliant, Verdi was Area Vice President for a global insurance brokerage, risk management, and consulting firm in Boston. Prior to that, he spent 15+ years at the largest global brokerage firm in NY. To round out Frank’s experience, he spent the first 14 years of his career on the carrier side. This gave him firsthand knowledge of the inner workings of our carrier partners.

Frank is also a member of the LBGTQIA+ community and has been an advocate for Diversity, Equity, and Inclusion throughout his career. He continues to be passionate about helping change the industry for the better and for future generations.

Frank earned his bachelor’s degree from Dowling College in Oakdale, New York, and holds health and life licenses in various states. Frank is also an active member of the Diversity, Equity, and Inclusion (DE&I) committee at Alliant.

Stephanie Miller Bio: Stephanie is a seasoned professional in the world of employee benefits, known for her expertise and dedication to helping organizations thrive. With a background that spans employee benefits, business development, HR technology, and client advocacy, Stephanie has made a significant impact throughout her career. She studied at Saint Joseph’s College and the University of Southern Maine.

Stephanie is the Vice President of the Employee Benefits Group at Alliant Insurance Services Based in Portland, she now focuses on designing, implementing, and managing tailored employee benefits solutions for a diverse portfolio of clients across the Northeast region. Her global perspective and her ability to create and maintain strong client relationships have quickly made her an asset to the Alliant team.