Contact

© 2019 Preferred Partners Insurance Agency

2130 Main Street, Suite 250

Huntington Beach, CA 92648

​​

Tel: 714-425-7418

Fax: 714-960-8360

jeff@mypreferredpartners.com

Don't just wish for a better employee benefits partner

about us

Preferred Partners Insurance Agency is a full-service employee benefits consulting company and insurance brokerage serving businesses of all sizes. Our clients span multiple industries, including health care, construction, apparel, professional services, and more.

We are a personable group of service-oriented, experienced professionals with a focus on communication and collaboration. At our core, we are problem-solvers seeking innovative ideas to meet your unique employee benefits needs.

 

Preferred Partners was founded by a former executive of several major insurance carriers. As a result, we offer a deep understanding of the internal finances and operations of health plans, including the subtle nuances of health care costs, trends and products. This knowledge gives us an edge in communicating and negotiating with carriers, helping us to design packages that maximize the dollars you spend on health care.

 

why preferred partners?

Experience

Our team has the brainpower and know-how to assist you in all areas of employee benefits. You will receive timely attention from veterans in the industry; professionals with the kind of expertise that can only be earned through time and experience.

Service

We believe service ultimately differentiates one broker from another. We listen. We collaborate. We proactively serve as your trusted advisor and an extension of your HR department. We are passionate about this business. Simply put, we love what we do and it shows.

Perspective

Not only do our founding partners boast over   50 years of combined relevant experience, their backgrounds offer a unique perspective. One spent nearly 20 years in management and leadership positions for some of the nation’s largest insurance carriers. The other is a human resources and benefits executive with a career spanning over three decades in the health care industry. This combination translates to a team with:

  • Strong relationships to leverage in your favor

  • Sensitivity to broad human resources issues as they impact benefits

  • In-depth insights into the finances and operations of health plans—key to negotiating the best possible rates for you and designing custom benefit programs

Solutions

No two clients are alike, and half the fun is exploring the different avenues your company can take to meet its unique needs and challenges. Not only do we offer a full spectrum of services, we deliver with creativity and innovation. We will help you build a customized program with plan options and contribution strategies that give your employees the flexibility and security they need with the quality and performance you seek.

 
services
STRATEGY

benefits consulting, change management, self-funding, stop loss design, PEO transitions

 

HR/BENEFITS ADMIN

benefits enrollment & communication, employee education, HR business process outsourcing, HR reporting, HR technology, COBRA administration, dependent audits

 

PLAN DESIGN

HMO, PPO, EPO, SDHP, HRA, HSA, FSA, vision, dental, life, COBRA, STD, LTD, critical illness, cancer, accident

COMPLIANCE

industry updates, regulatory notices, HIPAA, ERISA, COBRA, FMLA, Affordable Care Act (ACA)

HEALTH CARE REFORM

personal consultation, timely updates & education, health care reform scorecard, employee FAQs

procurement

carrier selection, contract negotiation, multi-year guarantees, health, life, disability, voluntary, retirement benefits, executive benefits

COMMUNICATION

open enrollment strategies, employee benefit guides, print & digital materials, employee education, employee events & health fairs, total compensation statements

 

ANALYTICS

plan performance analysis, financial analysis & reporting, funding structures, decision support tools, benchmarking & metrics

 

WELLNESS

needs assessment, strategic plan, health risk assessments, biometric screenings, communication plan, incentive programs, employee education, outcomes reporting

 

Meet The management Team

  • LinkedIn Social Icon

Team leader. Benefits Expert. Strategic negotiator. The Craftsman.

  • LinkedIn Social Icon

HR wizard. Exec comp & benefits guru. Avid traveler & family man.

  • LinkedIn Social Icon

Marketing master. Creative communicator. Event planner. Fun seeker.

 
 
We are on your team & We're pulling for you.

We take the word “partner” very seriously. It’s in our firm’s name. It’s what we do.


All things being equal, we believe it is service that ultimately differentiates one vendor from another. Our goal is to earn your trust as an advisor and partner—not just a vendor. This is the driving force behind all of our actions.

 

We believe in the value of listening and collaborating with you. We are responsive and proactive.

The best way for you to learn more about us, and more importantly, for us to learn about you, is over a cup of coffee, lunch, or round of golf. Fill out the form below and we'll get right back to you. Better yet, simply call or email us directly.