Responsibilities
Greg Fanelli is responsible for the oversight of the Employee Benefit Review (EBR) process for prospective clients as well as the vetting of new vendors for the Employee Benefits Consulting Department. He develops recommendations for prospective clients to offer the most competitive benefits while maintaining financial feasibility. He also oversees Request for Proposals for prospective clients.
Background
Greg has two years of Financial Accounting experience supporting the Employee Benefits Consulting Department. He ensured probability for books of business and prepared monthly, quarterly, and annual financial statements. He also has two years of experience in Account Management, where he assisted in managing books of business, implementing new products, conducting marketing for various plans, and negotiating renewals.
Education
West Chester University – Bachelor of Science in Accounting
Professional Designations
Group Benefits Disability Specialist (GBDS) – Active Life/Health License
