How We Work

The first step in the benefit selection process is to discover the individual needs of the organization. We hold an in-depth fact finder meeting to determine the employer’s benefit goals and objectives. At Puget Sound Benefit Services, we invite and engage each employer in an open conversation about issues that are key to them. We listen deeply to what is most important to the employer as to be able to create an accurate image of their needs, wants challenges and successes. From there, we create an accurate holistic image of the organization, with a focus on current challenges and goals with regards to employee benefit offerings.

Post-consultation, a PSB Account Manager will research the marketplace for appropriate plan options and develop proposals showing a summary of existing benefit plans and alternatives that fit established criteria. From the information gathered during our initial meeting, or meetings, with the employer, we provide the employer with a service and marketing team whose responsibilities continue with an in-depth fact finding meeting to establish the employer’s desires and goals within their benefit program. Our team will submit bid requests to the marketplace, evaluate those bids using the employer’s criteria, develop a concise summary of those options, and present possible alternatives for consideration.

We develop employee enrollment materials, which include summary of all benefit plans provided by the employer and hold employee meetings to explain the coverage and assist with enrollment. Once a plan, or plans, have been chosen, our service team will meet with the employer and employees to explain the benefit plan in detail, as well as the administration and claims procedures.

We offer excellent online benefit communication resources, including tools that provide up-to-date regulatory information, compensation package benchmarking, data analysis to reduce claims activity, health and wellness information, and more.

Throughout the plan year, we work with the employer to oversee the entire plan and to verify that the employer’s goals are being met. It is our position to assist employees with claim problems and/or questions as they arise. To this end, we maintain relationships with local and national vendors for assistance with ancillary responsibilities such as COBRA Administration, Section 125 and Medical Reimbursement Accounts.

The assigned Account Manager will reach out to the employer 90 days before the renewal date by reviewing the information on hand and to inquire about any desired changes for the upcoming plan year.

We provide support with enrollment changes, claims issues, billing inquires, and more throughout the plan year to allow for effortless administration of the plan or plans selected.