Headquarters:

3500 Kyoto Gardens Drive, Palm Beach Gardens, FL 33410

Year founded:

2006

Number of employees:

Phone:

877 523 6835

Email:

info@inscipher.com

Website:

mybentek.com

LinkedIn:

linkedin.com/company/bentekbenefitstechnology

“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”

Saray Uribe, CharSan Insurance & Consulting

Julie Fink

President

Kevin Smith

Vice President of Technology/Security Officer

Rick Warter

Chief Customer Officer

Leadership

Starting her career at Bentek in implementation and client success, Julie Fink leveraged her client and industry expertise to lead and expand those teams, eventually ascending to the role of president. Throughout her tenure, she was instrumental in shaping the company’s product and service offerings, with a keen emphasis on the public sector. Her strategic leadership in developing both the implementation and client success divisions has been pivotal. By integrating industry best practices and actively seeking customer feedback, Fink has been a catalyst for continuous innovation within Bentek’s software solutions, aligning them with the evolving needs of the company’s vision.

President

Julie Fink

Kevin Smith has over 35 years of experience in the technology field. In 2015, after his tenure as the CIO for a national SaaS healthcare software company, he joined Bentek to help the company with a transformation from on-premises to a complete cloud operation. He was instrumental in bringing continuous integration and continuous deployment of product development and software release processes to Bentek, which increased product delivery three times more efficiently. Smith holds several current certifications in the software security space, such as Certified HIPAA Professional, Certified Security Compliance Specialist, and Certified Cyber Security Architect.

Vice President of Technology/Security Officer

Kevin Smith

Rick Warter brings nearly three decades of experience as a successful professional services executive to his role at Vertafore. He’s held management roles with Accenture, AT&T Wireless Services, Oracle Corp., and Point B. In addition, in 2012, he started Breo Solutions, a management consulting firm. During his career, Warter has been responsible for providing overall strategic direction, ensuring the satisfaction of clients, attracting, developing, and retaining employees, and driving results within organizations. He has broad leadership experience in telecommunications, high technology, and healthcare, serving some of the largest and most respected companies in Colorado.

Chief Customer Officer

Rick Warter

“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”

Saray Uribe, CharSan Insurance & Consulting

Leadership

“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”

Saray Uribe, CharSan Insurance & Consulting

Leadership

Gareth Walter

Chief Revenue Officer

Gareth Walter brings to Vertafore over two decades of technology and sales leadership, including a decade at Salesforce. He has built customer-obsessed organizations catering to businesses of all sizes, from start-ups in the small and medium business segment to delivering complex enterprise AI solutions to the Fortune 500. He is an innovation driver and a customer-focused revenue leader in the tech space. He was a founding member of the financial services vertical at Salesforce, where his accomplishments also included revitalizing the healthcare and life sciences vertical, transforming it into three years of 24% annualized growth.

Chief Revenue Officer

Gareth Walter

Andrew Tan

Broker

A highly regarded commercial finance specialist at Rethink Financing, Andrew Tan empowers clients to achieve their financial goals. Awarded the 2023 Elite Broker Rising Star Award by Outsource Financial and the 2023 Elite Broker Award by CBA, he brings over 12 years of corporate experience honed at KPMG and finance leadership roles held across ASX 50 companies. Leveraging his extensive corporate experience and chartered accountant background, he develops unique strategies that unlock the full potential of each client’s property portfolio, exceeding traditional financing limitations. Tan’s unwavering commitment to exceeding client expectations fosters collaborative partnerships, solidifying his position as a trusted adviser and a valuable asset for achieving long-term success.

Broker

Andrew Tan

With a dedication to providing exceptional client-centered solutions, Bentek is the leading benefits administration technology provider for the state, local government, and education (SLED) industry. The company is committed to putting the needs of its clients first, and as such, it customizes its approach to product and service delivery to meet the specific requirements of its public sector clients. Within an industry characterized by obstacles like managing unique requirements, integrating with legacy business platforms, and challenges with streamlining benefits administration, Bentek distinguishes itself with a consultative approach, dedication to developing customized solutions that are client-specific, and a white-glove service strategy that services as an industry benchmark for excellence. Bentek makes sure that customers receive unmatched assistance with everything from specialized service teams to thorough coaching through deployment and renewal processes. The promise of a same-day response and live help access further demonstrates the company’s devotion to creating to dependable, enduring connections with its clients.

Dean Nguyen

Broker

Meg Saraswat

Broker

Moushumi Kumar

Broker

Simon Williams

Chief Strategy & Distribution Officer, Arch Insurance International and Active Underwriter, Syndicate 1955

Dean Nguyen, a trusted finance expert, is poised to guide clients through their financial journey. His approach transcends merely addressing current objectives and requirements; he meticulously incorporates future plans and potential opportunities into the equation. Nguyen firmly believes that the ultimate goal isn’t just securing a favourable rate but rather optimising financial strategy by selecting the most suitable products and structures. This distinction can yield substantial profits or savings amounting to millions over the span of a 30-year loan term. With a wealth of experience garnered from his tenure in financial planning, Nguyen also possesses expertise in trusts, SMSFs and SPVs. Beyond the confines of his professional life, you’ll find him cheering passionately at soccer games or embarking on adventures to FIFA or Euro Football tournaments. Recently, he has also embraced his enthusiasm for Python programming.

Broker

Dean Nguyen

Meg Saraswat is an accomplished professional with over seven years of expertise in the banking and financial sector. Her journey began at Genpact (GE Money), where she kicked off her career while concurrently pursuing her accounting and finance degree. Throughout this time, she discovered her passion for mortgage brokering. Setting Saraswat apart from her peers is her genuine dedication to her clients’ financial prosperity. She takes great pride in guiding them towards financial freedom through strategic investments and bespoke mortgage solutions. Equipped with a master’s degree in accounting, her extensive knowledge further enhances her ability to provide exceptional service to her clients. From assisting first-time homebuyers to aiding in portfolio expansion, negotiating favourable terms for reduced interest rates and fees, or unlocking equity for future wealth creation, Saraswat is steadfast in meeting all her clients’ mortgage needs. Her professional satisfaction lies in closing deals that demand intricate negotiations and meticulous attention to detail. Her methodical approach ensures a seamless and efficient process, delivering a superior experience to her clients every step of the way.

Broker

Meg Saraswat

Moushumi Kumar stands out as a leading commercial broker at Rethink Financing, recognised with the Elite Broker Award Rising Star by outsource Financial in 2023. With an extensive background exceeding 15 years in commercial banking, including being named the country’s top business banker in her tenure, she brings unparalleled expertise to her role. Her tenure at NAB as a credit consultant saw her entrusted with a delegated lending authority of $30 million, reflecting her exceptional acumen in assessing credit and facilitating substantial lending transactions. Her specialisation in commercial lending and her status as an SMSF lending expert further solidify her reputation as a go-to adviser in the field. Within Rethink Financing, Kumar is valued as an integral team member, contributing her vast knowledge and strategic insights to drive the company’s success and elevate client satisfaction to new heights.

Broker

Moushumi Kumar

Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.

Partner

Kimi Shah

Partner

Kimi Shah

Partner

Kimi Shah

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Saray Uribe, CharSan Insurance & Consulting

“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”

Saray Uribe, CharSan Insurance & Consulting

employee benefits regional retail P&C specialty P&C underwriting direct-to-consumer programs

“Alliant has achieved growth in each of these categories via a potent combination of organic growth and strategic acquisitions with plans to continue on this forward trajectory,” explains executive vice president and director, M&A development, Stephen Farr. “Our goal is to achieve strong organic growth, over 10%, augmented by selective and strategic M&A activity.” Breaking down the specific drivers of growth, Farr adds, “Alliant’s P&C verticals have achieved the highest level of growth in the brokerage space, and the company’s generalist producers have also been a beneficiary by virtue of producing more complex, industry-specific accounts via partnerships with Alliant specialty brokers. Our direct-to-consumer business has been growing at a rapid rate via acquisitions and alignment with other Alliant divisions on cross-selling opportunities.” The firm enables its team to work effectively with a synergy-creating structure. Zimmer says, “The Alliant experience is defined by best-in-class teams, service, innovation, and a dynamic and collaborative environment where we work together to achieve powerful, long-term results for our clients and partners. We proactively eliminate walls and silos within our organization, allowing our team members to be both responsive and innovative in their approach to serving clients.” The firm’s profile was boosted with the launch of Alliant Consumer Group, a dedicated unit housing Alliant’s growing portfolio of consumer-facing operations. There was also the creation of the Alliant Insurance Foundation in 2023, a charitable, non-profit organization focused on promoting justice and equality by expanding access to opportunities for career growth and advancement for individuals with diverse backgrounds and life experiences. Alliant also has an active philanthropy program. Across 2023, Alliant professionals collectively raised/contributed:

more than $1 million in funds over $2.3 million in combined monetary and in-kind donations through an annual World Food Derby initiative 2,320 volunteer hours to numerous deserving organizations, making a significant community impact

Alliant’s progress is set to continue, as underlined by Zimmer, who has confidence in the firm’s people to deliver continued excellence. “We believe in our business plan, and it has proven successful. We don’t feel the need to change that. Our core business plan will continue to drive the company forward, complemented by new opportunities that may arise in the future.”

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