Innovative Benefit Planning Receives Women’s Business Enterprise Owned Certification

Category: Company News

Innovative Benefit Planning Receives Women’s Business Enterprise Owned Certification

Posted On: September 13, 2022 | Categorized as: Company News

Innovative Benefit Planning is proud to announce that The Women’s Business Enterprise National Council, has awarded Innovative Benefit Planning the national ‘Women’s Business Enterprise’ certification. “Empowering women in the workplace and acknowledging their contributions to everyday operations is not only important but extremely necessary,” said Terriann Procida, CEO. “Having a diverse team made up of not only women, but individuals from diverse backgrounds and cultures, has allowed us to bring an array of different perspectives to the table which adds to our growth, productivity, and so much more.” As the Chief Executive Officer and founding partner of Innovative Benefit Planning, Procida has worked endlessly to ensure the company embraces a commitment to diversity in the workplace. Fostering an inclusive environment is vital to the way the organization operates, which allows employees the opportunity to grow, feel accepted, and be challenged. Innovative employees see a representation of a variety of genders,…


Innovative Benefit Planning Named “Top Employee Benefits Consultant” Award

Posted On: July 11, 2022 | Categorized as: Company News

business men shaking hands

Innovative Benefit Planning is honored to be recognized by Mployer Advisor as a winner of their “Top Employee Benefits Consultants” Awards for 2022. The program evaluates brokers based on breadth and depth of experience across employer industries, sizes, insurance products, and employer reviews. Innovative was recognized as a broker that demonstrate market-leading competencies and a proven track record of success among employers, insurance providers, and peers. Winners were chosen based on exceptional online reviews, a high M Score rating, historical data, and demonstrated business experience.  "The team at Mployer Advisor is proud to honor this group of top insurance consultants as part of the 2022 class for our second annual Top Employee Benefits Consultant Awards. Employer-sponsored healthcare and benefits cover over 150M+ Americans. Who an employer selects as their benefit advisor has more impact on cost and quality than who they choose as the insurance carrier" said Brian Freeman, the…


Innovative Launches Employee Lifecycle Tool Kit

Posted On: June 23, 2022 | Categorized as: Company News

Innovative is excited to launch our Employee Life Cycle Tool Kit! Today’s tight labor market and the broad range of flexible work/life options make it more important than ever to properly manage each step in the employee lifecycle. Addressing their emerging needs means employers must engage their teams at each step of the lifecycle. We are offering 11 resources that will help employers deliver an exceptional employee experience that today’s workers seek. Our tool kit covers each step within the employer-employee relationship, from the time perspective team members become interested in your organization, through recruitment and onboarding, talent development, and departure.You’ll learn: Interview best practices 5 ways to leverage benefits to combat recruiting challenges and boost retention Talent acquisition/employer branding Strategies for employee development The top 6 benefit trends employees want in 2022 6 steps employers can take to embrace and focus on the employee experience Effective performance management 8…


Innovative’s 3rd Annual Well-Being @ Work Summit Recap

Posted On: May 23, 2022 | Categorized as: Company News, Workplace Wellness

On May 12th, 2022 Innovative Benefit Planning hosted the 3rd Annual Well-Being @ Work Summit, an event dedicated to making workplaces healthier, at the Adventure Aquarium in Camden, NJ! https://youtu.be/Eq-f-FltJpMThe morning started out on the right foot with complimentary biometric screenings and breakfast during registration, while attendees also had time to visit with vendors. Attendees received a “registration bag” which included a “Mental Health Matters”, promotional items from sponsors such as portable chargers, toothbrushes, stress balls, chip clips, and more.  The event had a wonderful turnout, including HR professionals, C-Suite decision-makers, health and well-being professionals and top well-being vendors in the industry. "Awakening Well-Being in the Workplace Through a Justice and Healing Centered Lens"Following registration, Innovative kicked off the day’s presentations with opening remarks and the morning speaker, Alisha DeLorenzo, Owner at Living YES.  DeLorenzo is a human connection expert working with individuals, communities and organizations across the globe to awaken…


Innovative Gets Certified in Mental Health First Aid Training in the Workplace

Posted On: May 9, 2022 | Categorized as: Company News, Workplace Wellness

employers sitting in a circle training on mental health

Innovative Benefits Planning is pleased to announce that our Nurse Advocate, Erica Polaneczky, has become certified in Mental Health First Aid Training. This certification allows her to provide Mental Health First Aid in the workplace training for employers. Mental Health First Aid (MHFA) teaches employers how to identify, understand, and respond to signs of mental health and substance use challenges among adults in the workplace. Participants build the skills and confidence they need to reach out and provide initial support to those employees who are struggling. They will also learn how to help connect them to appropriate support. “The pandemic has dramatically increased depression and anxiety at home and in the workplace,” CEO Terriann Procida said. “We believe is it more important than ever to break the stigma around mental health, enable early identification of at-risk employees, and provide more resources in the workplace -- which is why Innovative is…


Innovative is Featured in SJ Magazine for Creating a Culture of Giving Back

Posted On: April 25, 2022 | Categorized as: Company News

Innovative Benefit Planning LLC was proudly featured this month in SJ Magazine for our culture of "giving back" to our community. We are grateful to have been recognized for our efforts, however the true pride comes from the things we do for others, and the impact we make. Take a look at the most recent article featured by SJ Magazine: "On the surface, employee benefits look like retirement plans, workplace wellness programs, healthcare plans or employee engagement. But at its heart, it’s about giving people the support and resources they need to live their best lives. For Moorestown’s Innovative Benefit Planning, that goes far beyond support for employees alone. “Providing benefits is about making a difference in someone’s life,” says Innovative Benefits Planning CEO Terriann Procida. “We have very passionate employees providing that for our clients, but what really makes our business – and ourselves – better is taking that…


Innovative Benefit Planning Awarded the BCCC “Business Excellence Award”

Posted On: December 8, 2021 | Categorized as: Company News

Innovative Benefit Planning is honored to be recognized by the Burlington County Chamber of Commerce with the Voice of Business Award for Business Excellence. The Voice of Business Award recognizes outstanding businesses or business persons in Burlington County that have demonstrated a long-term commitment to economic development and the enhancement of opportunities in the county. “We are honored to be the recipient of this year’s Business Excellence Award, remarked CEO, Terriann Procida. As a company that has prided itself over the last 30 years on going above and beyond for our clients and making our community a key part of our business, it is rewarding to be recognized for this achievement.” All award honorees were celebrated last Thursday evening at The Merion Caterers in Cinnaminson, NJ. Innovative would like to congratulate all the other Voice of Business Award recipients for their impact in our community, as well as the Chamber…


Innovative Launches New Resource Page

Posted On: November 23, 2021 | Categorized as: Company News

All good things must come to an end and be replaced with something better! With that being said, Innovative Benefit Planning is thrilled to announce the launch of our new and improved resource page! After months of hard work and devotion to the client experience, we are bringing you a page specifically intended to help you prepare and manage your business. Our new page is designed so that you can get online, quickly retrieve the resource that you need, and get going to put that resource to good use. As a leader in the employee benefits space, we know our clients value resources that are easily accessible to them and their employees. We strive to provide our partners with the most accurate, up-to-date information and share our expertise. With our user-friendly experience, you can find 40+ downloadable resources such as case studies, white papers, webinar recordings, ebooks, and more to…


Tamalyn Wandler Joins Innovative as Director of Compliance

Posted On: October 28, 2021 | Categorized as: Company News

Innovative Benefit Planning is pleased to announce that Tamalyn Cee Wandler, JD, has joined our team as Director of Compliance. In her new role, Tamalyn will assist clients with their compliance auditing and educating them on the various federal and state regulations, assess areas of weakness, determine potential liability, and provide tools to help the client avoid common pitfalls.  In addition, her duties include developing, overseeing, and evaluating control systems, researching regulatory and legislative changes, filing wrap SPDs for clients, and performing non-discrimination testing for self-funded clients.Tamalyn brings deep experience in the benefits compliance industry to Innovative. She most recently worked at Willis Tower Watson in the Health & Benefits Compliance practice. Tamalyn received two bachelor degrees from Loyola University in Chicago before obtaining her Doctorate of Law from DePaul University College of Law and her Masters of Law in Employee Benefits from The John Marshall Law School. A resident…


Innovative Launches New Groundbreaking Benefit Performance Assessment

Posted On: September 9, 2021 | Categorized as: Company News, Employee Benefits

Innovative Launches New Groundbreaking Benefit Performance Assessment Innovative has launched our new groundbreaking, proprietary Benefit Performance Assessment. This complimentary assessment shows employers how they can cut waste, take control of healthcare costs, and provide better service solutions. All within an hour of your time and without impacting the coverage offered to employees! It’s unfortunate, but the same cookie-cutter method has been applied to middle market benefits for decades now. Employers continue to experience a lack of creativity, a broken under-writing system, and lack of a data-driven approach. Rightfully so, they are frustrated of the rising cost and lack of clarity. Here at Innovative, we knew it was time to show employers a new way at looking at things, and something you haven’t seen before. Our assessment reviews five key performance areas that are essential for a successful benefit program: Identify & Eliminate Waste Identify many ways that waste and inefficiencies…


Innovative Promotes Jamie Bratton to Vice President of Marketing & Engagement

Posted On: September 8, 2021 | Categorized as: Company News

Innovative Promotes Jamie Bratton to Vice President of Marketing & Engagement Innovative Benefit Planning is pleased to announce it has promoted Jamie Bratton to the position of Vice President of Marketing and Engagement. In her new role, Jamie will continue to manage, establish, and implement strategic and tactical communication plans across every business unit. In addition, as a valuable asset to our client’s employee engagement strategy, Jamie and her team will work with the account team in developing custom communication plans that drive employee engagement and better understanding of their benefits.  She is also responsible for evolving Innovative’s brand through creating new products and services for current and future clients. Since Joining Innovative three years ago, Jamie has brought vision and passion to our team and clients. She has a successful track record in building and executing strategic go to market strategies that benefit our clients and brand, including the…


Innovative Welcomes Polina Lipskaya as Underwriting Associate

Posted On: September 2, 2021 | Categorized as: Company News

Innovative Welcomes Polina Lipskaya as Underwriting Associate Please join us in welcoming Polina Lipskaya as our newest Underwriting Associate.  In this role, Polina will be a key member of the Client Service team.  She will directly support the Account Executives, Account Managers, and Consultants with quoting, reporting and the overall analytical processes through the proposal process. This position works as an integral part of the Sales and Account Executive teams with the responsibility to maintain excellent relationships both internally and externally with Innovative clients and vendors. Prior to joining Innovative, Polina was a Consulting Director for a large Philadelphia based consulting company for non-profits. She has also worked as an analyst for pre-seed investor Contrivance Ventures in London and with Sberbank in Moscow. Polina graduated earlier this year from Haverford College in Pennsylvania with a B.A. in Economics. We are pleased to welcome Polina to our growing team.  


Innovative Promotes John Romaska to Vice President of Consulting

Posted On: August 27, 2021 | Categorized as: Company News

Innovative Promotes John Romaska to Vice President of Consulting Innovative Benefit Planning is excited to announce John Romaska has been promoted to Vice President of Consulting. John previously served as our Director of Benefits Consulting, where his responsibilities included strengthening Innovative’s relationships with current clients and overall advancement of the employee benefits practice. In his new role, John is responsible for leading client teams to promote organizational growth and portfolio retention. He will set overall direction and develop teams that drive high-quality, relevant, and innovative client solutions, services, processes, and analytical support. John will also oversee strategic planning and consulting advice for clients Since joining Innovative over five years ago, John has proven to be a committed and integral part of the team. During his time here, he has improved client deliverables by training our account team, as well as creating educational material for our clients and prospective clients on…


Innovative Welcomes Adam Cardell as Executive Account Manager

Posted On: August 12, 2021 | Categorized as: Company News

Innovative Welcomes Adam Cardell as Executive Account Manager We are excited to announce the latest addition to the Innovative Benefit Planning team! Adam Cardell has joined Innovative as an Executive Account Manager.  As an Executive Account Manager, Adam will be responsible for strengthening Innovative’s relationships with current clients, as well as ensuring all onboarding, renewal, compliance, and annual service deliverables are met for the client. The Executive Account Manager also helps Innovative develop new products and services for new and existing clients, implement process improvements, and supporting effective management of back-office operations. Adam will report directly to CEO Terriann Procida. Adam has spent several years in the benefits industry, including most recently as a Client Manager with Willis Towers Watson. He was previously an Account Manager and Sales Consultant with Trinity Benefit Advisors, and a Benefits Specialist at Heath Advocate. “Adam’s extensive background in account management and his experience in…


Innovative Welcomes Tyler L. Buff to our Team as a Benefits Consultant

Posted On: August 9, 2021 | Categorized as: Company News

Innovative Welcomes Tyler L. Buff to our Team as a Benefits Consultant We are pleased to announce that the Innovative team continues to grow! Please join us in welcoming Tyler L. Buff to our team as a Benefits Consultant.  Tyler will focus on understanding the customer needs and assist in developing strategies to increase efficiencies and results. As a Benefits Consultant, Tyler will develop and maintain relationships with external vendors to educate and promote solutions in the marketplace. In addition, he will work closely with the Benefits Retention Team to develop long-term benefit strategies that support our customer relationships. Prior to joining Innovative, Tyler spent the last eight years in various account executive positions, including most recently as the District Manager with ADP Total Source. During this time, he worked closely with clients to develop benefit strategies based on the company goals and employee census. Tyler received his Bachelor of…


Innovative Welcomes Carly Vettori to our Team as a Benefits Sales Consultant

Posted On: August 3, 2021 | Categorized as: Company News

Innovative Welcomes Carly Vettori to our Team as a Benefits Sales Consultant We are excited to announce the latest member of Innovative Benefit Planning! Please join us in welcoming Carly Vettori to our team as a Benefits Sales Consultant.  In this role, Carly will help us to understand the customer needs and assist in developing strategies to increase efficiencies and results. Specifically, she will work directly with potential clients to build and deliver our Benefit Performance Assessment to help employers uncover cost savings and long-term benefit strategies. In addition, the Benefits Sales Consultant develops and maintains relationships with outside vendors; maintains awareness of new and existing products; educates clients; and promotes solutions in the marketplace. Prior to joining Innovative, Carly was an account executive with Beasley Media Group in Bala Cynwyd, Pennsylvania.  Carly was responsible for prospecting and closing new business; qualifying leaders; and building and growing lasting relationships with…


Innovative Welcomes Nicoletta Torres as New Account Manager

Posted On: July 28, 2021 | Categorized as: Company News

Innovative Welcomes Nicoletta Torres as New Account Manager We are excited to announce the latest addition to the Innovative Benefit Planning team! Please join us in welcoming Nicoletta Torres as our newest Account Manager.  As an account manager, Nicoletta will be a valuable resource to Innovative’s leadership team, employees, and clients. She will directly support our Benefits Consultants during the initial phase of onboarding prospective new clients and then assumes responsibility for both the technical maintenance and the promotion of a very positive experience between Innovative and our clients. Nicoletta will work directly with carriers to obtain quotes and negotiate on the clients’ behalf.  In addition, her experience will be beneficial for clients in suggesting plan designs, funding methods and contribution strategies. Prior to accepting this position, Nicoletta spent 12 years as an account manager and senior benefits account manager. She most recently managed a large General Insurance Agency that…


Andrew May Promoted to Senior Account Manager – Financial Services

Posted On: July 16, 2021 | Categorized as: Company News

Andrew May Promoted to Senior Account Manager - Financial Services Innovative Benefit Planning is pleased to announce the promotion of Andrew May to Senior Account Manager-Financial Services. Andrew has been a part of the Innovative financial service team for over two years, serving as a Financial Services Associate. During this time, Andrew has managed to receive his AIF® designation and CFP® designation, all while truly making an impact to our team and his clients. Like his prior role, Andrew will continue to consult with and support retirement clients. In addition, as Senior Account Manager-Financial Service, Andrew will play a critical role in new client implementation, member open enrollment, managing communications with clients, carriers, and vendors, as well as manage and lead the department compliance calendar. “Andrew has played a key role in the Innovative Investment Fiduciaries team and has shown significant growth, dedication, and leadership. He consistently goes above and…


Innovative Welcomes Dan Jordon as Managing Partner, Employee Benefits

Posted On: May 24, 2021 | Categorized as: Company News, Employee Benefits

Innovative Welcomes Dan Jordon as Managing Partner, Employee Benefits It is with great excitement we announce that prominent employee benefits consultant, Dan Jordon, has joined the Innovative team as Managing Partner of Employee Benefits. As part of the Executive Leadership team, Dan will play an essential role in driving the company’s business revenue, while empowering and supporting our clients in their effort to build strategic, stable, benefit offerings. This role includes managing our employee benefits consulting practice, continuing to build our sales team, and participate on our ongoing desire to enhance the client service and engagement experience. “As a respected leader, Dan is an outstanding addition to our team and clients. He brings extensive experience in helping employers reduce cost and delivering multi-year strategies that generate cost savings”, stated CEO, Terriann Procida. “We’re excited to merge his background with Innovative’s strengths to continue to provide a best-in-class service while growing…


Innovative Launches New Digital Employee Benefit Guide Technology

Posted On: April 12, 2021 | Categorized as: Company News, Employee Benefits

Innovative Launches New Digital Employee Benefit Guide Technology As technology continues to transform the workplace, HR professionals are seeking new and improved ways to deliver their health plan benefits, while gaining rich backend intelligence to improve the utilization of the plan. We have the solution! Innovative Benefit Planning is excited to launch a new, digital technology platform for our client’s employee benefit guides. This new, cutting-edge technology allows employees to view their health plan guides through a dynamic, video rich, interactive experience. Our new, easy to navigate digital guide, provides employers with: Increased Employee Retention- The platform allows for video education and an interactive experience, which has been shown to increase messaging retention by 73% when compared to static content. Engaging Experience- Engage your employees with a fresh, highly visual content experience for maximum impact. Mobile Friendly- Regardless of the device or location of your employees, their guide will automatically…


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