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© 2017 by Group Benefits, LLC. Proudly created with Wix.com

Group Benefits, LLC. is a brokerage firm that understands the complex health care decisions that business owners face.  Our comprehensive services and expertise go to work with you to create the best solutions.

 

We shop, price and design plans from the entire market each year, assuring your benefit program is competitive.

 

We provide client updates on a quarterly or semi-annual basis to review your data and provide a “renewal forecast” for budgeting any projected increases.

 

Our unique compliance service provides the knowledge and tools you need to comply with ever-changing employee benefit laws and regulations.

 

Our trained care will not only assist in your claims, billing and plan designs, but we will also educate your employee group to provide the competence and care they deserve.

 

Our team also provides HR staff with a resource to manage employees and benefit offerings year-round.

 

Our marketing and communication services provide materials that will clearly outline your company’s benefits package.

ABOUT US

 
 

OUR SERVICES

  • Employee Benefit Meetings

  • Comprehensive Employee and Employer Service

  • Monthly or Quarterly Wellness Education for Employees

  • Transparent Claims and Fee Structures

  • HR Consultation

  • Monthly Billing and Claims Administration

  • Establishing Strategic Relationships between Carrier and Employer Group

  • ACA Compliance Advice 

  • Analyzing Market Conditions to Ensure Employer Groups are Offering Competitive Benefits to their Employees

  • Balancing Specific Workforce Health Care Needs with Financial Resources, Goals, and Objectives

 

Bret Michael Wheeler

Chief Executive Officer

Bret developed his acute business acumen while working as the General Manager at Harvey’s Clothing Store. His mentor, Clair Jones provided him with a common sense business approach, that he was able to directly translate to his career. Bret has consistently been an industry leader  since 1989.

Bret enjoys spending quality time with his wife and four children. He enjoys reading about his favorite subjects; history and politics. In the summer, you can find Bret and his family relaxing at their river home on the Pend Oreille River.

Sarah Dahmen

Chief Operating Officer

Sarah Dahmen is the Chief Operating Officer for Packard Wheeler Succession and Group Benefits, LLC. Sarah is responsible for supervision of our service teams, process development, and quality control.  Sarah has worked in the Investment Advisory and Brokerage Business since 2004. With over 15 years industry experience and over a decade in c-suite positions, Sarah is dedicated to healthy professional development of our team members and working with our teams to deliver excellence in customer service and continuity in our operations. Sarah is a cat-lover and an avid theater enthusiast. In her free time, she enjoys directing musical theater productions in our community alongside her husband Henry.

Jessica Mueller

Account Manager

Jessica is highly organized and brings skill and systemization to her work with clients. She is a graduate of Eastern Washington University with a degree in Business Administration. Jessica is a transplant from Seattle, WA and we are thankful to have her on our team. She enjoys hiking, spending time with her pets, and traveling to new places.

Cody Lewis

Account Manager

Cody will be drawing on his background in personal and business planning as he focuses on small group and individual accounts. Cody is an alumni from the University of Idaho with a degree in Business Administration and emphasis in Human Resources. Cody’s motivation comes from his desire to help business owners protect their employees and assets. In his free time, Cody enjoys  bowling, frisbee golf, and most outdoor activities.

 

James Noel

Agent

James joined the industry in the spring of 2011 in Coeur d’Alene, Idaho. James has a passion for working with business owners and is inspired by helping others.

 

James and his wife were married in the summer of 2015 and had their first child in January 2017. Since 2010, James has coached the boy’s high school basketball team at North Idaho Christian School. His family, friends, and faith are the most important reasons he and his wife love being part of the Coeur D Alene community.

Mike Welch

Agent

Mike grew up in Spokane, Washington surrounded by a family of professionals who believe in service. Mike founded his business with this servant mentality in 2001.

Mike knows the benefits of working with families, business leaders, and companies that are looking for strong advice, good stewardship, and time tested principles to help protect their loved ones and assets. 

Outside the office, Mike enjoys spending time with his wife and three children. What precious free time Mike has, is devoted to coaching youth sports, spending time at the family cabin at Priest Lake and sneaking in a great CrossFit workout.

Kayla Kees

Account Manager

Kayla is very dedicated and brings a hardworking and bubbly personality to our team. She is actively involved in her community, as she is a devoted member of The Junior League of Spokane, where she volunteers weekly and contributes to the marketing and communication for the group. When she is not working or volunteering her time, Kayla enjoys photographing the city, traveling, and being outdoors.  

Debbie Hamilton

Agent

Debbie joined the industry in 1973. Over the next several years she obtained her many achievements in the industry that set her apart from others.

In 2015, Debbie celebrated her 25th year in the industry. Debbie has had the privilege to help thousands of families and businesses protect their loved ones and assets.

 

Debbie was born and raised in Spokane, Washington. Outside the office, she loves spending time with her husband, their 5 children and 7 beautiful grandchildren! They enjoy golfing, boating, travelling, and camping with the grand kids.

Victoria Wheeler

New Group Implementation

Victoria is the newest addition to our team. She is very outgoing and brings a creative spin to her position. She recently graduated from Eastern Washington University with a Bachelor’s degree in Communication Studies with an emphasis in Public Relations. Victoria believes that building and maintaining relationships is the key to success. In her free time, she enjoys spending quality time with her friends and family, playing with her kitten and watching documentaries on Netflix.

Pat Clevenger

Agent

Pat started his career in the industry in January of 2000 as an intern while in his final year of college earning his Engineering Degree. Identifying that he enjoyed relationships and consulting more than being purely analytical, Pat decided to follow in his grandfather’s footsteps of running his own business.

Loyalty, commitment, and perseverance can be identified as traits of his by examples of his marriage to his wife since 1998. Pat, Shannon, and their two children love spending time together snow skiing, camping, playing on the water, and supporting youth activities. Pat enjoys supporting his community in ways that align with his values, and enhance the organizations or activities he or his family are involved with.

 

Individual and Family Insurance

Quoting

Idaho Carrier Resources

Medical
Dental
Vision

CONTACT

US

Phone: (509) 838-0748

Fax: (509) 838-0704

clientservices@groupbenefits-llc.com

 

Address

12939 E. Pinecroft Way, Ste 200

Spokane Valley, WA 99216

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US

Hours of Operation

Monday - Friday 8 AM - 5 PM

Office Closed Daily 12-1 PM

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