Employee Benefits Consultant
Kate Bear joined PSA Insurance & Financial Services as an Employee Benefits Consultant in February 2020. She is responsible for overall service delivery to various assigned client accounts. Her areas of specialty include benefit design and cost management, compliance, and customer service.
Kate has seven years of experience in the insurance industry, with five years in employee benefits. She previously worked as an Account Manager at State Farm with a focus on Property and Casualty Insurance. Her most recent former employer was Capital Services, Inc. as a Client Relationship Manager of Employee Benefits.
Kate has obtained her Property & Casualty and Life & Health Insurance Licenses.
Business/Customer Service Philosophy
“My daily goal is to be a trusted consultant for my clients. By providing exceptional service, education, and support, it ensures they are most successful in providing a full benefits package to attract and retain great talent within their company.”