As Client Services Manager, Patty is responsible for overseeing all “back-office” operations for Evolution of Benefits. Her ability to process and track all enrollments from start to finish with a high degree of accuracy and attention to detail is second to none. Her follow up skills have earned her a recognition award with our former broker dealer.
Patty fields inquiries from Evolution of Benefits clients regarding all facets of coverage and account activity, interfacing with the home office staff of all insurance companies to resolve any issues. She uses her strong follow-through skills to ensure that all accounts are up-to-date.
Prior to transitioning over to Evolution of Benefits, she worked as a compliance liaison at WealthPlanners. In that position, she was responsible for keeping all representatives within the rules of the broker dealer as well as FINRA. She also worked in the benefits industry with Creative Benefit Strategies.
Patty’s M.O. score: 8,7,3,3
Joe, CBC (Chartered Benefit Consultant), Kolbe Certified™ Consultant
Joe Fragale has over 20 years of experience in the insurance and employee benefits industry. As owner of Joseph James Associates DBA Evolution of Benefits, Joe’s primary focus is to deliver the consulting expertise available to large-scale businesses to the small and mid-sized business markets. He works proactively to guide his clients through the maze of group health products, options, funding alternatives and The Affordable Care Act, helping to transform a huge expense burden into a meaningful, cost-effective and highly-valued benefit.
His “no-nonsense” down-to-earth approach and responsiveness have earned Joe the trust and respect of employers and employees alike. He also advises many of his clients about their personal wealth, including college funding, retirement planning, asset allocation and investments. Whether advising business owners about their company benefits or personal wealth, Joe strives to educate his clients and help them to make wise choices. In the area of Employee Financial Education, he is able to effectively convey the potential value and impact of an employee benefits program in Spanish as well as English.
Joe earned his B.A. in Communications at Northern Illinois University and has since done extensive graduate-level course work in the area of Public Health and Employee Assistance Programs (EAP). He is a Chartered Benefit Consultant (CBC) and Registered Representative with Cambridge Investment Research, Inc.
Joe is a past board member of a local hospital-based philanthropic entity and prior two-term school board member. When he is not busy working or volunteering, Joe enjoys gardening and most of all, spending time relaxing with his wife Patty and their family. Joe resides in Mt. Prospect, Illinois.
Joe’s M.O. score: 4,3,8,5
Jim Broderick joined the industry in 1979 and established his private practice two years later, in 1981. He then became an owner of The Inverness Group in the 1990’s. Today, as a Founder and Principal of Creative Benefit Strategies, LLC, Jim works exclusively with business owners and their staffs to deliver effective, cost-efficient group health and employer welfare plans to their employees. He positions himself as an integral member of their benefits team, focused on providing unbiased and objective advice gained from his many years of experience in the field.
Jim’s success over the years can be attributed to his ability to consistently guide his clients through the ever-changing, confusing, highly-competitive world of group healthcare. In this way, he helps business owners make wise choices that positively impact both their employees and their bottom-line.
Jim and his wife, Kathy, live in Hoffman Estates, Illinois with his stepson, Gerald. Jim’s children Lisa and Jeff live close by and he also has two adult stepdaughters, Kimberly and Lindsey. His family has increased by eight grandchildren, Kaleigh, Taylor, Jacob, Payton, Mackinzie and triplets Bo, Sawyer and Tucker.
As an Information Technology Coordinator, Susie is involved in keeping our website as well as all social media platforms current. She maintains and coordinates our internal databases and marketing campaigns, as she is involved in all facets of client communications. She is an integral part of keeping our office organized and flowing efficiently. Her creativity can be found in all EOB projects.
In her down time, Susie enjoys relaxing with her dogs and exploring new adventures.
Susie’s M.O. score: 6,7,3,4
As a Benefit Analyst, Liz is responsible for carrier communications in obtaining quotations, generating plan comparisons, and data entry within the plan analysis to reflect the group’s current and renewing plan offerings. She is also responsible for illustrating any current and proposed plan funding/strategies. Her astute attention to detail along with her efficiency and follow though in her work makes her the cornerstone of all benefit plan renewals.
When not bringing renewals to life, you can find her enjoying a chocolate snack (her favorite), as she enjoys snuggling up with her dog and reading a good book.
Liz’s M.O. score: 3,6,4,7