About Us - Bim Group

Your Employee Benefit Partner

Bim Group started small—with one employee in 1979. Today, we have grown organically into a recognized industry leader with a team of over 30 dedicated professionals working to meet the needs of 650+ employer clients who employ over 70,000 employees. Our clients embody a range of industries including manufacturing, health care, coal, equine, construction, legal, education and retail.

The Bim Group experience is more than a service, it’s a partnership.

Our Relationship with UBA

We are a proud “Partner Firm” of United Benefit Advisors (UBA)a community of more than 140 of the most successful and trusted independent employee benefits advisory firms in North America and Europe – the fifth largest firm based on global benefits revenue 1.

UBA partner qualification requires strict adherence to the highest standards of business ethics, professionalism and integrity – values that translate into exceptional service for employers. Partners share their collective innovation and best practices, which allows for the development of sophisticated, cost-effective solutions that are unparalleled by any local, regional or national broker/consultant. Through this partnership, Bim Group offers the Best of Both Worlds – the confidence of working with a large national organization, while maintaining the personal experience of consulting with an independent advisor.

1 Source: Business Insurance: Calendar year 2016 figures released July 2017. Based on the percentage of global benefits revenues reported.

Our Culture

Bim Group professionals maintain a relentless work ethic to serve our clients with innovative advice, strategic direction, and counsel. Our team members challenge one another in a creative and collaborative process to deliver a unique client experience that is designed to exceed expectations. We are a perennial “Best Places to Work” award winner, making us the employer of choice in the employee benefits industry. This designation is an honor because it is bestowed on Bim Group by our own employees.

We hold ourselves to the ideals we make possible for clients. Bim Group strives to better places of work – while being a better place to work.

Executive Leadership Team

L. Briggs Cochran
L. Briggs Cochran
CEO
Bio
Dustin Stacy
Dustin Stacy
President / Sr. Benefit Consultant
Bio
Heather Taylor
Heather Taylor
Sr. Director of Operations
Bio

Benefit Advisors

Jeff Truitt
Jeff Truitt
Sr. Benefit Consultant
Bio
Benji Marrs
Benji Marrs
Sr. Benefit Strategist
Bio
Jamey Bennett
Jamey Bennett
Sr. Benefit Advisor
Bio
Evan Ball
Evan Ball
Benefit Advisor
Bio
Karen Day
Karen Day
Benefit Consultant
Bio
Griffin Miller
Griffin Miller
Benefit Advisor
Bio
Kyle Roe
Kyle Roe
Benefit Advisor

Account Services

Kylene Oepping
Kylene Oepping
Manager of Account Services / Account Executive
Tracy Whipple
Tracy Whipple
Account Executive
Katie Casey
Katie Casey
Account Executive
Jeannie Metcalf
Jeannie Metcalf
Account Executive
Leesa Hayes
Leesa Hayes
Sr. Account Manager
Kathy Patchel
Kathy Patchel
Account Manager
Lindsey Bohon
Lindsey Bohon
Sr. Account Manager
Bonnie Cupps
Bonnie Cupps
Account Coordinator
Jeri Payne
Jeri Payne
Account Coordinator
Kyle Stacy
Kyle Stacy
Account Executive
Ashley Wright
Ashley Wright
Account Coordinator
Sarah Sullivan
Sarah Sullivan
Account Manager
Caroline Cunanan
Caroline Cunanan
Account Specialist
Brackston Wood
Brackston Wood
Account Specialist

Client Services

Ashley McCollum
Ashley McCollum
Client Service Specialist
Rose Taylor
Rose Taylor
Client Service Concierge
Teresa Lainhart
Teresa Lainhart
Client Service Concierge

Underwriting & Data Analytics

Matt Clifford
Matt Clifford
Manager of Underwriting & Data Analytics
Bio
Jake Gregory
Jake Gregory
Sr. Analyst, Underwriting and Data Analytics
Evan Brown
Evan Brown
Financial Analyst
Kristina Durbin
Kristina Durbin
Data Analyst

Marketing & Communications

Elyse Bandy
Elyse Bandy
Manager of Marketing & Communications
Tyler Ochs
Tyler Ochs
Graphic Designer / Technology

Recent Insights

November 20, 2024
Medicare

Changes to Medicare Part D Call for a Reexamination of Creditable Coverage

READ TIME: 5 MINUTES Every year, group health plans are required to notify their Medicare-eligible policyholders whether their prescription drug coverage is “creditable coverage.” Drug coverage is creditable if it is as good or better than the Medicare drug benefit. If a Medicare-eligible individual is not enrolled in creditable coverage, they may incur late enrollment […]
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November 20, 2024
CMS, Compliance Alert

New CMS Rules on Medicare Reporting Penalties

READ TIME: 6 MINUTES The Centers for Medicare & Medicaid Services (CMS) recently issued final rules outlining the penalties for responsible reporting entities (RREs) that fail to meet Medicare Secondary Payer (MSP) reporting obligations. The regulations were applicable as of October 11, 2024, and enforcement will begin in October 2025. The penalties for non-compliance are […]
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October 30, 2024
News

Dear HR Manager

Dear HR Manager, I’ve recently been promoted to a leadership role and want to ensure I’m the best boss I can be. What steps can I take to lead effectively and create a positive environment for my team? – New to Leadership   Dear New to Leadership, Congratulations on your new role! Becoming an outstanding leader […]
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October 15, 2024
HR Elements

Simplifying HR Processes with AI

READ TIME: 4 MINUTES AI is becoming crucial as HR looks to enhance efficiency, streamline processes, and offer personalized solutions. From creating HR materials to improving the recruitment process, AI’s integration is driving a shift in the way organizations support and engage their workforce. According to a recent survey, 44% of employers said they use […]
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