Employee Spotlight: Jake Gregory - Bim Group

Employee Spotlight: Jake Gregory

Meet Jake, Bim Group’s Senior Analyst, Underwriting and Data Analytics. Jake started out at Bim as an intern and has been with us ever since – almost 6 years now! Read the short interview below to learn more about him!

Q: Could you briefly detail your work/education background?

A: I began interning as a Financial Analyst with Bim in December of 2013. After graduating from the University of Kentucky, in the Spring of 2014, with a degree in Finance; I accepted a full time Analyst position in our Underwriting and Data Analytics department – and have been with Bim ever since. I primarily work with supporting our 100+ client accounts in financial reporting, underwriting and risk analysis.


Q: What drew you to the employee benefits world?

A: I would say I was more interested in Bim than I was the employee benefit world. When I began interning, our Underwriting and Finance department was just coming out of its infancy stage, so I was able to be a part of the development and refining of our core processes. I was excited to be able to put my financial and analytic skills into practice while the “employee benefits world” came second nature.


Q: What do you like most about working at Bim Group?

A: Since we’re a small employee company, I love that I get the opportunity to know ALL of my coworkers on both a personal and professional level.  Being afforded this environment makes Bim Group employees feel like family rather than coworkers.


Q: What do you want to accomplish this year?

A: I would like to continue expanding my knowledge of my most used daily tool, Microsoft Excel. By fine tuning my skills I can further streamline processes within Bim Group as well as increase turn around time for client reporting. Also, I’d like to continue learning all of the functionalities of our actuarial software and how they can be applied to better serve current clients as well as prospective clients.   


Q: What do you like to do in your spare time?

A: I enjoy reading books, playing sports, watching sports (Kentucky and The Bengals in particular), working out, playing video games and traveling. Also, whether I am at home or traveling, I enjoy trying new restaurants/foods as well as new/local beer.

 

Bim Group is extremely proud to be a perennial winner of the Best Places to Work in Kentucky award. What makes this designation so special is that it is bestowed upon us by our own Rockstar employees. This monthly series individually spotlights one of our employees and gives you a glimpse of what it means to them to be a part of a “Best Places to Work” organization.

Recent Insights

November 5, 2026
News

DOL Clarifies MHPAEA Enforcement Priorities

The U.S. Department of Labor (DOL) has provided employers and group health plans with a clearer picture of how it intends to enforce the Mental Health Parity and Addiction Equity Act (MHPAEA). The DOL issued Field Assistance Bulletin 2026-03, outlining its current enforcement approach to the MHPAEA’s requirements for non-quantitative treatment limitations (NQTLs). At the same […]
Read more
October 15, 2026
News

Compliance Advisor | Agencies Issue Transparency in Coverage Final Rules

On October 5, 2026, the Department of Health and Human Services (through the Centers for Medicare & Medicaid Services), in partnership with the Departments of Labor and the Department of the Treasury (collectively, the “Agencies”) jointly finalized changes to the Transparency in Coverage (TiC) regulations issued in December 2025 (“Final Rules”). The Final Rules impact […]
Read more
October 5, 2026
News

Building a Benefits Strategy for Financial Resilience

Financial wellbeing benefits have traditionally centered on a long-term goal: retirement. But employees’ financial lives don’t begin at retirement. Many are balancing immediate priorities, including healthcare expenses, debt, emergency savings, and everyday living costs. PwC’s 2026 Employee Financial Wellness Survey found that 59% of employees were currently stressed about their finances. For many employees, the immediate concern […]
Read more
October 5, 2026
News

New Guidance Regarding Health-Contingent Wellness Programs

The Departments of Labor (DOL), Health and Human Services (HHS), and the Treasury (collectively, the Departments) issued new FAQs addressing health-contingent wellness programs, including programs that impose tobacco-related premium surcharges. The guidance provides important enforcement relief concerning when a wellness reward must be provided after an individual completes a reasonable alternative standard. Health-contingent wellness programs […]
Read more