CASE BENEFIT CONSULTANTS, LLC
NAPLES, FLORIDA

Pat serves as the President and owner of Case Benefit Consultants, LLC, and (CBC) an employee benefits insurance agency serving Southwest Florida. CBC provides a menu of offerings to include group medical (both fully insured and self-funded), life, dental, disability and vision plans. Additionally, the agency offers Voluntary group products and services coupled with Section 125 Pre-tax plans and Flexible Spending Accounts. CBC also offers the services of 401(k), Simple IRA and Defined Contribution qualified plans through strategic partnership alliances. Serving the insurance industry for more than 15 years, specifically in the field of employee benefits, Pat is recognized for her commitment to uncompromising customer service and dedication to her clients. Additionally, Pat recognizes the need to go beyond the scope of “traditional” practices, bringing her clientele cutting edge products and services customized to fit their objectives, while maintaining the highest level of employee benefit education and communication. Prior to operating her own agency, Pat served as the Director of Employee Benefits for Collier Insurance Services and Vice President, Regional Sales Director for Definity Health, the pioneer of Consumer Driven Health Care. Pat also spent five years with Brown & Brown, Inc. as a Vice President managing the Naples Employee Benefits Division. Before her many successes at Brown & Brown, Pat owned a Practice Management Consulting firm serving health care providers throughout Southwest Florida. Victoria joins Case Benefit Consultants as Director of Operations and Senior Employee Benefits Specialist. Viki is a fully licensed Health, Life and Annuity broker with over 20 years of agency management experience. Her dual role provides support to both clients and staff. Prior to joining CBC, Viki worked for Nichols & Associates, a division of Brown & Brown as executive assistance to the President / owner and Long Term Care account executive. Carol provides administrative service support to our entire team. She has over 25 years’ experience in the Employee Benefits industry serving in numerous capacities with Brown & Brown insurance. Carol also has an extensive background in the property management field and client account management. Jessica is working with our vendors to provide onsite wellness services and screening. Brian holds a degree in Human Resources and Business Management from Eastern Illinois University and has served in the HR field for over 32 years. We are Proud Members of the Following: The mission of Case Benefit Consultants, LLC, is to be the best independent employee benefits agency by meeting the insurance and risk management needs of our current and future clients with professional and courteous team members. Our Firm Case Benefit Consultants, LLC (CBC) was established June 1, 2005 as a client centric, employee benefits agency. During our eleven years of operation we have been extremely well received in the local communities we serve, bringing forth a value proposition that distinguishes our agency from others based on very simple principals: Work for the clients best interest providing sound financial analytics; superior customer service with benefit education, and exceed our client’s expectations.