UBA Partner Continues Legacy of Elevating Industry Standards

Petaluma, CA—For over 30 years, the names and reputations of Jordan Shields and Keith McNeil have been synonymous with leading the path for change and improving the Benefits industry. Now called Arrow Benefits Group (formerly The SSM Group), their team remains the 3rd largest benefits company in the North Bay. “We humanize Human Resources,” says Shields, “This is an exciting time of change in our industry and people need the right team of specialists to guide them.” Benefits are about people’s lives, hopes, and dreams. Arrow Benefits Group takes these ideals seriously – protecting over 900 clients. Shields and McNeil, along with two generations of family and a team of industry experts, continue their mission to build solutions uniquely tailored to match their clients’ needs. They have re-branded the company to better tell their story including the addition of several new divisions. Watch Our New Company Video & Testimonials Here & Contact us with Any Questions!

Arrow Benefits Group “is not tied to any other corporate organization,” explains McNeil, “we own the company—we own the work and represent the bottom line for clients.” To take good care of people, you need this kind of accountability and flexibility. Everything at Arrow is done in-house without middlemen, and each team member is fully empowered to craft any solution needed in a specific “Blueprint” for each client. Arrow provides a diverse array of employer services related to employee benefits management and compliance including: a new HR division with 10 experienced human resource consultants, Third Party Administrator (TPA) doing COBRA, Flex, self-funded dental/vision, and an “Umbrella” program incorporating the practices and experience of a diverse range of expert health insurance agents, which complements their large brokerage team.

HR advocates throughout their careers, Shields and McNeil have shaped many industry advancements practiced today. McNeil was one of the founders and developers of Enwisen, which is the premier benefits communication platform now used by Fortune 500 sized companies such as 20th Century Fox, ConAgra and Unisys. He has served on multiple industry boards and co-founded the “Task Force on Lowering Health Insurance Costs,” a resource for large employers and brokers. Shields is the former Chairman and long-time board member of United Benefit Advisors (UBA) one of the largest benefits consulting and brokerage firms in the country. He has also served on numerous prestigious industry boards. Highly active within the community and youth based organizations, Shields has authored several articles and books about the benefits industry.

We’ve worked with Arrow Benefits Group for so long because of the outstanding service level they provide. They really understand what we’re trying to do, and they help us meet the needs of our employees. I’ve been very pleased with their technical expertise, especially how they ensure we’re in compliance.

—Bob Gotelli, Director of Human Resources, Bank of Marin

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About Arrow Benefits Group

Committed to the community and elevating the industry—Arrow Benefits Group is the North Bay office of United Benefit Advisors (UBA), just north of San Francisco. UBA is one of the largest benefits consulting and brokerage firms in the country, with over 200 offices throughout North America and the United Kingdom. We provide a global reach with local support.

We work very personally as advisors determining specific needs, prioritizing goals, and providing technology tools that will streamline costs and improve overall benefits packages. The Arrow Benefits Group employs a formal and sophisticated process, supported by data and HR analytics that save time and money while building a blueprint and living benefit model, continually adaptable to changing needs.