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.