Arrow Benefits Group is your single-source solution to manage the complexities of benefits with expert advice, customized programs, and personalized HR solutions.
Arrow is a founding member of Patriot Growth Insurance Services, and is the North Bay office of TRUE Network of Advisors, one of the largest benefits consulting and brokerage networks in the country.
As such, we offer personalized local service backed by national resources.
Arrow Benefits Group was created by long time benefit professionals Jordan Shields and Keith McNeil in 2012 to combine an array of technical and professional resources for organizations of all sizes.
In 2019, through the guidance of Keith and Jordan, Arrow joined a group of like-minded agencies as a founding member of Patriot Growth Insurance Services, LLC one of the largest benefits consulting and brokerage firms in the country. Arrow is also the North Bay office of TRUE Network of Advisors, a national partnership of independent agencies.
Given our affiliations with both Patriot and TRUE, Arrow offers personalized local service backed by national resources.
Locally, Arrow’s team of 40+ dedicated professionals work together to support our clients.
Meet our Advising Team
Senior Benefits Advisor & Spanish Language Division Lead
Industry veteran Joe Genovese joined Arrow in April 2020 bringing 35+ years of industry expertise. As the CEO and Managing Principal of Arrow, Joe is responsible for the overall direction of the company. He supports the entire organization from client service through business development.
With an eye towards growing the agency, Joe has worked to build a high caliber team which he entrusts with the responsibilities, tools, and resources to make decisions and do their jobs in the best manner to meet the needs of Arrow’s diverse clientele.
“Employee benefits are now being used as a recruitment tool. It’s our job to help employers understand and increase their benefit offerings. The Arrow team partners with clients to listen, learn and custom build solutions. Arrow’s people are what make all the difference to our clients and community.”
Jim has worked in the field of employee benefits consulting for over 37 years. He joined the Arrow team in 2021 and provides support and guidance to the Arrow team of Advisors to continually elevate the client experience.
During his 37 years of experience in the field of employee benefits Jim has honed his skills in almost all facets of agency operations. He started his career as a Technical Analyst for William M. Mercer and progressively developed his sales, service and agency leadership skill sets through employment with several brokers and agencies.
Jim earned his Bachelor of Science degree in Finance from CSU Sacramento and went on to receive the Certified Employee Benefits Specialist designation from the Wharton School University of Pennsylvania. He has served in leadership roles for both the Solano-Napa Association of Life Underwriters and Golden Gate Health Underwriters. Jim is also active in an advisory capacity for several insurance and agency related businesses and has served on the Board of Directors for several former clients.
Stuart Wallace is the Client Service Director at Arrow Benefits, joining Arrows team in 2020. In his 15+ years’ experience, he has worked in many different roles, starting at Hodges Insurance (family agency) as an Account Manager working up to Division Leader with another agency.
In his role at Arrow, Stuart leads and crafts the client experience, with a blend of new school and old school strategies and experiences. New school approaches include, using technology to provide critical analysis, metrics, and efficiency for employers. Old school ideas include having a dedicated team for each client so that they are not reliant on just one person. This team of trusted Advisors supports the goals of each employer and advocates for employees.
“In my family we were taught to give back to the community and giving back as a solution solver in the insurance industry is my way of doing just that. People have a hard time understanding and navigating insurance. It can be complex and stressful. My passion is really for helping people. I want to take that stress away from them and step in to help.”
Senior Benefits Advisor & Spanish Language Division Lead
Rosario is a Senior Benefits Advisor with Arrow and has been in the employee benefits industry for over 20 years. She believes making insurance and healthcare culturally relevant is important to a successful employer-employee partnership. In 2017 Rosario launched Alianza, the Spanish Language Division at Arrow Benefits Group, which serves a highly valuable yet historically underserved demographic.
Over the past 20 years, Rosario has been nationally recognized by industry leaders for her innovative approach, entrepreneurial mindset and leadership skills winning her the following accolades: 2022 EBN Excellence in Advising Award, EBA Advisor of the year, EBN Digital Innovator Transforming Benefits and HR, EBA Top Woman in Advising, North Bay Business Journal Latino Business Leadership award.
Memberships & Expertise
2022 Adviser of the Year (Employee Benefit News)
Board member of Sonoma Family Meal (through August 2022)
Scott joined the Arrow team in January 2023. With more than 20 years of experience in the field, he brings a wealth of knowledge to the team. Scott continually monitors the industry and works to develop new solutions and improved offerings for his clients. He also focuses on assuring that his client’s benefits environment is strategically sound.
Scott entered the employee benefits field as the owner of Carpenter and Associates. Over the 12 years as an independent broker, he honed the ability to be agile, attentive, and creative. As a small business owner, Scott learned that to be successful, one must persevere and build relationships. He continues to bring that passion to his work today.
Andrew joined Arrow in 2005. As he grew with the firm, Andrew moved through roles such as COBRA Administrator and Account Manager. Currently, Andrew applies his 16+ years of experience as a Senior Benefits Advisor.
Andrew has been nationally recognized for innovative employee communication strategies, including for multi-generational workforces.
He has been awarded the following accolades:
2022 EBN Excellence in Advising Award
EBA Adviser of the Year
EBN Digital Innovator Transforming Benefits and HR
Mariah has worked in the insurance industry since her adolescence, officially joining Arrow as an Associate Account Manager upon her graduation from Lewis & Clark College. Over the years, Mariah has worked in almost every position available in the company to learn the intricacies of the business and build her skill set enough to become a Senior Benefits Advisor at the firm.
Mariah has helped companies from start-up to enterprise- levels review market options and elect benefit programs that allow those companies to recruit and retain top level employees. Her passion is creating trusted and useful employee surveys, so employers don’t have to make a decision in a vacuum as well as creating educational communication pieces that allow employees to understand and utilize their benefits proactively.
Mariah is active in local community organizations, including:
Board President of North Bay Children’s Center
Board member of United Cerebral Palsy of the North Bay
Certified riding Instructor for Giant Steps Therapeutic Riding Center
Matthew Sohn started his employee benefits consulting firm in 2001 after a successful career in technology and international business development. Using his engineering experience to develop specialized health insurance software to run his firm, he grew his benefits consultancy serving hundreds of clients.
Matthew’s firm merged with Arrow Benefits in December 2018. As part of the growing Arrow Benefits Team, Matthew brings his analytical skills and extensive business experience to his clients in technology, manufacturing, non-profits, and family-owned businesses.
Mick has been helping employers retain their employees with cost effective Employee Benefits for over 20 years. His experience includes serving as a Senior Manager of two leading Insurance carriers. In addition, Mick is an expert in Regulatory Compliance, Claims Administration, Quality Processes, Risk Management, and Audit Functions.
“My focus is providing high-touch support for employees — personally taking on most of the responsibilities of managing my clients’ employee benefits. As employers hire more, the likelihood of costly benefit compliance issues increases. I am passionate and have the expertise to help keep my clients Employer’s Benefit plans stay in compliance, safe from audits, and free from fines.”
Teacher, student, motivational speaker, nurse, tutor… all of these hats I have worn in my life. Little did I know that all of this experience would work together to give me a well of experience to draw on in my career as employee benefits advisor.
In the last 20 years, I have had several jobs within insurance agencies; health and wellness education, claims advocacy, account management and shrewd negotiator with carriers. As an advisor, I bring all these skills to assist my clients.
Employee Benefits are complicated, but I can make them understandable and help employers find the best option for their organization.
Jordan Shields has been a leader in the insurance and benefits field since he opened his first agency in 1985. He has served on the United Benefit Advisors (UBA) board from 2009–2012, holding positions of Finance Chair, Vice Chair, and Chairman.
Committed to improving the lives of others through effective insurance programs, he has served as the State PAC Chair of California Association of Health Underwriters, President of Golden Gate Association of Health Underwriters, board member of California Broker Coalition, and state co-chair of the California Association of Health Insurance Agents. In addition, he has served on several carrier advisory committees and boards at local charities. He is also a published author and has written several manuals for the industry on the subjects of COBRA, FMLA, HIPAA, and Health Security Act. He co-authored a manual on the Affordable Care Act with Keith McNeil.
Keith began work in 1979 in all aspects of employee benefits brokerage and consulting. He has designations from The American College, and the Wharton School | International Foundation of Employee Benefit Plans.
For Keith, insurance is not only his job, it’s his seven-day-a-week avocation. He has served as the Legislative Chair of the North Coast Health Underwriters Association and a managing member of United Benefit Advisors California (CUBA). As the author of the COBRA: Compliance and Checklist and Manual, Keith instructs regular courses on COBRA compliance. Previously, Keith served as the President of the Marin County Chapter of Chartered Life Underwriters and is the co-author, with Jordan Shields, of a manual on the Affordable Care Act.