Solving Your Financial Puzzle


Chelsea Holler 

Licensed Advisor Assistant & Claims AssociateChelsea

Chelsea assists advisors as an individual insurance administrator which includes new business processing, policy renewals and general client service requests. 

Chelsea is also responsible for the service and administration of the self insured benefit plans, including Cost Plus plans. This includes processing the health and dental claims, processing enrolments and terminations, payments and invoicing to clients.  She provides support to pharmacies, dental offices and employees with the submission of health and dental claims. She works with clients to provide service in a timely, professional manner.