Todd Egy

Director, Enrollment Services at U.S. Retirement & Benefits Partners

Todd Egy has a diverse work experience spanning over several companies and roles. Todd is currently working at U.S. Retirement & Benefits Partners as the Director of Enrollment Services, a position they started in August 2022. Prior to this role, Todd held the position of Benefits Center Supervisor at the same company, starting in August 2021.

Before joining U.S. Retirement & Benefits Partners, Todd worked at KMA Insurance Group as a Senior Managing Agent from February 2020 to August 2021.

Their earlier experience includes various roles at Crump Life Insurance Services, where they held positions such as Manager of Shared Services from October 2017 to June 2019, Supervisor of the Document Management Team from April 2011 to October 2017, and Commission Customer Service Representative from April 2008 to April 2011. Todd also served as a Client Services Supervisor from January 2005 to April 2008, Senior Case Manager from April 2003 to April 2005, and Case Manager from April 2001 to April 2003.

Todd's career began at Faulkner Nissan as a Sales Associate from April 1999 to April 2001. Overall, Todd Egy has gained extensive experience in various roles within the insurance and automotive industries.

Todd Egy obtained an Associate's degree in Business Administration and Management, General from HACC, Central Pennsylvania's Community College, which was completed in 2002. Todd also holds several additional certifications, including Commercial Lines Coverage Specialist from The National Underwriter Company (obtained in October 2020), Fellow, Life Management Institute (FLMI) from LOMA (obtained in November 2007), Associate, Life Management Institute (ALMI) from LOMA (obtained in December 2006), Associate, Customer Service (ACS) from LOMA (obtained in June 2006), PA Resident Life, Accident, and Health from the PA State Department of Insurance, PA Resident Property & Casualty from the PA State Department of Insurance, and Series 6 from the PA State Department of Insurance. The specific months and years of obtaining the latter certifications are not provided.

Links

Timeline

  • Director, Enrollment Services

    August, 2022 - present

  • Benefits Center Supervisor

    August, 2021

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