What We Do Meet the Team Case Studies Get Started

The People Behind
Your Enrollment Fulfillment

Kate Overton

Kate Overton

Chief Executive Officer

Former VP of Benefits at a Fortune 500 insurer. Spent 15 years watching good companies struggle with bad enrollment tools before deciding to build better ones.

Jason Wise

Jason Wise

Chief Operations Officer

Engineering leader from Stripe and Oscar Health. Brings deep expertise in building reliable, high-scale platforms where data accuracy is mission-critical.

Barry Patterson

Barry Patterson

Chief People Officer

Former benefits consultant who managed enrollment for 200+ employer groups. Knows exactly what can go wrong — and builds processes so it doesn't.

David Marshall

David Marshall

Technology and Integrations Engineer

Technology and implementation leader who ensures every client launch runs smoothly from start to finish. Bridges the gap between platform capabilities and real-world enrollment needs.

Arthur Jordan

Arthur Jordan

Technology and Integrations Engineer

Implementation specialist who brings technical expertise and hands-on leadership to every client onboarding. Ensures seamless platform setup and a smooth transition from day one.

Liz Koenig

Liz Koenig

Technology and Integrations Engineer

Skilled implementation leader with a passion for getting clients up and running quickly and correctly. Combines technical know-how with a personal touch to deliver smooth, successful launches.

Joan Johnson

Joan Johnson

Client Technology Concierge

Dedicated HR concierge who serves as the go-to resource for employee benefits questions and platform navigation. Ensures a seamless experience for every user on the Employee Navigator system.

Ken Thompson

Ken Thompson

Client Claims Concierge

Dedicated claims concierge specializing in Colonial Life products. Guides employees through the claims process with expertise and care, ensuring timely resolution and a smooth experience from start to finish.

Berenice Green

Berenice Green

Client Services Manager

Client services leader who ensures every client receives exceptional support throughout their enrollment journey. Manages service delivery with a focus on responsiveness, quality, and long-term client satisfaction.

John Berry

John Berry

VP of Broker Strategy

Operations veteran with a background in healthcare compliance and process design. Runs the engine that keeps carrier feeds, reconciliations, and SLAs on track.

Krystal Fields

Krystal Fields

VP of Broker Strategy

Seasoned broker relations expert with deep experience building strategic partnerships. Connects benefits advisors with the tools and support they need to better serve their clients.

Garet Clemens

Garet Clemens

VP of Broker Strategy

Experienced broker strategist focused on expanding partner networks and driving enrollment growth. Builds lasting relationships that help brokers deliver better outcomes for their clients.

Joel Newman

Joel Newman

VP of Broker Strategy

Dedicated broker strategy leader with a proven track record of growing enrollment partnerships. Brings energy and expertise to every broker relationship he manages.

Kjell Terrell

Kjell Terrell

Employee Benefits Enrollment Advisor

Licensed benefits counselor who guides employees through their enrollment options with patience and clarity. Ensures every individual understands their coverage choices and feels confident in their decisions.

Kristen Bible

Kristen Bible

Employee Benefits Enrollment Advisor

Compassionate benefits counselor dedicated to helping employees navigate complex plan options. Takes the time to ensure every person feels informed and supported throughout the enrollment process.

Jenni Vasquez

Jenni Vasquez

Employee Benefits Enrollment Advisor

Enthusiastic benefits counselor committed to making enrollment simple and stress-free. Brings a personal touch to every employee interaction, helping people feel confident about their benefits choices.

Marie Scoggin

Marie Scoggin

Employee Benefits Enrollment Advisor

Detail-oriented benefits counselor who brings warmth and expertise to every enrollment conversation. Helps employees understand their options so they can make the best decisions for themselves and their families.

Melodie McDaniel

Melodie McDaniel

Employee Benefits Enrollment Advisor

Experienced benefits counselor known for her approachable style and deep knowledge of plan options. Makes even the most complex benefits decisions feel straightforward and manageable for employees.

Dave Underwood

Dave Underwood

Employee Benefits Enrollment Advisor

Seasoned benefits counselor who brings years of industry knowledge and a calm, reassuring presence to every enrollment session. Helps employees feel at ease while making important coverage decisions.

Lisa Clarke

Lisa Clarke

Employee Benefits Enrollment Advisor

Warm and knowledgeable benefits counselor with a talent for simplifying complex plan details. Patiently walks employees through every option to ensure they choose the coverage that's right for their needs.

Duane Irby

Duane Irby

Employee Benefits Enrollment Advisor

Trusted benefits counselor who combines professionalism with a genuine care for employees. Known for his thorough approach to explaining plan options and ensuring every enrollee feels supported.

Lisa Ballance

Lisa Ballance

Employee Benefits Enrollment Advisor

Committed benefits counselor who brings a thoughtful, employee-first approach to every enrollment conversation. Photo coming soon.

Sue Brosemer

Sue Brosemer

Employee Benefits Enrollment Advisor

Reliable benefits counselor dedicated to helping employees make informed decisions about their coverage options. Photo coming soon.

Michael Thorn

Michael Thorn

Employee Benefits Enrollment Advisor

Dedicated benefits counselor who brings professionalism and a personable approach to every enrollment session. Ensures employees feel confident and informed when selecting their benefits.

OPM Group Mission Statement

To provide a seamless implementation and enrollment experience. To give employers more resources to maximize the value of their benefit program without adding additional cost. To help employees understand and appreciate the benefits that are provided for them.

Our Values

Three principles that shape every feature we build, every client we serve, and every hire we make.

Accuracy First

In benefits, close enough isn't good enough. A single misrouted enrollment can leave a family without coverage when they need it most. We obsess over data integrity at every step — from plan configuration to carrier transmission — because the stakes are too high for "probably right."

Human-Centered

Technology should reduce confusion, not create it. Every screen, every notification, every recommendation we build gets tested against one question: would a first-time enrollee understand this without calling HR? If not, we redesign it until they can.

Relentless Service

We don't hide behind ticket queues. Every OPM client gets a dedicated team that knows their plan design, their culture, and their pain points. When open enrollment starts, we're on the ground alongside your HR team — not waiting for an escalation.

OPM office culture

Streamline your enrollment

Our team brings decades of combined experience in benefits administration

Ready to transform your
benefits experience?

Join hundreds of organizations that have eliminated benefits stress. Let's talk about what OPM can do for you.