About Scott

“Helping people understand and maximize their health insurance, healthcare, and employee benefits options and costs.”

Background Information

Scott M. Stevens, RHU, CDHC is an employee benefits broker/consultant and trusted adviser helping employer organizations of all types reduce their health insurance and related employee benefits costs. Stevens has worked with thousands of organizations to implement alternative health insurance funding solutions, creative strategies, and employee educational tracts over a 35+ year period.

His career has included time as Vice President of Sales/Marketing for a national insurance company; co-founder and Executive Vice President of a Third Party Administrator (TPA), Founder of The HSA Toolkit (employer/employee education and sales system), and presently, an employee benefits broker/consultant managing a customer base which consists of over 20,000 employees.

Stevens is a published author and frequent speaker addressing healthcare financing and delivery issues.

Core Competencies

Education/Communication of complex employee benefits, health insurance and wellness concepts and options.

Reduction of employee benefit related expenses through alternative funding, employee engagement, health risk assessment, and wellness programs/initiatives.

Assessment/Evaluation of current employee benefit strategies.

Evaluation/Implementation of Wellness and other programs to reduce health insurance costs, absenteeism and presenteeism.

 

Credentials

B.S. in Marketing/Economics; State University of New York at Oswego.

MBA Coursework; North Central College, Naperville, IL.

Registered Health Underwriter (RHU); The American College.

Consumer Directed Healthcare Certification (CDHC); The National Association of Health Underwriters.

Over 35 years experience working in the healthcare financing/delivery, and employee benefits sectors.

Developed turn- key healthcare education/engagement system – “The HSA Toolkit ©”.

Excellence in Journalism award winner (2014) – Formerly National Association of Health Underwriters (NAHU), now National Association of Benefits and Insurance Professionals (NABIP)

Licensed Insurance Broker in: CO, IA, KS, MO, NE, NY, TX.

Affiliations

Omaha, Nebraska, and National Association of Benefits and Insurance Professionals – NABIP (formerly NAHU)

Nebraska Healthcare Alliance – steering committee member

Healthcare Choice Coalition – Member

Live Well Omaha – (Former Collaborating Council Member)

Vistage International – Trusted Advisor and Speaker

Omaha Morning Rotary/Rotary International (Member; past President, Vice President, and Secretary)

Omaha Morning Rotary Foundation – President 2023/2024

Junior Achievement – Former Volunteer Instructor

St. Stephen the Martyr Parish (Trustee, Pastoral Council Member; Stewardship/Development Committee Member, Long Range Planning Committee Member, Usher, EMHC)

Knights of Columbus – Member

Equitable Bank – Advisory Board Member

Nebraska Greats Foundation – Healthcare Financing Advisor

Inspire Collaborative Health Association – Board Member