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Kristi Gjellum
Executive Vice President, National Client Experience & Services Leader, Employee Benefits
Professional Background
Kristi Gjellum is a seasoned professional specializing in self-funded health plans, bringing a wealth of experience and insight to the field of employee benefits. Currently serving as the Executive Vice President and National Client Experience & Services Leader at IMA Financial Group, Inc., Kristi has dedicated her career to crafting innovative solutions that empower clients to navigate the complex landscape of health benefits. Her strategic approach and client-centric mindset have positioned her as a leader in the industry, showing her commitment to excellence in service and outcomes for those she serves.
With a career trajectory defined by progressive roles within top-tier organizations, Kristi has established herself as an influential figure in employee benefits. Before her current role, she excelled as a Senior Vice President of Employee Benefits at IMA Financial Group. During her tenure, she spearheaded various initiatives aimed at enhancing client experience while delivering comprehensive health care solutions tailored to meet diverse needs. Her ability to connect with clients and understand their unique challenges has been key to her success and the growth of the organizations she has represented.
Before her impactful leadership at IMA Financial, Kristi built her expertise through various significant positions in the industry, including Consultant at Marsh, Senior Account Manager at Lockton Companies, and Account Executive, Assistant Vice President at Brady & Company. Each role has contributed to her deep understanding of the employee benefits sector, enabling her to navigate complex regulatory environments and implement effective health plan strategies that enhance employee engagement and retention.
Education and Achievements
Kristi's educational background laid a strong foundation for her successful career in business and employee benefits. She earned her Bachelor of Science in Business Administration from Regis University, where she honed her skills in management, finance, and strategic planning. Additionally, she has furthered her education with various courses and training at the University of Colorado at Boulder, expanding her knowledge and expertise in the field of healthcare and business administration.
Kristi's achievements in the realm of employee benefits reflect her commitment to innovation and client satisfaction. Under her leadership at IMA Financial Group, the organization has seen significant improvements in client satisfaction ratings and the expansion of self-funded health plan offerings. As a recognized leader and mentor, Kristi also takes pride in fostering the growth of her team members, ensuring that they are well-equipped to meet the dynamic needs of clients in an ever-evolving industry.
Notable Contributions in Employee Benefits
Kristi Gjellum's distinguished career is marked by a series of notable contributions to the employee benefits sector, particularly in the area of self-funded health plans. Her strategic insights and innovative thinking have led to the development of tailored health plans that not only meet compliance standards but also drive better financial outcomes for clients. Her commitment to excellence has enabled organizations to realize significant cost savings while enhancing the quality of care provided to employees.
Throughout her career, Kristi has championed initiatives that educate employers about the benefits and risks of self-funding, equipping them with the knowledge needed to make informed decisions. Her advocacy for transparency in health plan pricing and her commitment to improving health outcomes has made her a respected voice within the industry. Kristi's leadership is characterized by a forward-thinking approach that blends comprehensive research with practical application, ensuring that her clients are not only compliant but also poised for long-term success in their health benefits strategies.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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