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Steve Kielman
Vice President of Microbusiness Sales Division: TASC (Total Administrative Services Corporation)
Professional Background
Steve Kielman boasts a remarkable career spanning over two decades in the fields of tax professionals, financial advising, and insurance. His unique blend of expertise enables him to collaborate effectively with a variety of professionals—including tax advisors, insurance agents, and brokers—as well as trade and professional associations. In this time, Steve has focused on developing and promoting tax-advantaged service offerings tailored to meet the needs of their diverse client bases.
His rich experience in training and consulting is particularly noteworthy, focusing on essential benefits practices such as Health Reimbursement Arrangements (HRAs), Flexible Spending Accounts (FSAs), COBRA provisions, Health Savings Accounts (HSAs), and Family Medical Leave Act (FMLA) regulations. Additionally, Steve has a comprehensive understanding of the Employee Retirement Income Security Act (ERISA), which further adds to his capability in providing insightful and strategic guidance to organizations navigating the complexities of employee benefits.
One of Steve's recent accomplishments demonstrates his significant impact within the Microbusiness Sales Division. Over the past year, he has played an integral role in increasing new sales revenue by an impressive 67%. This accomplishment is a reflection of Steve's strategic mindset and ability to drive results. Since 2009, the Microbusiness Sales Division has seen a stunning 208% increase in new sales, a testament to the successful initiatives and strategies implemented under Steve's guidance.
Education and Achievements
Steve began his educational journey at Creighton University, where he studied Business Administration and Management. His foundational knowledge in business practices has equipped him with critical insights into effective management and strategies that drive corporate success. This educational background has played a pivotal role in shaping his approach to negotiation, partnership development, and client management within the finance and insurance sector.
In addition to his formal education, Steve also pursued culinary studies at the Mitchell Culinary School, where he honed his skills as an Executive Chef. This experience not only provided him with a sense of discipline and creativity but has also given him a unique perspective on business and customer service within a different industry. The blend of culinary skills with his financial acumen allows Steve to approach challenges in innovative ways.
Achievements
Throughout his storied career, Steve has achieved significant milestones not only in sales growth but also in the implementation of strategic training programs that elevate the capacity and effectiveness of financial and tax professionals. His leadership role at TASC (Total Administrative Services Corporation) as a Partner of the Dakota Team highlights his ability to form partnerships that align with corporate objectives and enhance service delivery to clients.
Steve's continuing commitment to professional development and his willingness to share his knowledge and expertise is further evidenced by the training and consulting programs he leads. These programs empower tax professionals, financial advisors, and other stakeholders to better understand and navigate the nuances of employee benefits, ensuring that their clients receive the maximum benefits available under current regulations.
In summary, Steve Kielman's extensive career, marked by his substantial contributions to the growth of organizations and the training of professionals, reflects his dedication, leadership, and depth of knowledge in the field of tax-advantaged advice and service offerings. His proactive approach in addressing client needs has led to increased revenue and heightened awareness of essential employee benefits practices, making him a respected figure in the financial services community.
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Steve Kielman: Expert in Tax-Advantaged Services and Employee Benefits
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