The Partners Group Expands Bozeman, MT Office with New Hire in Employee Benefits

employee-benefits-bozeman-montanaBozeman, MT- The Partners Group (TPG) is excited to add Joshua Lever as an Employee Benefits Account Manager to the Bozeman, MT team. TPG’s Employer Services Division specializes in providing employee benefits, retirement plan consulting, data analytics, plus health and wellness services.

Josh brings extensive knowledge and industry insight to TPG after working with a large independent health insurance brokerage in Montana. During that time, he led the sales team and became an insider expert in small group funding strategies and group disability benefits. Josh holds a Montana Life & Disability Producer License and is ACA certified. A University of Western Australia alum, Josh has over three years of benefits experience in Montana.

Outside of work, you can find Josh spending the winter skiing at Bridger Bowl and Big Sky. In the summer months he often goes hiking and wildlife spotting around Yellowstone National Park. An Aussie at heart, Josh is keen on exploring the great outdoors and recently took up fly fishing.

Founded in 1981, The Partners Group has been serving the financial and insurance needs of employers, medical professionals, and successful individuals for over 35 years. The Partners Group is the largest independent employee benefit firm in the northwest. In addition to employee benefits, TPG specializes in retirement planning and investment services, commercial insurance and personal insurance. The Partners Group has offices in Bellevue, WA; Portland, OR; Lake Oswego, OR; Bend, OR; and Bozeman, MT. For more information, please visit https://www.thepartnersgroup.com. 425-455-5640.

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Employee Benefits

The Employee Benefits Division of The Partners Group serves the employee benefit needs of over 500 West Coast employers, with offices in Portland, Lake Oswego, and Bend, OR; Bellevue, WA; and Bozeman MT. Our benefits consulting team specializes in providing a highly-consultative approach coupled with problem-solving wellness analytics, to help employers reduce healthcare costs, improve employee health, and create long-term health plan stability.

Business Consulting

The Business Consulting Division of The Partners Group is dedicated to consulting with healthcare systems and jumbo employers to manage the health and well being of their employees, families, and communities. Our focus is to provide an innovative, solution-oriented service that capitalizes on data to pinpoint potential problems. Whether it be uncovering potential sources of escalating healthcare costs, or other anomalies in data, this service provides endless, problem-solving advantages to a variety of industries.

Commercial Insurance

The Partners Group Commercial Insurance Division manages the business risks for hundreds of employers. We provide an unmatched depth and breadth in commercial insurance and risk management services combined with extraordinary people who possess an unusual ability to connect on a personal level. We work hard to understand the unique risks and exposures of your business, and identify the solutions to provide the right coverage for the right price. As an independent company The Partners Group can tailor solutions to work specifically for you, even creating new policies and programs, if that’s what you need.

Private Client Services

The Partners Group Private Client Services Division advises business owners and high income shareholder groups comprising just over 3,200 successful individuals, families and medical professionals on investment services, retirement planning, and personal insurance. We’ve been in business for over 30 years as a privately held company based in the Northwest, and we’re here to stay. Additionally, we are not tied to products and plans. We provide various platforms and a multitude of options to fit your needs, which can change over time as your life changes. When you work with TPG Private Client Services, you’re dealing with the shareholders of this firm, and we are honored to play a role your life, your family’s lives, and your next generation’s lives.