Employee Benefits Program
Strategy & Financial Consultant, Financial Planning
Strategy & Financial Consultant, Client Operations
Fortis runs an employee-owned workforce of 600+ across Oregon and Utah, with project teams operating multi-state and internationally. The benefits program is both a material investment in those owners and a strategic financial lever. We understand that. The HUB Employee Benefits team behind this proposal includes Samantha Bradley and Jesse Rawley, bringing a service approach built for an employer whose people are also its shareholders.
What HUB's EB Team Delivers for Fortis
Fortis already invests meaningfully in its people. The program in place reflects a company that takes care of its employee-owners across field and office, Oregon and Utah, with a benefits offering that runs from medical, dental, vision, and STD/LTD through to five weeks PTO, a Healthy Lifestyle Spending Account, family-forming benefits, and tuition assistance. Our role is to support and elevate that program, not to suggest it is lacking.
Samantha and Jesse work within a HUB Employee Benefits team built around how Fortis already operates: data-driven, accountable, and long-term. They align plan design, funding strategy, network negotiations, and vendor partnerships with the way Fortis runs the rest of the business. Every decision is evaluated through the lens of workforce wellbeing, cost discipline, and the multi-state realities of an employer growing into Utah.
Their work bridges executive leadership with HR implementation. The objective is a benefits program that performs efficiently, supports an employee-owned workforce, and scales with Fortis's continued geographic and market expansion.
Your Dedicated HUB Service Team
Account Executive
Primary strategic relationship lead. Program oversight, carrier negotiations, and long-term planning for Fortis's benefits program.
Account Manager
Day-to-day operational contact for plan administration, employee questions, renewals support, and ongoing service coordination.
Chief Compliance Officer
Ensures Fortis's benefit programs remain fully compliant with ACA, ERISA, HIPAA, and all evolving federal and state regulations. Critical for a 600-person employer with multi-state operations.
Vice President, Analytics
Data-driven insights on plan performance, utilization trends, and cost forecasting. Aligns with Fortis's own VDC and data-driven culture.
Pharmacy Director
Pharmacy benefit strategy, formulary optimization, and specialty drug cost containment. One of the fastest-growing plan costs for employers today.
Actuary
Actuarial modeling for self-funded or partially self-funded plan structures. Enables Fortis to make financially sound decisions with full transparency.
Director of Clinical Consulting
Clinical expertise to identify high-risk populations, recommend care management programs, and drive proactive health interventions across the workforce.
People & Technology Consulting
HR technology strategy, benefits platform selection, and employee communication. Helps Fortis run a seamless, modern benefits experience for their team.
Strategic Planning
The Fortis benefits program already reflects a company that invests meaningfully in its people. Our planning approach is built to affirm that investment and elevate the program where it counts: a multi-state, employee-owned workforce, ongoing Utah expansion, and a technical talent market that rewards employers who lead with care.
A side-by-side review of Fortis's current employee benefits offering: medical, dental, vision, STD/LTD, HSA/FSA, the Healthy Lifestyle Spending Account, family-forming benefits, tuition assistance, and the 401(k) with matching. Benchmarked against peer general contractors and employee-owned companies of similar scale, so the program's strengths are quantified and the optimization opportunities are clear.
Samantha and Jesse bring HUB's EB practice into direct conversation with Fortis's executive and HR teams. The work is collaborative: identify utilization trends, surface employee experience opportunities, and align benefits strategy with Fortis's broader business priorities. Strategic planning starts early and continues year-round, not at the renewal table.
A benefits architecture built for where Fortis is heading: continued Utah expansion, recruiting and retaining technical talent across data center, science & tech, and healthcare construction, and an employee-owned workforce that expects the same care from its benefits program as it gives to the work.
Coverage Map
A coordinated read across the six Employee Benefits lines that matter most to an employee-owned, multi-state general contractor whose workforce runs from field crews in Oregon and Utah to project teams operating internationally.
Benefits Servicing
HUB International Northwest's Benefits Servicing team operates as an embedded partner. For a multi-state, employee-owned general contractor like Fortis, that means a benefits team that understands the operating rhythm: open enrollment across Oregon and Utah, ongoing compliance, claims advocacy for the workforce, and year-round strategic partnership with HR.
Full-service open enrollment coordination across Oregon and Utah: employee communications, plan presentation materials, on-site or virtual meetings as needed, and bilingual support where the workforce calls for it.
Active management of the Oregon and Utah compliance calendar: ACA reporting, ERISA filings, COBRA administration, Section 125 plan compliance, and the evolving state regulations affecting a multi-state employer. Coordination across project teams operating beyond home-state offices.
Member-level claims support for employees navigating denied claims, network access issues, and complex billing questions. The advocacy team handles the conversations HR doesn't have time for, on behalf of the people Fortis is built around.
Ongoing strategic touchpoints between renewals: regulatory change advisories, plan design discussions, vendor performance reviews, and proactive communication when carrier or network changes affect Fortis's program.
The Fit
Fortis is intentionally different. The work is built on care, not compliance. The workforce is owned by the people doing the work. HUB's Employee Benefits practice builds the program around how Fortis already operates, not around a template.
Fortis leads with culture and craft, not catalog. HUB's EB practice brings the same posture. Strategy and insight first, not premiums, and a program built around how Fortis actually works.
Fortis is built around its employee-owners. A benefits program for that workforce has to be designed around wellbeing, not just cost. HUB's EB practice builds programs the same way. Workforce first, with cost discipline as a constraint, not the only objective.
Fortis carries 13 consecutive years of the AGC Safety PRIDE Award. Safety as culture. HUB's clinical consulting team, led by Dr. Kryz Novotnaj, brings the same posture to workforce health. Proactive risk management, not check-the-box benefits administration.
Fortis builds with VDC and eCAMM. Decisions made from data, transparent inputs, modeled outcomes. HUB's analytics team, led by Justin Ruddiman, models plan performance and forecasts trends with the same discipline.
Fortis returns to its clients because the relationship works. HUB's EB practice builds multi-year benefits relationships the same way. Not one-off placements, not vendor swaps every renewal, but a program that compounds value over time.
Fortis runs on a Team of Teams model. Shared leadership, decentralized collaboration, interdependencies instead of silos. HUB's EB team mirrors that. Samantha and Jesse engage directly, the service team operates as peers, and Fortis's HR team works with the people who own the function, not a switchboard.
HUB's Employee Benefits team, with Samantha Bradley and Jesse Rawley, is ready to walk through an employee benefits program built for Fortis's employee-owned workforce: 600+ owners across Oregon and Utah, with project teams running multi-state and internationally.
SCHEDULE A CALL