Robert P. Harling
Robert P. (Bob) Harling is the founder of Benefit Source, Inc. and has been putting together programs for companies in all 50 states for over 26 years. Many of the companies BSI has helped have grown and prospered by giving our expertise with the Benefits and 401k plans offered. BSI also offers Workers compensation claims paying, Cobra, enrollment and HRA payments. These are some features that are not offered by most insurance agencies. BSI has built a reputation with thinking outside the box and our target mission is to provide our clients with the best products to suit their needs. Our 401k knowledge gives your employees the ability to learn how to save the correct way for their future. If the employees have questions they can always call our office or the financial advisor’s office after our meeting.
By the employees putting away more funds in their 401k it allows the owners and Highly comps to put away more as well. Close contact with the employees is the secret to a successful 401k.
Robert (Beau) Perry Harling, Jr
Beau has been with BSI since July of 1999, beginning his career working in the property and casualty field. However, his true passion was working with employer benefit plans. Beau transitioned to working with employer sponsored health benefits and retirement plans in the early 2000’s.
Beau has been a leader in the field of hourly based benefits his entire career. Beau has designed new plan offerings for carriers and consulted on their design and implementation of hourly based programs for national carriers and administrators. Beau is a leader in the field of fringe administration and health and welfare employers. Beau has many union clients as well working with the unions and their members employer to set up union sponsored plans that meet all the union membership and employer’s needs. Beau works extensively with collective bargained employees and their employers.
He has clients in 42 different states and works mainly with larger employers, Government Contractors and unions. He is licensed to sell medical property and casualty and investment products in those states. He has extensive experience working with both defined benefit and defined contribution plans.
Beau has created multiple and multi-employer 401k plans from scratch. He continues to lead the retirement field as well as employee benefits by staying ahead of the curve, embracing the new technology and laws to meet his clients needs.
Athena Smith, Risk Account Manager
Athena began her claims career in 2001 earning her CPT and ICD-9 license. In 2003, she joined the TPA business as an Excess/Stop Loss Coordinator and eligibility. Athena has been a valuable team player with SCA in our Greenville, SC office since 2011 and is a license Property and Casualty Producer. She has also completed a ten (10) hour Occupational Safety and Health Training Course in General Industry Safety and Health. Athena is responsible for risk management reporting, state reporting and coordinates services for self-insured workers compensation clients.