About

Why BSI?

BSI offers superior customer service, technology, and results to our clients through:

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ur clients are varied; we serve Public Entities, Manufacturers, Large Employers, Staffing Companies, Unions, Government Contractors – and the list goes on… We provide a variety of value-added professional services to our clients that reduce costs, provide transparency, increase efficiency and improve member satisfaction. Our team consults, designs, and implements specialized benefits packages for businesses that require more than a traditional health insurance broker or third party administrator can provide. We design bona fide health, retirement, and supplemental benefit plans for employers nationwide. BSI is an experienced source for niche markets with a focus on government contractors that perform SCA, Davis Bacon, ATSA, State Prevailing Wage work, and Taft Hartley groups. We train teams with the knowledge they need to implement and service all facets of their benefit needs.

Our team will meet with your team anytime we are asked. Whether it’s a large training class that’s planning to come on board, a change in the contract, or you simply feel that your employees could benefit from meeting with our team – we’ll be there. BSI has extensive experience in the Health & Welfare / Fringe Benefit arena, serving various industries including: security contractors, facilities maintenance, transportation, mail haulers, janitorial, debt collection and others. We understand the complexities of your business needs.

If there is one thing that everything at BSI revolves around – it is teamwork. At BSI, we take time to make sure our team clearly understands your business needs, preferences, likes, dislikes, and methodology. Being able to share not only the same goal, but the paths and methods to reach that goal is critical to a successful program. It’s what we do – with every client – every day. It’s not a transactional relationship with BSI – it’s a true partnership.

Our mission is to combine customer service, knowledge, experience, technology & ethics as assets to our clients.

We work closely with our clients to design and implement the most appropriate, responsive and cost-effective vehicles to service our clients’ needs. While providing Claims Management, Benefit Plans, and Fringe Allocation services, we will always: Provide the highest quality customer service, Minimize cost to the employer, and Provide the best possible bona fide benefits for the available funds. BSI strives to be a valued team member, not just another vendor.

Our History

In 2017, BSI acquired Hewitt Coleman & Associates; combining the talent from two complementary organizations to create an exceptional team with leadership in employee benefits, risk management, and claims administration. Our clients have already seen clear benefits including the greater flexibility that comes with an expanded base of expertise. From her beginning in 1923, Hewitt Coleman & Associates had been in the business of servicing employers who self-fund risk; starting with Workers’ Compensation and Liability, adding Group Health in the 1960’s.

BSI Companies have been helping employers reach their goals since the early 1980’s. Robert P. (Bob) Harling, Agency Principal & President of BSI, began his career as a life and health agent for group voluntary and specialized health products. Since then, his client-centric approach to service and excellence have significantly grown our client base. BSI formed a third party administrator in 2006, Specialized Contract Administrators (SCA), to broaden the scope of our client service offerings. We knew that our clients’ unique requirements could not be met by other TPAs and saw a niche that only we could fill. SCA’s services include hourly contribution benefit plans, bill reconciliation, claims payment, enrollment, hour banking, compliance, COBRA, workers’ compensation administration, Bona Fide Trust administration, and HRA plan administration. We created our systems for hourly-based fringe accumulation and have met the needs with phenomenal success and client satisfaction.

BSI Companies is now strategically poised for the future.

Core Values

  • Be responsive — Answer the phone and work hard to resolve every concern within 24 hours or less.
  • Be available — Our clients have minimal time to connect with us. We will be available when the client needs us.
  • Be ethical — Every decision, every day, in every way.
  • Be learning — Every situation, every issue, and every client can teach us something new.
  • Be the best — At everything we do.
  • Be sympathetic — Empathize, regardless of where the fault lies.
  • Be communicative — With employers and employees.
  • Be agile — Sell what the client needs, not what you want to sell.
  • Be strong — Fight for the clients at all times.
  • Be respectful — To all clients, employees and vendors.
  • Be honest — The truth never has to be remembered to be retold.

Meet Our Team

Bob Harling
President & Owner

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After graduating from the University of South Carolina and serving in the United States Coast Guard, Bob Harling began his career in the restaurant business in 1967. It was here that he discovered the need for health insurance coverage of his workforce. Due to the transient nature of the foodservice industry, most carriers refused coverage. However; in 1990 Bob changed his career path and created Benefit Source, Inc. (BSI). He provided benefits solutions that would help our clients grow and used his extensive knowledge of government contracts to establish compliance guidelines that no other TPA could match. BSI has also expanded into new markets of Workers’ Compensation, Retirement, and several others through Bob’s vision, acquisitions, and willingness to be available to clients whenever needed.

Beau Harling
Vice President

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Beau graduated from The University of South Carolina and has been a licensed Life & Health and P & C producer for over 17 years. Although Beau is a Greenville, SC, native, he quickly found a niche helping enterprise clients nationally through consulting with employers, brokers, and agents. Working closely with Colonial and Symetra Financial Services, he has designed several innovative products offered in the Life & Health arena and is a leading authority on government contractor regulations, union policies, and third-party administrative services.

Sherry Loftis
P&C Operations

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Sherry graduated from Greenville Technical College in 1980 with an Associates of Science degree. She began her career in risk management services immediately after graduation, joining Hewitt Coleman in April, 1980. During her 37-year tenure HCA, she gained a wealth of experience in all aspects of self-insurance programs. Sherry joined SCA in 2017 with the BSI acquisition. She is now responsible for the Property & Casualty Operations and the delivery of exemplary services to our clients. She seeks to identify the client’s needs and develop customized solutions that produce the best client experience. She addresses any concerns that may arise and provides clients with updates on technology, along with advice and training on using it for the best results. Sherry holds a Property & Casualty Insurance License in several states.

Jim Stoecker
Group Sales

Jim Stoecker has been in the TPA business for over twenty five years, fourteen of them with Hewitt Coleman. Prior to that, he worked with Kanawha Benefit Services. Jim started his career with Security Connecticut Life Insurance Company. He graduated from the University of Connecticut and earned a MBA from the University of Hartford. Jim serves as Vice President in the Employee Benefits Division.

Kristy Wilson
Group Health Operations

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Kristy began her career as a manager with Flagstar. After six years with Flagstar she accepted a position with Kanawha at a data entry level and was promoted to Eligibility Specialist and further advanced to COBRA/FLEX/HIPPA Administration. In 2000 Kristy joined Hewitt Coleman as COBRA/FLEX/HIPPA Administrator. Over the years she has been involved in every aspect of the claims operation from Billing to Short Term Disability management to the processing of medical, vision and dental claims, to check registers, fee calculations, eligibility and spec claims. She was very involved in the EDI implementation project and continues to heavily contribute to efficiencies management, training and department structuring. Kristy was promoted to the position of Group Operations Director in March 2008 and to Vice President-Group Health Operations in 2016. She is responsible for all aspects of the Group Health operations.