Rachel Klein
Plan Consultant
About Me
Rachel joined Sentinel in 2008, previously working in the Service Center before becoming a Plan Consultant in 2013. She most enjoys helping her long-time clients and building relationships with new clients. She explains, "It brings me joy to provide superior service, knowledge and expertise to each client and know I have put a smile on their face at the end of the day."
Rachel's main job responsibilities include: completing all required compliance testing, plan design suggestions and employer calculations for clients while being the go-to person for day-to-day client inquiries; providing exceptional service, knowledge and building meaningful relationships with my clients; and consulting with internal teams to service clients and their employees.
Educational Background & Experience
- Bachelor of Business Administration
- RPS, and Flex & COBRA Certification
Out of the Office
Rachel loves spending time with family, friends, her dog, traveling, exploring new restaurants, being outside in the summer and weekend adventures.
Contact Information
