We are Charter Benefits

What we have to offer

One Company! One Team ! One Call!
Go to HR Support

HR Support

You don’t have to do it alone! We are experts on the ACA, COBRA, 403(b) and more! We are here for you to explain the details and provide support when things get complicated.

Go to Employee Benefits

Employee Benefits

We offer plans from just about every carrier available to make sure that we can meet your needs. Our high-tech HRIS software has AI built in that will let employees know what the best options are for their health needs.

Go to Wellness

Wellness

Get Healthy! we offer incentivized wellness programs to help your employees ditch bad habits, get in shape, and be the healthy people they’ve always wanted to.

Go to Human Capital Software

Human Capital Software

Our specialized software allows your company to integrate with the other platforms you already use. No need to log in a dozens times a day, log in once, and you’ll be able to access everything you need.

About Us

We have been serving Charter Schools since 1998!
We know Charter Schools

Charter Benefits is a boutique insurance agency exclusively serving Charter Schools since 1998! Our staff has served on Charter School Boards, are proud Charter School parents, volunteer and support numerous Charter School events. While most Brokers serve a wide variety of clients, such as manufacturing, retail and some specializing in large union school districts, we’ve chosen to maintain our focus on Charter Schools and their non-profit affiliates.

My affiliation with Charter Schools began when my daughter entered Kindergarten at a charter school in Chula Vista. I saw the positive growth she experienced and how willing the teachers were to create a uniquely fertile environment to foster that growth. Our business was established through my personal passion and desire to support the mission of Charter Schools.
— Yvonne Sanusi, Charter Benefits CEO

Today, our specialized approach and use of cutting edge technology allows us to serve Charter Schools nationwide. We have a keen understanding of the needs of Charter Schools and the employees they serve.

Account Management Services

In House Management
COBRA, HRA, HSA, FSA, Claims Administration, Wellness, and Carrier Billing are all handled internally. What this simply means to you is that we are a one turnkey solution center. No need to contact separate vendors. All of the services are manage under one roof.
HRIS Integration
We offer options to provide you your own HRIS system or we can integrate with your existing HRIS to specifically manage you benefits with our state of art benefits software application and customer service. We take all the headache out of managing benefits for you HR department. We also integrate with your payroll.
Professional Communication
The success of your group plan relies largely on what your employees think of the benefits offered. CharterBenefits.com designs simple communication pieces and conducts employee meetings to aid in the education and satisfaction of your employees.
Consulting
We provide routine consulting to you through our quarterly visits.
Keeping pace with other companies and organizations in the area.
Due to our focus on the employee benefit planning area, we are able to advise you on the basis of what level of benefits other charter school employers are sponsoring.
Early warning of administrative problems
Again, because of our large representation of customers by the vendors we use, we are advised earlier regarding any potential administrative problems and therefore are able to provide this notice to you.
A member of your management team
Much group insurance work is done on a reactive basis instead of proactive. We become a member of your team by developing strategies for long term, instead of reaction to crisis only.
Service assistance
Any problem that may arise becomes our top priority to resolve. Your concerns are addressed the same business day. Within 24 hours, the problem is either taken care of or you will have a detailed action plan as to when and how we will solve the problem.
Employee surveys
We will design, implement, and interpret surveys of your employees to determine their interests in your program.
Custom Web site
We will build a Web site customized for your employees. They will enter a password-protected area containing details of your benefit plan, self-service enrollment, HR management platform, as well as online forms and other resources.
Access to aggressive markets
We have several unique arrangements for distribution of special products.

Testimonials

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