We understand that our success comes only from the synergistic efforts which result when a team of professionals perform together.
It is through this teamwork that we deliver the most competitive program of insurance products and services tailored to fit the specific needs of our clients. Our employees are carefully selected, committed people who work in an atmosphere of high expectation, flexibility, and responsibility, with an aggressive approach to client problem solving. Together with their team, Ray Hebert and Chris Hitzman possess over 25 years of experience.
Ray Hebert, Jr. CFPA
Certified Financial Planner
Financial Services Representative
Client Service Manager
Ray is the primary advisor, and responsible for the oversight of all group and individual insurance business transactions. He leads vendor/carrier and third party administrator negotiations as well as renewal evaluation/negotiations. Mr. Hebert orchestrates the development of plan designs in addition to researching and reviewing legislative compliance issues.
Chris is a financial advisor and a specialist in retirement planning, and is directly responsible for all group 401k business. Chris personally guides each 401k plan participant through the enrollment process. He also conducts quarterly reviews, provides on-site presentations for education and informing plan participants with the most current programs and services available to meet their specific retirement needs.
Monique, personal assistant to Chris Hitzman, is responsible for a multitude of office functions. Her many responsibilities include, but are not limited to, personal assistance and administration for our financial clients as well as our 401k group accounts, maintaining schedules, organizing events, document preparation, etc. Monique is known for her friendly and sincere manner, as well as the quality of customer service she provides to each client.
Sam is a personal assistant, and has been an asset to our firm since her arrival. Sam specializes and assists with all administration processes for our group clients as well as their employees. Her responsibilities include document preparation for all group insurance business transactions, gathering and researching laws and compliance information, problem solving, and personally assisting employer plan participants with any of their insurance needs.
Hebert & Hitzman, NOLA Health Insurance | Local: 985-727-1591 | 1327 West Causeway Approach, Mandeville, LA 70471 | All Rights Reserved. © | Powered by PRYTANIA