Delivering a Great Experience Starts with Our People

RetireeFirst Team members

We’re on a mission to simplify and navigate the complex benefits landscape for plan sponsors and retirees, ultimately improving the health and happiness of those we serve. We do this by delivering the most people-centric service model the industry has to offer.

Everyone can relate to the challenges of using health insurance. We all have family members or friends who have struggled to understand their benefits. This mission is personal to us. We go above and beyond for our clients and members, navigating those issues so they don’t have to—no call will go unanswered, no question or challenge unhandled.

Our Work is Personal—Hear Our Team Describe the Company Culture

What We Stand for

At our core, we are all caregivers. We care about making retiree benefits easier, building stronger relationships, and improving our industry.

Whether an Advocate, a marketer, a sales representative, administrator, or an executive, everyone on our team is personally committed to making an impact on retiree lives. We call these our company values, but truly, they are the pillars of how we work.

Collaborative

We show up. Every day. We believe in the gravity of our work, so we say what we mean and we do what we say.

Compassionate

We’re compassionate and mission-driven to empower plan sponsors to preserve benefits and improve retiree outcomes. We solve real needs for human impact.

Dependable

We partner with our clients, members, and carriers to ensure their needs are met. By collaborating, we all thrive.

Solution Driven

We are on a relentless pursuit to create meaningful, immediate, and lasting impacts on the healthcare industry and, more importantly, retirees’ lives.

Handwritten letters

Our Advocates Bring a Human Touch to Retiree Benefits

Our Retiree Advocacy Services are our true hallmark. Our Advocates are dedicated to helping members navigate the complex retiree healthcare landscape, building real relationships with members, and helping them with everything from billing issues to connecting to health and wellness programs. We’re also dedicated to our employees’ professional growth, and provide opportunities for Advocates to advance in their career, including specialized geriatric training and AHIP certification.

Our advocacy program is a world–class service model embedded into all our offerings. It’s so unique that members often send thank you cards and gifts of appreciation—we have a whole wall of them hanging in our office.

We’re Committed to Our People

Our shared commitment to our community and the relationships we build with our clients, members, and with each other is unmatched.

RetireeFirst hosts numerous employee events to show our appreciation for their hard work, and we also support our team in giving back to the community. Whether it’s a blood drive, charitable donation or event, fundraiser walk, or family-friendly activity, you can find us working to make an impact on people’s lives and having fun together while doing it.

RetireeFirst Favicon
Retiree Advocate

Julie Henhaffer

“Knowing the job I perform daily helps so many retirees across the nation. There is no better feeling than knowing you have helped someone so significantly that they forever call in just for you, even just to say hi. The relationships we build with the retirees is more than enough of a reason to show up everyday with a smile on your face”

RetireeFirst Favicon
SVP, IT

Kim Lundgren

“I get the most excited about the opportunity I have to help others. My ability to be a positive influence that leads others to find success motivates me. I am one of those lucky people that truly loves her job, and the company I work for.”

RetireeFirst Favicon
Retiree Advocate

Eileen Maguire

“Coming to a workplace where you can be yourself and not be afraid to make mistakes is best thing about RetireeFirst. At RetireeFirst they take those mistakes and turn them into a teaching moment. Everyone here wants you to succeed and will do what they can to help you. The array of fresh coffee and fruit everday is an added bonus.”

Philadelphia Business Journal 2023 Bets Places to Work Badge

RetireeFirst was named Best Places to Work 2023 by the Philadelphia Business Journal. This is the third year that our company has been nominated by the public and recognized by our own employees as having the most compelling culture, trust in leadership, and competitive compensation and benefits package.

RetireeFirst CEO and Chairman, John Dulczak, is an honoree of the prestigious Philadelphia Business Journal 40 under 40 award that recognizes dynamic young business leaders in the Philadelphia Metro area.

Join Us

Interested in a career with an impact-driven company?

We’d love to hear from you.

Explore Open Positions
Woman with headset smiling

© Copyright 2024 RetireeFirst, LLC.