About Us
Our Firm
Founded by John Davidson in 1983, our firm offers customized employee benefit solutions and consulting services built around our clients’ goals and objectives. We specialize in creative benefit solutions, strategic planning and easing the benefits burden on HR. We exclusively work on large group (> 100 employees) employee benefits. Our leading goal is to practice with the best principles always in mind. Making a difference in everything we touch is what we live and breathe each day.
Formerly known as Davidson Benefits Planning, we are a fully-owned division of Alera Group based in Tigard, Oregon.
Our Philosophy and Culture
We value of integrity, hard work, and professionalism. We are committed to innovation and creative employee benefits, risk management and insurance solutions. This is accomplished through our philosophy which is to:
- Expect far more from ourselves than we do from others
- Inspire excellence and success
- Lead with integrity and wisdom
- Provide fanatical attention to service, consistency and detail
Our promise is to partner with our clients to offer exceptional customer service, support, solutions and resources in every touchpoint we have with them. We are committed to recommending ideas, programs, products and services that will maximize the value and ensure the success of cost-effective benefit plans for each and every client.
Well known in the community for our culture, we make concerted efforts to be inclusive, open to everyone’s perspectives and to be optimistic and engage the mind and spirit. Culture development comes from our entire staff. Our culture committee coordinates a variety of events including community volunteer activities to have fun together and invigorate staff.
Part of our culture is also to practice The Collaborative Way which emphasizes Speaking Straight, Being There for Each Other, Listening Generously, Acknowledge & Appreciation and Honoring Commitments. We have ongoing training and support for our employees. The training and message has been extremely well received.
As a result, we have very happy and appreciative employees and outstanding performance for our clients. Our firm achieved Top 100 Employer to Work for in Oregon for the 16th year in a row.
Meet Our Team
People you can count on. People you can trust.
Brenda Bassett
Executive Director, Employee Benefit Operations
Brenda Bassett primarily serves as our agency Senior Vice President of Internal Operations and Human Resources, secondarily as a Benefits Consultant. She is focused on delivering an exception experience to DBP’s clients by supporting the operational infrastructure, which includes leading the Account Management and Sales Support team. She began her career with DBP in 2006, and has over 30 years of experience in account management, compliance, product development, health plan and benefit administration/operations, business operations and human resources.
She holds a Bachelor’s of Science degree from the University of Oregon.
Bethany Bin Daar
Account Manager
Bethany Bin Daar has been an integral part of Davidson Benefits Planning since 2019, bringing a wealth of experience and expertise to her role as an Account Manager. With her Life and Health License and a Master of Science in Management and Leadership from Western Governors University, Bethany is dedicated to providing exceptional service to clients in the employee benefits insurance industry.
In her position, Bethany serves as the day-to-day expert on a book of business, ensuring the seamless implementation and performance of benefits programs. Bethany's passion for clear communication and documentation, coupled with her innovative problem-solving skills, allows her to deliver prompt support to clients while finding advantageous solutions for all parties involved. Her self-motivation and ability to prioritize tasks ensure that deadlines are consistently met, further enhancing the client experience.
Outside of work, Bethany cherishes time with her family, including her two boys and dogs. She enjoys expressing her creativity, going on road trips, and exploring new places, though the beach is her always favorite destination. Bethany's friendly demeanor and dedication to client satisfaction make her an invaluable asset to the Davidson Benefits Planning team.
Katie Burdick
Account Manager
Katie Burdick has 15 years of experience in the health insurance industry. She was previously with a local insurance carrier where she specialized in individual and group membership and most recently large group sales operations where she supported 26 101+ size employer groups consisting of fully insured and self-funded. Katie enjoy helping folks understand insurance and providing excellent customer service.
In her free time, she enjoy spending time outdoors with her husband and our dog, hiking, kayaking, camping and exploring parts of Oregon they have never explored before. Her most recent passion is kickboxing.
Deby Butzer
Account Manager
Deby Butzer’s first interest in health insurance began when she started working as a Customer Service Representative at a local health insurance carrier. This progressed into several years working for local carriers as a Claims Examiner, Claims Auditor, Claims Trainer and Systems Administrator. Then, she moved onto the brokerage side of the business as an Account Manager and Benefit Consultant where she had the pleasure of working directly with her clients to provide health plan solutions. Now, after over 20 years working at brokerage firms, Deby remains committed to helping her clients understand the mechanics of health insurance today.
Deby earned the designation of Health Care Anti-Fraud Associate and continues to learn about the cost impact of health care fraud on our health care system.
Deby enjoys gardening and volunteering in her local community. She and her husband of over 35 years spend much of their time at home enjoying home projects and sharing laughs every day.
Resources
Pocketpal Video - App for Employee Benefits Portal (Touchpoints)
* Access requires credentials, please email info@jjdavidson.com for access information
EXPERT EDUCATION
Events and Webinars
Employee Benefits
When Captive Insurance Makes Sense
In this session, our experts will talk about how captives work, the advantages and disadvantages and what you need to know to determine whether they make sense for your organization.
November 21, 2024 at 01:00 pm CT | Virtual
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Employee Benefits
Q4 Compliance Update
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
December 3, 2024 at 01:00 pm CT | Virtual
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Employee Benefits
Setting Your Strategy for the New Year: Alera Group's 2025 Employee Benefits Market Outlook
Our experts will highlight key results from Alera Group’s 2025 Employee Benefits Market Outlook Report and explain how these trends can impact your benefits program this year.
January 16, 2025 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
Avoiding an Employee Lawsuit Over a Tobacco Surcharge Claim
Tobacco surcharges on health insurance premiums for employees who use tobacco products are attractive options for employers looking to keep their workforce healthy while lowering their organization’s healthcare costs. But surcharges can go too far, and many employers may be unaware of the limitations. Alera Group's new whitepaper on tobacco surcharges is designed to assist employers in complying with federal regulations.
November 19, 2024
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Employee Benefits
Q4 Considerations: New HIPAA Privacy Considerations
Earlier this year, the Department of Health and Human Services (HHS) issued a Final Rule titled HIPAA Privacy Rule to Support Reproductive Health Care Privacy.
November 15, 2024
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Spotlight on 2025 Benefit Limits
The IRS has released the 2025 benefit plan limits. The following chart shows some of the key limits for the 2023, 2024 and 2025 tax years.
November 15, 2024
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Courts Ablaze with Tobacco Surcharge Class Action Lawsuits
Tobacco surcharges, or an increase in premiums for employees who use tobacco products, are attractive to employers looking to keep their employee population healthy and lower their healthcare costs. But they can go too far, and many employers might not be aware of the limitations.
November 15, 2024
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